Jeanne Helluy, CFA
Associate Institutional Client Manager at Fiera Capital- Claim this Profile
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English Full professional proficiency
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Chinese Elementary proficiency
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Italian Limited working proficiency
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French Native or bilingual proficiency
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Espagnol Elementary proficiency
Topline Score
Bio
Credentials
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Certificate in ESG Investing
CFA InstituteSep, 2023- Nov, 2024 -
CFA Charterholder
CFA InstituteAug, 2022- Nov, 2024 -
Level II of the CFA Program
CFA InstituteAug, 2021- Nov, 2024 -
Gérer les exigences concurrentes
Canadian Management CentreJul, 2018- Nov, 2024 -
Guide du bon Gestionnaire de projet
American Management AssociationJun, 2018- Nov, 2024 -
MS PowerPoint - Intermediate
VersalysJun, 2018- Nov, 2024 -
Private Equity and Venture Capital
CourseraOct, 2017- Nov, 2024 -
Arts and its market
Sotheby's Institute of ArtMay, 2016- Nov, 2024
Experience
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Fiera Capital
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Canada
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Financial Services
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400 - 500 Employee
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Associate Institutional Client Manager
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Mar 2023 - Present
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Manager, Business Analytics
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Nov 2021 - Mar 2023
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Senior Business Analyst
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Apr 2021 - Nov 2021
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Business Analyst, Institutional Markets
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Feb 2020 - Apr 2021
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Analyst, Business Information Solution
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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.
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Analyst, Data Management & Reporting
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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
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Intern, Data management and Reporting
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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
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Groupe SNCF
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Rail Transportation
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700 & Above Employee
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Finance Intern
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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.
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HEC Montréal
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Canada
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Higher Education
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700 & Above Employee
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Student teacher in computer science (IT)
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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."
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BH Management Prestation
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Lyon Area, France
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Finance and Accounting Intern
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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
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Cirque du Soleil Entertainment Group
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Canada
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Entertainment Providers
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700 & Above Employee
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Hostess
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Apr 2015 - May 2015
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McDonald's
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United States
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Restaurants
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700 & Above Employee
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Team Member
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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.
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GROUPE BON MARCHÉ : Le Bon Marché Rive Gauche et La Grande Epicerie de Paris.
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Retail
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700 & Above Employee
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Internship
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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.
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Education
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Université de Montréal - HEC Montréal
Bachelor’s Degree, Finance & Business Analytics -
Sun Yat-sen University - Lingnan (University) College
Exchange program (MBA), Business Administration and Management, General -
The University of Manchester
Summer School, Art &Its Markets -
Lycée Chateaubriand
High School, Mathematics