Freelancer profile translated to English.

Description

After 28 years in Operational management positions in the Finance world and with 3 successful consulting missions since 2017 as an independent consultant, I have solid expertise in Management, Project Management, and Front to Back process management and optimization in the following sectors:

• Asset Management

• Corporate & Investment Banking

• Private Banking

• Investor Services

Areas of expertise:

• Management of consulting missions

• Project management and operational implementation

• Team management, budget monitoring,

• Process Review and Optimization

• Drafting of operational procedures

• Change management / User training

Industry field of expertise

Languages

English
Fluent
French
Native or bilingual

Workplace preferences

Can work on-site

Deuil-la-Barre (up to 50km), Deuil-la-Barre (up to 40km)

EDMOND DE ROTHSCHILD
Business Analyst - Project Manager
BANKING AND INSURANCE
May 2025 - July 2025 (2 months)
Paris, France
Business Analyst - Project Manager – Instant Payment
• Drafting of functional specifications (issuance of transfers)
• Creation of mock-ups for extranet
Business Analyst - Project Manager – Ebanking
• Implementation of the data dictionary of the existing extranet
• Mapping of data and screens of the existing extranet
• Creation of mock-ups (YTD Performance, asset allocation charts)•
Business Analyst Project management
SWISSLIFE Banque Privée
Business Analyst
January 2025 - April 2025 (3 months)
Avaloq Support
• Monitoring & analysis of Innova business requests (custodian tool)
• Support for version upgrades
• Monitoring of anomalies post Avaloq value base version upgrade
• Review of Golden Data
• Analysis of existing IT & Ops controls
• Definition of IT & Ops control needs for the LCBFT golden Data part
• Analysis and definition of "Alerts" needs with the business in the context of the implementation of the AfterData tool
• Review and analysis of the "Target Markets Distributors" matrix
• Updating the adequacy report
BANQUE NEUFLIZE OBC
Project Manager –
November 2024 - December 2024 (1 month)
• Facilitation of workshops with business lines
• Analysis and documentation of processes
• Drafting of detailed functional specifications
• Drafting of conclusions and recommendations