Freelancer profile translated to English.
Back to original languageAbout Romain
Do you need reliable support to structure a project, analyze financial data, or prepare clear and professional documents?
I provide business and financial support to help you gain clarity, rigor, and efficiency.
As a business school student specializing in finance, with experience in wealth management within a major banking group, I assist entrepreneurs, SMEs, and project leaders in junior consulting, analysis, and dossier structuring missions.
🔍 How I can help you
Simple financial analysis and summary notes
Wealth management support: preparation of client files, portfolio analysis, savings and investment monitoring (junior level)
Structuring of business or financial projects and dossiers
Creation and formatting of professional PowerPoint presentations
Excel tracking tables (budgets, portfolios, indicators)
Consulting support: preparation of arguments, summaries, decision-making assistance
⭐ My added value
Rigor and financial methodology acquired in a banking environment
Ability to structure and clarify complex information
Serious junior consulting positioning: operational support, no unrealistic promises
Reliability, respect for deadlines, and clear communication
French
Native or bilingual
English
Conversational
Spanish
Basic
Remote only
Primarily works remotely
Experience
- Crédit AgricoleWealth Management ServiceApril 2025 - June 2025 (2 months)La Crau, France• ▪ Assist wealth management advisors in analyzing client portfolios and preparing for appointments.• ▪ Observe and understand the overall functioning of the service, particularly client relations, advisory, and regulatory compliance.• ▪ Contribute to highlighting investment, protection, and savings solutions, ensuring rigorous file follow-up.
- HAD clinique Notre-DameTransporterJuly 2024 - August 2024 (1 month)83300 Draguignan, France• ▪ Ensure the secure transport of pharmaceutical products in compliance with standards and regulations.• ▪ Organize delivery routes to optimize travel and meet deadlines.
- Bistrot des voilesPoint of Sale ManagerJune 2022 - August 2022 (2 months)Pierrefeu-du-Var, France• ▪ Inventory management.• ▪ Customer managementCash register management and supplier orders
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Education
- Grande École Program |University of Macedonia2028Programme Grande école |
- Markets, Institutions and Money, Principal of financeInternational Financial2025Markets, Institutions and Money, Principal of finance