Advisory Key provides consulting services in project management, business analysis, and operations for the fund and wealth management industries. They have a team of experienced consultants with expertise in these areas as well as deep knowledge of financial instruments and regulatory requirements. Their assignments involve projects such as business process optimization, system migrations, and implementing new regulations. Advisory Key focuses on delivering high quality solutions through a flexible, client-centric approach.
Advisory Key is a consulting firm specialized in project management, business analysis, and operations in the fund and wealth management industries. It provides consulting services in Luxembourg and Paris with a focus on flexibility, fair pricing, and long-term client relationships. The firm combines project management and operational consulting for clients in the funds industry and wealth management.
Ehab Khaled is a chartered accountant and senior manager at BDO Egypt. He has over 18 years of experience in assurance services including statutory audits, internal reviews, and special purpose engagements. He has worked with leading international audit firms such as KPMG, Crowe Horwath, and BDO in Egypt, Jordan, and Saudi Arabia. Ehab is responsible for managing audit teams and client portfolios. He seeks a managerial position at an international firm where he can take on more challenges and responsibilities.
An experienced finance manager with over 15 years of experience in banking, construction, and not-for-profit sectors. Skilled in financial management, budgeting, strategic planning, and risk management. Previously served as Finance Business Partner at Orbit Group Ltd, providing financial analysis and contractual support. Also held roles as Assistant Accountant, Finance Officer for Minorities of Europe, and Personal Banker. Holds an MBA from the University of Leicester and a BA in Accounting and Finance from the University of Coventry.
The document is a CV for Muhammad Imran Baig. It summarizes his educational background which includes a BSc in Commercial Management (QS) from the UK and various professional certifications. It details over 12 years of experience working on civil engineering and construction projects in Pakistan, UAE, Qatar, and Saudi Arabia, holding roles such as Senior Quantity Surveyor, Commercial/Contracts Manager, and Consultant. It provides information on the types of projects worked on, responsibilities held, and technical and contractual skills.
Nilesh_Bhandari_CV Dec 2014 V final 1 0 v 1 for SM BaselineNilesh Bhandari
Nilesh Bhandari has over 26 years of experience in IT management roles across financial services and public sectors. He has extensive experience in IT service delivery, outsourcing, transformation programs, and change management. Some of his responsibilities have included managing IT infrastructure rationalization and outsourcing programs, defining outsourcing strategies, managing commercial negotiations and contract development, and delivering cost savings between 25-40%. He has worked with organizations such as USS, Chartis Insurance, Royal London Insurance, and NFU Mutual Insurance.
Ziad is an experienced IT professional with over 12 years of experience in project management, software testing, and management consulting. Some of his key projects include:
1. Implementing an educational management system for the Saudi Ministry of Education covering 34,000 schools and 5 million students.
2. Replacing the trading system for Tadawul, the Saudi stock exchange, with a Nasdaq/Tadawul system.
3. Implementing Saudi Arabia's national ATM/POS switch while working with SAMA, the Saudi central bank.
Chris is a highly experienced program director and consultant leader with expertise in program and change management, business transformation, organization design, and integrating mergers and acquisitions. He has led complex programs for major financial institutions and in the UK energy sector. Chris specializes in project management, change management, organization restructuring, strategy development and implementation. He has experience assisting clients with strategic and operational change programs including reengineering business processes and implementing new IT systems and business initiatives.
This document is a resume for Mohamed N. Ghazal, who has over 15 years of experience in business development, sales management, and operations management roles across multiple industries in Saudi Arabia and other countries. He has a proven track record of successfully leading sales teams, developing new business opportunities, managing client relationships and accounts, and delivering projects. His core qualifications include strong leadership, analytical, problem-solving, negotiation and interpersonal skills.
Advisory Key is a consulting firm specialized in project management, business analysis, and operations in the fund and wealth management industries. It provides consulting services in Luxembourg and Paris with a focus on flexibility, fair pricing, and long-term client relationships. The firm combines project management and operational consulting for clients in the funds industry and wealth management.
Ehab Khaled is a chartered accountant and senior manager at BDO Egypt. He has over 18 years of experience in assurance services including statutory audits, internal reviews, and special purpose engagements. He has worked with leading international audit firms such as KPMG, Crowe Horwath, and BDO in Egypt, Jordan, and Saudi Arabia. Ehab is responsible for managing audit teams and client portfolios. He seeks a managerial position at an international firm where he can take on more challenges and responsibilities.
An experienced finance manager with over 15 years of experience in banking, construction, and not-for-profit sectors. Skilled in financial management, budgeting, strategic planning, and risk management. Previously served as Finance Business Partner at Orbit Group Ltd, providing financial analysis and contractual support. Also held roles as Assistant Accountant, Finance Officer for Minorities of Europe, and Personal Banker. Holds an MBA from the University of Leicester and a BA in Accounting and Finance from the University of Coventry.
The document is a CV for Muhammad Imran Baig. It summarizes his educational background which includes a BSc in Commercial Management (QS) from the UK and various professional certifications. It details over 12 years of experience working on civil engineering and construction projects in Pakistan, UAE, Qatar, and Saudi Arabia, holding roles such as Senior Quantity Surveyor, Commercial/Contracts Manager, and Consultant. It provides information on the types of projects worked on, responsibilities held, and technical and contractual skills.
Nilesh_Bhandari_CV Dec 2014 V final 1 0 v 1 for SM BaselineNilesh Bhandari
Nilesh Bhandari has over 26 years of experience in IT management roles across financial services and public sectors. He has extensive experience in IT service delivery, outsourcing, transformation programs, and change management. Some of his responsibilities have included managing IT infrastructure rationalization and outsourcing programs, defining outsourcing strategies, managing commercial negotiations and contract development, and delivering cost savings between 25-40%. He has worked with organizations such as USS, Chartis Insurance, Royal London Insurance, and NFU Mutual Insurance.
Ziad is an experienced IT professional with over 12 years of experience in project management, software testing, and management consulting. Some of his key projects include:
1. Implementing an educational management system for the Saudi Ministry of Education covering 34,000 schools and 5 million students.
2. Replacing the trading system for Tadawul, the Saudi stock exchange, with a Nasdaq/Tadawul system.
3. Implementing Saudi Arabia's national ATM/POS switch while working with SAMA, the Saudi central bank.
Chris is a highly experienced program director and consultant leader with expertise in program and change management, business transformation, organization design, and integrating mergers and acquisitions. He has led complex programs for major financial institutions and in the UK energy sector. Chris specializes in project management, change management, organization restructuring, strategy development and implementation. He has experience assisting clients with strategic and operational change programs including reengineering business processes and implementing new IT systems and business initiatives.
This document is a resume for Mohamed N. Ghazal, who has over 15 years of experience in business development, sales management, and operations management roles across multiple industries in Saudi Arabia and other countries. He has a proven track record of successfully leading sales teams, developing new business opportunities, managing client relationships and accounts, and delivering projects. His core qualifications include strong leadership, analytical, problem-solving, negotiation and interpersonal skills.
PRDnationwide Strata and FM Consultancy Capability Statement 2015stephen_french
PRDnationwide Consulting provides facilities management and strata consulting services to create successful communities. They offer services across the entire development process from project concept to ongoing operations. Their expertise includes developing governance and management structures, facilities management strategies, and operational cost modeling. They have experience working on a wide range of project types internationally and in the Middle East. Their goal is to maximize stakeholder value and ensure communities are well-designed and sustainable.
Reed is a global recruitment company with over 60 years of experience assisting jobseekers and employers. They have over 3,000 employees working out of 350 offices across 30 specialisms. Reed's Prague office provides recruitment services to employers throughout the Czech Republic and Slovakia, leveraging their global resources and expertise. Reed has specialist recruitment teams focused on key areas like accountancy, banking, IT, engineering, sales, and marketing. They are able to source talent globally and help multinational employers attract candidates.
The document lists several current job openings at an oil trading company and related firms in Geneva, including:
- A Market Risk Analyst role to produce daily VAR numbers and analyze risk levels.
- An Oil Products Operator role responsible for drafting contracts, cargo operations, and ensuring contractual obligations are met.
- A Fuel Oil Operator role focused on charter party execution, maintaining customer contact, and coordinating shipping operations.
- A Payroll Accountant role requiring Swiss payroll experience to handle the payroll for an international company in Geneva.
The listings provide details on responsibilities, requirements, and qualifications for each open position. Available roles cover areas of trade finance, operations, accounting, and related fields.
2010 12 07 L Cc 180 Company Profile V1.6LouisCazaubon
L-C Consulting fze is a consultancy company located in the Ras Al Khaimah Free Trade Zone that provides project management and advisory services. Their vision is to develop local knowledge through high-value projects. Their mission is to provide top-tier consultancy services in areas like project management, engineering, and change management. They offer internal growth projects focused on knowledge transfer and external ventures like international joint ventures. Their methodology involves audits, operational management, and operational support. They serve government agencies and industrial groups in GCC countries and have experience in strategic sectors like defense.
RI Hungary is a leading recruitment firm that has been operating in Budapest since 1995. They employ skilled consultants with an average of 8 years of experience to efficiently match qualified candidates to partner companies. RI ensures a thorough and professional recruitment process through in-person meetings and ongoing communication with clients. They have extensive experience recruiting for shared service centers in Hungary across a variety of functions and languages.
Renuka Sridar is seeking a senior level position in fields such as BFSI, capital markets, investment banking, or operations. She has over 14 years of extensive experience in project management and various areas including investment banking, hedge funds, private equity, asset management, BPO, IT, and more. Her expertise includes project management, business/financial analysis, compliance, operations, and risk management. She is skilled in areas like quantitative analysis, communication, multi-tasking, team leadership, and technical proficiency. Renuka Sridar is currently a senior process manager at Sundaram BNP Paribas Fund Services in Mumbai.
David Gahagan is an experienced fund manager assistant seeking a career in business analysis, research analysis, and middle office management. He has over 10 years of experience providing market analysis, improving processes, building relationships, and transforming businesses through creative solutions. His areas of expertise include business analysis, derivatives, fixed income, equities, commodities, portfolio valuations, and trading systems.
The document summarizes Project & Development Services offered by Jones Lang LaSalle, including project management. Their services help clients address risks, feasibility, costs, and value across development stages from planning to fit-outs. They ensure projects are delivered on time, on budget, and with maximum value through technical expertise, experience, and understanding client needs. Case studies demonstrate managing complex fit-outs and refurbishments for Shell and the National Audit Office.
This resume summarizes Katty Demeuleneere's experience as a financial services professional with over 20 years of experience managing projects and businesses globally. She has a proven track record of analyzing strategic initiatives, delivering training, integrating systems post-merger, and advising senior management. Her experience includes roles at Macquarie Group, CLSA, Merrill Lynch, Commonwealth Bank of Australia, and Deutsche Bank across locations like Australia, Hong Kong, New York, London, and Belgium.
Ronna B. Mayuga has over 6 years of experience as an external auditor for various companies in diverse industries. She is a Certified Public Accountant in the Philippines with a Bachelor's degree in Accountancy. She is currently an Audit Senior at Deloitte & Touche in the Middle East, where her responsibilities include evaluating client compliance, analyzing audit results, drafting audit reports, and managing audit engagements. She has experience auditing companies in industries such as oil & gas, architecture, trading, manufacturing, media & IT, and hospitality.
Susan Wright is a business operations professional with over 30 years of experience in banking and financial services. She has a strong record of delivering process change and efficiency gains. Her most recent role was as Manager of the Registration Team at IFDS, where she led a team of 16 staff responsible for client onboarding and ensuring compliance with AML/KYC regulations. Prior to this, she held various roles at Allied Irish Bank over a 15 year period, including Assistant Manager of Customer Treasury Services, where she managed teams and led projects to relocate operations and replace accounting systems. She has extensive expertise in areas such as payments, reconciliations, foreign exchange, and trade finance.
Tom Lumley has over 19 years of experience in telecommunications including roles in pre-sales, sales, account management, customer service and management. He holds a BSC in Land Management and has worked as a senior account manager at Sprint Corp for over 6 years, consistently achieving revenue targets. Prior to his current role, Lumley was a global solutions specialist and bid manager supporting large enterprise sales opportunities for Sprint Nextel and Verizon Business.
S. Senthil Kumar is seeking a challenging position that provides opportunities for continuous learning and growth. He has over 15 years of experience in roles such as Team Leader, Senior Analyst, and Transaction Monitoring Officer. Some of his key achievements include successfully migrating settlement processes, completing projects on time and under budget, receiving high performance ratings, and resolving critical client issues quickly. He is proficient in English, Tamil, and Hindi and is willing to relocate domestically or internationally.
Walaa Khalil El Sayed Deeb is seeking a challenging position to utilize her diverse background and experience. She has a Master's degree in Graphics & Multimedia and worked in various roles including technical assistant managing waste collection contracts, executive secretary, assistant manager, and secretary in a hospital patient services department. Her skills include project management, customer service, financial services, real estate experience, contract management, and fluency in Arabic and English.
Our rigorous cost management and procurement advice spans the property lifecycle delivering control and value through business planning, project delivery and post occupation activities. We focus on delivering value through intelligent capital planning, robust procurement, accurate reporting and controlled contract management of vendors. Our cost management services help clients make informed decisions, reduce costs, manage risk, gain budget confidence and improve cashflow.
Chandan Das is a senior estimator and quantity surveyor with 17 years of experience in project management, cost estimation, and budget preparation across diverse organizations in Dubai, UAE and Doha, Qatar. He is currently working as an Estimation Manager at Greenline Interior - Fit Out in Dubai, where he leads a team in preparing accurate cost estimates and managing budgets for high-end hotel, palace, and construction projects. Prior to this, he held estimation and finance roles at Urbacon Trading and Contracting and Al-Darwish Group in Qatar, where he was responsible for finalizing project estimates, maintaining project profitability, and securing new business deals.
BeachLanding is a consultancy that uses agile and lean methodologies to help companies launch and grow in new markets. They have a three phase "BeachLanding Process" - Assault, Beachhead, and Lodgement - where they initially validate the market opportunity, then focus on growth hacking and business development, and finally help consolidate the business as it transitions to local control. The founding team of Angel Garrorena, Antonio Fumero and Esteban Diaz have extensive experience launching businesses internationally using agile approaches.
This document is a resume for Amr Abdel Meguid, who has over 10 years of experience in banking as a relationship manager specializing in small and medium enterprises. He is currently a client advisor at Commercial International Bank in Alexandria, Egypt, where he manages portfolios and increases sales. Prior to his current role, he worked at the same bank as a customer service representative and teller. He also has experience as an accountant at a cotton trading company. Abdel Meguid is fully bilingual in English and Arabic and holds a bachelor's degree in accounting.
Total Solutions is the knowledge centre for the Financial Sector. We make our knowledge work through our Consulting, Contracting, Recruitment and Training services
A canção descreve a noite como um oceano de sombras que banha o mundo. Fala de uma aurora que luta por um arrebol de cores vibrantes e soberano. Também menciona um olhar atento que não se engana ao contemplar além, muito além.
This curriculum vitae is for Michael Arthur Pellow, born on February 26, 1984. He has qualifications including matric and N4 and skills in AutoCAD, Inventor, SolidWorks, Revit, and Microsoft programs. His work experience includes positions as a draughtsman from 2011-2014 at MDM Engineering working on conveyor, piping, and structural drawings for mining projects in South Africa and the DRC. He also worked as a site layout draughtsman from 2009-2011 at Brolaz Projects and as a structural detail draughtsman from 2008-2009 at S.H. Services.
PRDnationwide Strata and FM Consultancy Capability Statement 2015stephen_french
PRDnationwide Consulting provides facilities management and strata consulting services to create successful communities. They offer services across the entire development process from project concept to ongoing operations. Their expertise includes developing governance and management structures, facilities management strategies, and operational cost modeling. They have experience working on a wide range of project types internationally and in the Middle East. Their goal is to maximize stakeholder value and ensure communities are well-designed and sustainable.
Reed is a global recruitment company with over 60 years of experience assisting jobseekers and employers. They have over 3,000 employees working out of 350 offices across 30 specialisms. Reed's Prague office provides recruitment services to employers throughout the Czech Republic and Slovakia, leveraging their global resources and expertise. Reed has specialist recruitment teams focused on key areas like accountancy, banking, IT, engineering, sales, and marketing. They are able to source talent globally and help multinational employers attract candidates.
The document lists several current job openings at an oil trading company and related firms in Geneva, including:
- A Market Risk Analyst role to produce daily VAR numbers and analyze risk levels.
- An Oil Products Operator role responsible for drafting contracts, cargo operations, and ensuring contractual obligations are met.
- A Fuel Oil Operator role focused on charter party execution, maintaining customer contact, and coordinating shipping operations.
- A Payroll Accountant role requiring Swiss payroll experience to handle the payroll for an international company in Geneva.
The listings provide details on responsibilities, requirements, and qualifications for each open position. Available roles cover areas of trade finance, operations, accounting, and related fields.
2010 12 07 L Cc 180 Company Profile V1.6LouisCazaubon
L-C Consulting fze is a consultancy company located in the Ras Al Khaimah Free Trade Zone that provides project management and advisory services. Their vision is to develop local knowledge through high-value projects. Their mission is to provide top-tier consultancy services in areas like project management, engineering, and change management. They offer internal growth projects focused on knowledge transfer and external ventures like international joint ventures. Their methodology involves audits, operational management, and operational support. They serve government agencies and industrial groups in GCC countries and have experience in strategic sectors like defense.
RI Hungary is a leading recruitment firm that has been operating in Budapest since 1995. They employ skilled consultants with an average of 8 years of experience to efficiently match qualified candidates to partner companies. RI ensures a thorough and professional recruitment process through in-person meetings and ongoing communication with clients. They have extensive experience recruiting for shared service centers in Hungary across a variety of functions and languages.
Renuka Sridar is seeking a senior level position in fields such as BFSI, capital markets, investment banking, or operations. She has over 14 years of extensive experience in project management and various areas including investment banking, hedge funds, private equity, asset management, BPO, IT, and more. Her expertise includes project management, business/financial analysis, compliance, operations, and risk management. She is skilled in areas like quantitative analysis, communication, multi-tasking, team leadership, and technical proficiency. Renuka Sridar is currently a senior process manager at Sundaram BNP Paribas Fund Services in Mumbai.
David Gahagan is an experienced fund manager assistant seeking a career in business analysis, research analysis, and middle office management. He has over 10 years of experience providing market analysis, improving processes, building relationships, and transforming businesses through creative solutions. His areas of expertise include business analysis, derivatives, fixed income, equities, commodities, portfolio valuations, and trading systems.
The document summarizes Project & Development Services offered by Jones Lang LaSalle, including project management. Their services help clients address risks, feasibility, costs, and value across development stages from planning to fit-outs. They ensure projects are delivered on time, on budget, and with maximum value through technical expertise, experience, and understanding client needs. Case studies demonstrate managing complex fit-outs and refurbishments for Shell and the National Audit Office.
This resume summarizes Katty Demeuleneere's experience as a financial services professional with over 20 years of experience managing projects and businesses globally. She has a proven track record of analyzing strategic initiatives, delivering training, integrating systems post-merger, and advising senior management. Her experience includes roles at Macquarie Group, CLSA, Merrill Lynch, Commonwealth Bank of Australia, and Deutsche Bank across locations like Australia, Hong Kong, New York, London, and Belgium.
Ronna B. Mayuga has over 6 years of experience as an external auditor for various companies in diverse industries. She is a Certified Public Accountant in the Philippines with a Bachelor's degree in Accountancy. She is currently an Audit Senior at Deloitte & Touche in the Middle East, where her responsibilities include evaluating client compliance, analyzing audit results, drafting audit reports, and managing audit engagements. She has experience auditing companies in industries such as oil & gas, architecture, trading, manufacturing, media & IT, and hospitality.
Susan Wright is a business operations professional with over 30 years of experience in banking and financial services. She has a strong record of delivering process change and efficiency gains. Her most recent role was as Manager of the Registration Team at IFDS, where she led a team of 16 staff responsible for client onboarding and ensuring compliance with AML/KYC regulations. Prior to this, she held various roles at Allied Irish Bank over a 15 year period, including Assistant Manager of Customer Treasury Services, where she managed teams and led projects to relocate operations and replace accounting systems. She has extensive expertise in areas such as payments, reconciliations, foreign exchange, and trade finance.
Tom Lumley has over 19 years of experience in telecommunications including roles in pre-sales, sales, account management, customer service and management. He holds a BSC in Land Management and has worked as a senior account manager at Sprint Corp for over 6 years, consistently achieving revenue targets. Prior to his current role, Lumley was a global solutions specialist and bid manager supporting large enterprise sales opportunities for Sprint Nextel and Verizon Business.
S. Senthil Kumar is seeking a challenging position that provides opportunities for continuous learning and growth. He has over 15 years of experience in roles such as Team Leader, Senior Analyst, and Transaction Monitoring Officer. Some of his key achievements include successfully migrating settlement processes, completing projects on time and under budget, receiving high performance ratings, and resolving critical client issues quickly. He is proficient in English, Tamil, and Hindi and is willing to relocate domestically or internationally.
Walaa Khalil El Sayed Deeb is seeking a challenging position to utilize her diverse background and experience. She has a Master's degree in Graphics & Multimedia and worked in various roles including technical assistant managing waste collection contracts, executive secretary, assistant manager, and secretary in a hospital patient services department. Her skills include project management, customer service, financial services, real estate experience, contract management, and fluency in Arabic and English.
Our rigorous cost management and procurement advice spans the property lifecycle delivering control and value through business planning, project delivery and post occupation activities. We focus on delivering value through intelligent capital planning, robust procurement, accurate reporting and controlled contract management of vendors. Our cost management services help clients make informed decisions, reduce costs, manage risk, gain budget confidence and improve cashflow.
Chandan Das is a senior estimator and quantity surveyor with 17 years of experience in project management, cost estimation, and budget preparation across diverse organizations in Dubai, UAE and Doha, Qatar. He is currently working as an Estimation Manager at Greenline Interior - Fit Out in Dubai, where he leads a team in preparing accurate cost estimates and managing budgets for high-end hotel, palace, and construction projects. Prior to this, he held estimation and finance roles at Urbacon Trading and Contracting and Al-Darwish Group in Qatar, where he was responsible for finalizing project estimates, maintaining project profitability, and securing new business deals.
BeachLanding is a consultancy that uses agile and lean methodologies to help companies launch and grow in new markets. They have a three phase "BeachLanding Process" - Assault, Beachhead, and Lodgement - where they initially validate the market opportunity, then focus on growth hacking and business development, and finally help consolidate the business as it transitions to local control. The founding team of Angel Garrorena, Antonio Fumero and Esteban Diaz have extensive experience launching businesses internationally using agile approaches.
This document is a resume for Amr Abdel Meguid, who has over 10 years of experience in banking as a relationship manager specializing in small and medium enterprises. He is currently a client advisor at Commercial International Bank in Alexandria, Egypt, where he manages portfolios and increases sales. Prior to his current role, he worked at the same bank as a customer service representative and teller. He also has experience as an accountant at a cotton trading company. Abdel Meguid is fully bilingual in English and Arabic and holds a bachelor's degree in accounting.
Total Solutions is the knowledge centre for the Financial Sector. We make our knowledge work through our Consulting, Contracting, Recruitment and Training services
A canção descreve a noite como um oceano de sombras que banha o mundo. Fala de uma aurora que luta por um arrebol de cores vibrantes e soberano. Também menciona um olhar atento que não se engana ao contemplar além, muito além.
This curriculum vitae is for Michael Arthur Pellow, born on February 26, 1984. He has qualifications including matric and N4 and skills in AutoCAD, Inventor, SolidWorks, Revit, and Microsoft programs. His work experience includes positions as a draughtsman from 2011-2014 at MDM Engineering working on conveyor, piping, and structural drawings for mining projects in South Africa and the DRC. He also worked as a site layout draughtsman from 2009-2011 at Brolaz Projects and as a structural detail draughtsman from 2008-2009 at S.H. Services.
Craig Jones has over 8 years of experience in retail operations and store management. He is currently the Store Manager at Superdry Outlet in Birkenhead Point. His responsibilities include analyzing customer service metrics to improve store performance, ensuring stock flow and compliance with company policies, providing a safe environment, reviewing rosters and labor costs, managing and developing team members, and collaborating with leadership to enhance culture and customer experience. Previously he held roles as Store Manager and Floor Manager/Footwear Department Manager at other retail stores. He has a Certificate 3 in Retail Management and education includes a Higher School Certificate and School Certificate.
El documento compara la Web 1.0 y la Web 2.0, señalando que la Web 1.0 solo permitía que el maestro creara y publicara información de forma individual, mientras que la Web 2.0 permite que maestros, alumnos y la sociedad creen, publiquen y compartan información de manera individual y colectiva.
El documento describe los diferentes tipos de software. Explica que el software incluye programas de computadora como procesadores de texto, hojas de cálculo y editores de imágenes. Luego describe varias categorías de software, incluyendo software básico, de aplicación, de licencia, libre, de comunicación, de programación, editores de imágenes, contables, de reparación, de protección, dañino, procesadores de palabras y de entretenimiento. Finalmente, proporciona ejemplos de diferentes programas de software.
The document provides tips and tricks for advanced business reporting in Microsoft Excel. It discusses the Excel interface and various functions and features like PivotTables, sorting, conditional formatting, and formulas. It also provides a history of spreadsheets and details of Excel version updates. The tips are intended to help users work more efficiently and effectively in Excel for business reporting and decision making.
Tự nhận mình là người không giỏi đá bóng, thường xuyên phải đá dự bị. Tuy nhiên, với một vài kỹ thuật cơ bản, bạn sẽ khiến đối thủ và ngay cả đồng đội của bạn bất ngờ đấy.
Este documento apresenta um índice de músicas com seus respectivos títulos e autores. A primeira música listada é "A Estrada" de 32 páginas, seguida por "À Francesa" de 28 páginas e "A Sombra da Maldade" de 14 páginas. Há diversas outras músicas listadas com seus títulos e número de páginas.
The document summarizes the main components and functions of the central nervous system. It discusses the brain regions including the cerebrum, diencephalon, brain stem, and cerebellum. It also covers the spinal cord, protective coverings, blood supply, common disorders like strokes, and the cranial nerves.
This document provides an overview of anatomy and physiology. It defines anatomy as the scientific study of the body's structures, and physiology as the study of how structures function. The human body is organized in a hierarchy from smallest to largest - subatomic particles to atoms to molecules to organelles to cells to tissues to organs to organ systems to organisms. Homeostasis refers to the steady internal conditions the body maintains, such as temperature and blood pressure. The body requires oxygen, nutrients, a narrow temperature range, and atmospheric pressure to function properly and sustain life.
The document discusses a study examining the impact of health related events, stress, transport issues, and job satisfaction on employee absenteeism. It outlines the research design, data collection methods, and results of analyzing data from 30 employees regarding these factors and their relationship to absenteeism. The results found that health issues, stress, transportation problems, and low job satisfaction were all positively correlated with higher rates of employee absenteeism.
This document describes several projects completed by Resources Global Professionals consultants. It summarizes four projects: 1) assisting a global technology company with internal controls remediation in South Africa; 2) coordinating the carve-out of an accounting department for an asset management company across multiple countries; 3) conducting a commercial compliance audit and developing compliance procedures for a beverage company in Belgium; and 4) implementing PMO reporting for a financial institution's risk management department in Brussels. The outcomes of the projects included delivering improved internal controls, completing projects ahead of schedule, recovering unpaid fees, and successfully integrating a risk reporting system.
The document summarizes several projects completed by Resources Global Professionals consultants. It describes projects involving internal controls remediation, coordinating a carve-out of accounting departments, commercial compliance audits, and implementing project management reporting. The consultants helped clients in various industries with issues like Sarbanes-Oxley compliance, post-merger integration, invoice inaccuracies, and integrating an acquired risk reporting system. All projects were completed successfully and helped the clients achieve their goals.
The document describes 4 projects completed by Resources Global Professionals consultants. It summarizes each project's business issue, how Resources helped resolve it, and the positive outcome. The projects involved internal controls remediation, coordinating an accounting department carve-out, commercial compliance audits, and implementing project management reporting. Resources Global Professionals consultants successfully completed all projects, resolving issues and transferring knowledge to clients.
This document summarizes several projects completed by Resources Global Professionals' consultants to assist clients with accounting, finance, and compliance issues. It describes projects helping clients remediate accounting deficiencies, convert financial reporting to IFRS standards, implement risk and process controls, resolve recurring audit comments, and assess and improve an acquired company's accounting department. In each case, Resources provided experienced consultants who worked closely with clients and Resources' project managers to understand issues, develop solutions, and ensure projects met deadlines and client expectations.
Alain Brisach has over 25 years of experience managing projects and leading teams in global financial and industrial companies. He has worked on large-scale, multi-regional programs and led operational projects. Currently, he works as an independent consultant, advising on business plans, marketing strategies, and organizational transformations. He has extensive experience in areas such as project management, process reengineering, risk management, and regulatory compliance.
Tim de Rooij is a highly motivated manager with over 10 years of experience leading multicultural teams. He has a strong focus on customer service, project management, and business strategy. His experience includes successfully transitioning customer service responsibilities from the Netherlands to Spain and building a new customer service team. Currently he works as the Manager of Customer Service EMEA at Air Products, where he leads a team of 20 account managers and focuses on continuous improvement.
This document provides a summary of an experienced project manager seeking new opportunities. The project manager has over 10 years of experience leading projects in business improvement, change management, and IT implementation across the banking and insurance industries. They are skilled at defining needs, analyzing gaps, developing solutions, and leading cross-functional teams. Recent projects include implementing new claim software, digitizing documents, and adapting processes for legal compliance. The project manager is now looking for new challenges in the Midlands region of the UK.
Jeremy Watson has over 20 years of experience in project management, business change management, and IT services. He currently works as a Project Manager at Sainsbury's Bank, where he is responsible for delivering their New Bank Programme. Previously he spent over 5 years contracting for major change programmes at RBS and Sainsbury's Bank. He holds a BSc in Business Information Systems and is a PRINCE2 Practitioner.
This document provides a summary of Jeremy Bachelier's professional experience and qualifications. It summarizes that he has over 10 years of experience in front office trade support roles, with expertise in credit and operational risk management. He is currently an Associate at Société Générale, providing support for their credit valuation adjustment processes. He is seeking a senior role in trade support, process engineering, or operational risk and control.
Laura Jones is seeking a new role that utilizes her extensive experience in finance and sales. She has over 15 years of experience in strategic planning, relationship management, communication, and commercial focus. Her most recent role was as Business Development Director for Willow & Blake Associates Ltd, where she generated new clients, managed revenue of over £2 million annually, and led a team of ten. She is a self-starter seeking to apply her skills and attributes to help organizations succeed.
This document contains a resume summary for Shahzad Zaveri. It outlines his contact information, career objective, and extensive experience managing complex projects for over 10 years in the financial services and consulting industries. It details his work as a Project Manager at Noor Bank from 2014-2015 and as a Senior Project Manager at Summit Bank Limited from 2013-2014, where he led teams and successfully delivered several projects on time and under budget.
Steven Carpenter is a senior business project manager with experience leading finance and procurement transformation projects across many industries. He has expertise in full project lifecycles from problem definition to implementation using both Waterfall and Agile methodologies. Steven enjoys stakeholder management and has led teams of up to 30 personnel on projects ranging from £200k to £1m. He is a PRINCE2 Practitioner and qualified accountant with a track record of delivering business transformation programs.
This brochure presents Altimis Consulting, a company created in 2002 and dedicated to helping companies to succeed in their business transformation. Our moto is "CHANGE DYNAMICS" as we help to create the dynamics within the organization that will help key projects to overcome numerous roadblocks and take off the ground in no time and with the greatest impact along the way. Business transformation is an "end-to-end" process, starting with an inspiring vision and a clear strategic direction, followed by a professional execution, to end with a deep and solid anchoring of the transformed business model into daily operations and employees activities. At Altimis, we are passionate about accompanying large and medium organization at every step of this transformation process.
Mary Kyriakopoulos has over 30 years of experience in project management, operations, and business analysis. She has managed projects across multiple industries including banking, capital markets, pensions, and facilities management. She is skilled in all aspects of the project life cycle including requirements gathering, change management, testing, and implementation. She is looking for a new opportunity to contribute her extensive experience in leading projects and teams.
Mary Kyriakopoulos has over 30 years of experience in project management, operations, and business analysis. She has managed projects across multiple industries including banking, capital markets, pensions, and facilities management. She is skilled in all aspects of the project life cycle including requirements gathering, change management, testing, and implementation. She is looking for a new opportunity to contribute her extensive experience and skills.
Julie Barton has over 20 years of experience managing projects worth millions of pounds in both the public and private sectors. She has exceptional skills in financial management, budgeting, project planning, and communication. Her most recent role as Office Manager at Square Orange Associates involves ensuring quality assurance, financial management, and stakeholder management.
The document is a resume for Mats Olsson, an international financial controller with over 10 years of experience in controlling roles for a global transportation manufacturing company and 5 years of management consulting experience. He has extensive experience improving profitability and growth through financial processes and controls.
Priscilla Osei Asibey is seeking a role as an investment analyst or graduate private equity analyst. She has over 10 years of experience in investment analysis, financial modeling, real estate valuation, and project management. Her experience includes roles at ECA Homes, EMH Global, and Databank Financial Services. She holds an MSc in Real Estate Investment from Cass Business School and a BSc in Development Planning.
Kim Johnson has over 15 years of experience in program and project management roles, primarily in the mobile telecommunications and banking industries. She has a background in PMO functions like managing project plans, reporting, governance, and stakeholder engagement. Her most recent role was as a Program Coordinator at Hutchison Three Mobile, where her responsibilities included delivery assurance, change control support, and acting as an SME in tools like Project Online and SharePoint. She has experience working with PRINCE2 methodologies and tools like Microsoft Office, SAP, and PlanView.
Daniel Gregory is a highly motivated British individual seeking to further his career in finance. He has over 10 years of experience as a global derivatives trader, client services representative, and trade support roles. His experience includes trading a variety of derivatives products across multiple exchanges. He is proficient in risk management, strategy development, and relationship building. Gregory is seeking new opportunities to make use of his market experience.
2. WHO WE ARE
1
Advisory Key is a consulting company specialized in Project Management, Business Analysis and
operations in the fund industry (FA, TA, Custody) and wealth management.
Advisory Key provides consulting services in Luxembourg and Paris
Advisory Key is committed to Win-Win Relationships!
Together with our team composed of high-calibers, we develop a culture of excellence and deliver cost
effective advice.
Our values are enthusiasm, dynamism, client satisfaction, long-term relationship
It’s about people
It’s about emotions
3. OFFER
2
Combine Project Management and Operational consulting in the fund industry & wealth
management
•Business Change Management: enhance the existing processes and implement new products
•Review of procedures, Operating Memorandum, SLA.
•Optimize STP rate and implement new solutions
•Implement new funds and coordinate migrations (Alternative, Hedge Funds, Private Equity, Real
Estate, Traditional)
•Coordinate accounting projects (Calypso).
•Coordinate regulatory projects such as AIFMD, UCITS V, MIFID II, Solvency II.
•Coordinate tax : RDR (Retail Distribution Review), FATCA, CRS.
•Planning and re-allocation of Human Resources.
•Compliance: monitor Investment Restrictions on legal and strategic investment limits.
4. ADVANTAGES
3
• Flexibility, Availability, Reactivity
• Superior service at a fair price
• Win-Win and Long-Term relationship approach
• Expertise in Business Analysis and Project Management methodologies:
– Agile, Scrum
– Prince II – PMI - PMBOK
– Business Body Of Knowledge
•Deep knowledge of the operational process, financial instruments (OTC, Equity swap, CDS, IRS,
CFD, MBS, PIK bond, Swaptions, Futures, Options, Warrants, CDO, TCN, etc) and structures (pooling,
multi-managers)
•Expertise of the legal aspects related to fund investments
•Our Advisors have an entrepreneurial mindset, which enables them to deliver performance with
expertise, energy and diversity
7. FOLLOW-UP
6
CONSULTANTS
• On a weekly basis the management of Advisory Key has a phone call with each consultant to
coach them and ensure the satisfaction is met but also delivered to the client.
• On a bi-monthly basis the management of Advisory Key :
–meets in face to face each consultant to coach them
–organizes a team event to share the experience of each consultant and communicate on Advisory
Key’s life.
CLIENTS
• At least on a monthly basis, there is a phone call or a face to face meeting with the client manager
of the consultant to ensure the satisfaction is still on the agenda.
à Actions are taken to ensure satisfaction is met on both sides!
9. SOME OF OUR ASSIGNMENTS IN BA (1)
8
Damien
Business Analyst in Fund Services
With a 10 year professional experience in fund
industry, epecially in Trailer fees, Damien is currently
working in a project team dedicated to a complex
Transfer Agency migration in Luxembourg (550 ISINs
and €30 Billion of asset).
Damien is Business Analyst, 'Prince 2' certified, and his
strong background in IT enable him to be highly
competitive.
Project: Transfer Agency Conversion
Client: Fund Service Provider, Luxembourg
Tasks:
• Work stream leader for fund setup and data
migration topics.
• Liaising with client to understand funds
s p e c i f i c i t i e s , a n d a n a l y z i n g t e c h n i c a l
implementation with operational teams.
• Development of a VBA tool to prepare the
uploading of setups in TA core processing
application and surround technology.
• Creation of change request and impact analysis.
• Implementation of the Business Transition
Document dealing with responsibilities of each
participant in this TA conversion.
• Complete data mapping between the legacy TA
system and IFDSL TA system.
• Preparation of testing plan involving different
services
10. SOME OF OUR ASSIGNMENTS IN BA (2)
9
Fayel
Senior Business Analyst in Fund Services
Fayel has 14 years of proven work exposure and
extensive experience in consulting with leaders and
decision-makers to improve business effectiveness
and engage employees.
His professional experience includes a sound
knowledge on Relationship Banking (Pricing, Billing,
Revenue leakage, Loyalty), Transaction Lifecycle
Management (Reconciliation, Cash and Liquidity
Management, Corporate Action, Reference Data,
Card system), Programming & Scripting Languages,
Database & Business Intelligence software.
During his international work experience he could
develop a proven track record of understanding
client requirements, achieving set goals within the
parameters of cost, time, quality and effective
resource utilization.
Fayel also possesses the ability to analyze market,
forecast, develop proposal, manage project.
Project: Client satisfaction enhancement
Client: Major Fund Service Provider, France
Tasks:
• Acts as the point of contact for escalated client
issues
• Coordination with clients, development team,
business team and provider team
• Gather demands from clients, and perform
analysis
• Create business specification document,
functional specification document, quote
creation, management of tests phases (technical
and functional)
• Work on a multitude of projects related to Asset
Servicing (Monitoring of quality control,
Management of IT issues / Reporting / Financial
Control)
• Participate to the NAV’s fund migration to India
(use cases, tests cases)
11. SOME OF OUR ASSIGNMENTS IN PM (1)
10
Diana
Senior Project Manager
Diana is a Senior professional capable of working at
all levels within the business up to board level, an
excellent communicator, fluent in English, German,
French and Russian.
She has now been involved at senior level in 4 major
projects including the coordination of migration,
specifically related to the change of service provider
(outsourcing as well as insourcing).
She is extremely focused, with work ethic second to
none. She is used to and comfortable with client
interfacing roles (CRM).
She has more then 10 years of experience including
in American banks such as JPM & BNY but also in
French banks such as BPSS.
Project: RDR
Client: Major Fund Service Provider,
Luxembourg
The scope includes the identification of sources of
revenue leakage, review of the end to end
processes (from tariff templates to invoice
collection), developments to enhance transparency
of invoicing (invoice formats, invoice delivery
channels) and support the improvement of internal
processes by standardizing and automating. By this
means the organisation sought to implement a
scalable operating model deployable at a global
level.
The role consisted in program managing the various
streams cross-location, including communication to
stakeholders and reporting to the project
governance instances.
12. SOME OF OUR ASSIGNMENTS IN PM (2)
11
Alain
Program/project manager, program/project
test manager
With 22 years of experience in the financial area,
Alain has developed expertise in the area of project
and test management.
Alain has worked in several European countries for
various well known financial institutions.
Alain has dealt with various domains in the financial
area such as CSD, ICSD, derivative, securities lending,
fund accounting, transfer agency, private banking,
European institution.
Project: TA Migration
Client: Major Fund Service Provider,
Luxembourg
International program for Luxembourg, Ireland,
Belgium, Canada
BRD, FRD, test strategy definition, UAT preparation,
UAT execution, defect tracking
Coordinate and relieve information between IT and
business
Progress management of the workload effort to be
provided
Prepare steering committee, identify resource
needed
Organise training
In direct conjunction with the Head of TA Global/
worldwide.
13. SOME OF OUR ASSIGNMENTS IN PM (3)
12
Manuel
Senior Project Manager
Manuel is a Senior professional that has 14 years
experience in the Finance industry. After having spent
the first 5 years of his career in Custody, he has since
then worked in the Funds Industry performing Business
Analysis and Project Management assignments. As a
French national having studied in the USA, Manuel
has a very good command of spoken and written
English and French. He is also comfortable working in
an Italian, Spanish, Indian and even Chinese
environment thanks to his international work
experience in Hong Kong.
Manuel has recently completed a major TA on-
boarding project resulting in additional annual
revenue exceeding €40 million for his client.
Manuel is extremely focused and possess an
excellent work ethic.
Project: TA Reporting Enhancements
Client: Major Fund Service Provider,
Luxembourg
The scope includes managing the strategic
implementation of a single source of TA reporting
cross-locations and applications.
The objectives include the definition of a consistent
global TA reporting solution in coordination with the
different stakeholders, in line with the TA operating
model strategy and objectives, and compliant with
regulatory specifications of locations.
Single point of contact responsible for regular
communication to stakeholders and accurate
reporting to the project governance instances.
14. SOME OF OUR ASSIGNMENTS IN PM (4)
13
Savivahn
Senior Project Manager
Savivanh is a Senior professional capable of working
at all levels within the business up to board level, an
excellent communicator, fluent in English, French .
She has now been involved at senior level in 4 major
projects including the coordination of migration,
specifically related to the change of service provider
(outsourcing ).
She is extremely focused, with work ethic second to
none. She is used to and comfortable with client
interfacing roles.
She has more then 20 years of experience including
in French Investment Manager such as ABN AMRO,
VEGA FINANCE, AVIVA FRANCE, State Street, AXA IM,
FourPoints IM, SGSS.
Project: Business Outsourcing Processus of
Hub Reconciliation - Chennai (INDIA)
Paris (France )
Client: Major Fund Service Provider,
Luxembourg
The scope includes the organization of several
sessions of training for new Indian staff to learn the
function of Reconciliation.
The role consisted in allocating the portfolios
adapted for the new Indian trainers. she coordinates
the progression of the training in respect the
objective of deadline.
She coordinates the different counterparties such as
IT team, Business Analyst team and Fund
Administration team.
She defines the workload : Resources and tasks in
this project.
She leads French and Offshore Business units.
15. SOME OF OUR ASSIGNMENTS IN PM (5)
14
Cédric
Project Manager in fund services
A multi skilled professional with 13+ years progressive
expertise in Fund industry especially in transfer
agency activity. Able to manage stakeholders
expectations and willing to take full responsibility for
the delivery of project objectives. Flexible and able to
adapt positively to any challenges that arise.
His competence set ranges from process analysis,
regulatory implementation and project management.
He started his career in the Luxembourg fund industry
by working in functional roles (Alliance Bernstein) prior
to covering consulting roles.
He also has participated in three migration project in
Transfer Agency with BPSS and IFDS.
Cédric studied different regulations (AIFMD,UCITS,
12/02) and has good knowledge of the
implementation process.
Project: Funds Migration
Client: Major Fund Service Provider,
Luxembourg
Tasks:
• Budget preparation and tracking of expenses
• Manage Projects’ scope, resource and schedule
• Ensure Gap analysis
• Definition of Target Operating Model
• Communicate project status (project meetings
and Steering Committees)
• Produce and maintain status reports,
presentations, risk and issue logs
• Support for architecture definition and
implementation
16. SOME OF OUR ASSIGNMENTS IN PM (6)
15
Gavin
Project Manager
Gavin is a senior professional with 14 years
experience within Transfer Agency Services (MFTA)/
Fund Administration. He is fluent (written and spoken)
in English, French and German.
Positions held:
- Project Manager (Business Operations)
- Workstream Co-ordinator
- Senior Business Analyst
- Business Change Management
- Operations – Customer Services, KYC/AML,
Registration, Dealing, Cash & Reconciliations
He worked on many business initiatives and major
projects, e.g. Client on-boarding and system
upgrade, UAT organization and implementation, STP
process definition and implementation, System and
Process migration, establishment of SLA’s and
Operating Memorandums. Budgetary experience of
project budget of over EUR 1 million.
Project: TA Migration
Client: Major Fund Service Provider,
Luxembourg
The scope includes the migration of Transfer Agency,
Custody and Fund Accounting functions from an
existing to a new supplier. Engaged at the Transfer
Agency level the requirements include transfer of
client and fund data, development of reporting
needs including distribution flows, implementation of
new trading functionality, generation and
maintenance of all documentation and Project
Management of entire process.
The role consists of Project Managing various TA
Work-streams while liaising with Fund Accounting
and Custody functions, communication to all
stakeholders within the business, successful transfer
of all data including validation of AML/KYC
processes and procedures.
17. SOME OF OUR ASSIGNMENTS IN PM (7)
16
Stephane
Senior Project Manager
Stephane is a senior professional with 12 years
permanent and contract experience within
Investment Funds Administration, Transfer Agency,
Custody, Securities services and Asset Management.
He has international and cross border experience
within all levels of business up to board level, within
client and supplier organisations.
Positions held:
- Project Manager
- Business Analyst
- Process reengineering
- Test Manager
- Provider relationship manager
Drive and delivery major projects on client side with a
pragmatic and proactive approach leading clients
to reach their strategic and operational objectives.
E.g. Process reengineering and setup of the follow-
the-sun model in the Fund industry
E.g. Successful implementation of new operational
platform as well as migration of users & clients to the
target model
Project: Front Office tool implementation
Client: Asset Management company,
Luxembourg
The scope includes the setup and the management
of the support team of the Front Office tool.
Organize and optimize ticket management for Front
Office and Middle Office.
Ensure follow-up of all topics concerning
Luxembourg Fund Managers
Support and train Middle Office team on the new
tool.
Migration of funds from legacy platform to new tool.
The role consist in project management and team
management.
18. SOME OF OUR ASSIGNMENTS IN BA & PM (1)
17
Anne-Sophie
Senior Project Manager and Business Analyst
in Fund Services
With a 15 year professional experience, Anne-Sophie
has developed expertise in the in the area of Project
management and Business Analysis.
An operational background in Transfer Agency gives
her the knowledge in operations to support, to
advice and to drive projects related to Fund
Administration.
Furthermore, in a context of more financial
regulations, she involved her self in different legal
projects such as EUSD, UCIT IV and FATCA.
As a Project Manager 'Prince 2 certified, she got
involved in different project phases, from project
initiation study to the delivery, including coordination
between stakeholders.
Her valuable experience in different financial
institutions as Business Analyst enables her to adapt
herself to various environments and to manage
different projects at the same time.
Project: FATCA implementation
Client: Major Fund Service Provider,
Luxembourg
• Identification of the FATCA impacts on TA cross
borders locations
Client identification
Tax Withholding
Reporting
• Coordination with local and global product for
determination of the new FATCA offer
• Coordination with System providers in order to
update application with FATCA requirements
• Process Optimization: responsible for TA stream for
the definition of the impacts .
• Coordination with operational teams .
• Cross disciplinary coordination
19. SOME OF OUR ASSIGNMENTS IN BA & PM (2)
18
Cédic
Senior Project Manager and Business Analyst
Cédic has 12 years professional experience. Since
starting his consulting activities in January 2005, he
specialized in delivering consulting services for IS and
CRM departments. His competencies range from
process reengineering for IS support and advisory in
methodology for engineering teams to call centers
organization and CRM tools deployment, and project
management. Since 2008, Cédic applies the BABOK
methodology in his project. On top of that he is
currently passing CCBA - Certification of
Competency in Business Analysis. Cédic belong to
foundation team of the IIBA Luxembourg Chapter.
Cédic is currently implementing and managing the
AIFMD program requirements using BABOK
proposition.
Project: AIFMD
Client: Major Fund Service Provider,
Luxembourg
The scope includes the migration of Transfer Agency,
Custody and Fund Accounting functions from an
existing to a new supplier. Engaged at the Transfer
Agency level the requirements include transfer of
client and fund data, development of reporting
needs including distribution flows, implementation of
new trading functionality, generation and
maintenance of all documentation and Project
Management of entire process.
The role consists of Project Managing various TA
Work-streams while liaising with Fund Accounting
and Custody functions, communication to all
stakeholders within the business, successful transfer
of all data including validation of AML/KYC
processes and procedures.
20. SOME OF OUR ASSIGNMENTS IN BA & PM (3)
19
Alexandre
Senior Business Analyst and Project Manager
in transfer agency
Alexandre Stoecklin has over 10 years experience
gained as Business & Functional analyst as well as
project manager in the financial sector, such as:
Investment fund industry (Transfer Agent, Custody
bank, Bancassurance, ICSD Platform, and
Microfinance Institutions). He is used to work in a
multicultural / multilingual context; he is proactive
and rigorous, and demonstrated very strong
organisational and analysis skills.
Alexandre Stoecklin speaks English and French.
Project: Corporate actions management &
AIFMD transfer agency reporting.
Client: Major Fund Service Provider,
Luxembourg
Business Consultancy in the Transfer agency industry:
AIFMD transfer agency reporting, implementation of
a new application for the corporate actions
management
The role consists to :
• Analyse & elaborate the solutions in collaboration
with the operational team & IT team
• Lead the projects “Corporate actions system” &
“AIFMD Investors reporting”
• Project management and coordination of the IT
team for the setup of the new “Corporate
actions” application & AIFMD reporting
• IT & Functional testing of the new “Corporate
actions” application
• Support and Conduct user acceptance tests
21. SOME OF OUR ASSIGNMENTS IN BA & PM (4)
20
Guy
Senior Business Analyst and Project Manager
Guy is a Senior professional with over 15 years
experience in the asset management industry. From
an operational background and with a move
towards IT orientated projects; he can easily
communicate with stakeholders of all fields and of all
levels to deliver the best solutions to a project's
requirements.
His profile as a BA and experience reflects his sound
overall understanding of the industry and the
connected nature of various departments (FA/TA/
Custody). Guy has worked in major banks such as
HSBC and JPM and has gained project management
experience in e-commerce with Amazon.
He is Prince 2 Practioner certified and holds several
qualifications in Business Analysis.
Project: Client On-boarding (Fund Distribution
Services)
Client: Major Fund Service Provider,
Luxembourg
The scope of work includes both business analysis
and project management whilst working on several
on-boarding projects simultaneously.
The FDS department is gaining new Clients globally
as well as migrating in additional positions from
existing Clients.
Significant analysis is necessary to understand the
existing trading models and to define the future
operating model. Additional analysis also being
required due to the compliance requirements of the
jurisdictions in which the funds are domiciled.
These projects requires close coordination across
many operational teams in different locations and
different time-zones (LU, PL, UK, CH, SG & HK).
22. SOME OF OUR ASSIGNMENTS IN BA & PM (5)
21
Prem
Senior Project Manager and Business Analyst
in Asset Management and Transfer Agency
A most desirable Project Manager and more than a
wanted Business Analyst/Trouble-shooter.
With over 20+ year professional experience in the
Financial Sector coupled with a very strong technical
background, Prem has been the main architect
behind some of the most sophisticated banking
software applications today; including OTC
Derivatives, Compliance and Pricing Tools.
Today, Prem utilises his skills for on-boarding, data
migrations and is fully conversant with the
implementation of new legislations. EUSD, RDR,
FATCA, SEPA, KIID are but a few of the projects Prem
has been instrumental in realising.
Having worked with some of the leading Global
Finance players His invaluable experience and
dynamism creates a win-win situation for our clients
and our clients client.
Project: On Boarding Data Migration
Client: Major Fund Service Providers,
Luxembourg
Reporting to the Steering Commitee for the
onborading of a major client.
As program manager the task included managing
budgets of multiple projects whilst keeping a close
eye on the impact of sister legislation projects. The
hiring and directing of business analysts and
developers for effective data migration.
Having direct contact with the customer for the
adaptation of new processes and procedures to
meet the customers requirements within the given
deadlines. Writing RFIs, RFPs & SLAs, creating liasions
with third party suppliers. Working on a global scale
meeting, assisting and guiding heads across multiple
locations.
Applying UML, KM, AGILE where required whilst
adhering to PRINCE2 methodologies. To ensure no
distruption to BAU and the seamless integration of
the customer into everyday business and business
continuity successfully.
23. SOME OF OUR ASSIGNMENTS IN BA & PM (6)
21
Jean-François
SharePoint Solution Architect
Jean-François works as SharePoint Solution Architect
since 2007. His role usually consists of delivering IT
solutions around this technology: Custom Intranet,
Collaboration governance, Platform architecture,
Information Architecture, SharePoint Project
Guidance and Migrations. He is also developing his
Project Management skills through different roles,
projects and training. He is a great team player, he
has a proven ability of being able to rapidly adapt,
depending on project requirements and the
environment. He is successful in designing and
implementing solutions that meet business
requirements and enhance organizational
performance. He is also involved in the SPLUG
(SharePoint Luxembourg User Group) since where he
worked on different subject that he presented
publicly (O365 – Customization Capabilities – 2011 |
SharePoint 2010 – Claims based auth – 2012).
Project: Electronic document management
Client: Asset Management Company,
Luxembourg
Responsible of maintaining/improving several
SharePoint based applications:
· Funds documents/events/tasks management
· Compliance documents/events/tasks
management
· Reporting application (allowing to generate
docx and xlsx docs from SharePoint from XML data
inputs)
Involved in the Migration Roadmap to the target
new SharePoint Group platform(s):
· Defining the requirements of the new
platform(s)
· Building migration strategy
· Technical documentation
· Recommendations and best practices advices
24. SOME OF OUR CONSULTANTS TESTIFY
22
Manon:
“Coming from an educational background as an
English teacher, I wanted to use my language skills in
order to challenge my professional life and develop
other skills.
Therefore, I decided to tackle the banking
environment and develop my knowledge in different
fields.
I now have a banking experience of about 15 years, 7
years of which have been spent in client services for
investment funds, custody and TA included.
This year, thanks to Mister Bruno Van de Vloet, I had
the extraordinary chance to meet , I finally decided to
enter the world of consultancy.
I am currently working in Bank Itaù where I am
migrating every type of funds from a custody side, and
I have the chance to be in a very interactive and
friendly team.
This new step in my life with AK totally changed my
vision of the banking environment, and I thank Bruno
Van de Vloet to have given me this wonderful human
and professional opportunity.
His communicative approach, extremely positive
attitude and passion for work gives us all this taste for
excellence.
I am very proud to share my experience with all of you
and wish us all a long life with AK .”
Julien:
“ I have a accountancy background and 5 years
experience in fund accounting. The taste for
adventure and the will to give a new beginning to my
career brought me to new opportunities.
I initially wanted to pursue my career in Asia, but I
have been contacted by AK for a new assignment as
in the Consulting area.
The dynamic, enthusiast and ongoing personality of
Mister Van de Vloet convinced me to join AK.
This opportunity allowed me to use my experience and
discover other sides of this activity such as human
resources management, client relationship
management… I also had the chance to tackle
activities which are interrelated to Fund Administration,
which greatly enlarged my skills. A part from the
professional aspect, I had the chance to go through a
wonderful human experience by meeting new
people.
It is a beautiful and satisfactory experience to
participate to the evolution of AK, hoping that it
continues for ever! ”
Sébastien:
“ Recruited in Paris to achieve a consulting mission in
Luxembourg, I joined Advisory Key’s team of
consultants on August 2011. The transition between
France and Luxembourg was quick and happened in
good conditions.
A consultant already working at the client’s premises
welcomed me and mentored me for my first steps at
the client’s. He took the time to explain in details the
client’s internal organisation and what the client was
expecting from my performance. It clarified the vision I
had from the different departments and of the
functional internal organisation. It also facilitated and
accelerated my integration in the team I was going to
work with.
On a monthly basis, Advisory Key consultant meetings-
events are organised by Bruno (AK’s founder). This is
the opportunity:
• to share experiences, to talk about difficulties we met
and to help each other,
• to present commercial actions, viewpoints about past
actions, and solutions brought to clients, as well as
clients’ feedbacks about actions performed.
All consultants are encouraged to share their opinions,
their ideas and their recommendations, which
develops teamwork and team spirit.
They allow us to maintain a dynamic approach of our
quality enhancement processes as well as to reinforce
our know-how and to ensure our clients are satisfied.”
25. PHILANTHROPY
23
Nature
-offsets each consulting day by planting a tree in a forestry project since its creation
www.thetreehub.com
-encourages its staff to travel by train and bike.
Health
-provides donations to the Luxembourg Cancer foundation and the neurology
department of CHL www.cancer.lu /
-encourages the members of its network to adopt this same responsible behavior.
People
-supports Non-Profitable Organizations such as La Source and CDR. The objective of
these organizations is to train unemployed persons in order perform professional
insertion.www.lasource.be / http://www.halledehan.be/
orientation_professionnelle.html
Advisory Key also supports the foundation KRIIBSKRANK
KANNER Luxembourg which helps children with advanced serious illness.
http://www.fondatioun.lu/
As part of its corporate social responsibility, Advisory Key :
26. CONTACTS
24
For further information, please contact
Office : +352 26 45 99 85
contact@advisorykey.com
www.advisorykey.com
Address : 169, rue de Beggen L-1221 Luxembourg
Chief Executive Officer
Bruno Van de Vloet