Experience

Ofi Invest Asset Management

• France
• Investment Management
• 200 - 300 Employee

• Head of ESG Research

  • Jul 2022 - Present

  1. Management of ESG Analysts Team (10 people) in their daily activities2. Supervision of methodologies (ESG rating, exclusion policies, controversy assessment, etc..)and publications associated (engagement report, thematic publication etc.)3. Coordination of requests from other departments (equity/ bonds portfolio managers, credit research, client service, business development, product engineering, legal, compliance etc.)- Contribution and coordination of transversal project ( on EU regulation, labels, internal projets etc... ) Show less

• Senior SRI Analyst

  • Mar 2021 - Jul 2022

  - ESG Research: Follow up, Monitoring and ESG evaluation of issuers from following sectors: Pharmaceuticals, Healthcare, Insurance, Broadcasting, Media and Publishing, Leisure, Restaurants, Casinos- Methodology: update and methodological enhancement of OFI AM’s exclusion policies (UN Global Compact and Controversial Weapons)- Stewardship & Voting: vote at the AGMs in line with OFI AM's voting policy requirements explanations voting motivations. Engagement with issuers (individual and collaborative). Participation to the drafting of OFI AM’s Engagement Report 2020- Project management: coordination and participation in the drafting of the PRI report...- Animation of SRI Committees for portfolio management team (Impact team-Equity) and clients/shareholders team, and answers to portfolio managers requests- Responses to clients' requests: contribution to RFPs, support to clients’ requests- Training: organization of training sessions on dedicated SRI topics for portfolio managers and clients- Participation to the Group Responsible Finance Committee on regulatory topics (SFDR, taxonomy etc.) Show less



Vigeo Eiris

• France
• Research Services
• 1 - 100 Employee

• Head of ESG Investor Clients Service

  • Mar 2018 - Feb 2021

  Missions:- Supervise and coordinate the work of the Investor Clients Service team at Group level- Ensure clients requests are handled with reactivity and accuracy- Ensure the promotion of Vigeo Eiris products and services and actions on the market- Contribute to customers loyalty and monitor clients satisfactionTasks:- 1. Team Management: . Set up the division annual action plan/ individual objectives, & assess team members skills and performances. Set up and coordinate the quality processes, guidelines and KPIs ( in line with an ISO 9001 framework), and the yearly training plan for the team. Be accountable for the Investor Clients Service Division performance to the top management2. Treatment of clients' requests . Ensure that clients requests are treated in due time ( notification of reception, information of the time needed to answer the request). Coordinate the request treatment processes between teams solicited ( Research team, IT team, Data team, SRI service team, Legal & Accounting Department, Sales team etc.). Provide bespoke support to clients ( to define and set up SRI strategy, support to draft reporting of climate policy ( in line with French Energy Transition law art 173, or SRI Charter etc.). Ensure quality checks of some products ( portfolio audits, alerts, etc.) before delivery process . Follow up clients contracts and extranet accounts3. Promotion of Vigeo Eiris products and services and actions on the market. Disseminate marketing information on products and services' evolution (mailing campaign). Coordinate and attend external events. Inform sales teams. Inform clients on clients on monthly and bespoke deliveries4. Contribute to customers loyalty and monitor clients satisfaction. Ensure clients needs are satisfied and request are handled adequately ( calls, mail, meetings etc.). Monitor clients satisfaction KPIs ( reactiveness, accuracy, typology of requests, extranet services ) Show less

• Head of ESG Thematic Research

  • Oct 2016 - Mar 2018

  Missions:- Manage the annual publication plan of thematic studies - Manage thematic quality assurance- Manage thematic research production- Manage teams of thematic expertsTasks:- Setting up the annual publication action plan, ensuring its follow up and execution in due time- Contributing to writing and reviewing studies- Coaching of analysts on the publications' principles and supports of the Agency- Organising and contributing to quality audits, ensure the appropriate implementation by the research teams of the principles and methodological prescriptions of the Agency- Formalising the action plan of thematic experts, ensuring its follow up and achievement in due time- Assisting and coaching thematic experts in their mission- Managing the planning associated to research production and ensuring the necessary controls before clients delivery Show less

• ESG Senior Analyst

  • Dec 2008 - Oct 2016

  • Missions: - SRI Analyst - Finance Pole (since 12/2008)- Team leader of the 'Financial Services General' sector team since 2010- Coordinator of the 'Community Involvement' (societal issues) research team since 2013• Tasks :- Assessment of financial companies’ environmental, social and governance (ESG) policies and analysis of risks and opportunities linked to their legal security, reputation, human capital and operational efficiency - Coordination of the rating cycle of the ‘Financial Services’ sector team/ coordination of the Community Involvement domain research team: planning, task allocation, methodology proposals, animation of multicultural teams, follow up of projects, publications, quality controls.- Training and coaching of new analysts on financial sectors under review, and on social and societal related issues (i.e human rights, community involvement)- Involvement in projects on methodological improvements and emerging issues (tax fairness and transparency, sustainable development goals etc.)- Portfolios screening on controversial activities for clients Show less



Asia Centre

• Contributor to "China Analysis"

  • 2005 - Dec 2009

  • Mission : Writing articles for the monthly review China Analysis • Tasks : Synthesis and analysis of media sources and articles concerning socio-economic issues at stake in China • Mission : Writing articles for the monthly review China Analysis • Tasks : Synthesis and analysis of media sources and articles concerning socio-economic issues at stake in China



AFP

• France
• Media Production
• 700 & Above Employee

• Journalist

  • Apr 2006 - Oct 2008

  • Mission : writing and/or broadcasting of news and articles in the respect of press agency methods • Tasks : - Reports, interviews, news conferences, writing news or articles - Proofreading, translation (English/French) of business and stock market news - Research in press archives, writing chronologies, and other support items for articles - Writing legends and publication online of infographics • Mission : writing and/or broadcasting of news and articles in the respect of press agency methods • Tasks : - Reports, interviews, news conferences, writing news or articles - Proofreading, translation (English/French) of business and stock market news - Research in press archives, writing chronologies, and other support items for articles - Writing legends and publication online of infographics



Hachette Filipacchi Médias

• Freelance journalist

  • Dec 2006 - Dec 2007

  Mission: Drawing portraits of Chinese politicians for "ChinePlus" quarterly Articles (in French): - "Shen Yueyue: Une femme à la tête du Jiangxi ", ChinePlus, n° 6, 1st trimestre 2008. - "Chen Deming: L'étoile montante", ChinePlus, n° 3, 2nd trimestre 2007. Mission: Drawing portraits of Chinese politicians for "ChinePlus" quarterly Articles (in French): - "Shen Yueyue: Une femme à la tête du Jiangxi ", ChinePlus, n° 6, 1st trimestre 2008. - "Chen Deming: L'étoile montante", ChinePlus, n° 3, 2nd trimestre 2007.