Finance Officer
- Preparation of investment plans on diversified supports such as REIT, life insurance and structured products for high-income senior executive clients, with assets of between €50K and more than €1000K.- Back office support in verifying documents, contracts, regulatory documents / transmission of subscription contracts to the various partners (Primonial, Atland Voisin, Generali, Sofidy, Alderan, Ageas, Kyaneos, Altixia, Altaroc, Cyrus...) / around 5,000 subscription contracts processed on… Show more - Preparation of investment plans on diversified supports such as REIT, life insurance and structured products for high-income senior executive clients, with assets of between €50K and more than €1000K.- Back office support in verifying documents, contracts, regulatory documents / transmission of subscription contracts to the various partners (Primonial, Atland Voisin, Generali, Sofidy, Alderan, Ageas, Kyaneos, Altixia, Altaroc, Cyrus...) / around 5,000 subscription contracts processed on 2 years- Analysis and monitoring of the firm's portfolios, ensuring a balance between security and performance- Participation in internal audits to ensure compliance with regulatory standards (AMF, Orias, Anacofi)- Support to management for the preparation of strategic documents and financial reports- Calculation of commission on REIT and Asset (life insurance, structured products) Show less
