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Investment Banking Junior Trader
Investment Banking Junior Trader
New mentor!
Member since 2025
  • Geneva
  • Zürich
About the mentor

As an experienced professional in the financial service industry, I have worked in various roles, including Investment Counselor Analyst, Fees and Data Analyst, Securities Free of Payments Senior (Franco), Customer Services Help Desk Senior, Trailer Fees & Retrocession and Middle Officer.

I have experience in managing and analyzing investment portfolio risk, back office administrative tasks and managing customer relationships. I have also developed Excel Macros, GenAI(ChatGPT) and in-house chat bot to automating processes and solve operational issues.

Throughout my career, I have liaised with different services and counter-parties to untie requirements and assets issues, providing resolutions for both internal and external stakeholders. I have managed client calls, special requests, and served as a contact reference in the bank for process use. Additionally, I have experience in processing, calculating and commission fees on behalf of fund promoters. I acquired good knowledge in different asset classes, such as equities, mutual funds, private equity, hedge fund, structures products...

I have excellent technical skills, including advanced abilities in MS Pack Office, VBA Excel advanced, and Outlook, as well as experience with Avaloq core banking, Python, SQL, Euroclear Clearstream, Aladdin(BlackRock), Bloomberg, SIX Telekurs, Eikon, Swift (MTXXX) Sic, among others. I am fluent in French, proficient in English C2, and have scholar-level Spanish.

My soft skills include adaptability, effective teamwork, human relations, organization and time management, engagement and communication. Outside of work, I am a tennis club player, enjoy skiing and hiking, and am interested in computer science and bonsai.

I am a highly motivated individual, and I am seeking new challenges in the financial service industry to propose my skills and experience to contribute to the success of your organization.

Let’s connect and see how we can create value together.

Expertise
  • Investment Banking
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