Cyrille ELBERT

– Context: Contributing to the transformation of the Private Markets CRM and data ecosystem, with a focus to date on the migration to DealCloud, the design of data governance frameworks, and the structuring of reporting. – Led end-to-end analysis of the CRM data ecosystem, including data flows, lineage and inter-system dependencies (DealCloud, CV4, Investhub, Chronograph...) – Defined target data governance model, including golden sources, data ownership and roles and responsibilities – Structured end-to-end business requirements and reporting frameworks aligned with business needs and system capabilities – Contributed to the migration from Salesforce to DealCloud, covering business analysis, functional design, definition of data mapping tables and transformation rules, and coordination of data migration, reconciliation and validation processes. – Designed Dashboards and Template Reports, including various calculations – Defined business-relevant KPIs for Investor Relations, Investment and Fund Administration teams – Specified data objects and entry forms to support target workflows and improve data quality – The scope also covers system integration with a new investor portal and external data providers, the implementation of a data warehouse, and a redesign of business processes leveraging AI-driven capabilities.

– Supported the launch of a new retail-oriented private equity fund by structuring the information system, improving the use of existing tools and automating business processes. – Gathered and analyzed business requirements with management, front office and middle office teams – Defined the target product vision and prioritized system and investor portal enhancements – Produced IS mapping and contributed to data governance design – Wrote functional and technical specifications for inter-system flows, user stories and acceptance criteria – Facilitated workshops and story-mapping sessions to structure the backlog and roadmap – Supported CV4 configuration and investor portal deployment – Coordinated internal stakeholders and external vendors / integrators – Managed testing, issue tracking and change support – Delivered and automated SAP BI Webi reporting for portfolio reviews, capital call notices, distribution notices, annual reports and "regulatory" reportings

– Supported an ERP decommissioning and IT industrialization program with a focus on governance, application dependencies, and project structuring. – Performed current-state assessment – Produced application, functional, and systems mapping – Structured project governance and delivery processes – Monitored project performance and budgets – Supported rollout of the Sciforma PPM tool – Trained project managers on tools and processes – Managed multi-year IT vendor referencing activities – Acted as Project Manager for data migration workstreams, coordinating data extraction, transformation, and loading (ETL), and ensuring data consistency across target systems

– Led consulting development and governance-driven delivery across capital markets, asset management and private equity clients, acting as senior PMO / engagement lead on complex transformation programs. Managed large teams and commercial activities in demanding client environments. – Co-managed a team of 120 consultants and a €15m revenue portfolio – Drove commercial development across banking, asset management and private equity clients – Led proposals, RFP responses, pricing strategies and executive client presentations – Acted as senior PMO on large-scale programs, overseeing governance frameworks, steering committees, roadmaps, milestones and delivery execution – Contributed to project engagements across financial services, including exposure to a Private Equity fund environment (Idia / Crédit Agricole), with involvement in Capital Venture (CV4) supporting system usage, data structuring and project governance – Managed staffing, team leadership and resource allocation across multiple engagements

– Led the operations of a consulting entity dedicated to information systems and financial services. – Managed a 30 consultant business unit with €3.2m revenue – Drove sales and account development – Oversaw project delivery and client follow-up – Managed P&L and HR activities

– Managed business development and delivery activities for consulting services in capital markets and financial services. – Managed a business unit of 70 consultants with €7.5m revenue – Led commercial development and account management – Oversaw operational follow-up and project delivery – Managed recruitment and people responsibilities

– Worked on the migration of syndicated loan portfolios following the Crédit Agricole / Crédit Lyonnais merger and supported back and middle office process redesign. – Migrated syndicated loan portfolios into Uniloan – Performed data mapping and data cleansing – Managed exception cases manually – Reviewed middle and back office processes

– Contributed to industry studies and statistics, supporting the promotion of the private equity sector.

– Analysed transactions in M&A, Private Equity and Structured Finance, including financial modelling and investment memoranda. – Prepared investment memoranda – Built financial models (DCF, comparables, LBO) – Performed valuation of target companies (DCF, trading & transaction comparables, Book Value) and structured financing schedules – Participated in management meetings with front-office teams

– Performed internal audit work across support and operational departments, including risk assessment, interviews, testing and reporting.