Nathan Garcia Email and Phone Number

• Administered daily control activities for a multi-billion-dollar liquid investments portfolio, ensuring compliance and optimizing financial performance• Identified, investigated, and resolved over 150 system-to-system reconciliation and accounting flow discrepancies: meticulously planned and prepared post-close reviews, reconciliations, and reporting schedules to enhance financial accuracy and integrity• Execute trade verification log sheets for trades entered in Borrowings' accounting and valuation systems which include Swaps, Swaptions, Forwards, Options, Callable/Puttable, Dual currency & Plain vanilla trades

• Managing white-label customer marketing campaigns in close cooperation with Sales, Structuring, Legal and Compliance.• Production of marketing materials (videos, brochures, advisor’s notes, website, ads…) for Europe, Nordics, and South Africa.• Improvement of the underlying’s information used (Equity, ESG Index, Decrement…).

• Comparison of companies listed on the financial markets.• Realization of a list of investment funds with Quantalys.• Help the consultant adapt the best strategies for each client.• Attend meetings with the advisor (banks, investment funds, clients).

• Design of sales supports (product pitch, calls for quotations, etc.) adapted to the different types of clients (private banks, Family Offices / CGPIs). • Scenario study, historical simulations (back testing) - Analysis and market context of the underlying asset.• Preparation of product offers in collaboration with the financial engineering teams of EAVEST's partner banks - Highlighting the best products for each asset class. • Task automatization to improve the functioning of the desk through VBA. • Writing articles to feed the Company's activity. • Reporting for the various events in the product's life.