Freelancer profile translated to English.
Back to original languageAbout Sarah
Significant experience at the Financial Markets Authority from 2015 to 2020 within the Asset Management Department.
First as an analyst and then as a portfolio manager where I carried out the following tasks:
- Processing of portfolio management company approval files
- Processing of CIP registration applications (newly PSFP)
- Control of the business program
- Processing of UCI approval files (UCITS and AIFs)
- Monitoring of UCI Net Asset Value during specific committees
- Support for management companies in their projects (creation, development of new activities, reorganization)
- Verification of the structure's compliance with regulations
- Review of commercial information
Expertise:
- Approval and extension of approval for management companies with the AMF
- PSFP approval with the AMF and implementation of internal control procedures
- Various modifications of the management company subject to prior AMF authorization, immediate declaration, or annual declaration
- Approval of UCIs with the AMF (creations, modifications subject to approval, mergers-acquisitions)
- Review and control of the business program
- Review of regulatory (KID and prospectus) and commercial documents of existing UCIs
- Regulatory assistance and advice within the management company
French
Native or bilingual
Can work on-site
Paris (up to 50km)
Experience
- SFI CONSEILCompliance consulting for SGPCONSULTING AND AUDITSNovember 2020 - Today (5 years and 7 months)Paris, France
- Autorité des marchés financiersPortfolio ManagerCONSULTING AND AUDITSJuly 2015 - September 2020 (5 years and 3 months)Paris, France
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Education
- Master 2 Banking and FinanceLa Sorbonne Paris 12013
Skill set (12)
Categories
- Other