Über Anthony Lagrin:
I am a highly driven person with a strong financial background and an entrepreneurial spirit.
After graduating with dual BSc degrees in Finance and Economics at Missouri Valley College in the USA, I pursued an MSc in Financial Markets and Investments with a focus on asset management at Skema Business School in Paris.
Curious and keen to learn about the financial industry, I developed good expertise in well-known financial services institutions within the EU and US areas. I also have experience in client servicing within the private market sector. I performed asset management solutions assignments in private equity, hedge funds, and real estate teams.
Currently, I am seeking opportunities that will provide me with experience in client investment solutions, where I can use my knowledge and passion for finance and ESG thematics while also growing as an individual.
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Client Services – Tax Reporting Specialist – Jan 2023 – Jun 2023 UNION BANCAIRE PRIVEE S.A. – UBP – Geneva, Switzerland • Managed the order management for clients' fiscal statements (+10'000 tax reports ordered). • Controlled fiscal reports for 25 countries including North America, LATAM, & EMEA. • Collaborated with Deloitte Tax Reporting Services to enhance operational processes and reporting services, resulting in a 20% increase in efficiency. • Participated in projects such as migrating a new data provider to meet FINMA regulations. Junior Investor Servicing Officer – Asset Management Solutions – Jun 2021 – May 2022 CA INDOSUEZ (SWITZERLAND) S.A. – Geneva, Switzerland • Served as a main point of contact for Relationship Managers and answered all inquiries and ad 'hoc requests in a timely and professional manner. • Collaborated closely with other departments such as the operations, compliance, and private markets investment team. • Prepared tailor-made marketing presentations, RFPs and investors' performance reports including cash-flow projections; generated about 15 clients performance reports daily. • Participated in investment committee twice a week to pitch investment recommendations. • Monitored the fundraising processes and updates for the private equity, real estate, and hedge funds teams; helped the private markets division to raise over 1.1bn € in fundraising. US Tax Analyst – Global Custody – May 2019 – Jun 2020 BNP PARIBAS SECURITIES SERVICES – Paris, France • Analysed tax discrepancies for US clients and delivered 2k+ annual tax reports with 100% of accuracy on a weekly basis. • Coordinated with key stakeholders and supported 19 international entities/branches of BP2S on reporting activities throughout QI/QDD/FATCA and compliance. Summer Internship - Financial Services – Jun 2018 – Aug 2018 CERTIFIED FINANCIAL SERVICES LLC – New York, NY • Updated CRM System and digitalize client's file documentation EMS (about 350+ folders in 10 weeks). • Created new insurance application profiles and life insurance illustrations for more than 50 prospects
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Master of Science in Financial Markets and Investments – Sep 2020 – Dec 2021 SKEMA BUSINESS SCHOOL – Paris, France • Relevant courses: private markets & sustainable finance; portfolio management; fixed income; CFA Level I & II. Bachelor of Science in Finance and Economics – Aug 2015 – May 2019 MISSOURI VALLEY COLLEGE – Marshall, MO • Received Economic Scholar Award • Dean's List all semesters
Fachkräfte aus demselben Buchhaltung / Finanzen-Sektor wie Anthony Lagrin
Fachleute aus verschiedenen Bereichen in der Nähe von Eaux-Vives, Genève, Genf
Andere Benutzer, die Anthony genannt werden
Jobs in der Nähe von Eaux-Vives, Genève, Genf
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Jr. Universal Banker
Gefunden in: Talent CH C2 - vor 3 Tagen
Byline Bank Geneva, Schweiz GanztagsObjective of Position : · The Jr. Universal Banker is responsible for assisting the Universal Bankers (UBs) and conducting cash vault transactions in an accurate and timely manner. This role provides sales and servicing of all bank products and services. The Jr. Universal Banker ...
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Pizzaiolo
Gefunden in: Talent CH A C2 - vor 1 Woche
Ascione Gourmet Geneva, Schweiz Ganztags_jobLe candidat sera amené à travailler dans une pizzeria traditionnelle napolitaine avec des produits de qualité, pour une clientèle fidèle. L'esprit des restaurants de Ciro est convivial et respectueux de la cuisine italienne.---Il candidato lavorerà in una pizzeria tradizionale na ...
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Mécanicien - Electricien Sur Véhicules Espaces Verts
Gefunden in: Jobsch CH C2 - vor 2 Tagen
OK Job SA Morges, SchweizPartie technique: · CFC de mécanicien · Quelques années d'expérience dans un domaine similaire · Personne dynamique, efficace et d'excellents contacts · Partie technique:Bonnes connaissances de l'hydraulique, de l'électricité et de l'électronique embarquée sur les véhicules · Ex ...