Associate - Valuation & Business Modelling - Audit & Transactions - Litigation

• Jul 2022 - Present

Analyst - Audit & Transactions - Valuation - Litigation

• Sep 2020 - Jul 2022

Analyst

• Mar 2020 - Aug 2020

Sales Assistant

• Apr 2019 - Aug 2019

Missions : • Prospective missions on the US market including research of new prospects and key members of organisation ; • Participations to conference calls with european and american prospects/clients ; • Preparation of KYC documents in collaboration with the Legal departement ; • Presentation and analysis of the French Asset Management industry, identification of the different actors, competitors monitoring on the european market and creation of analytics tools (Excel, Morningstar Direct) ; • Requests for proposal including data processing in accordance with GIPS Standards and update of the company Due Diligences. Show less

Financial Auditor - Banking & Capital Market - Asset Management

• Sep 2018 - Mar 2019

Missions : • Participation in several legal audit missions of companies acting in Private Banking and Asset Management ; • Review and analysis of audited companies Due Diligences including meetings with heads of concerned departments ; • Efficiency testing of the companies controls ; • Review and substantive testing of the companies financial statements. Missions : • Participation in several legal audit missions of companies acting in Private Banking and Asset Management ; • Review and analysis of audited companies Due Diligences including meetings with heads of concerned departments ; • Efficiency testing of the companies controls ; • Review and substantive testing of the companies financial statements.

Sales

• Oct 2016 - Apr 2018

Missions : • Prospective missions (physical meetings & calls) ; • Customer Relationship Management ; • Requests for proposal, sale of services, supervision of market surveys ; • Organization and supervision of regional meetings within the confederated movment of Junior Entreprises. Missions : • Prospective missions (physical meetings & calls) ; • Customer Relationship Management ; • Requests for proposal, sale of services, supervision of market surveys ; • Organization and supervision of regional meetings within the confederated movment of Junior Entreprises.