Freelancer profile translated to English.

Description

Freelance based in Paris and Luxembourg, I work on asset management, portfolio/risk management, and financial operations. With experience at CACEIS, Candriam, and Mitsubishi UFJ, I have participated in portfolio supervision, risk control, and regulatory compliance (UCITS, AIFMD). I am proficient in tools like Bloomberg, VBA, Python, and SQL, and I am AMF certified and a CFA Level 1 candidate. Working in French and English, I quickly adapt to operational and regulatory financial challenges.

Languages

French
Native or bilingual
English
Native or bilingual
Spanish
Conversational
German
Basic
Luxembourgish
Basic

Workplace preferences

Can work on-site

Luxembourg (up to 50km)

Mitsubishi
Consultant – Risk & Portfolio Management
July 2022 - April 2025 (2 years and 9 months)
Luxembourg
• Quantitative research to optimize investment strategies through advanced data analysis
• Development and implementation of portfolio risk management frameworks to improve portfolio construction and risk-adjusted performance
• Design and monitoring of key risk indicators to assess portfolio risk, counterparty risk, and liquidity exposure
• Monitoring of client asset allocation across all their investments
• Recommendations for rebalancing between different asset classes and products, in alignment with the CIO's strategic vision
• Supervision of the daily operational activities of the portfolio management department, including treasury management
• Preparation and review of legal documents related to investments
Candriam
Consultant Risk & Compliance
January 2021 - June 2022 (1 year and 5 months)
Luxembourg
• Quantitative research to optimize investment strategies through advanced data analysis
• Development and implementation of portfolio risk management frameworks to improve portfolio construction and risk-adjusted performance
• Design and monitoring of key risk indicators to assess portfolio risk, counterparty risk, and liquidity exposure
• Monitoring of client asset allocation across all their investments
• Recommendations for rebalancing between different asset classes and products, in alignment with the CIO's strategic vision
• Supervision of the daily operational activities of the portfolio management department, including treasury management
• Preparation and review of legal documents related to investments
CACEIS
Portfolio Operations Officer – Investment Operations
March 2020 - December 2020 (9 months)
Luxembourg
• Verification of the completeness of client documentation and clarity of investment objectives
• Monitoring of investment portfolios, ensuring their alignment with client objectives through quantitative analysis of risks and performance
• Portfolio reconciliation and attribution analysis to optimize transaction execution efficiency
• Collaboration with internal teams and fund administrators to support and optimize portfolio management processes
• Communication with regulatory authorities and timely submission of regulatory declarations and reports