Anthony Lagrin

I am a highly driven person with a strong financial background and an entrepreneurial spirit.

After graduating with dual BSc degrees in Finance and Economics at Missouri Valley College in the USA, I pursued an MSc in Financial Markets and Investments with a focus on asset management at Skema Business School in Paris.

Curious and keen to learn about the financial industry, I developed good expertise in well-known financial services institutions within the EU and US areas. I also have experience in client servicing within the private market sector. I performed asset management solutions assignments in private equity, hedge funds, and real estate teams.

Currently, I am seeking opportunities that will provide me with experience in client investment solutions, where I can use my knowledge and passion for finance and ESG thematics while also growing as an individual.

Client Services – Tax Reporting Specialist – Jan 2023 – Jun 2023 UNION BANCAIRE PRIVEE S.A. – UBP – Geneva, Switzerland • Managed the order management for clients' fiscal statements (+10'000 tax reports ordered).

• Controlled fiscal reports for 25 countries including North America, LATAM, & EMEA.
• Collaborated with Deloitte Tax Reporting Services to enhance operational processes and reporting services, resulting in a 20% increase in efficiency.
• Participated in projects such as migrating a new data provider to meet FINMA regulations.

Junior Investor Servicing

Officer – Asset Management Solutions – Jun 2021 – May 2022 CA INDOSUEZ (SWITZERLAND) S.A. – Geneva, Switzerland • Served as a main point of contact for Relationship Managers and answered all inquiries and ad 'hoc requests in a timely and professional manner.

• Collaborated closely with other departments such as the operations, compliance, and private markets investment team.
• Prepared tailor-made marketing presentations, RFPs and investors' performance reports including cash-flow projections; generated about 15 clients performance reports daily.
• Participated in investment committee twice a week to pitch investment recommendations.
• Monitored the fundraising processes and updates for the private equity, real estate, and hedge funds teams; helped the private markets division to raise over 1.1bn € in fundraising. US Tax Analyst – Global Custody – May 2019 – Jun 2020 BNP PARIBAS SECURITIES SERVICES – Paris, France • Analysed tax discrepancies for US clients and delivered 2k+ annual tax reports with 100% of accuracy on a weekly basis.
• Coordinated with key stakeholders and supported 19 international entities/branches of BP2S on reporting activities throughout QI/QDD/FATCA and compliance.

Summer

Internship - Financial Services – Jun 2018 – Aug 2018 CERTIFIED FINANCIAL SERVICES LLC – New York, NY • Updated CRM System and digitalize client's file documentation EMS (about 350+ folders in 10 weeks).

• Created new insurance application profiles and life insurance illustrations for more than 50 prospects

Master of Science in Financial Markets and Investments – Sep 2020 – Dec 2021 SKEMA BUSINESS SCHOOL – Paris, France • Relevant courses: private markets & sustainable finance; portfolio management; fixed income; CFA Level I & II. Bachelor of Science in Finance and Economics – Aug 2015 – May 2019 MISSOURI VALLEY COLLEGE – Marshall, MO • Received Economic Scholar Award • Dean's List all semesters