Relationship management Analyst
New York, USA | May 2023 – October 2024
Société Générale CIB (SGCIB)
Within the Distributed Credit Solutions (DCS) platform and more precisely Fund Financing Solutions (FFS) activity, my role was to support the Client Service, Quantitative Analysis, Sales, Structuring and Trading teams with a focus on relationship management and client service.
Client Service/Portfolio Management
- Facilitated over 200+ client communications monthly (Hedge Funds, Private Equity Firms, Asset Managers), ensuring seamless coordination between 10+ internal teams (Sales, Trading, and Structuring)
- Managed the monitoring of $500M+ in fund investments, including Hedge Funds, Private Equity, Equities, Mutual Funds and Bonds, ensuring compliance with investment guidelines and reducing risk exposure
- Successfully implemented 5+ new financial products, including Credit Facilities, Total Return Swap and Pre-Paid Forwards, by meticulously overseeing account setups and document reviews
- Streamlined processes using VBA and Python, reducing manual work by 30%
Trading/Structuring
- Developed and presented tailored financial analyses for Private Equity Financing activities, directly contributing to securing $1B+ in client investments.
Quantitative Analysis
- Oversaw pricing, stress-testing, estimations and back-testing of portfolios worth $700M+, ensuring accurate valuation and risk assessment for Life Settlements and Private Equity.
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Trading Support Analyst
Geneva, Switzerland | July 2021 – April 2023
J.P. Morgan Switzerland
As part of the International Private Banking, Wealth Management division, I oversaw the trade life cycle of the private bank regarding Third Party Hedge Funds for UHNWI.
- Monitored NAVs, prices, and cash flows for over 50+ hedge funds
- Ensured accuracy and timely reporting for investors, bankers and UHNW clients
- Developed automated hedge fund reporting systems using VBA and Python, reducing manual tasks by 25%
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Debt Capital Markets Analyst
Paris, France | January 2020 – June 2020
Natixis CIB
Debt Capital Markets division, Emerging Markets and SSA (Sovereign, Supranational and Agencies) origination desk.
- Led the collection and analysis of financial data for 10+ major clients using Bloomberg and Dealogic
- Completed market analyses, designed presentations, and summarized market sector developments for issuers
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Portfolio Analyst
Paris, France | July 2019 – December 2019
My Partner Bank
I was part of the portfolio analyses and pricing team of the bank, formerly known a My Partner Bank.
- Conducted financial and cash flow analyses on client portfolios worth €10M+
- Designed financial models that accurately measured client RoE and RWA