Transnational Setup of a new Fund of Funds
In charge, for the Management Company ISIM , of the coordination and organisation
of all the projects related with the launch oi a new fund of index funds to be
distributed mainly by the ING Group in several countries (Germany, Italy, France,
Australia, Poland, Austria,…)
Supervision and Follow-up of the different projects and work streams related with
portfolio construction, Management Agreement, Investment Management
Agreement, Distribution Agreement, Administration and Depositary Agreements,
Marketing and Distribution, Articles of Incorporation and Launch of the ICAV (Irish
Fund), Policies definition, Risk Policy and Compliance Policy and Guidelines, Central
Bank of Ireland Filing Process, Tax and Payroll issues,…
(Société d'Aménagement Foncier et d'Etablissement Rural)
Program Manager
(Projects for General Management, Accounting & Finances, Legal & Operations Dept).
In charge of all the projects having as objective the full review and reorganisation of
the operational organisation and identification of improvement area. The review
includes: General Management, Legal department, Finances and Accounting,
Administration and General Services, Department
In charge, after validation of the General Management, of all suggested
improvements implementation in the different areas.
Linked with the Brexit and as part of the move of key Business activities from the UK to
Paris, in charge of all the IT and business projects having as objective to define and
adapt the accounting and Finance policy and schemes related with this move. (this
included not only accounting and finance (CRE and CRI and related bookings), but
also Financial and Regulatory Reporting, Liquidity and Capital Adequacy review and
adaptations).
Migration of New Corporate Bonds and Structured Credit Products handling from
London to Paris.
Business Expert in the SSS Enhancement Projects, managed in an Agile mode.
o In charge of User Stories issues and follow-up.
o Participation to the backlog and sprint definition and follow-up, to all related
sessions and stand-up daily meetings
Project Management: Migration Process of other RBC entities on BP Module, the RBC
Group’s Transfer Agent AML/KYC and Legal Fund Data Warehouse software
Coordinator of all projects related with reconciliation processes as part of the T2S
initiative - T2S (TARGET to-Securities) is the pan-European settlement platform
implemented by the European Central Bank (ECB) with as objective to provide
harmonized and borderless core securities settlement services throughout Europe -.
In charge of the Release and Delivery Management of all reconciliation evolutions
related with the Launch of the T2S Wave 3 and Wave 4.
Coordinator, in the T2S Program, mainly for the Test Cycles related with the outsourcing
of LuxCSD settlement activities to TARGET2-Securities (T2S),
As part of the T2S Change Management Program, in charge of the pre-Migration and
Migration Test Cycles preparation and Coordination for LuxCSD,
Organisation of the Testing of the outsourcing process with the involved internal and
external resources,
Strategic Review of the Fund Business and Administration activities
Strategic Business IT and Operational in-depth review, ordered by the Executive
Committee of the Company, of all the activities of CF Fund Services - fully owned
subsidiary of BDO Luxembourg specialized in Fund Administration -, including review
and business analysis of full on-boarding process for new Clients, Fund Custody
(Corporate Actions, Settlement,…), AML/KYC, Risk Management, Compliance,
Commercial Development Legal and Corporate services, Domiciliation, Audit and
Finances, Fund Distribution and Accounting for UCITS, Real Estate IF and Private
Equity/Alternative IF (SIF, SICAR, Cayman Island,…). , , ,
Identification and evaluation of regulatory impacts to be considered (e.g.: FATCA,
EMIR, AIFMD) …
Mission: To lead, as Project/Program Manager, a major international Business Change
Project having as key objective to replace 17 existing Trading Services of local Private
banking and Wealth Management entities, by a new central Negotiation Hub for market
orders and post trade controls on equities, bonds, fund units (subscription, redemption,
switches,…) , and, in some countries, futures and options market orders
Strategic Review of the Client reference data management including:
o The third parties referential management, the Client onboarding processes
- legal and KYC/AML impacts included - in the Retail and Private banking
business lines
o The related IT dedicated technical and applicative environments
Issue of scenarios for the improvement of Third Parties Data Management (including list
of requirements, IT and processes adaptations to be envisaged)
Appointed to assume as Program Manager the overall business and operation change
and change management resulting of the split of a Luxembourg Bank (ABN AMRO
Luxembourg) and the full set up of a new Private and Investment Banking bank (RBS
Bank Luxembourg) subsidiary in Luxembourg
In charge of the issue of the Blue Print of the Project (complete High Level Business
Requirements Document included)
As program manager, in charge
o of the legal set up of a new bank, the migration of data from ABN to RBS Bank
Luxembourg and the set-up of a new IT, commercial and operational
environment
o of the management of a team in charge of eight different sub projects including
the definition and implementation of the commercial policy of the new Private
and Investment Banking entity, the set-up of the required operational and risk
management services, the takeover of the trading service, of the Fund
Administration, Custody and Fund Distribution services,