Adrien DAVID
Senior Consultant at Liqueo- Claim this Profile
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Français Native or bilingual proficiency
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Anglais Full professional proficiency
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Chinois Elementary proficiency
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Espagnol Elementary proficiency
Topline Score
Bio
Credentials
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CFA Exam Level II Candidate
CFA InstituteAug, 2019- Nov, 2024 -
CFA Level I Passed
CFA InstituteAug, 2019- Nov, 2024 -
Bloomberg Market Concept
Bloomberg LPFeb, 2016- Nov, 2024
Experience
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Liqueo
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United Kingdom
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IT Services and IT Consulting
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100 - 200 Employee
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Senior Consultant
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Jan 2023 - Present
Liqueo – Clear, Transparent, Evident Established to offer a fresh and exciting approach to Management Consulting within Asset and Wealth Management. The name Liqueo was chosen as it translates from Latin to mean Clear, Transparent & Evident Our Mission Creating a business known for how nice our people are to work with and the quality of the work we deliver Our Vision To be the global change and transformation partner of choice within asset and wealth management. Create a magnetic, thriving culture of excellence where great people fulfil their ambition Our Approach We provide organisations with the skills they need to implement programmes successfully through our flexible workforce model, tailoring solutions to meet our client's strategic goals. We deliver an exceptional, bespoke service to every client via a dynamic and agile framework. Client Focused Mission Our team is experienced and well-known to the principal vendors; we are trusted to manage a well-run programme, in partnership with both the client and the vendor, and we deliver the long-term strategic platform whilst targeting the desired operating model changes. We believe that by working with Liqueo, our independent team will reduce programme costs and timeframes. By working together, our experienced team will understand the nuances of each individual client and ensure a successful implementation, whilst maintaining the integrity of the vendor deliverable. Our Practices – Accomplished & Experienced We have practices in the key areas of Asset and Wealth Management and the ability to adapt easily to our clients needs: Advisory Ways of Working Front Office Data Integration & Change Management Compliance & Regulation Risk Show less
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AXA Investment Managers
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France
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Financial Services
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700 & Above Employee
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Front office Analyst - Fixed Income - Equity - Multi Assets
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May 2020 - Jan 2023
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Front Office Analyst - Fixed Income
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Mar 2018 - May 2020
Part of AXA IM Front Office team my mission was to implement SimCorpDimension for the Multi Asset Client Solutions and Fixed Income Portfolio Managers
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Natixis Corporate & Investment Banking
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France
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Financial Services
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700 & Above Employee
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Front Office Analyst - Equity Derivatives - Pricing and Sales tools
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Apr 2017 - Dec 2017
- Assist in the deployment of Sales and Distribution platform : FinIQ / Contineo - Lead projects for Sales Department on Structured Products (Equity, Index…) - Implementation of Fixed Coupon Note Pricing and Termsheets - Assist in the deployment of Sales and Distribution platform : FinIQ / Contineo - Lead projects for Sales Department on Structured Products (Equity, Index…) - Implementation of Fixed Coupon Note Pricing and Termsheets
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Natixis Corporate & Investment Banking
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France
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Financial Services
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700 & Above Employee
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Front Office Analyst - Equity Derivatives - Pricing and Sales tools
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Jun 2016 - Oct 2016
- Lead projects for Sales Department on Structured Products (Equity, Index…) - Development of Automatic Termsheets for Honk-Kong and New-York Branches - Implementation of the European PRIIPS regulation - Participation for the creation of Natixis Proprietary Index - Development of Simplified Prospectus for Switzerland desk - Lead projects for Sales Department on Structured Products (Equity, Index…) - Development of Automatic Termsheets for Honk-Kong and New-York Branches - Implementation of the European PRIIPS regulation - Participation for the creation of Natixis Proprietary Index - Development of Simplified Prospectus for Switzerland desk
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bfinance
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United Kingdom
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Financial Services
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1 - 100 Employee
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Assistant of the director, Institutional Clients
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Aug 2015 - Dec 2015
- Assist in the deployment phase of a multi assets investment platform project - Asset Manager selection for french institutional clients (portfolio > 1Billion €) - Assist in the deployment phase of a multi assets investment platform project - Asset Manager selection for french institutional clients (portfolio > 1Billion €)
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Natixis Corporate & Investment Banking
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France
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Financial Services
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700 & Above Employee
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Business Analyst - Equity Derivatives - Pricing and Sales tools
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Jan 2015 - Jul 2015
Missions : - Lead projects for Sales Department on Structured Products (Equity, Index…) - Analyse & Improve Front to Back Office processes (Legal & Compliance) - Deal with Pricing plateform projects & client web services development Missions : - Lead projects for Sales Department on Structured Products (Equity, Index…) - Analyse & Improve Front to Back Office processes (Legal & Compliance) - Deal with Pricing plateform projects & client web services development
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Intern Andlil and E-search international
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Jan 2013 - Jun 2013
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Education
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Audencia Business School
Master in Finance AACSB / EQUIS / AMBA Accredited / Financial Time Ranking : 21st, Finance, général -
Nanyang Polytechnic
Master in Finance Singapore, Finance, général -
University of Hertfordshire
Finance London, général -
Prépa HEC Touchard