Ines S
Excel Dashboard and Power Query Expert
Compétences
Voir mes services


Portfolio
Expérience professionnelle
Consultant in Market Finance
Clearwater Analytics • Temps plein
May 2024 - Mar 2025 • 10 mos
Functional support on a portfolio management platform (clients: asset managers, insurers, banks) Acted as account manager: ensured communication, incident follow-up and coordination with internal R&D teams. Specification writing and functional testing for tool improvements
Data Analyst Intern – Asset Management
Amundi Asset Management • Temps plein
Mar 2023 - Sep 2023 • 6 mos
Developed automated reporting tools to monitor fund performance (Excel, VBA) Tracked key financial KPIs (AUM, cash flow, inflows, ESG performance) Analyzed discrepancies and performance deviation for senior managers Contributed to process optimization through the creation of an internal knowledge base
1 Avis
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Trier par
nadia_jamal

France
Clear and well-structured Excel dashboard with relevant KPIs. The file is easy to navigate and the analysis is well organized. Communication was professional throughout the process and delivery was on time. Overall, a smooth and efficient collaboration. Thank you.
