CV/Mission TESSERACT freelance

Aperçu d'expériences de Toufik,
freelance TESSERACT habitant les Hauts-de-Seine (92)

• Team Manager (up to 10 people)

  Jan 2015 - Jan 2019

  Reporting Front to Back and Risk, ESG IT project, Aladdin Implementations, Bespoke implementations service offer,
  Portfolio referential implementation
  Duties and Accountabilities:
  • Portfolio referential implementation (in house development)
  o Gap analysis between the current referential solution and the target
  o Scoping and management project
  o User testing
  • Stream leader on Reporting Front to Back migration from ThinkFolio/Minerva/Decalog to Aladdin (450 reporting)
  o Use of Denodo as DataVirtualization solution – Implementation of business views in Denodo for reporting
  purpose
  o Budget and Planning management
  o Provide regular KPI to the management
  o Business Analyst lead for multiple Investment teams (Equity/Fixed Income) for Aladdin Views
  implementations
  o Aladdin views configuration for Equity, Fixed Income and Multi Asset investment teams
  • Team leader on Bespoke implementations to industrialize and process automation for all businesslines
  o Service Offer promotion to business lines at worldwide level (US, Europe, Asia)
  o Project Governance Implementation (Steering committees, Request prioritization meetings with business)
  o Bespoke implementations for special needs to business lines (Investment centers, HR, Finance,
  Operations…)
  o Manage IT ressources (2 BA, 4 developpers, 2 QT)
  • IT Project Manager for ESG Scoring platform implementations (Budget : 1.5M€)
  o Organize workshop with business
  o Provide functional specifications
  Manage Business Analysts (2) and IT development team (5) in Paris and Bucarest
  o Change management
  o Training for business users
  o Manage project governance (monthly steering committes with stakeholders)
  o Manage budget, Capacity plan
  o Promote Agile Methodology (sprint planning, scrum quotidien, demos…)
  • Implement Dashboards and Self BI solutions for Investment Centers using Tableau Software
  Software: BO3, BI4, MS BI (SSAS, SSRS), VBA, .Net, Tableau (Server/Desktop), Aladdin, ATX, Denodo,
  Thinkfolio/Minerva/Decalog/Sentinel

• Project Manager (4 people) --- January 2020 to December 2021

  BNPPARIBAS ASSET MANAGEMENT
  Jan 2008 - Jan 2022

  Portfolio & Counterparty referential implementation (in house development)
  Duties and Accountabilities:
  o Analysis of current counterparty referential (excel files)
  o Workshops and Business requirement with users and Data Office
  o Data model definition and implementation
  o Technical and Functional target definition and mockup
  o Project management
  o User demo
  o Project governance (steering committee, project committee, user demo using AGILE mode)
  o Change Management

• Project Manager (5 people)

  Jan 2008 - Jan 2015

  Duties and Accountabilities:
  • Migration PMS from Tesseract to ThinkFolio
  o Business Analyst leader on Portfolio Management System migration project for Equity perimeter- Tesseract
  to ThinkFolio
  o Perform ThinkFolio training sessions for worldwide based Portfolio managers
  • Broker vote and CSA allocation management solution implementation
  o Process modelling and optimization : vote, CSA allocation, payment follow-up and budget monitoring
  • Implementation of reporting solution for International Equity Investment team
  o Growth & Values indicator implementation into dashboard reports produced in a monthly & quarterly
  frequency while cross-checking Portfolios trend against Benchmarks from a sector perspective
  o Key Performance Indicators analysis (targeting both actual & forecast) including PER, EPS growth, EPS
  estimates, Dividend Yield, PBR, Debt to Equity ratio, Market Cap, LTG, Return
  o
  • Support and maintenance of the dedicated PMS for International Equity Investment teams
  o Support on miscellaneous portfolio management system (internal and editor tools) for the Equity business
  line
  o Support the design, development and implementation of new and existing analytical tool to help monitor and
  explain performance and characteristics of Portfolio
  Software: Tesseract, Minerva, ThinkFolio, Sentinel, Decalog, Bloomberg, Factset, Sophis Value, GOS-Front (internal
  tool), GOS-IEI (internal tool), CommCise, VBA

• Business Analyst,

  SOCIETE GENERALE CIB
  Jan 2007 - Jan 2008

  GEDS/CAR (Global Equity Derivatives Solutions/Cash and Research)
  Management of financial analysis tools and data referential for Financial Analysts
  Duties & Accountabilities:
  • Take ownership of client queries (mainly Investment officer & Financial Analyst) and ensure timely resolution
  • Building partnership with Sales, Trading, IT and other operational areas to improve the workflow
  • Global Financing Solutions (GFS) support
  • Referential data management
  • Macro implementation used by Financial analysts
  • Provide clarity on the business to senior management through comprehensive KPI’s at business line level
  Software: Internal tools.