Business Analyst

• Jun 2021 - Present

Business Analyst

• May 2020 - Jun 2021

Business Analyst/Project Manager

• May 2017 - May 2020

Business Analyst/ Project Manager - Agile methodology practitioner Project 1: Implementation of the Transaction Cost Calculation Engine for our clients (AM) under PRiiPs regulation Project 2: MiFID2 – Implementation of the Distribution Oversight, Target market, Retrocessions Project 3: Data visualization implementation into a digital platform Project 4: Implementation of the Post Publication (to the Media) Control • Decision tree / Business Diagram / Specifications creation • Daily scrum meetings, Grooming Sessions, Sprint reviews & Sprint retrospectives (Agile Methodology) • Business point of contact for DEV team • Client’s on boarding: In charge of the integration of more than 10 clients • Internal & External training provided on Transaction Cost Business analyst role and accountable on the sprints deliveries Show less

Senior client's onboarding & Custodian relationship - Project manager Mifid2

• May 2014 - Apr 2017

1. From Jan 2015 to April 2017: Project, Implementation of new processes with the counter parties (AM, Distributors & Depositories) in the aim to follow the constraints of MiFID2 about the trailer fees • Impact analysis/AS-IS & TO-BE/Road Map • Decision tree / Business Diagram / Specifications creation • Daily scrum meetings, Sprint review (Agile Methodology) In charge of the impact studies of MiFID2 on FUND CHANNEL’s activities, expressing and writing needs, recurrent presentation of the evolution to the FUND CHANNEL’s board, relationship with Asset Managers, Distributors and Depositories via meeting and conference calls. 2. From May 2014 to Dec 2016: Integration of the new clients (Distributors) • Clients’ On boarding Overall supervision, relationship with the new clients, coordinator internally and externally. 3. From May 2014 to Dec 2016: Depositories Relationship & data flows implementation & Daily Overview • Custodian Relationship Implementation of the data flows with depositaries in collaboration with IT’ services, control of the data flows, relationship with depositaries, escalation contact Show less

Portfolio administrator - Custody

• Jan 2008 - May 2014

• Monitoring of the clients Securities and Cash portfolio. Supervision of processing groups based abroad, assist/support specific procedures and controls, dealing with daily client requests (first line of contact for clients) and assist with investigation, escalation and resolution of errors in area of responsibility, mentoring junior members of staff, client’s billing. • Support of new clients and integration/conversion of the new clients’ assets. New business takes on, supporting system set up, validation and liaising with appropriate services teams, Assets & Cash migrations. Show less

Income Officer

• Mar 2006 - Jan 2008

• Preparation and Validation of Coupons, Dividends and options Call/Put. • Preparation and Validation of Coupons, Dividends and options Call/Put.

Market Analyst of tropical fruits imported in Europe

• 2004 - 2006

• Monitoring and advisory for a network of the most important fruit importers in Europe, • Daily Update of economic data bases, follow up of the markets and issuance of weekly and monthly reports into specialized Newspapers. • Presentations of Market Analysis for international companies • Monitoring and advisory for a network of the most important fruit importers in Europe, • Daily Update of economic data bases, follow up of the markets and issuance of weekly and monthly reports into specialized Newspapers. • Presentations of Market Analysis for international companies