MORSI BOUSSARSAR
Cons La Grandville
Summary
Developed comprehensive skills in financial operations and client service within banking environment, seeking to transition into new field as a Junior Consultant. Demonstrates strong capabilities in data analysis and customer relationship management. Brings solid foundation in financial accuracy and client-focused communication, adaptable to various professional settings.
Overview
5
5
years of professional experience
Work History
Bank Advisor
Crédit Lyonnais (LCL)
03.2023 - 10.2024
- Analyze financial risks and proposed tailored credit solutions
- Sell insurance contracts (health, home, auto) and presented financial products (mortgages, life insurance)
- Recommend suitable savings products (Savings Accounts, PEL, Term Accounts, FCP) and provided personalized follow-up on financial goals
- Advise on life insurance and real estate investments, with proactive risk and benefit management
- Collaborated with team members to develop and implement targeted sales strategies, driving growth in key product areas.
Research Assistant
BETA Laboratory
04.2022 - 09.2022
- Develop eligibility models for credit buyback files for Permista clients
- Apply advanced machine learning techniques using Python and R Studio to optimize credit scoring processes as part of my master's in market financial engineering
- Participated actively in regular meetings with fellow researchers to discuss project updates, challenges faced, and lessons learned during ongoing activities.
- Organized research materials, maintaining a well-ordered workspace conducive to productivity.
- Maintained open lines of communication with project leads and team members for effective collaboration on common goals.
Financial Analyst in Quantitative Finance
BIAT
02.2020 - 05.2020
- Master's thesis: "Impact of macroeconomic variables on bank performance: Case of BIAT (2002-2019)," awarded "Very Good."
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Enhanced forecasting accuracy through the development of sophisticated financial models and tools.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Improved financial forecast accuracy by implementing new, dynamic modeling tool.
Education
Master of Science - Applied Economics, Market Financial Engineering
University of Lorraine
Nancy, France11-2022
Master in Financial Engineering -
University of Sfax
01.2020
Bachelor of Science - Management, Specializing in Finance
IHEC Sfax
Tunisia06-2018
Skills
- CFA LEVEL I candidate Investment management/ Financial Analysis
- Excel Proficiency
- Basic Programming/Data Tools (Python, R, or data visualization software (Tableau, Power BI)
- Financial Acumen (financial statements, budgeting, and forecasting)
- Industry Knowledge
- Client relationships
- Team leadership & development
- Attention to detail
- Problem-solving
- Integrity and honesty
- Analytical thinking
- Customer relationship management
- Client engagement
- Continuous improvement
- Client rapport
- Cultural awareness
LANGUAGES
English
German
French
Arabic
Timeline
Bank Advisor
Crédit Lyonnais (LCL)
03.2023 - 10.2024
Research Assistant
BETA Laboratory
04.2022 - 09.2022
Financial Analyst in Quantitative Finance
BIAT
02.2020 - 05.2020
Master of Science - Applied Economics, Market Financial Engineering
University of Lorraine
Master in Financial Engineering -
University of Sfax
Bachelor of Science - Management, Specializing in Finance
IHEC Sfax
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