Jerome is curious, versatile and organized professional with more than 15 years experience in wealth management, private banking and consulting industry.
Besides his current role at Friday Capital, Jerome is involved in a family investment holding where he oversees the investment strategy within different asset classes including Private Equity and Real Estate
He is an experienced wealth manager, skilled in personalized advice and tailored solutions that are based on client needs.
He works with a team of professionals including investment advisors as well as financial planners to provide a holistic approach to wealth management.
Besides his current role at Friday Capital, Jerome is involved in a family investment holding where he oversees the investment strategy within different asset classes including Private Equity and Real Estate
He is an experienced wealth manager, skilled in personalized advice and tailored solutions that are based on client needs.
He works with a team of professionals including investment advisors as well as financial planners to provide a holistic approach to wealth management.
Analyst Global Operations
Boca Comm Global Capital Market
Janvier 2007
à mars 2008
CDI
St Tropez
France
- Support to Managing Partners
- Construct financial models and scheduling internal meetings with Lawyers, Industrial, Bankers & Business partners
- Office Opening and Management (France - London - Sudan)
- Create prospectuses and project proposals
- Qualify prospects and assemble presentations
Détails de l'expérience
- Consulting services for our client in Khartoum, Automotive Sector
- Refine Finance of the group
- Develop relationship with local banks
- Increase Payment terms: Put in place a Government guarantee from the Ministry of Finance in order for our client to deal with industrials in Open Account Terms payment and not Letter of Credit
- Production Line audit for process improvements and better Accounts Payable management
- Negotiate payment terms based on receipt of goods or the invoice
- Communicate with international suppliers to improve the process
- Refine Finance of the group
- Day to day responsabilities
- PA to Managing Partner - Staff communications
- Calendar of actions – M/Q/Y Corporate
- Prepare and maintain market document
- BC office relations & scheduling
- Administration and follow-through as required for MD/Agent/Client and regions
- Financial analysis and document preparation as required on client projects or planning
- Expense planning/budgeting/management
- Distributed electronic file sharing via FTP
- Conduct interview and observation-based job analyses and write comprehensive job analysis reports
- Supervised entry-level staff members
- Created internal report-writing resources (i.e., office manuals…)
- Established and cultivated client relationships, conducted market analyses
- PA to Managing Partner - Staff communications
