Malwin S. Email & Phone Number

London, United Kingdom

• Provide technical support to Back Office, Middle Office, Private Investment, and Portfolio Manager teams across various locations.- Serving as the primary contact for daily operational and IT issues.- Troubleshooting.
• Oversee and implement controls for BO, MO and PI.- Continuously improving and implementing operational control reports.- Overseeing and resolving operational exceptions.- Automating and enhancing PI Excel sheets..
• Manage client portfolio data.- Setting up and monitoring SFTP (Secure File Transfer Protocol) connections.- Integrating third-party transaction and position files into our reconciliation tool.- Uploading clients'.
• Assist in the management of BO/MO team members.- Conducting daily team meetings.- Allocating new client accounts among team members.- Ensuring client support in the absence of team members.- Reviewing team performance.
• Engaged in diverse projects.
• Directed the BO and MO Advent products migration from 2020 to 2022.

London, Royaume-Uni

• Data Quality Assessment Project:- Evaluating and overseeing static data integrity across IT systems for London, Geneva and Jersey offices.- Developing a VBA (Visual Basic Applications) macro that reconciles data across.

La Defense, Paris

La Defence, France

• Responsible for portfolio position keeping cash and holdings:- Reconciling cash and security positions.- Monitoring trades. - Collaborating with international teams to resolve discrepancies.
• Provided operational support to Asset Managers:- Controlling NAV (Net Asset Value) for a diverse portfolio of mutual and dedicated funds.- Verifying data integrity in portfolio management systems for active and passive.
• Oversight of Dedicated Mandates and UCITS Funds:- Benchmarking portfolio performance against industry standards.- Daily risk assessment for overdrafts, exposures, and transaction discrepancies.

Paris

• Organised the annual professional networking event, hosting over 200 guests:- Leading a team of five to manage event logistics.- Secured €18,250 in funding.

La Defense, France

• FATCA (Foreign Account Tax Compliance Act) compliance project:- Assessing FATCA compliance requirements for Custody and Compliance departments.- Creating a VBA-based process to streamline FATCA implementation.- Leading.
• Implementation of VBA tools: - Creating a process to verify data from a shared service centre.- Automating manual workflows for Transfer Agent and Trade Processing teams.

Laroque-d'Olmes, France

- Managing client interactions and responding to incoming calls. - Handling cash transactions and providing banking services for clients.

Albi, France

Providing four hours of weekly tutoring to approximately 15 first- and second-year students, assisting with school exams, coursework, and exercises.

Albi And Rodez, France

• Conducted a workshop using Maple, a specialized mathematics software, and instructed approximately 20 high school students across two schools for two hours each.
• Provided guidance on course selections and academic opportunities to students.

Toulouse, France

• Represented the disciplines of Mathematics, Physics, and Computer Science to promote the university among students and their parents.

Albi, France

• Participated in two Open Days, assisting with coordination and support for approximately 1,000 attendees: - Managed reception duties by guiding students and parents and addressing their inquiries. - Conducted tours of.

Master Management Des Opérations De Marché

Licence, Mathématiques Fondamentales