Valérie Ling

o Assume ownership on accounting applications and providing support to users (RFI: implicit funding, PTVII: VAT proportion calculation, SCI, SYSOR, SAPHIR, AFP-RTX: risk calculation, GDS : breaks management)
o Collecting, analyzing and preparing business requirements on these applications
o Functional specifications and test cases redaction
o Homologation
o Coordinating user acceptance tests and participating in the training of new implementations
o Providing proactive advices and recommendations to project manager on issues related to these applications in order to align strategic goals and business systems

o Engaging in comprehensive projects that generate, execute and continually optimize strategies designed to help investment bankers and asset manager’s long-term goals and workflows.
o Answering daily client queries and providing creative solutions to their problems.
o Visiting clients in their offices to provide on-site consultation and ample training.
o Managing a group of accounts; ensuring healthy relationships with clients and ensure they receive optimal results out of the system.

IT Asset Management, Asset Management company, specialised in the Information Technology, Clean Technologies and more recently in balanced portfolio management, France
Missions:
- Business development
o Assisting in the sale of institutional investments funds, market studies and new clients identification
o Competitive Intelligence (funds competitors research and performance analysis)
o Preparation, Conception, Maintenance and Monitoring of marketing tools (website redesign, publication of monthly letters, Mailings…)
o Preparation of request for proposal
o Preparation of client marketing presentation, with participation in client marketing meetings

- Deputy fund manager
o Involved in the launch of new funds (equity and bond): assists in all aspects of the development, companies' analysis, companies' fact sheets redaction
o Participation to weekly fund managers meetings

Thesis: Investment strategies in the IT sector

o Investments analysis (investor type, sector, country)
o Preparation of clients meetings and follow up
o Preparation of client marketing presentation, with participation in client marketing meetings