Boris MARCHAND

Leading engineering modernization and enterprise AI adoption firm-wide, managing a team of 3 and owning projects end to end — from business analysis to CI/CD. Partnering with teams across France, Luxembourg, the UK and the US. • Built and shipped cc-scaffold, a pip-installable Claude Code workflow framework (30k LOC, 21 CLI tools, MCP server, versioned agent/skill bank with lint and eval tooling) — adopted firm-wide and used daily. • Lead the firm-wide AI enablement program, reaching 80–90% daily active usage within two weeks — designing agentic workflows with custom skills and agent schemas per team, and training all teams across 4 countries on Claude Code and Claude Desktop. • Ship production LLM services with the Anthropic SDK — an email triage engine routing client-service requests to the right team members, and a conversational analytics agent over live fund data behind a read-only SQL guard. • Deliver an estimated €120k in annual savings — quantified via a before/after simulation on real time-tracking data — by migrating 20+ Power Automate flows to Apache Airflow and re-architecting 10+ monolithic intranet apps into modular services, replacing fragile low-code automations with observable, version-controlled DAGs. • Delivered 4 production systems in 6 months (~215k LOC, 38k LOC of tests) via spec-first parallel agent waves with build/test gates — including a 33k-LOC Go scanner shipped in 8 days. Increase deployment frequency from 2–3/day to 20+/day with full CI/CD (GitLab, Ansible). • Re-architect legacy intranet apps into modular React + FastAPI / React + Go services and ship reusable Python packages and Go binaries — including an OpenSearch platform with hybrid BM25 + kNN retrieval — across 15+ on-prem servers. Stack: Python, Go, FastAPI, React, Next.js, Vite, PostgreSQL, pgvector, SQL Server, Airflow, Celery, Docker, Ansible, GitLab, OpenSearch, MinIO, Unstructured.io, Power BI, eVestment, Claude Code, Anthropic SDK, MCP, LangChain, LangGraph, Ollama

Counterparty Risk Analytics ETL Platform - Investment Banking Division Architected enterprise-scale counterparty risk platform processing 17GB daily data from 90 sources, serving 11 risk analysts with automated morning-ready dashboards across global investment banking operations. Key Achievements: • >90% processing time reduction across 11 risk metrics (3hr → 10min average) • 5,250 hours annual productivity gains freeing analysts for strategic decision-making • 17GB daily processing from 90 sources with zero manual intervention • Led 3 cross-functional teams using agile methodology with 25 weekly releases Technical expertise: • Python ETL framework with Flask/IIS dual-deployment architecture • PowerBI integration and automated file-watchers/schedulers • Cross-team coordination managing development, infrastructure, and business analyst teams • Continuous delivery methodology adapted for banking regulatory environment

AWS Data Warehouse Migration - Global Risk Intelligence Platform Led enterprise migration from legacy ToadDb2 database to AWS Data Warehouse architecture, serving 30 global business units with Grading Pulse backtesting application. Coordinated comprehensive data mapping of 70 critical data points while maintaining zero business disruption during planned legacy system shutdown. Key Achievements: • 5x processing performance improvement (80% efficiency gain) across 30 global pipelines • Business transformation from annual to quarterly backtesting cycles (4x frequency increase) • 150+ optimized datasets generated per production cycle across worldwide operations • 85% data quality improvement reducing errors from 20% to 3% across global operations • Zero business disruption during complete technology stack transformation Technical Excellence: • AWS Data Warehouse with Athena integration and Python SDK optimization • Concurrent processing implementation achieving exceptional performance improvements • Sequential processing approach bundling related queries for AWS optimization • Enhanced Grading Pulse R Shiny application with front-end and back-end contributions

Modernized mission-critical RWA analysis infrastructure from chaotic R scripts to production-ready Python/PySpark architecture across Europe's largest banking institution, serving quantitative teams with enhanced analytical capabilities. Key Achievements: • 10x processing performance improvement through modern Python/PySpark architecture migration • 15 weekly production pipelines modernized across 40 data sources processing 60GB weekly • 7x Dataiku cloud performance penalty discovered through comprehensive architecture evaluation • Strategic hybrid solution recommended balancing cloud integration with performance requirements • Technical debt elimination replacing legacy R scripts with structured object-oriented code Technical Innovation: • Python/PySpark migration from R with comprehensive reverse engineering of undocumented business logic • Dataiku Cloud/PySpark evaluation with systematic performance benchmarking • Architecture modernization supporting quantitative analytics teams across enterprise operations • Junior developer mentorship (2 developers) through complex technical transformation

GradingPulse Platform Expansion - Global Business Intelligence Resolved critical single-person dependency and expanded GradingPulse platform capacity serving global business units with enhanced risk assessment capabilities and processing optimization. Key Achievements: • 67% platform capacity expansion (15 → 25 business units) eliminating single-person dependency • Hours to 20-minute processing improvement per business unit through Python optimization • Legacy SQL script migration to modern Python architecture with enhanced performance • Knowledge transfer excellence ensuring business continuity during critical personnel transitions • Production stability maintenance throughout expansion and optimization phases Platform Modernization: • Python optimization of legacy SQL-based processing workflows • Business unit onboarding and integration across diverse geographical requirements • Risk assessment platform enhancement supporting global insurance operations • Critical dependency resolution ensuring operational resilience and scalability

Digital Transformation & Document Automation Platform Delivered comprehensive digital transformation for rapidly growing speaker agency, implementing cloud-based CRM system and PowerPoint generation platform. Transformed manual document creation consuming 20 minutes per document to 30-second automated generation. Key Achievements: • 97.5% automation efficiency reducing document generation from 20 minutes to 30 seconds • Complete digital transformation implementing Microsoft Azure cloud infrastructure • Infinite generation capacity through automated workflows eliminating manual bottlenecks • Enterprise-grade architecture with SQL Database, Web Apps, and Power BI integration Full-Stack Development: • Python Flask CRM system with comprehensive client relationship management • Advanced PowerPoint automation engine with dynamic template customization • Azure cloud platform with performance optimization and security implementation • Analytics integration providing real-time business intelligence and performance monitoring

Legacy System Analysis & Migration Strategy - Investment Operations Led comprehensive reverse-engineering initiative analyzing 70 VBA macros across 5 investment teams, eliminating critical single-person dependency risk while delivering strategic migration recommendations. Addressed catastrophic business continuity threat affecting Equities and Fixed Income desks with previously undocumented 14-year legacy system. Key Achievements: • 70 VBA macros analyzed across complex investment operations spanning multiple asset classes • 5 investment teams served including Equities and Fixed Income trading desks • 3-5x processing improvement potential identified through proposed migration strategies • Single-person dependency elimination through comprehensive enterprise architecture recommendations • Complete architecture mapping of previously undocumented legacy system with full documentation Risk Mitigation Excellence: • Eliminated catastrophic business continuity risk by documenting critical investment tools with no backup knowledge • Delivered comprehensive migration strategy with enterprise ETL architecture featuring separation of concerns • Established audit trails, security frameworks, and documentation standards for regulatory compliance • Created strategic technology modernization roadmap with Python ETL, Alteryx, Dataiku comparative analysis

Regulatory Compliance Platform - Multi-Project Enterprise Initiative Orchestrated comprehensive regulatory compliance transformation across BPCE Group, managing 4 major regulatory projects achieving exceptional efficiency improvements while ensuring perfect compliance with European banking authorities. Key Achievements: • 83-90% processing reductions across ECB/EBA/BCBS compliance projects including: - BCBS 239 Data Quality Factory: 97% reduction (3 person-days → 1 hour) - COVID-19 Crisis Reporting: 83% reduction (3 hours → 30 minutes weekly) - AnaCredit XML Processing: 95% reduction (2 person-days → 1 hour) • Managed coordination across 8+ banking establishments • 15GB+ weekly data processing with unlimited user capacity and zero licensing costs • 100% regulatory compliance with perfect audit trail and comprehensive documentation Multi-Project Technical Excellence: • BCBS 239 Compliance: Apache Spark architecture with Python-based data quality measurement engine • Crisis Management: COVID-19 regulatory response automation for European Central Bank requirements • AnaCredit Implementation: European Central Bank XML processing across multiple formats (T1M, T2M, T2Q) • Cross-Entity Coordination: Deployment across multiple BPCE Group business entities with unified framework Regulatory Leadership: • Basel Committee compliance with automated reporting and comprehensive auditability • Crisis response coordination during COVID-19 pandemic across 8+ banking establishments • European Central Bank emergency compliance with 5GB weekly crisis data processing • Multi-dimensional data quality assessment across accuracy, completeness, and consistency

ESG Automation Research Project Developed advanced ESG (Environmental, Social, Governance) automation platform using cutting-edge NLP and machine learning techniques for investment decision support. Key Achievements: • 85-90% ML classification accuracy processing 1.1M+ ngrams from over 250 financial reports across 50 companies • 4-phase architecture implementation using Elasticsearch+BM25, classical ML, and spaCy • ESG automation MVP delivering comprehensive sustainability assessment capabilities • Research contribution to investment technology and sustainable finance analytics Technical Innovation: • Advanced NLP pipeline with Elasticsearch integration and BM25 scoring • Machine learning classification system with spaCy natural language processing • Document processing architecture supporting large-scale financial document analysis

AnaCredit Regulatory Compliance Platform - European Central Bank Reporting Architected automated regulatory reporting platform for ECB AnaCredit requirements, transforming manual 3-day processes into 2-minute automated workflows while ensuring 100% compliance with European banking regulations across investment banking operations. Key Achievements: • 99.93% processing reduction from 3 days to 2 minutes for regulatory dataset generation • C-Level dashboard deployment serving CDO and COO with real-time compliance metrics • 100+ ECB business rules automated through Tableau Prep industrialization • Zero compliance violations during 8-month ECB reporting cycle • 40+ hours weekly saved across compliance and operations teams Technical Excellence: • Python 3.7 automation framework replacing manual Excel-based processes • Tableau Prep workflow orchestration for business rules computation • Power BI executive dashboards with real-time regulatory KPIs • Comprehensive data dictionary mapping all transformation rules • Weekly stakeholder coordination ensuring seamless change management

Solvency II Software Implementation - Insurance Capital Requirements Platform Led enterprise Solvency II implementation for major insurance client, delivering automated testing framework and regulatory compliance architecture while managing cross-functional teams through complex regulatory transformation. Key Achievements: • 75% reduction in testing cycles through Python/VBA automation framework • 5 Market SCR pillars successfully adapted to internal constraints • 100% test coverage achieved across all Solvency II modules • 3-phase implementation roadmap delivered on schedule and budget • Zero critical defects in production after go-live Project Leadership: • End-to-end project lifecycle from gap analysis to production validation • Python-based testing automation replacing manual validation processes • Risk-based planning methodology ensuring regulatory deadline compliance • Cross-functional coordination between IT, actuarial, and compliance teams • Comprehensive documentation framework for regulatory audit readiness

Solvency II Ratio Calculation Platform - Multi-Location Implementation Designed and deployed centralized Solvency II calculation engine across three global locations (Paris, Chennai, Warsaw), establishing automated ratio computation capabilities while optimizing capital requirement processes for asset management division. Key Achievements: • 60% improvement in calculation efficiency through process optimization • 3 global locations integrated on centralized database architecture • 5 Solvency II pillars automated with full audit trail • 80% reduction in manual interventions through monitoring software Technical Innovation: • Python-based calculation engine with distributed processing capabilities • Centralized SQL database supporting multi-location operations • Real-time monitoring dashboard for production oversight • Automated reconciliation framework ensuring data consistency • Change management program driving adoption across teams

Securitization Fund Operations - €3 Billion AUM Management Platform Managed operational excellence for €3B securitization portfolio including CDOs, ABS, and ILS products, while developing automation tools that transformed manual processes and enhanced risk monitoring capabilities. Key Achievements: • €3 billion AUM across multiple securitization structures (CDO, ABS, ILS) • Daily/Weekly/Monthly NAV validation with 99.9% accuracy rate • 50% reduction in operational processing time through VBA automation • 15+ derivative instruments monitored including swaps, options, forwards Operational Excellence: • Multi-currency liquidity management across 5 major currencies • Automated pricing validation system for illiquid securities • Performance attribution using Modified Dietz methodology • VBA/Access tools suite for calculations and process optimization • Risk monitoring framework including rating matrices and stress testing

Fund of Funds Operations - €100M Multi-Strategy Platform Delivered comprehensive operational management for €100M fund of funds platform, establishing automated workflows and client service excellence while supporting business development through roadshows and presentations. Key Achievements: • €100 million AUM managed across diversified fund strategies • 30+ underlying funds monitored with daily NAV validation • 40% efficiency gain through Excel/VBA automation tools • 100% SLA achievement for client reporting deadlines • 5 currencies managed with full derivatives hedging implementation Business Development Support: • Client presentation support for €20M+ new subscriptions • Roadshow participation across European markets • Stakeholder relationship management with 10+ counterparties • Internal project leadership for operational improvements • Risk analytics framework implementation using rating matrices

Fortis Integration Program - Cross-Border Data Migration Supported critical Fortis-BNP Paribas merger integration, developing data quality frameworks and migration methodologies while ensuring seamless transition of client assets and regulatory compliance. Key Achievements: • 98% data quality score achieved through validation methodology • 6-month accelerated timeline delivered for regulatory requirements • Zero client impact during system migration phases • Comprehensive audit trail established for regulatory review Integration Excellence: • Data quality methodology development for Fortis legacy systems • Gap analysis and process mapping across both organizations • VBA/SQL automation tools for migration validation • Technical documentation for knowledge transfer • Project committee coordination ensuring stakeholder alignment