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Bérangère CHAPELLE

Puteaux

Electionseuropéennes 2024

RETROUVEZ GRATUITEMENTLe résultat des européennes à Levallois-Perret ainsi que le résultat des européennes dans les Hauts-de-Seine.

En résumé

Je suis actuellement à la recherche d'un VIE en Asset Management à partir de septembre 2014 en tant que financial controller ou portfolio assistant.

Mes compétences :
Microsoft Excel
Visual Basic
Bloomberg
Essbase

Entreprises

  • AXA Investment Managers (AXA IM) - VIE Product Management

    Puteaux 2015 - maintenant Support Fund Range team members with ad-hoc requests and project management

    Production and maintenance of up to date reporting on the characteristics of the various AXA IM fund ranges, including assets under management, net new money, fee levels both in absolute terms, according to various metrics (client type, type of shareclass, etc.) or relative to the industry

    Assist in the periodic review of a given range of funds and the preparation of various fund range and board presentations, competitor analysis, fund/ shareclass registration mapping, internal databases and ad-hoc studies on the positioning of our products

    Assist in the preparation of various business proposals including changes to investment objectives and guidelines, investment universe, investment instruments, management fee levels, benchmarks, country registration as well as more technical fund and shareclass characteristics

    Assist in coordination of various country registration and tax filings

    Assist in the management of 3rd party database (Bloomberg, Morningstar, etc.) information and communication on AXA IM fund ranges. Leverage external providers contracted for this purpose to insure seamless communicate of accurate and up to date fund information: new fund creation, change of fund manager, corporate action, shareclass creation, country of registration, change of investment policy etc.

    Assist the Head of Product Management for ad-hoc queries

    Assist in the preparation of the Seed Committee

  • AXA Investment managers UK - VIE Financial Controller

    2014 - 2015

  • AXA Investment managers - Financial controller

    Nanterre 2013 - 2014 -Contributed to the IM Revenue chain
    -I was in charge of portfolios’s fees and funds of funds rebates
    -Contributed to global fee sharing process i.e. internal fees split between AXA IM Entities across the world (Transfer pricing issues)
    -I was in charge of the fees reconciliation between portfolios of AXA IM BELUX AXA IM ITALY with AXA IM PARIS
    -Improved process of calculation
    -Contributed to the Monthly Finance Dashboard for AXA IM Management Board and be responsible for 2 main KPIs i.e. Revenues and Assets
    -Participated to the ad hoc transversal projects of Finance & Strategy Department

  • Claret canada - Stagiaire responsable stratégie marketing de la cellule robotique TI

    2012 - 2012 Stagiaire durant deux mois, j'étais responsable de la mise en oeuvre d'une stratégie marketing destinée à une cellule robotique.
    -analyse de la concurrence, des clients et clients potentiels
    -réalisation de le trousse distributeurs (animation du réseau de distribution)
    -réalisation de la trousse de référents (distributeurs indépendants)
    -réalisation d'une stratégie de distribution via des consultants (contact téléphonique, mail)
    -réalisation de la plaquette de présentation de la cellule destinée aux consultants.
    -réalisation de questionnaires clients et distributeurs destinés à Claret France

  • Société Générale - Stagiaire dans le service risques de crédit

    PARIS 2010 - 2010 Stagiaire pendant un mois dans le service Société Générale Securities Services, Credit Risk Department
    -J'étais chargée d'aider à la préparation des credit risk reporting
    -Recherche excel, tableau croisé dynamique
    -Archivage

Formations

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