Private Banking International – Northern & Western Europe - Front Office Support, AVP 08/2018 – 05/2020
- Assisted in specific financial analysis (e.g. sales, products, revenues, costs to help Market Head to pilot the team of 65 RMs)
- Prepared budgets and subsequent allocation to businesses and segments which triggered to defend my figures to Senior Managers • Undertook regular bottom-up forecasts and carried out a variety of reports (deals in pipe, prospects, clients at risk, FoF monitoring) • Carrried out the Client Engagement Program (Top clients) to implement the highest level of service (product offering, events...)
Strategic Client Office – UHNWI top 100 - Client Advisory (Career Start Program - Rotation) 02/2018 – 07/2018
Origination of deals
- Completed screening of key individuals and groups (Billionaires, Family Offices, Corporates...) to create pitches/Memo used by CEO • Participated in client transactions and support follow-ups with all specialists involved (credit, structuring, RM, SCP...)
Distribution of Deals
- Reviewed the list of business opportunities (sell/buy mandates from PB/IB) to match them up with the clients investment needs Private Innovation Circle (PIC) 5th edition, a Credit-Suisse event to showcase disruptive ventures to help with capital raising
- Sourced 200 ventures, participated in the selection phase via conference calls with the founders
- Conducted the due diligence process on the 8 preferred start-ups (Post A-series)
International Private Clients - Western Europe & LatAm - Front Office Support (Career Start Program) 02/2017 – 02/2018
Saint-Gobain North America, Kansas City, MO - Malvern, PA
FP&A Analyst 06/2015 - 11/2016 • Produced reports to validate or indicate deviations from existing standards (operations, raw materials, standards costs)
- Liaised with planning department in creating and/or maintain production schedules based on input from planning and production
- Supported month-end close process, investigated/performed reconciliations of various GL accounts in compliance with US GAAP
- Participated in all phases of the budget preparation, produced financial forecasts and variances reports
Conquest Advisory LLP, Paris
Mergers & Acquisitions, Corporate Finance Analyst 11/2013 - 06/2014 • Participated in origination and execution for M&A, strategic advisory, capital raising and structuring mandates
- Helped advise a renowned PE (€3Bn Fund) on potential acquisitions in the food industry
- Researched over 200 targets and narrowed the list down to top 10 using criteria such as revenue growth and EBITDA margins
- Evaluated deals using public companies comparables, precedent transactions and DCF analysis to come up with fair prices
Project Finance
- Conquest advised SolarDirect on the Sale of 2 Solar Plants in France which allowed a 1st exposure to ESG financing
- Assisted with excel models development to provide support on negotiation options