Helene ROCHE

Legal & Corporate - Senior Fund Corporate Officer at Creand Wealth & Securities (Banque de Patrimoines Privés, S. A.)
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Contact Information
us****@****om
(386) 825-5501
Location
LU
Languages
  • Français Native or bilingual proficiency
  • Anglais Full professional proficiency
  • Chinois Limited working proficiency
  • Espagnol Professional working proficiency
  • Luxembourgeois Elementary proficiency

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Experience

    • Legal & Corporate - Senior Fund Corporate Officer
      • Oct 2018 - Present

      -Managing domiciliation and incorporation of Funds (UCITS and mainly AIFs, RAIFs, SCSp...) and Companies, taking care of all process of onboarding -Coordinating and contacting legal advisors, notaries, tax advisors and related third parties as part of setting up Funds and coordinating due diligence, both internally and externally with third parties (Management Companies, among others) -Organizing and participating in Board meetings and shareholder’s meetings -Fulfilling all Domiciliation and Corporate requirements for our Funds and Companies -Taking care of day-to-day client’s requests and operations of the Funds -Leading the audit team: coordinating the audits, both internally with internal teams (Transfer Agent, Accounting, Fund Custody, Back Office...) and externally with auditors and Management Companies, following the preparation of Financial Statements and reviewing them -Being proactive and following regulatory topics which can impact our Funds -Being extremely organized with internal and external files being sent to different parties -Working on internal projects: implementation of an internal tool for Board pack’s digitalization Show less

    • Business Consulting and Services
    • 700 & Above Employee
    • Consultant in Advisory & Regulatory Consulting - Fund Registration Services
      • Feb 2014 - Oct 2018

      -Performing Fund registration & distribution activities on Luxembourg, UK and Irish domiciled Funds (UCITS/AIF/RAIF): client’s progress activity follow-up, keep up-to-date cross border client’s registration matrices, provide tailored activity and situation reports (KPIs, project dashboards) -Acting as one stop shop with clients on regulatory issues -Liaising and reporting to C-level -Ensuring compliance to worldwide financial regulators and providing compliance assistance to clients on current regulations -Coordinating and liaising with local regulators, lawyers, and third-party providers -Preparing and completing Request for Proposals to clients -Providing business analysis and business requirement documents in order to robotize our day-to-day activity -Working on internal projects: Live Fund Services, DBoard Show less

    • Luxembourg
    • Financial Services
    • 100 - 200 Employee
    • Client Service Coordinator - Fund Data Management
      • Dec 2012 - Jan 2014

      -Managing client portfolio and ensuring day-to-day operations with clients such as banks, fund houses and other intermediaries all over the world, in charge of accurate publication and dissemination of financial data, providing information to data providers such as Bloomberg, Reuters, Telekurs, Morningstar and Lipper -Working closely with CSSF and other European regulators, being the main point of contact with clients, being proactive with client’s needs -Managing client portfolio and ensuring day-to-day operations with clients such as banks, fund houses and other intermediaries all over the world, in charge of accurate publication and dissemination of financial data, providing information to data providers such as Bloomberg, Reuters, Telekurs, Morningstar and Lipper -Working closely with CSSF and other European regulators, being the main point of contact with clients, being proactive with client’s needs

    • Luxembourg
    • Retail Groceries
    • 100 - 200 Employee
    • Product Analyst Coordinator - Internship
      • Jun 2012 - Nov 2012

      - Responsible of a specific category of products: identify client needs, prepare business, strategic plans for sales improvement and product development - Responsible of a specific category of products: identify client needs, prepare business, strategic plans for sales improvement and product development

    • France
    • Wineries
    • 1 - 100 Employee
    • Marketing & Sales Coordinator - Internship
      • Jan 2011 - Jul 2011

      - Promotion of the brand in China - Prepare communication plans, finding sponsors - Organize wine events, participate to wine conferences all over China - Work closely with Chambers of Commerce, brand sponsoring - Promotion of the brand in China - Prepare communication plans, finding sponsors - Organize wine events, participate to wine conferences all over China - Work closely with Chambers of Commerce, brand sponsoring

Education

  • SKEMA Business School
    Master's degree, International Marketing & Business Development
    2009 - 2012
  • Institution des Chartreux
    BTS Degree in Accounting and Finance, Specialized in Accounting, Finance, Management, Business Strategy
    2007 - 2009

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