Eva Boutbien Email & Phone Number

Ville De Paris, Île-De-France, France

Calgary, Alberta, Canada

Monitor the receipt of transaction requests (cash management, shares, etc) and ensure prompt action is taken
Perform daily money movement for companies and participants
Verify, prepare, and execute the transmission of foreign exchange and equity trade instructions to the bank and brokers, share issuance instructions to the transfer agents, and payment instructions to the bank
Execute appropriate risk management processes and controls (including generate risk reports)
Promptly investigate and remediate transaction/ trade discrepancies or delays, including rejection handling and reprocessing
Reconcile shares/ cash positions
Enhance or create process documentation and training guides - Proactively identify areas for improvement and define processes to address them

Pantin, Île-De-France, France

One of the leading global provider of securities services and a wholly owned subsidiary of the BNP Paribas Group. It provides integrated solutions for all participants in the investment cycle: sell-side, buy-side, and issuers.


Monitored the placement of 500 mutual funds orders issued by asset managers and followed up until the settlement on the market (€800,000,000 daily exchanges)
Performed the analysis of the cash/ position breaks
Produced MIS/ KPI for all clients and attended face-to-face service review meetings on a monthly basis
Provided daily recaps to the MOPK team, clients and fund accountants
Updated the operational processes on a regular basis
Worked in close collaboration with operation teams in Chennai (India)
Worked on transversal projects with clients involving different teams (New platforms, Outsourcing, Onboarding, etc.)
Reported technical incidents to IT teams and participated in investigation/ resolution
Trained our Indian operation teams on processes and best practices
Set-up the new portfolios and new funds in our tool

Paris Area, France

Portfolio size: 650 clients; €30 millions of assets (savings accounts, investments) & €40 millions of debt (loan, mortgages).

Built and maintained client database, with continuous updates of client plans as well as recruitment of new clients,
Pitched services and products to clients, specified the responsibilities of the personal financial advisor,
Guided clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information...etc.,
Built customized product portfolios for 650 client's financial investment, adjusted for their needs and investment capacity,
Analyzed financial information obtained from clients in order to determine strategies that match client’s objectives.

Nottingham, United Kingdom

- Greeted clients, presented menus to customers and took orders
- Picked up and served orders
- Prepared private events for customers

Paris Area, France

- Identified customer needs
- Initiated services and products presentation to customer
- Dealt with customer complaints
- Helped clients in using ATM

Paris Area, France

Bachelor's internship

Saran, Région Centre, 45

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Ingré, Région Centre, 45

Industry: Manufacture/ production of advertising medium
Internship (1 month)

Orléans

Industry: Advertising sales agency.
Internship (1 month)

Olivet, Région Centre, 45

Industry: Advertising sales agency,
Internship (3 months)

Santa Cruz De Tenerife Area, Spain

Industry: Hotel
Internship

Orléans, Région Centre, 45

Industry: Hi-tech, furnitures, etc

Normandie

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Master'S Degree, Wealth Management Specialization, Master - Programme Grande Ecole

Activities and Societies: ApprenticeshipCore competencies as: Asset diagnostics, asset engineering, cost accounting, corporate tax &.

Bachelor'S Degree, Business Development/ Commerce, .

Anciennement Ecole de Commerce et de Gestion d'Orléans Partenariat ESCEM Tours - Poitiers Ecole généraliste au métier de commercial et du.

French Baccalaureat, Sciences, .

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