Freelancer profile translated to English.
Back to original languageAbout Morgane
CGP & Courtiers: Delegate your Middle-Office to an operational expert.
Are you wasting precious time managing back-and-forth with management companies, banks, and clients to finalize subscriptions? Your value is in advice, mine is in technical execution and flawless follow-up.
I replicate the operational support role in a firm, but in a flexible way to absorb your workload.
My Areas of Intervention:
📂 Complex File Setup & Processing:
- Investments: SCPI (cash or credit), Girardin, PER, Life Insurance,...
- Credit: Setup and follow-up of financing applications.
⚙️ Operational & Partner Follow-up:
- Direct interface with partners.
- Follow-up and chasing of files until final validation (fund release, certificate issuance).
🤝 Client Relations (White Label possible):
- Onboarding, collection of KYC/Tax forms, electronic signature.
Why trust me? I am not a generalist assistant. I currently perform this job. I know the jargon, compliance procedures, and the rigor required for financial products.
Objective: Zero rejected files, zero unnecessary delays.
French
Native or bilingual
English
Conversational
Remote only
Primarily works remotely
Experience
- BIEN GUIDEREAL ESTATE STRATEGY ADVISORREAL ESTATEJanuary 2025 - Today (1 year and 5 months)Brie-Comte-Robert, FranceMy mission is to demystify real estate investment by bringing clarity, security, and trust to project holders.As the founder of BIEN GUIDÉ, I translate your ambitions into a structured, tailor-made action plan. My role is to provide you with all the keys to make informed decisions and transform uncertainty into a path to success.My expertise is built around three fundamental pillars:🔍 Strategic Analysis & Market Research: I conduct in-depth analyses to identify promising sectors, validate rental demand, and secure your project. We don't skim the surface; we dissect the market to identify the best opportunities.📊 Scenario Modeling & Optimization: I don't present you with a single option, but several quantified investment scenarios (secure, diversified, high potential). Together, we model profitability, optimize taxation, and build clear financial forecasts so you have complete control of your numbers.🛡️ Decision Support & Security: I provide you with rigorous comparative analysis of properties and statuses, identify points of vigilance, and assist you in structuring your project to protect you against risks.The objective of BIEN GUIDÉ is to make every real estate project a success, both financially and personally.
- IndependanteANALYST & OPERATIONS MANAGER (Middle Office)CONSULTING AND AUDITSMay 2021 - Today (5 years and 1 month)Outsourced operational support for Finance Professionals (CGP & Brokers).I assist firms in managing their Middle-Office to ensure compliance and accelerate their files.WEALTH MANAGEMENT (CGP) DESK:✔️ Investment Setup & Follow-up: Comprehensive management of subscription files (SCPI, Life Insurance, PER, Structured Products).✔️ Regulatory Compliance (DDA/KYC): Document verification, anti-money laundering checks, risk profile updates.✔️ Partner Relations: Interface with management companies and insurers until validation.FINANCING DESK (BROKERS):✔️ Credit Analysis: Document audit, solvency calculations (Debt-to-income ratio, Remaining disposable income), preparation of bank summary notes.✔️ Processing: Verification of file completeness before submission to the bank.Objective: To enable consultants to focus 100% on client relationships.
- JMO-HOMERENTAL AND TECHNICAL PROPERTY MANAGERREAL ESTATEFebruary 2020 - Today (6 years and 4 months)- Financial analysis and budget monitoring for the SCI, including budget preparation and financial forecasting;- Tracking of payments and rental income, ensuring efficient management of payments and charges;- Drafting and monitoring of leases, ensuring legal compliance of rental contracts;- Declaration of rental income, ensuring tax compliance and income optimization;- Management of relationships with tenants and service providers, ensuring smooth communication and prompt problem resolution;- Supervision of 9 properties, including 2 in classic rentals and 7 in short-term rentals, with regular monitoring of performance and statistics.(9 properties including 2 in classic rentals and 7 in short-term rentals)
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Education
- The Principles of Operational Excellence (OE)Coursera Training2025- Etre capable de définir l'EO - Donner les grands principes de l'EO - Disposer des outils de déploiement d'objectifs
- Project Budgeting and PlanningCoursera Training20241. Identifier les besoins en ressources du projet 2. Décomposer les lots de tâches en activités 3. Définir ce qui est nécessaire pour estimer la durée des activités 4. Définir des jalons et créer un planning des jalons 5. Déterminer le chemin critique et calculer la marge 6. Décrire le but de l'utilisation des décalages dans un planning projet 7. Estimer les quantités et les coûts des ressources nécessaires pour réaliser les activités 8. Sélectionner l'une des techniques d'estimation des coûts pour déterminer le budget 9. Utiliser une matrice d'affectation des responsabilités pour attribuer les responsabilités 10. Reconnaître les composantes d’un plan de gestion de la qualité d'un projet