Annie-Claire Rousseau, Cfa Email and Phone Number
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."
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PresidentLes Placements Gilbert Rousseau Mar 2021 - PresentLaval -
President & FounderRousseau Capital Sep 2022 - PresentMontréal -
Manager, Strategy & Transformation, Wam CanadaManulife 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. -
Manager Business Advisory & Expense ManagementManulife Investment Management Sep 2019 - Sep 2020Montreal, Canada AreaStrategic and business development functions -
Manager, Fund OversightManulife Asset Management Sep 2017 - Sep 2019Montreal, 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 -
Consultant, Fund OversightManulife Asset Management Nov 2015 - Aug 2017Montreal, 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” -
Analyste Senior, Comptabilité De FondsManulife Investment Management Feb 2015 - Oct 2015Montreal, 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. -
Analyst Senior, Comptabilité Des FondsStandard Life Jun 2014 - Jan 2015Montreal, Canada Area -
Analyst, Comptabilité Des FondsStandard Life Jul 2013 - Jan 20151245 Rue Sherbrooke OuestEffectuer 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. -
Professeure De Violon Et Flûte TraversièreAcadémie De Musique Ste-Dorothée Sep 2004 - Jun 2014Ste-Dorothée, LavalEnseignement 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
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International Relations And Affairs -
Cfa InstituteFinance, General -
International Relations -
Spécialisation En Finance Et Gestion -
Anglais Langue Seconde -
Cegep De St-LaurentMusique Et Sc.Humaines
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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