Gerard Cazes
Senior Project Manager | Operations & Risk
Salary / Daily rate
Paris, France
Mobility: London, Luxembourg, ...
Freelance, open to permanent contract
Can come onsite
Skills
Languages
About me
Intro
Project management and operations leader with 15+ years transforming business processes across banking and real estate. Proven expertise in team leadership, regulatory compliance, and client implementation with track record of improving KPIs and revenue realization. Specialized in risk management and business transformation for complex financial operations.
Work experience
Residential Real Estate Broker
Keller Williams Realty, Inc.
Jan 2023 - Dec 2025
3 years
Montreal, Quebec, Canada and Nice, France
Brokerage: representing property owners (sales) and prospective buyers (purchases). Prospecting (client database, advertising, networking), performing comprehensive market analyses to provide accurate property valuations and pricing strategies, negotiation and closing. Property Management: assessing the rental value of the property, drafting and publishing, advertisements, screening registration documents, lease drafting.
HSBC
Jan 2013 - Dec 2022
10 years
Montreal, QC, Canada
Regional Lead - Client Implementation
Jan 2018 - Dec 2022
5 years
Montreal, QC, Canada
Managed the Eastern Canada team split between onshore (Toronto and Montreal) and offshore locations. Monitored KPIs and addressed team performance issue which helped to increase volume and speed up revenue realization. Led the workflow transformation by expanding the contribution of offshore team activities. Performed compliance assessments. Involved in the making and roll-out of the global implementation standardization program and in the global performance dashboard working group.
Team Lead - Client implementation
Jan 2016 - Dec 2018
3 years
Toronto, ON, Canada
Managed a local team and coordinated workflow with offshore entity. Established new working practices to reduce new onboarding initiation timeline. Streamlined onboarding process in accordance with KYC requirements. Maintained line of business procedures up to date with compliance requirements and performed operational risk control.
Client Implementation Manager
Jan 2013 - Dec 2016
4 years
Toronto, ON, Canada
Structured regional and global cash management solutions implementation projects to ensure the quickest possible revenue realization. Worked directly with the customers and other internal global stakeholders and ensured delivery within expected timeline. Proactively addressed customers needs that led to best client survey results. Worked with Sales on requests for proposals for large mandates.
Senior Operations Analyst
Cube Capital
Jan 2011 - Dec 2011
1 year
London, UK
Handled settlement and payment queries from clients and custodians (listed Bond, Equities and FXs). Daily and monthly Net Asset Value reports. Monitored collateral valuation.
Global Trade Support Analyst, Credit Derivatives
ABN AMRO Bank N.V.
Jan 2005 - Dec 2009
5 years
London, UK
Trading Support for the Vanilla and Credit Derivatives trading desks. Monitored trade events and funding, collateral management. Investigated and resolved settlement breaks and failing trades. Checked deals in Front-Office system in accordance with market regulations. Managed brokers invoices queries. Facilitated training to new recruits in Mumbai (India). Assessed, monitored and reported achieved performance results.
Middle Office Analyst
Amundi
Jan 2003 - Dec 2005
3 years
London, UK
Portfolios administration (Global Fixed Income and Derivatives). Liaised with external Custodians and Accounting department for NAV validation. Ensured all trades meet legal and internal requirements and client constraints. Resolved daily margin calls disputes on Futures. Took part in the interview panel for the recruitment of new team members and facilitated training.
Middle Office Analyst
BNP Paribas Asset Management
Jan 2001 - Dec 2003
3 years
Paris, France
Multi-management funds administration (Equities). Monitored external funds managers actions to ensure funds guidelines and compliance requirements. Performed cash allocation and daily cash management (FXs). Worked on the transfer of a Fund administration from London to Paris. Updated guidelines to improve the Middle-Office portfolios control.
Education
University of Paris I: Panthéon-Sorbonne
Master in Business Law (LLM)
Sydney Business School, University of Wollongong
Master of International Business
University of Paris I: Panthéon-Sorbonne
Bachelor of Law