CV/Mission de Consultant TEAMS freelance

Exemple de missions de Marcel,
Consultant TEAMS habitant la Moselle (57)

Expérience professionnelle

April 2020– Now. ING Solutions Investment Management (ISIM)
Program Manager
Mallorca Project – Transnational Setup of a new Fund of Funds
In charge, for the Management Company ISIM , of the coordination and organisation
of all the projects related with the launch oi a new fund of index funds to be
distributed mainly by the ING Group in several countries (Germany, Italy, France,
Australia, Poland, Austria,…)
Supervision and Follow-up of the different projects and work streams related with
portfolio construction, Management Agreement, Investment Management
Agreement, Distribution Agreement, Administration and Depositary Agreements,
Marketing and Distribution, Articles of Incorporation and Launch of the ICAV (Irish
Fund), Policies definition, Risk Policy and Compliance Policy and Guidelines, Central
Bank of Ireland Filing Process, Tax and Payroll issues,…

Mar.2019 – Febr 2020. SAFER du Centre
(Société d'Aménagement Foncier et d'Etablissement Rural)
Program Manager
(Projects for General Management, Accounting & Finances, Legal & Operations Dept).
In charge of all the projects having as objective the full review and reorganisation of
the operational organisation and identification of improvement area. The review
includes: General Management, Legal department, Finances and Accounting,
Administration and General Services, Department
In charge, after validation of the General Management, of all suggested
improvements implementation in the different areas.

Apr. 2018 – Febr. 2019 HSBC FRANCE – Brexit Program
Project Manager - Accounting and Finances
Linked with the Brexit and as part of the move of key Business activities from the UK to
Paris, in charge of all the IT and business projects having as objective to define and
adapt the accounting and Finance policy and schemes related with this move. (this
included not only accounting and finance (CRE and CRI and related bookings), but
also Financial and Regulatory Reporting, Liquidity and Capital Adequacy review and
adaptations).
Migration of New Corporate Bonds and Structured Credit Products handling from
London to Paris.

Apr. 2017 – Mar. 2018 RBC INVESTOR & TREASURY SERVICES
Business Expert and Project Manager Transfer Agent
Business Expert in the SSS Enhancement Projects, managed in an Agile mode.
o In charge of User Stories issues and follow-up.
o Participation to the backlog and sprint definition and follow-up, to all related
sessions and stand-up daily meetings
Project Management: Migration Process of other RBC entities on BP Module, the RBC
Group’s Transfer Agent AML/KYC and Legal Fund Data Warehouse software

Oct 2016 – Mar 2017 EUROCLEAR BRUSSELS
Program Manager
Coordinator of all projects related with reconciliation processes as part of the T2S
initiative - T2S (TARGET to-Securities) is the pan-European settlement platform
implemented by the European Central Bank (ECB) with as objective to provide
harmonized and borderless core securities settlement services throughout Europe -.
In charge of the Release and Delivery Management of all reconciliation evolutions
related with the Launch of the T2S Wave 3 and Wave 4.

Aug. 2014 - Jul 2016 CLEASTREAM
T2S – Program Manager
Coordinator, in the T2S Program, mainly for the Test Cycles related with the outsourcing
of LuxCSD settlement activities to TARGET2-Securities (T2S),
As part of the T2S Change Management Program, in charge of the pre-Migration and
Migration Test Cycles preparation and Coordination for LuxCSD,
Organisation of the Testing of the outsourcing process with the involved internal and
external resources,

Jan. 2014 - June 2014 CF FUND SERVICES
Change Management Expert
Strategic Review of the Fund Business and Administration activities
Strategic Business IT and Operational in-depth review, ordered by the Executive
Committee of the Company, of all the activities of CF Fund Services - fully owned
subsidiary of BDO Luxembourg specialized in Fund Administration -, including review
and business analysis of full on-boarding process for new Clients, Fund Custody
(Corporate Actions, Settlement,…), AML/KYC, Risk Management, Compliance,
Commercial Development Legal and Corporate services, Domiciliation, Audit and
Finances, Fund Distribution and Accounting for UCITS, Real Estate IF and Private
Equity/Alternative IF (SIF, SICAR, Cayman Island,…). , , ,
Identification and evaluation of regulatory impacts to be considered (e.g.: FATCA,
EMIR, AIFMD) …

Feb 2011 – Mar 2014 SOCIETE GENERALE PRIVATE BANKING
Program Director
Mission: To lead, as Project/Program Manager, a major international Business Change
Project having as key objective to replace 17 existing Trading Services of local Private
banking and Wealth Management entities, by a new central Negotiation Hub for market
orders and post trade controls on equities, bonds, fund units (subscription, redemption,
switches,…) , and, in some countries, futures and options market orders,

Jun 2010 – Dec 2010 BNP PARIBAS
Strategic Review Consultant – Client Data
(Private Banking and Retail Clients)
Strategic Review of the Client reference data management including:
o The third parties referential management, the Client onboarding processes
- legal and KYC/AML impacts included - in the Retail and Private banking
business lines
o The related IT dedicated technical and applicative environments
Issue of scenarios for the improvement of Third Parties Data Management (including list
of requirements, IT and processes adaptations to be envisaged)

Jun 2008 – Dec 2010 RBS Bank Luxembourg
Program Manager
Appointed to assume as Program Manager the overall business and operation change
and change management resulting of the split of a Luxembourg Bank (ABN AMRO
Luxembourg) and the full set up of a new Private and Investment Banking bank (RBS
Bank Luxembourg) subsidiary in Luxembourg
In charge of the issue of the Blue Print of the Project (complete High Level Business
Requirements Document included)
As program manager, in charge
o of the legal set up of a new bank, the migration of data from ABN to RBS Bank
Luxembourg and the set-up of a new IT, commercial and operational
environment
o of the management of a team in charge of eight different sub projects including
the definition and implementation of the commercial policy of the new Private
and Investment Banking entity, the set-up of the required operational and risk
management services, the takeover of the trading service, of the Fund
Administration, Custody and Fund Distribution services,

May 2002 – Jul 2004 SOCIETE EUROPEENNE DE BANQUE
Interim Managing Director Fund Administration
(Fund Accounting, Transfer Agency, Project, AML/KYC, Fund Administration
Managing Director Ad Interim in Société Européenne de Banque (Intesa Group) of the
Operations, Custody and Fund Business Line (Interim Management contract with
Mazars Consulting Luxembourg and SEB), including Fund Administration (UCIT, Hedge
Funds, Private Equity) Transfer agency, Market Transactions, Security Lending for funds,
project management, compliance and internal fund audit. Definition of the strategy
objectives and budgets of the whole Fund business line activities and departments
Reorganisation of the Fund Accounting department in desks with a new control team
for control. Internal training of all staff Adaptation and reorganisation of Fund custody
activities

May 1999 – Apr 2002 KPMG Consulting
Director / Senior Manager
Management of various Business Change Programs and Projects and consultant teams
in the financial services area (Investment Banking, Fund Administration, Capital Markets
including:
- Definition, selection and implementation of new IT systems, new strategic,
operational, organisational structures in the Private Banking, Capital Markets,
Transfer Agent, KYC/AML and Fund Administration and Accounting area
- Operational, legal commercial and IT mergers projects between banks
Société Européenne de Banque/Intesa
- Programme Manager heading the project team in charge of the merger (legal,
commercial, IT and operational merger) between two Luxembourg entities part of
the Intesa Group (Société Européenne de Banque and Intesa Luxembourg)
- Management of the 17 sub projects in charge of the merger preparation in their
respective domain, including KYC/AML, transaction management and regulatory
impacts.
Morgan Stanley London
- As Expert, definition, for the Morgan Stanley Group, of the administrative,
operational, IT and organisational supports to be implemented in France for a new
Private banking subsidiary, part of four HNWI Private banks to be created in four
countries (UK, Italy, Germany and France)
Dexia Group:
- As expert, confirmation of the IT Strategy (including eventual synergies) for the Dexia
Group at a worldwide scale
Mizuho:
- Head of the Project Team in carge of the Preparation of the operational merger
between the four Luxembourg subsidiaries of the Mizuho Group
AXA IM Paris, AXA Colonia and AXA The Hague: centralisation of securities books and
transactions

Jan 1995 – May 1999 BIMACO
Transfer Agency and Fund Administration Software Provider
Manager and Business Consultant
Coordination of activities of the business consultant and analysts teams activities
Business consultant and analyst
Various punctual interventions, upgrades and software implementation for UBS Fund
Luxembourg, Banque de Luxembourg, Slansky Bank Poland, SEB, Swedbank, Credit
Suisse, Crédit Européen, …

Jan 1989 – Sep 1994 LCL – LE CREDIT LYONNAIS
Senior Vice President – Head of Capital Markets
Senior Vice President - Head of Trading, Institutional Sales and Long-Term Asset
Management
o Head of the department “Trading and Capital Markets” and Securities Middle
Office
o Head of the Institutional Sales Department
o Head of the Long-Term Asset Management (Funds and Institution...