Annie-Claire Rousseau, Cfa

Annie-Claire Rousseau, Cfa Email and Phone Number

President, Les Placements Gilbert Rousseau @ Les Placements Gilbert Rousseau
Annie-Claire Rousseau, Cfa's Location
Montreal, Quebec, Canada, Canada
About Annie-Claire Rousseau, Cfa

Annie-Claire Rousseau, Cfa is a President, Les Placements Gilbert Rousseau at Les Placements Gilbert Rousseau. They is proficient in Anglais. Colleagues describe them as "Annie-Claire a un esprit vif et apprend très rapidement de plus elle est une dynamo d'énergie positive. Vraiment un plaisir d'avoir une employée comme elle."

Annie-Claire Rousseau, Cfa's Current Company Details
Les Placements Gilbert Rousseau

Les Placements Gilbert Rousseau

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President, Les Placements Gilbert Rousseau
Annie-Claire Rousseau, Cfa Work Experience Details
  • Les Placements Gilbert Rousseau
    President
    Les Placements Gilbert Rousseau Mar 2021 - Present
    Laval
  • Rousseau Capital
    President & Founder
    Rousseau Capital Sep 2022 - Present
    Montréal
  • Manulife Investment Management
    Manager, Strategy & Transformation, Wam Canada
    Manulife Investment Management Sep 2020 - Mar 2021
    • Proposed and implemented solutions to optimized business lines, reduced expenses, and enhanced internal operations.• Performed market research for strategic initiatives and competitors reviews of the Canadian wealth market.• Participated to the implementation of governmental programs and optimized the cost structure of the operation business line.
  • Manulife Investment Management
    Manager Business Advisory & Expense Management
    Manulife Investment Management Sep 2019 - Sep 2020
    Montreal, Canada Area
    Strategic and business development functions
  • Manulife Asset Management
    Manager, Fund Oversight
    Manulife Asset Management Sep 2017 - Sep 2019
    Montreal, Canada Area
    • Responsible for establishing, building and coordinating the process on-boarding of a global team and coordinated the establishment of a global team.• Optimized the 24 hours cycle of operations, performed accounting operations and oversight validations globally for more than 300 funds. • Reviewing and building models to validate corporate actions, derivative products, price validations and fund performances. • Participated to the implementation & testing of a global accounting platform.• Reviewed business processes and global team allocation of responsibilities identified risk gaps and established action plans.• Exhaustive review of business as usual processes and global team responsibilities, identification of risk gaps and establishment of corrective action plans. • Participation to the establishment of operational and organizational change due to companies integration activities
  • Manulife Asset Management
    Consultant, Fund Oversight
    Manulife Asset Management Nov 2015 - Aug 2017
    Montreal, Canada Area
    • Participated to the creation of a new oversight team in Manulife (team going from 8 to 18 members)• Developed new processes and integrated business as usual processes• Participated to the outsourcing of legacy processes such as NAV calculationParticipation to the development of financial models, NAV segregation platform to perform accounting and financial review of NAV AgentsResponsible for the training and complete documentation of processes Coordination of the team daily controls and oversight activities (performance and accounting validations) Participating to global Worksmart initiative and promoting “work-life balance”
  • Manulife Investment Management
    Analyste Senior, Comptabilité De Fonds
    Manulife Investment Management Feb 2015 - Oct 2015
    Montreal, Canada Area
    • Produced and validated client reports and reconciliations for large institutional clients• Resolved complex analysis and issues involving multiple teams. . • Coordinated year-end distribution process for third-party funds• Took charge of the Trial Balance Reconciliation process for more than 200 funds. • Deal with auditor requests and reviews. • Challenged and improved internal processes by proposing and implementing ameliorations. • Participated to daily NAV calculation and monthly production (calculating NAVs, client reporting, TB Recs, & other reports) are done efficiently in a timely manner.
  • Standard Life
    Analyst Senior, Comptabilité Des Fonds
    Standard Life Jun 2014 - Jan 2015
    Montreal, Canada Area
  • Standard Life
    Analyst, Comptabilité Des Fonds
    Standard Life Jul 2013 - Jan 2015
    1245 Rue Sherbrooke Ouest
    Effectuer avec exactitude et rapidité le traitement de la tarification des titres du portefeuille.Faire des recherches sur les problèmes de tarification des titres et les résoudre.Calculer et réviser les valeurs liquidatives (VL).Valider, revoir et fournir l'information liée au rendement des fonds.Vérifier et organiser l'information nécessaire à l'établissement des relevés des clients, des rapports de gestion, des états financiers et autres rapports financiers.Vérifier et organiser l'information liée aux livrables selon les directives fournies.Rapprocher la balance de vérification du système de placement des journaux sous-jacents et des rapports, et résoudre rapidement les écarts.Traiter les mouvements de trésorerie, fournir des prévisions sur les rentrées de fonds et d'autres services de soutien à divers services de la Standard Life et d'Investissements Standard Life.Identifier et proposer des améliorations à apporter aux processus.Documenter les méthodes et les processus sous sa responsabilité, et tenir la documentation à jour.Effectuer des tâches de suivi de marché.
  • Académie De Musique Ste-Dorothée
    Professeure De Violon Et Flûte Traversière
    Académie De Musique Ste-Dorothée Sep 2004 - Jun 2014
    Ste-Dorothée, Laval
    Enseignement à plus de 50 élèves sur une base hebdomadairePlanification et développement de cours d'éveil musical et d'initiation à la musique Préparation aux examens de l'Académie de Musique du Québec

Annie-Claire Rousseau, Cfa Education Details

Frequently Asked Questions about Annie-Claire Rousseau, Cfa

What company does Annie-Claire Rousseau, Cfa work for?

Annie-Claire Rousseau, Cfa works for Les Placements Gilbert Rousseau

What is Annie-Claire Rousseau, Cfa's role at the current company?

Annie-Claire Rousseau, Cfa's current role is President, Les Placements Gilbert Rousseau.

What schools did Annie-Claire Rousseau, Cfa attend?

Annie-Claire Rousseau, Cfa attended Harvard Extension School, Cfa Institute, Harvard University, Concordia University, Concordia University, Cegep De St-Laurent.

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