Overview
Work Experiences
Title: " Senior Information Technology and Reporting Analyst "
Kerius Finance, Geneva, Switzerland Jan 2023 – date One YearMy professional path within Kerius Finance illustrates a significant evolution of my responsibilities.
I started in 2017 with a very technical role, mainly as a member of the back/middle office, where I acquired solid
expertise in operations management as well as information technology (IT).
Front office
In January 2023, I progressed into the front office, taking on functions more focused on the company's recurring
customers. As a "Senior IT & Reporting Analyst", I had the opportunity to develop a tailor-made application
specifically meeting the Client's needs.
This experience allowed me to take on a direct role in customer relations, focusing on satisfying and
understanding individual needs.
Application :
Development of an automated personalized application, which makes it possible, on a daily basis, to make
available to the Client, on a remote server, a certain number of specific market data, exchange rates (Last Price
EURUSD, EURCHFF, EURGBP, EURJPY, etc. ...) and interest rates (Last price EURIBOR1M, EURIBOR3M,
EURIBOR6M, EURIBOR12M, SOFRUSD, SONIA3M, SONIA12M, etc...), in a specific format (.csv, .txt, .cur
and .xlsx)
Market data is used by the Client to feed its accounting software (TRINITY-TMS) and ERP
Technologies: WinSCP remote server + sFTP protocol + Microsoft .net framework + Advanced VBA
Responsible for IT Purchasing, as well as software licenses
In charge of purchasing management of all IT equipment, I directed and supervised the entire procurement
process.
My responsibility consists of:
1- To identify the IT equipment needs of employees
2- To evaluate the options available on the market,
3- To negotiate contracts with suppliers
4- To ensure delivery within deadlines and the defined budget.
This role allowed me to develop strong relationships with suppliers, implement effective procurement strategies.
and ensure the constant availability of quality IT hardware, meeting the company's operational requirements.
IT trainer
I am responsible for supporting and training employees in the use of the company's key tools, including daily,
weekly and monthly Market Flash sending tools, portfolio valuation tools and marketing tools. reporting.
My professional path within Kerius Finance illustrates a significant evolution of my responsibilities.
I started in 2017 with a very technical role, mainly as a member of the back/middle office, where I acquired solid
expertise in operations management as well as information technology (IT).
Front office
In January 2023, I progressed into the front office, taking on functions more focused on the company's recurring
customers. As a "Senior IT & Reporting Analyst", I had the opportunity to develop a tailor-made application
specifically meeting the Client's needs.
This experience allowed me to take on a direct role in customer relations, focusing on satisfying and
understanding individual needs.
Application :
Development of an automated personalized application, which makes it possible, on a daily basis, to make
available to the Client, on a remote server, a certain number of specific market data, exchange rates (Last Price
EURUSD, EURCHFF, EURGBP, EURJPY, etc. ...) and interest rates (Last price EURIBOR1M, EURIBOR3M,
EURIBOR6M, EURIBOR12M, SOFRUSD, SONIA3M, SONIA12M, etc...), in a specific format (.csv, .txt, .cur
and .xlsx)
Market data is used by the Client to feed its accounting software (TRINITY-TMS) and ERP
Technologies: WinSCP remote server + sFTP protocol + Microsoft .net framework + Advanced VBA
Responsible for IT Purchasing, as well as software licenses
In charge of purchasing management of all IT equipment, I directed and supervised the entire procurement
process.
My responsibility consists of:
1- To identify the IT equipment needs of employees
2- To evaluate the options available on the market,
3- To negotiate contracts with suppliers
4- To ensure delivery within deadlines and the defined budget.
This role allowed me to develop strong relationships with suppliers, implement effective procurement strategies.
and ensure the constant availability of quality IT hardware, meeting the company's operational requirements.
IT trainer
I am responsible for supporting and training employees in the use of the company's key tools, including daily,
weekly and monthly Market Flash sending tools, portfolio valuation tools and marketing tools. reporting.
.
.
Title: " Information Technology and Reporting Analyst "
Kerius Finance, Geneva, Switzerland Jan 2017 – Dec 2023 Six YearsI was hired in January 2017 at Kerius Finance, to help the Operations and IT manager, to develop the entire IT infrastructure of the company, as well as monitoring and development of internal reporting tools.
My work experience at Kerius Finance is as rich as it is varied. Indeed, my daily tasks allow me not only to consolidate my general IT skills, but also to learn a little more about derivative products such as CAP (ceiling), FLOOR (floor), SWAP and other financial instruments. A set of varied back and middle office tasks.
I am responsible for monitoring, developing, optimizing and monitoring tools:
1- Analytical and quantitative.
2- Market analysis
3- Pricing (based on Bloomberg and Numerix)
4- Client portfolio reporting (currencies, interest rates, raw materials, and all types of derivative products)
50% of my working time (Development / Monitoring / Debugging of the overall reporting system)
I am responsible for the overall management of the reporting system containing several small applications independent of each other, the creation of documentation (procedures manual), the maintenance of applications, debugging and the implementation of new features.
Main tools created and monitored.
Valuation tool (Bloomberg/Numerix) for derivative product portfolios (CAP, SWAP, FLOOR, FIN)
Calculation example: Fair Value, Intrinsic Value, Time Value
Bloomberg market data extraction tool in various currencies
ECB (European Central Bank) market data extraction tool in various currency pairs
Fix (fixings) and Fra (futures) market data extraction tool
Forward price extraction tool in various currencies
Tool for extracting the main interest rate curves, OIS curve, Swap curve, volatility curve
Key Achievements:
Reporting: As of January 2024, for the 2023 Annual Closing, I have generated more than five hundred (500) Customer reports with the reporting tools.
Client web platform: More than a thousand (1,000) Client user accounts managed on the web platform created internally (Procedure = creation of the client account + submission of client reports to their dedicated directory + sending of access to the client + support and monitoring of the relationship with the Customer)
Verification and Validation: Reduction of more than 90% of errors related to Customer data entry (implementation and rigorous application of prevention tools such as the procedures manual, answering the questions Who? What? When? How?)
Compliance: Organize and maintain all Customer reports generated using internal reporting tools. This data is stored on the company's servers.
50% of my working time (Responsible for the company's overall IT infrastructure)
Responsible for the technical relationship with market data providers (Bloomberg and Numerix)
Responsible for the installation and maintenance of computer equipment (printer, scanner, computers, telephones, cabling, etc.) as well as the management of the network system.
Responsible for the technical relationship with the various IT service providers (VoIP, web hosting, network)
For employees (old/new), Admin management of access to services and licenses (Microsoft 365 Business and Microsoft Teams user accounts)
Management of IT equipment, technical equipment and Microsoft Office 365 user accounts:
[Creation / Deletion] of the Microsoft Office 365 package for [new / old] employees
Server support
Configuration, deployment of new hardware (PC, printers. Switch, routers, etc.)
Network maintenance and Ethernet cabling, WIFI and configuration of switches, routers and modems
Participation in the company's overall marketing strategy:
Responsible for updating the Website (technical skills, programming language PHP, HTML, CSS, MySQL)
Responsible for implementing and sending Mailchimp marketing campaigns
Other achievements:
More than twenty (20) Microsoft 365 business and Microsoft Teams licenses and user accounts managed (turnover of interns and managers)
Implementation, according to ITIL v3 best practices, of a CMDB (“Configuration Management Database”) of the IT hardware.
Relocation of the company's offices, organization of all IT infrastructure logistics from the old premises to the new premises
Documentation and provision of internal processes, in particular the production cycle of Customer reports
Remote support for all employees when using internal tools (especially during the COVID 2019-2022 period)
I was hired in January 2017 at Kerius Finance, to help the Operations and IT manager, to develop the entire IT infrastructure of the company, as well as monitoring and development of internal reporting tools.
My work experience at Kerius Finance is as rich as it is varied. Indeed, my daily tasks allow me not only to consolidate my general IT skills, but also to learn a little more about derivative products such as CAP (ceiling), FLOOR (floor), SWAP and other financial instruments. A set of varied back and middle office tasks.
I am responsible for monitoring, developing, optimizing and monitoring tools:
1- Analytical and quantitative.
2- Market analysis
3- Pricing (based on Bloomberg and Numerix)
4- Client portfolio reporting (currencies, interest rates, raw materials, and all types of derivative products)
50% of my working time (Development / Monitoring / Debugging of the overall reporting system)
I am responsible for the overall management of the reporting system containing several small applications independent of each other, the creation of documentation (procedures manual), the maintenance of applications, debugging and the implementation of new features.
Main tools created and monitored.
Valuation tool (Bloomberg/Numerix) for derivative product portfolios (CAP, SWAP, FLOOR, FIN)
Calculation example: Fair Value, Intrinsic Value, Time Value
Bloomberg market data extraction tool in various currencies
ECB (European Central Bank) market data extraction tool in various currency pairs
Fix (fixings) and Fra (futures) market data extraction tool
Forward price extraction tool in various currencies
Tool for extracting the main interest rate curves, OIS curve, Swap curve, volatility curve
Key Achievements:
Reporting: As of January 2024, for the 2023 Annual Closing, I have generated more than five hundred (500) Customer reports with the reporting tools.
Client web platform: More than a thousand (1,000) Client user accounts managed on the web platform created internally (Procedure = creation of the client account + submission of client reports to their dedicated directory + sending of access to the client + support and monitoring of the relationship with the Customer)
Verification and Validation: Reduction of more than 90% of errors related to Customer data entry (implementation and rigorous application of prevention tools such as the procedures manual, answering the questions Who? What? When? How?)
Compliance: Organize and maintain all Customer reports generated using internal reporting tools. This data is stored on the company's servers.
50% of my working time (Responsible for the company's overall IT infrastructure)
Responsible for the technical relationship with market data providers (Bloomberg and Numerix)
Responsible for the installation and maintenance of computer equipment (printer, scanner, computers, telephones, cabling, etc.) as well as the management of the network system.
Responsible for the technical relationship with the various IT service providers (VoIP, web hosting, network)
For employees (old/new), Admin management of access to services and licenses (Microsoft 365 Business and Microsoft Teams user accounts)
Management of IT equipment, technical equipment and Microsoft Office 365 user accounts:
[Creation / Deletion] of the Microsoft Office 365 package for [new / old] employees
Server support
Configuration, deployment of new hardware (PC, printers. Switch, routers, etc.)
Network maintenance and Ethernet cabling, WIFI and configuration of switches, routers and modems
Participation in the company's overall marketing strategy:
Responsible for updating the Website (technical skills, programming language PHP, HTML, CSS, MySQL)
Responsible for implementing and sending Mailchimp marketing campaigns
Other achievements:
More than twenty (20) Microsoft 365 business and Microsoft Teams licenses and user accounts managed (turnover of interns and managers)
Implementation, according to ITIL v3 best practices, of a CMDB (“Configuration Management Database”) of the IT hardware.
Relocation of the company's offices, organization of all IT infrastructure logistics from the old premises to the new premises
Documentation and provision of internal processes, in particular the production cycle of Customer reports
Remote support for all employees when using internal tools (especially during the COVID 2019-2022 period)
.
.
Title: " Software Engineer"
Freelance , Switzerland March 2016 – Dec 2016 Nine monthsBeing passionate about programming, I decided to become a "Freelance Developer" and this passion has helped me to develop certain skills such as excellent communication skills to succeed in bidding on the projects I want to tackle, organizational skills to keep up with what is going on. I work and have the responsibility to complete your work and deliver it on time.
Consolidated technical skills:
Project management from design, implementation, testing, to production launch
User Interface (UI)
User Experience (UX)
Maitrise des solutions CMS (Joomla, Wix, Wordpress, Drupal, etc…)
Web development: PHP, MySQL, CSS, HTML, Javscript
Search Engine Optimization (SEO & SAO)
Newsletter Creation
Building and customizing web applications, Creating web applications according to my own logic
Database Management
Content Management
Email management
Domain name management, primary, secondary, alias
File transfer protocol(FTP)
Soft skills acquired:
Pedagogy
Improvement of my listening and communication skills
Ability to work with people from different backgrounds, different cultures, varied professionals (Restaurants, Diplomats, Beauticians, Sports Coach, etc.)
Being passionate about programming, I decided to become a "Freelance Developer" and this passion has helped me to develop certain skills such as excellent communication skills to succeed in bidding on the projects I want to tackle, organizational skills to keep up with what is going on. I work and have the responsibility to complete your work and deliver it on time.
Consolidated technical skills:
Project management from design, implementation, testing, to production launch
User Interface (UI)
User Experience (UX)
Maitrise des solutions CMS (Joomla, Wix, Wordpress, Drupal, etc…)
Web development: PHP, MySQL, CSS, HTML, Javscript
Search Engine Optimization (SEO & SAO)
Newsletter Creation
Building and customizing web applications, Creating web applications according to my own logic
Database Management
Content Management
Email management
Domain name management, primary, secondary, alias
File transfer protocol(FTP)
Soft skills acquired:
Pedagogy
Improvement of my listening and communication skills
Ability to work with people from different backgrounds, different cultures, varied professionals (Restaurants, Diplomats, Beauticians, Sports Coach, etc.)
.
.
Title: "Software Engineer"
Kilian Riviera Immobilier S.A., Geneva, Switzerland Sept 2015 – Mars 2016 Seven months
Creation of a "Datamining" application on the data of the Geneva Land Register.
The real estate company "Kilian Riviera Immobilier SA" commissioned me to develop an application to analyse public data from the Department of Planning, Housing and Energy (DALE). The interface of this application will allow users to apply various filters on the empirical data of real estate transactions, such as: "To know the highest price per m2 for transactions such as the purchase of an apartment in a given municipality, during a given period..." »
Key achievements :
Collection and analysis of user needs, "parsing" of raw data (Data for the period 1994 to 2015: Two hundred and forty thousand transactions syntactically analyzed); Creation of the application and its interface, Microsoft Excel and Visual Basic Advanced Programming tools; Creation of charts; Creation of documentation and user manual
Technologies :
MS Excel et MS Access
Title: "Software Engineer"
Stanhope Capital S.A., Geneva, Switzerland June 2015 – August 2015 Three months
(https://www.stanhopecapital.com/)
Reverse engineering on a portfolio risk management application
A three-month project dedicated to the improvement of a tactical portfolio allocation management application. The tool was created ten years ago and has become obsolete. The tool is based on the "Bloomberg API" and Microsoft Excel Advanced VBA programming languages; It was created to capture the short-term volatility of a portfolio compared to long-term volatility and suggest readjustments to the portfolio's assets.
Main achievements: Creation of a proxy database (more than one hundred Securities, Stocks and Indices not existing in Bloomberg); Analyze and understand the tool ("Reverse Engineering"); Fix minor and critical programming bugs (e.g.: Display of data in their corresponding format, Calculation of volatility, saving of calculation results); Securing access to the tool; Source code documentation; Creation of a user guide; Automation of processing (upload, calculations and backup); Creation of a new user-friendly design
Technologies:
Bloomberg, MS Excel, and VBA Application Programming Interface (API).
Title: "Operations Analyst & IT Manager"
Altaira Wealth Management SA, Geneva, Switzerland August 2010 – March 2015 4 years and 8 months
ALTAIRA, a wealth management and financial services company, hired me in 2010 to assist the Chief Operating Officer and IT in managing business development and their IT infrastructure. This role was very rewarding involving exposure to a wide range of different professions spanning several departments of the company.
The missions that were entrusted to me on a daily basis were the analysis of client needs, the design of technical solutions, the implementation of solutions while respecting the compliance rules of the profession (SEC [USA], FINMA [Switzerland], FCA [UK], CBB - Central Bank of Bahrain [Middle East]).
Key achievements (Operations Support, Portfolio Analysis and Wealth Management)
Portfolio Statistics vs. Benchmarks Calculator : Successfully created and continuously monitored a performance analysis tool (based on Microsoft Advanced Excel and VBA programming), including the production of monthly reports (as well as ad-hoc reports) for the Chief Investment Officer (CIO). The statistics produced such as Rate of Return (RoR), Alpha, Beta, Volatility, Sharpe Ratio, Sortino Ratio, Tracking Error, Max Drawdown, etc. were used by the investment and marketing teams.
Management of Trading Orders : Investment allocation of client accounts, approximately USD 200 million
Trading & Compliance : Actively involved (from early 2011 to 2014) in the "Four Eyes Check" process which led to a 100% reduction in errors in the company's trading process.
Reporting : Creation of hyper-customized Client reports containing client portfolio data in various custodian banks in Switzerland and abroad.
Auditing: Investigation of E-banking systems, tracking and saving all transactions for Audit purposes.
Technical Analysis : Creation of weekly charts with indicators and oscillators to support investment decisions. Provided material (charts) to support the Director of Technical Analysis' 2012, 2013, 2014 and 2015 annual forecasts. Support the marketing department with materials dedicated to many international conferences and events such as (Euro money conference in Qatar, New York Financial Institute Conference, Annual Invest Forum in GENEVA, etc...)
Responsibilities and Achievements (in the context of information technology)
Web development, Updating of the company's website. Technologies: PHP/MySQL, HTML5/CSS3, JavaScript.
Use my programming skills to create, monitor and improve various "in-house applications"
Programming in VBA and "Bloomberg API": Implementation of an automatic performance calculator of Client portfolios.
PowerShell Programming: Create an Application for Automatic Server-Based Backup of All or Part of a Directory on Windows 7
Access E-Banking: Management of user rights internal to customer accounts in Swiss custodian banks.
Implementation of a configuration management database (CMDB) according to the ITIL-v3 standard, reduction of 70% of the time to solve problems related to resources (access E-banking, software and hardware).
Management of all Service Level Agreements (SLAs) with all the company's service providers (Printers, Banking Applications, VoIP and Telephone, Data Backup, Network, Email Service, etc.)
Technical Analysis, Mapping Research Project: "Transforming Financial Data into 3D Charts"
Design of 3D chart models, including time, price and volume
Learning the Basics of Technical Analysis + Price Spreads + Opening Price High Low Closing (OHLC) and Volume Analysis
Time series analysis. Technologies used (Java, Matlab and R)
Title: "Internship in IT Project Management"
Orange (SALT), Renens, Vaud, Switzerland March 2010 – Jul 2010 5 months
Assist the Project Management Office (PMO) in monitoring and testing Key Performance Indicator (KPI) dashboards. Document gaps in Project delivery processes. Gain knowledge in Project Management Best Practices (PMBOK). Ensure that the applications created meet the needs of the users.
Main achievement:
Follow-up and challenge of more than twenty Project Managers within the framework of the predefined deadlines ("milestones and timelines") for each stage of their respective projects.
Main tasks :
Implementation and validation of key performance indicators (KPIs)
Reporting, focused on measuring the quality of the new project delivery process
Automatically calculated KPI dashboard monitoring
Business Process Modeling (BPM), especially for IT delivery.
Title: "Research & Teaching Assistant",
University of Geneva (Faculty of Science), Switzerland Jan 2017-Nov 2019 2 years
Supervision of practical work as a Mentor for beginner students. IT Projects are a key step in the students' curriculum, as it is the first time that they have a project to carry out as a team, from the design to the final product. My main task is to help the teacher's assistant in the supervision of the projects.
Key Achievements
Reinforce the core course material and direct students to additional resources.
Simulate student interest and encourage initiative.
Conduct practical sessions of:
Star Office, Microsoft Office and Programmation en Borland Turbo Pascal
Implementation of software engineering modeling techniques (UML, RUP)
Collaborative development of a Project (CVS, JSP, Tomcat Apache Server, Java, etc...)