Freelance PRIIPs : Trouvez les talents qui vous manquent

Exemple des missions de Jean-Pierre,
freelance PRIIPS résidant dans ?

SENIOR BUSINESS ANALYST
MIFID AND PRIIPS REGULATORY KNEIP LUXEMBOURG
juillet 2018 - aujourd'hui
Design of a digital solution to handle all fund regulation needs covering UCITS, AIF and PRIIPS MIFID II compliant reports and documents.
&#x2022 PRIIPS & PRIPS Kids production design and integration under ESMA RTS regulation.
&#x2022 Risk and performance calculation based on future scenarios.
&#x2022 Transaction Costs, Ongoing Charges, Multi scenarios performance and Risk alculations.
&#x2022 Knowledge transfer in banking operations as Forex, Forward, Futures, OTC and quoted securities transactions.

SENIOR FUNCTIONAL ANALYST
MIFID2 BNP PARIBAS FORTIS BELGIUM
octobre 2016 - aujourd'hui
&#x2022 New MiFID II business proposals. Work includes As Is and To Be analysis functional requirement specifications and functional testing.
&#x2022 Investor Knowledge and Experience, Risk Profile, Horizon Investment and Financial Situation: update of Customer master file.
&#x2022 Securities Risk, Horizon Investment and KIIDS: update of Securities master file.
&#x2022 Functional specifications for insurance products PRIIPS.
&#x2022 Execution Only, Adhoc Advice, Portfolio Advice and Delegate Portfolio Management.
&#x2022 Functional specifications for inducement and cost transparency as part of the pricing strategy regarding client segments.
&#x2022 Advice Recording (Appropriateness / Suitability) and Important Loss Alert process.
&#x2022 Quarterly Reporting of investment account valuation, transaction and pricing (services fees, transaction cost and inducement).
&#x2022 Transaction executed on behalf of a client reporting: analysis of fields to be used in ARM (Approved Reporting Mechanisms under XML representation).
&#x2022 Pre and post trade processing: update of database.
&#x2022 Odyssey Triple&#x2019A update with Investor profile, risk aversion and other Mifid information.
&#x2022 Functional requirements colleting and solution proposals for securities transfer.

PROJECT MANAGER
PORTFOLIO OPTIMISATION AND AFRICAN
janvier 2016 - mai 2017
OPTIMISATION AND AFRICAN DEVELOPMENT
NEOWITAN SARL LUXEMBOURG
&#x2022 JPR project : conceptualisation and prototype development of a solution for Asset Management optimisation.
« JPR est un outil informatique d&#x2019analyse et d&#x2019optimisation du risque d&#x2019un portefeuille basé sur la célèbre Théorie Moderne de Portefeuille(1952) de Markowitz. Sur base des choix et des contraintes d&#x2019un investisseur, JPR propose des solutions alternatives qui présentent un risque moindre en diversifiant intelligemment le portefeuille pour une même rentabilité attendue. En outre, est associé aux différentes périodes analysées, un historique économique et géopolitique.»

More later on the net&#x2026
&#x2022 CANDIDE project: solution for consultant candidate and human resources recruitment quantitative evaluation based on a questionnaire.
&#x2022 Submission of a public offer for a mobile banking payment solution with Madagascar government and AFD (Agence Française de Développement) as a representative of a French consulting leader company.
&#x2022 Microfinance projects creation and management in Madagascar in partnership with Aga Khan PAMF (Première Agence de Microfinance).
&#x2022 Microfinance tools design with Meso Impact Luxembourg (******** ).
&#x2022 Participation in conferences with ADA Luxembourg (Appui au Développement Autonome) and Microlux (BGL BNP Paribas Luxembourg)
&#x2022 Instructor in economics and business management with la Maison d'Afrique Luxembourg (******** ).
&#x2022 Partner in the start-up ******** (sustainable agricultural development).

FUNCTIONAL ANALYST - MIGRATION
NPG WEALTH MANAGEMENT (LIFE INSURANCE), LUXEMBOURG
mars 2015 - décembre 2015
&#x2022 For a new multi-support dedicated fund and unit-linked insurance product, test of FLC Custy software functional solutions: policy administration, fund trading, fees calculation, in and out payment, and Insurance Internet site. PRRIPS and KIIDS download solution design.
&#x2022 Writing of test cases and testing with Testlink tool. Defects management with Jira tool.
&#x2022 Migration analysis of Dedicated Fund Insurance Policy and Asset Management legacy systems (AS400, Universe and Temenos T24 Globus) into a common back-end and front-end platform.
&#x2022 High-level specifications for Solvency II Directive.
&#x2022 Analysis of process between NPG and external fund manager: units buy and sell orders, cost, risk and performance reporting (PRIIPS).
&#x2022 Development of jBase programs to convert T24 files to csv format and T24 enquiries to extract data for the migration project.

CONSULTANT
TECHNICAL &#x2013 AXWAY SYNCHRONY ACCOUNTING INTEGRATOR EUROBANK (GROPE SOCIÉTÉ GÉNÉRALE), POLAND
juillet 2014 - décembre 2014
&#x2022 Support and incident management on Axway products, Unix shell scripts and Oracle eBusiness accounting platform.
&#x2022 Define and implement business process to link operational data to the accounting system.
&#x2022 Knowledge and good practice transfer to local team.

FUNCTIONAL ANALYST
AXWAY SYNCHRONY ACCOUNTINGSGBT SOCIÉTÉ GÉNÉRALE, LUXEMBOURG
septembre 2013 - mai 2014
&#x2022 Accounting schemes specifications for Lux GAAP andRS for transfer to a common accounting platform located in SGCIB Paris.
&#x2022 Data Warehouse requirements specifications for reporting (Bale2 and MiFID).
&#x2022 Configuration of the accounting interface Axway AI Suite Synchrony.
&#x2022 Deployment of Agile/Scrum methodology.

BUSINESS AND TECHNICAL ANALYST
FONDS EUROPÉEN DE SOLIDARITÉ, LUXEMBOURG
octobre 2012 - mars 2013
&#x2022 Functional analysis and development of a MS Access and visual basic solution to handle not standard accounting operations, as book depreciation and tax transaction.
&#x2022 Design of the interface Sage accounting software/ MS Access.
&#x2022 Users training and documentation.

FUNCTIONAL ANALYST
AXWAY REGLES DU JEU BGL BNP PARIBAS, LUXEMBOURG
janvier 2011 - juillet 2012
&#x2022 Accounting events analyse and Sopra Axway RDJ/SAI/Synchrony software parameterisation
&#x2022 Product Scope: CIB derivatives products (Equity and dividend Swaps, Securities lending and borrowing SLAB, Futures and Forward Forex, Repo, MOD, IRS, OTC and Listed Options).
&#x2022 Reporting Scope: Lux GAAP,RS, Data warehouse.
&#x2022 Issue fixing and SQL query correction of the MS Access database Retrodoc.
&#x2022 Testing, UAT, support and documentation.

CONSULTANT TECHNIQUE &#x2013 MS ACCESS AND SAGE
SAGE ACCOUNTING, LUXEMBOURG
juin 2010 - décembre 2010
&#x2022 Maintenance and installation of the Sage accounting software in Fiduciaries and Banks.
&#x2022 Development of Visual Basic applications (MS Excel and Access) for data migration.
&#x2022 PC and hardware Support (Network / MS Office / Internet/ Printer).

SENIOR CONSULTANT TEMENOS
T24 CORE BANKING SYSTEM TEMENOS DUBAI & EUROPE
1998 - 2010
&#x2022 Banque Internationale Arabe de Tunis: Securities module implementation.
&#x2022 Central Bank of Maroc: pre-sales for government bond repo operations.
&#x2022 2008 Commerzbank, Luxembourg: support of productions environments and Odyssey Triple'A ( Front tool) / T24 (Back office tool) interface management.
&#x2022 2008 Financial Post Office (Fortis), Brussels: funds transfer/referential data implementation.
&#x2022 Leumi Bank Zurich: Migration project.
&#x2022 KBL European Private Bankers, Luxembourg: change request and support.
&#x2022 Saudi Hollandi Bank, Riyadh: Internet Banking and CRM.
&#x2022 State Bank of Pakistan: government auction primary market.
&#x2022 Islamic Development Bank, Jeddah: Collateral and Repo Management.
&#x2022 Al Rajhi Bank, Riyadh: Islamic Banking.
&#x2022 Wafa Bank, Maroc: securities own book trading, repo and accounting.
&#x2022 Al Saudi Al Fransi Bank, Riyadh: user access rights.
&#x2022 Crédit Lyonnais, Luxembourg: design of the interface between the core system and Fire (former Abacus), the software providing regulatory reports for the central bank. Fantastic mission to gain knowledge of bank back office and regulatory reporting.