Provide Asset Allocation Advisory to Financial Advisors in close partnership with world leading Asset Managers and ETF providers. ●Asset allocation: construction and recommendation of asset allocations. Three profiles available in all tax envelopes (Life Insurance, CTO and PEA)●ETF selection: Tracking difference, tracking error and liquidity analysis ●Fund SelectionBusiness Developpment Consulting:Support world leading asset managers (Franklin Templeton, BNP AM,...) in building new asset allocation and saving solutions for the french retail market.Designe and implement new asset allocation and managed account services in close partnership with world leading Asset Managers and ETF providers.● Negotiation of partnerships agreements (Lyxor AM,Franklin Templeton, Advize, LSAdvisors, SANSO IS)●Launch and promotion of the new offer (roadshows and interviews)

Portfolio ManagementEthicsFixed Income

Portfolio ManagementFixed IncomeEthics

Asset allocation: Determine the optimal asset allocation for clients' portfolios according to their Investment Policy Statement Monitoring of macroeconomic and monetary indicators (IHS Markit, PMI, GDP, .. .) ETF selection: Analysis of the tracking difference, tracking error and lequidityFund selection: performance analysis ( Performance attribution, Excess Return, Alpha of Jensen, Sharp and Sortino ratios) and Managers meetings (Analysis and Selection Process) Customer Portfolios' follow-up: Design and Consolidation of Reporting and Aggregation of Accounts (Quantalys, O2S)Portfolios' rebalancing

Mission: Launched the French subsidiary. Contributed to and supported BusinessDevelopment and sales activities throughout the sales cycle in all areas of business planning,modeling and business case development. Evaluated impact (ROI, market penetration,customer acquisition, competition assignment) of marketing and commercial operations.Responsibilities: • Developed a pricing strategy with two dimensions: price –end user; price – perdistribution channel • Designed, evaluated the business case for all potential new customers, while workingclosely with Sales, Solutions, Commercial, and Finance • Defined and implemented key activity indicators (analytic tools) to follow-up salesperformance • Monitored indicators and produced inherent analysis and reporting • and evaluated development opportunities

Mission: Designed a wireless fund transfer offer using Creova technologyResponsibilities:• Constructed the Business Plan (Defined the market-offer couple, defined strategy,business model, pricing and financial plan)• Implemented business partnerships• Targeted relevant investors to project's characteristics.

Seed Money, Funding and Advisory for Innovative companies, ParisProjects sourcing:  Prospected high potential projects within relevant communities Set up partnerships with new purchasing advisersDue diligence: Both financial and strategic analysis of business plans before fund grantingCoordination and advisory: Managed relationships with scientific and technical partners Selected and coordinated with the experts associated to the projects Organized decision making committees (review of the strategy and objectives, actionplan definition) Setup and assisted coaching sessionsImplemented tools for companies’ analysis and follow-up: Constructed financial analysis and benchmarking grid Researched “Best practices” capitalization: Human Resources workshop (talentsourced ways) Implemented follow-up tools for the financed projects created synthetic indicators for risk anticipation