Assisted team with the daily fundraising activities; team fundraising target for 2018 reached mid-February
Worked on the sell-side of a selection process for a >$1bn mandate; ultimately awarded to Ardian: ▪ Prepared marketing materials and conducted analysis which were presented to the client
Sourced, organized and participated to a meeting with the CIO of a potential institutional client with >$40bn AuM: ▪ Sourced client relationship out of own network; led to an introductory meeting ▪ Resulted in Ardian being part of the fair process for an infrastructure mandate
Assisted Operations and Sales teams on diverse projects, which resulted in improved operational efficiencies
Implementation of systematic secondary exit solutions for existing investors: ▪ Conducted researches on secondary funds and drafted a framework, which was approved by the management
Creation of automated investors cash flows and J-curve exposure reporting tool: ▪ Modelled expected cash flows according to factors such as vintage and fund type; led to increased efficiency
Assisted physical trading, treasury and accounting desks during the complete change of the risk and accounting IT system and obtained a bonus due to outstanding performances
Implementation of VBA macros for the Physical Trading team: ▪ Coded VBA macros for subsidiaries that resulted in time saved and reduced operational risk on $200m+ transactions ▪ Prepared presentation materials on risk management for senior management ▪ Conducted training sessions with the Dubai staff to explain the use of the new programming tools
Auditing of new software’s recorded movements & transactions: ▪ Performed verifications of accounts entries in the new software that resulted in swift corrections of entries mistakes that modified the company’s P&L by $50m ▪ Prepared a report that was validated to be presented to the external auditors (Ernst & Young)