Profil professionnel
Vue d'ensemble
Expérience
Formation
Compétences
Websites
Personnalisé
Informations complémentaires
Langues
Chronologie
Generic

EMMA-LUCIE MBA

Guyancourt

Profil professionnel

Organized, Autonomous, enthusiastic and visionary woman eager to apply in a disruptive company with organizational skills in various environments: Communication, Events, Client servicing, Human resources, finance … Seeking opportunities in a fulfilling environment to expand skills while facilitating company growth. Highly-motivated to handle new challenges. Adept at working effectively and quickly mastering new skills.

Vue d'ensemble

10
10
years of professional experience

Expérience

International and Institutional Client Servicing

AMUNDI ASSET MANAGEMENT
Paris, France
2019.07 - Actuel
  • Coordinate the fund onboarding process with dedicated teams (Front office, Legal, Risks, Compliance, IT ...)
  • Implementation of changes / modifications occurring during the life of mandates / funds dedicated to institutional clients
  • Monitoring and implementation of regulatory projects
  • Ensure the daily relationship with customers, especially on operational, completion of new business proposal and due diligence questionnaire, assist in the coordination of events
  • Monitored customer feedback and identified areas for improvement in the customer service process
  • Developed and implemented process improvement plans to increase customer satisfaction
  • Direct client interaction through participation in client review meeting with client across a variety of geographical location
  • Weekly, Monthly, Quarterly and Yearly financial reports
  • Developed and maintained relationships with clients to ensure satisfaction and loyalty
  • Coordination of international projects between different teams and departments.

Communication Specialist

Amundi Asset Management
Paris
2014.10 - 2019.07
  • Developed, maintained and monitored the communication budget of the company
  • Analyzed financial data to identify discrepancies between budget and actual spending
  • Conducted cost analysis to ensure that funds were allocated appropriately
  • Created monthly reports detailing income and expenditure statements
  • Events, corporate and internal communication
  • Participated in brainstorming sessions with teams to generate ideas for upcoming campaigns
  • Participation in the organization of promotional events and trade shows.
  • Administrative monitoring linked to communication projects, such as the validation of quotes or the control of invoices.

Portfolio Manager

Amundi Asset Management
Paris
2010.01 - 2014.10
  • Proposed or approved modifications to project plans
  • Analysis of management overruns and deviations
  • Funds cash management in EUR and Currencies
  • Financial reports preparation, DDQ
  • Daily fund treasury
  • Valuation and validation of the net asset values of French and foreign funds
  • Data collect of necessary to populate dashboards and supply reporting tools.
  • Client portfolio management with a daily monitoring of accounts guaranteeing strong long-term relationships.

Formation

Licence - Tourisme

Institut des métiers du Tourisme (School Tourism)
Dakar
1997.09 - /2000

Master - Finance de marché - Gestion d'entreprise

Institut Supérieur de Gestion
Paris
2001.10 - 2004.11

Master Degree - US Management and Financial Markets

St John's University
2001.09 - 2004.11

Bachelor - Business Administration and Management

Institut Supérieur De Management (I.S.M)
Dakar
1999.09 - 2000.06

Compétences

  • Complex Problem Solving
  • Teamwork and Collaboration
  • Client Onboarding, coordinating and Orientation
  • Administration
  • Ability to work in an international context
  • Client Relationship Building/Management
  • Intercultural communication
  • Project management
  • Creativity and innovation
  • Organization of international events
  • Active listening

Personnalisé

  • Astronomy
  • Astrology
  • Travels
  • Design
  • Painting
  • Nature
  • Water
  • Sciences
  • Japanese animé Yahao Miyazaki

Informations complémentaires

  • Arts créatifs
  • Photographie
  • Chant

Langues

Anglais
Opérationnel
Français
Langue maternelle
Espagnol
Notions

Chronologie

International and Institutional Client Servicing

AMUNDI ASSET MANAGEMENT
2019.07 - Actuel

Communication Specialist

Amundi Asset Management
2014.10 - 2019.07

Portfolio Manager

Amundi Asset Management
2010.01 - 2014.10

Master - Finance de marché - Gestion d'entreprise

Institut Supérieur de Gestion
2001.10 - 2004.11

Master Degree - US Management and Financial Markets

St John's University
2001.09 - 2004.11

Bachelor - Business Administration and Management

Institut Supérieur De Management (I.S.M)
1999.09 - 2000.06

Licence - Tourisme

Institut des métiers du Tourisme (School Tourism)
1997.09 - /2000
EMMA-LUCIE MBA