As Advisory Partner in PwC Luxembourg, I have provided clients with a wide array of services.In the field of Sustainable Finance:• Implemented the SFDR requirements at several asset managers;• Conducted gap analysis of an asset manager;• Conducted impact assessments for universal banks and private banks;• Provided training and awareness sessions.In the field of UCITS and AIFMD:• Conducted numerous AIFMD and UCITS assessment, implementation and review projects (asset managers & service providers);• Set up a PE/RE custody and administration desk for a large European bank;• Reviewed the operations of a PE house and set up the internal operational manual;• Reviewed the compliance of a PE fund structure, and provided relevant recommendations;• Reviewed specific control and reconciliation processes at a large clearing company;• Defined and implemented new organisational models for the reconciliation function with the clearing, custody, fund administration, finance and risk entities at a major securities services provide in France.In the field of Depositary business:• Assisted a professional depositary of assets other than financial instruments (PDAOFI) to remediate gaps identified by the Luxembourgish regulatory authority (CSSF);• Assisted a PDAOFI to prepare for a CSSF on-site inspection;• Assisted a PDAOFI to review its policies and procedures vis-a-vis CSSF requirements and market practice;• Assisted UCITS and AIF depositary banks to remediate gaps identified during CSSF on-site inspections• Assisted UCITS depositary bank to obtain CSSF authorisationIn the field of data protection:• Conducted over 30 GDPR gap analyses and training sessions in the financial and non-financial sectors;• Implemented over 20 GDPR-related projects with a focus on operational elements and IT solutions;• Identified and analysed GDPR tools for private banking business;• Developed a methodology for GDPR audit for a data protection authority

As Assistant Manager in EY Luxembourg (formerly Arthur Andersen), I carried out the following functions:• Selecting an AML transaction filtering tool for a large European banking group, including the requirements analysis for the several countries involved, the drafting of the related “Request for proposal”, and the assessment of the selected systems;• Carrying out tests management for an investment fund administration system, including the preparation and running of test cases, gap and developments follow-up;• Supporting the project management of a large fund administration outsourcing project, including the co-ordination and follow-up of the testing processes;• Assisting in the analysis of the impacts of the UCITS 3 regulation for a Luxembourg-based company providing fund management and administration services;• Analysing and conducting a feasibility study of the insourcing of the fund administration activities for a Luxembourg UCITS;• Managing the internal team responsible for the merger project between Arthur Andersen and Ernst & Young in Luxembourg;• Selecting a service provider for the outsourcing of the fund administration for a Luxembourg UCITS;• Reviewing and providing recommendations for an investment fund compliance system;• Analysing the internal procedures requirements and modelling high-level organizational flowcharts within a fund administration department.

On selected assignments, I was in charge of:• Analysing the management of market data and rates in a financial institution;• Conducting a market study related to the services and solutions provided by financial information providers in Luxembourg.

At Dexia Fund Services, I was responsible for:• Managing the team in charge of the daily valuation of securities held by the investment funds administrated by Dexia Fund Services;• Supporting the Sales and Client Relationship teams with regards to pricing issues;• Developing and implementing new pricing methodologies and procedures upon clients requests and needs;• Improving IT tools for the bank security master file, including descriptive data, corporate events and valuation of securities;• Reviewing DFS operational organisation and implementation of new working procedures, in conjunction with external strategy advisors.