Jade Afonso Email & Phone Number

Paris, France

- Conducted audit meetings with asset management companies to evaluate the compliance of candidate funds with the Greenfin label criteria.- Performed in-depth analysis of investment portfolios to assess their alignment with the requirements of the Greenfin framework.- Reviewed ESG integration procedures, including the analysis of environmental, social, and governance risks, compliance practices, and controversy management.- Evaluated impact measurement methodologies used by asset management companies to communicate with their investors.- Verified the accuracy and transparency of impact reporting for audited funds.- Collaborated closely with portfolio management, SRI, risk, and compliance teams to discuss current practices and potential improvements in line with the label’s criteria.- Conducted documentary research and regulatory monitoring to stay informed of the latest trends in sustainable finance and the evolution of Greenfin criteria.- Drafted detailed audit reports, including specific recommendations to improve sustainable investment practices in accordance with the Greenfin label’s guidelines.

Paris, France

- Develop and promote a sustainable finance offering, integrating an effective marketing and sales strategy, along with targeted communication and strategic business development.- Structure and design innovative commercial proposals tailored to the specific needs of each client.- Conduct prospective studies to anticipate market trends.- Lead ESG/Impact investment consulting assignments for investors and asset managers:-> Conduct benchmarking reviews, develop investment frameworks and policies, create products compliant with Articles 8 and 9, and Impact criteria, prepare for certifications, and provide regulatory support (SFDR, Article 29, CSRD, etc.).-> Design appropriate ESG processes, develop effective tools, and deliver training to support the transition.-> Create clear and impactful reports to ensure transparent and effective communication.

Paris, France

- Qualitative and quantitative analysis of SRI and thematic funds:Regular meetings and interviews of most sustainable finance stakeholders (management companies, institutional investors)Review and analysis of the funds’ legal, commercial and marketing documentationManagement of funds databases and methodological evolutions (use of Excel daily)Support to incoming external requests- Content production mainly for asset managers and institutional investors:Production of the Novethic Indicator on high-impact SRI (quarterly publication)Writing and conduct of statistical and analytical studies on responsible investment market trends in Europe: Studies on the European green funds (listed and unlisted assets)Study about ESG integration strategiesAd-hoc thematic notes- Market watch:Attendance to market events to get regular updates of trends and practicesParticipation in round tablesDaily reading of specialized press, newsletters and studiesDaily use of Morningstar Direct tool- Organisation of events dedicated to the sustainable finance community and definition of key messages for communications:Press conferences and releasesEvents dedicated to displaying new studiesNovethic’s Positive Investors Forum- Audit of the environmental characteristics of financial products under the French government Greenfin label:Portfolios’ underlying analysisResearch about the related industriesDelivery of the audit report- Contribution to the strategic and commercial positioning of Novethic’s contents:Marketing of Novethic sustainable funds databaseBuilding partnership with institutional and data providersImplementation and pricing definition of tailor-made service offerDesign of new training format- Conduct trainings on responsible investing for investors (institutional and asset managers):Speeding up the distribution of sustainable finance productsFundamentals of responsible investment- Team management (4 people)

Région De Paris, France

- Participation twice a week to the New Business Strategic Committee (GNBC): coordination of operational subjects in interaction with the sales, the product teams, the fund managers and the support teams (Compliance, Legal, Risk, Finance, Operations).- Participation to the Corporate Governance Committee with the equity fund managers and the RI analysts: executive summary and presentation of operational topics linked to proxy voting for our portfolios.- Implementation of the proxy voting for all AXA IM’s equity portfolios in cooperation with the RI governance teams, the fund managers and the CRM: daily contacts with ISS and the custodians of our portfolios for setup and implementation.- Optimisation and follow-up of the voting process for our portfolios: continuous service improvement in order to maximize the scope of voting portfolios as well as the geographical coverage of equities held (technical issues, POA implementation…).- Steering of regular governance forums with our partners: annual Service Review with ISS (proxy provider), monthly Tripartite Committee with State Street and BP2S, monthly Projects Committee with BP2S. Monthly follow-up of BP2S’ KPIs and escalation and coordination of issues raised by the teams within the various AXA IM departments.- Supporting the service improvement initiatives and governance enhancement with main providers: writing and review of SLA and OM.- Contribution to RFPs answers on delegated services related aspects.- Participation to some place events: AFTI, AFG …Developed skills: transverse function allowing an overview of the activity, of processes and of interactions within AXA IM: collaboration with interlocutors from support functions to senior management and Board members (GNBC); advanced development of ESG related knowledge (RI analysis, vote); coordination et rigorous follow-up of various issues via dedicated forums.

Luxembourg

Support function of the AXA IM Luxembourg Management Company (composed of 2 two general managers & 2 support functions) on the following aspects:- Daily follow up of the ManCo and the FCPs/SICAVs activities- Supporting the coordination of all new projects with regards to the funds range and participation to the Product Committees- Oversight of the relation with the funds’ service providers (custodians, transfer agents, auditors, …)- Implementation of processes and update of the SLA and operating models with the different service providers- Update of the ManCo’s Activity Program and of the Risk Management Process for UCITS and SIF in order to comply with regulatory requirements- Follow up and analyze ongoing Luxembourg regulatory requirements and conduct of business rules, legal survey of the Luxembourg regulation- Reporting and financial controls- Supporting the daily oversight of the investment compliance controls on the funds effectiveness within the delegates- Supporting the handling and follow up of clients’ claims- Supporting the coordination of the audit of the funds and the ManCo as well as the production of annual reports- Provide legal and compliance support to local teams and business: review funds’ prospectus and board resolutions, negotiation of service providers contracts and RFP- Daily governance and administration of the ManCo- Operational controls in coordination with support teams based in ParisACQUIRED: project management, drafting procedures, minutes taking, multitasking, establishment of a monthly monitoring committee within the ManCo, reports on the activity to the senior management, canvassing providers in a RFP context, fundamentals of the Compliance Officer function, good knowledge of the Luxembourg regulation in the context of asset management, oral fluency.

Région De Barcelone, Espagne

Investment department of the MedLa area (Mediterranean and Latin America): front and middle office/pension funds management.- wrote a 60-page quantitative research paper on the commercial nature of Pension Funds rankings realised by INVERCO (the Spanish Association of Investment and Pension Funds)- predicted the optimal asset allocation under Solvency II- tracked alphas for each type of Pension Fund- performed linear interpolation from zero coupon curves- followed the TIR-swap spread and determined the Z-score- programmed in VBA- prepared reportings- carried out operational tasks with the middle officeACQUIRED: Understanding of asset management in the insurance industry, of Fixed Income markets, of Pension Fund and non-life insurance portfolio operation and of the implementation of a forecast plan. Fluency in Spanish, team spirit, flexibility, initiative taking and ability to work in a multicultural environment.

Région De Paris , France

Acofi Gestion is a French asset management society with more than € 1.6 bn in AuM (as of end of November 2016), presents in three fields: real estate, industrial equity funds and infrastructure.Objective: Selection of industrial shares of the Eurozone with predictable cash flows over two years using a bottom-up approach through the creation of a new equity fund.- analysed five large international Groups : CRH, Vivendi, Parmalat, Inditex, AB-Inbev- gathered and analysed general and financial information from various sources- read sell-side analysis on brokers’ websites- contacted companies and sell-side analysts- participated in Groups’ road shows and results presentations- calculated daily the NAV of the funds- entered sale and purchase tickets and sent them to the back office- registered subscriptions and redemptionsACQUIRED: Understanding of Equity markets, knowledge of sectors and companies fundamentals (food industry, construction materials, textiles and clothing, telecommunications, media, entertainment and recreation). Writing aptitudes, analytical skills, ability to synthesise, rigor, autonomy, sense of inquiry and ability to plan and schedule quality oriented work.

Région De Aix-En-Provence , France

Objective: Understanding the general operation of accounting.- entered invoices- realized bank reconciliations- executed VAT returns- prepared pay slips- assisted the Auditor during companies' General MeetingsACQUIRED: Understanding of the general operation of SME accounting, reading and understanding of key financial statements, use of chart of accounts, cross trade, ability to work to deadlines, respect of privacy and strict procedures.

Master'S Degree, Banque/Finance

M1 Compliance, Fundamentals Of The Compliance Officer Function