Mon rôle est de vous accompagner dans vos projets et de vous apporter mes conseils en matière d'optimisation patrimoniale répondant à vos objectifs, qu’ils soient professionnels avec l’optimisation de la rémunération du dirigeant et le placement de trésorerie, ou personnels avec l'optimisation fiscale, la gestion des placements financiers, la transmission du patrimoine, la création de revenus complémentaires ou encore la préparation à la retraite.Je suis également formateur et vous accompagne dans la transition professionnelle, les formations et l’accompagnement terrain pour vous aider à évoluer dans ce métier.My role is to help you build your projects and provide you with pieces of advice in terms of asset optimization that meets your objectives such as tax optimization, fincancial investments, assets transmission to your children, creation of additional income or even preparing for retirement, through an in-depth global asset study and the implementation of tailor-made strategies.

Daily Middle-Office tasks : Portfolios reconciliation ; Trading transmission to Administrative and Custodian Banks ; Coporate Actions processing ; Cash & Collateral management ; NAV checks.Assisting Legal department on regulatory matters (EMIR, MIFID, KYC)Assisting the Portfolio Managers and Traders.Assisting quants in portfolio management system development.

Assisting the European Portfolio Manager in all aspects including research, execution of trades and administration :― Trades Execution : Equities (Working spreads), FX, Futures. Algo trading.― Participation in Event Driven deals : Right issues, Mergers, Tender Offer, Takeover, Cross border deals/arbitrage with FX hedging, Spin-Off, Shares buyback...― Stock Loan management. P&L validation. Trades & CA booking in the trading system.― Valuation, update and control of the portfolios. Reconciliation of the positions with the clients. Deal with brokers, Prime brokers in order to solve breaks. Controls of liquidities & performances. Monthly rebalancing. Systems development.

― Client Service : Reconciliation of the positions with the clients. Deal with the account managers in order to settle the trades. Cash settlement (Partial, Netting…).― Referential Static Data : Derivatives accounts setup.

― Indices management : Solving price discrepancies. Updating and Implementing indices composition in the trading system. Daily contact with front-office teams/ Traders.― Corporate actions management (Spin off, Capital increases, Dividend Reinvestment, Reschuffle, Special Dividend, Split…). Indices adjustment.― Coordinating the teams in order to solve the daily operational issues.― Working closely with IT teams to improve indices management tools.