Jeanne Helluy, CFA

Associate Institutional Client Manager at Fiera Capital
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Contact Information
us****@****om
(386) 825-5501
Location
Canada, CA
Languages
  • English Full professional proficiency
  • Chinese Elementary proficiency
  • Italian Limited working proficiency
  • French Native or bilingual proficiency
  • Espagnol Elementary proficiency

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Credentials

  • Certificate in ESG Investing
    CFA Institute
    Sep, 2023
    - Nov, 2024
  • CFA Charterholder
    CFA Institute
    Aug, 2022
    - Nov, 2024
  • Level II of the CFA Program
    CFA Institute
    Aug, 2021
    - Nov, 2024
  • Gérer les exigences concurrentes
    Canadian Management Centre
    Jul, 2018
    - Nov, 2024
  • Guide du bon Gestionnaire de projet
    American Management Association
    Jun, 2018
    - Nov, 2024
  • MS PowerPoint - Intermediate
    Versalys
    Jun, 2018
    - Nov, 2024
  • Private Equity and Venture Capital
    Coursera
    Oct, 2017
    - Nov, 2024
  • Arts and its market
    Sotheby's Institute of Art
    May, 2016
    - Nov, 2024

Experience

    • Canada
    • Financial Services
    • 400 - 500 Employee
    • Associate Institutional Client Manager
      • Mar 2023 - Present

    • Manager, Business Analytics
      • Nov 2021 - Mar 2023

    • Senior Business Analyst
      • Apr 2021 - Nov 2021

    • Business Analyst, Institutional Markets
      • Feb 2020 - Apr 2021

    • Analyst, Business Information Solution
      • Sep 2018 - Feb 2020

      • Create & Maintain Dashboard for Front Office Team using BI tools. • Improve Data Quality by developing SQL Routines based on data user requirements. Projects: • Lead Data Visualization Project • Lead “Hackathon” Project to implement an ETL process.

    • Analyst, Data Management & Reporting
      • Sep 2017 - Aug 2018

      • Responsible for Data Governance and Data Quality Management. • Supporting Front Office and Compliance department for data as Prices, Analytics and business requirement Projects: • Creation of an interactive Data Catalogue for Front Office database • Participated in setting up securities pricing and valuation processes • Creation of dashboards for Private Placement and Database quality controls

    • Intern, Data management and Reporting
      • May 2017 - Sep 2017

      • Valuated and analyzed private placements and their economic environment • Managed and optimized financial securities data using Pacer, R, Python & SQL • Participated in the production of monthly/quarterly reports to clients

    • Rail Transportation
    • 700 & Above Employee
    • Finance Intern
      • Jun 2016 - Jul 2016

      Finance Division and Group Treasury. ● Led analysis, understood and evaluated of the overall performance and liaise with other financial departments to collect data. ● Created an Excel macro VBA to cut time in information-seeking about international subsidiaries ● Created an Excel macro VBA to reach a higher level of automation and decrease manual input. Finance Division and Group Treasury. ● Led analysis, understood and evaluated of the overall performance and liaise with other financial departments to collect data. ● Created an Excel macro VBA to cut time in information-seeking about international subsidiaries ● Created an Excel macro VBA to reach a higher level of automation and decrease manual input.

    • Canada
    • Higher Education
    • 700 & Above Employee
    • Student teacher in computer science (IT)
      • Sep 2014 - Jun 2016

      • Worked in HEC Montréal's department of Information Technologies • Helped students to improve their computer's skills in using Microsoft software. • Graded B.B.A. students finals examens • Supported student during their finals exams (technical assistance) • Increased my computer skills by teaching students how to use Microsoft Software. "We train solution designers whose ultimate objective is to use information technologies to solve business problems." • Worked in HEC Montréal's department of Information Technologies • Helped students to improve their computer's skills in using Microsoft software. • Graded B.B.A. students finals examens • Supported student during their finals exams (technical assistance) • Increased my computer skills by teaching students how to use Microsoft Software. "We train solution designers whose ultimate objective is to use information technologies to solve business problems."

  • BH Management Prestation
    • Lyon Area, France
    • Finance and Accounting Intern
      • May 2015 - Aug 2015

      ● Had an hands-on business experience in the SME ● Worked toward implementing the management and accounting software Novaxel. ● Understood the monitoring of the SME by controlling and produced financial documents ● Had an hands-on business experience in the SME ● Worked toward implementing the management and accounting software Novaxel. ● Understood the monitoring of the SME by controlling and produced financial documents

    • Canada
    • Entertainment Providers
    • 700 & Above Employee
    • Hostess
      • Apr 2015 - May 2015

    • United States
    • Restaurants
    • 700 & Above Employee
    • Team Member
      • Jun 2014 - Aug 2014

      • Had an experience in the business world and worked as a team member and a hostess at McDonald’s • Increased my ability to work in teams and allowed me to develop other skills like efficiency and how to handle customer service. • Had an experience in the business world and worked as a team member and a hostess at McDonald’s • Increased my ability to work in teams and allowed me to develop other skills like efficiency and how to handle customer service.

    • Internship
      • Jan 2013 - Feb 2013

      • Involved in the running of different departments like Women’s Fashion from selecting brand to products to sale. • Experienced the work of the buyers, and helped buyers to purchase in the workshop of the brand Ba&sh. • Involved in the running of different departments like Women’s Fashion from selecting brand to products to sale. • Experienced the work of the buyers, and helped buyers to purchase in the workshop of the brand Ba&sh.

Education

  • Université de Montréal - HEC Montréal
    Bachelor’s Degree, Finance & Business Analytics
    2013 - 2017
  • Sun Yat-sen University - Lingnan (University) College
    Exchange program (MBA), Business Administration and Management, General
    2016 - 2016
  • The University of Manchester
    Summer School, Art &Its Markets
    2016 -
  • Lycée Chateaubriand
    High School, Mathematics
    2010 - 2013

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