Ralph BOU JAOUDÉ

• Automated and streamlined financial reporting processes using Power BI, Power Query, and Excel VBA • Integrated data from SharePoint and Excel sources to ensure consistent, up-to-date portfolio monitoring • Improved the reliability and flexibility of portfolio dashboards through parameterized models and custom transformations • Collaborated with both technical and functional stakeholders to align tool developments with evolving business needs • Participated in the standardization of portfolio structures, making reporting more scalable and maintainable

Familiarisation avec les outils de trading et de gestion financière : Formation sur les plateformes de trading (CFI Trading App, MetaTrader) et sur les processus internes. Automatisation des processus financiers : Participation à l'automatisation des tâches liées à la gestion des comptes et à la production de rapports financiers. Participation active au trading en conditions réelles : Expérimentation du trading en conditions réelles, tout en analysant les tendances du marché et en appliquant des stratégies de gestion des risques.

Portfolio Analysis: Evaluating investment performance and asset management in the life insurance sector. Risk Assessment: Analyzing risks associated with life insurance products and recommending management strategies. Financial Reports: Preparation of financial reports and presentations for management based on data analysis. Interdepartmental Coordination: Collaborating with accounting, actuarial, and portfolio management teams to optimize profitability.

Planning, follow of site costs, coordination with sub-contractors and suppliers, participating to site meetings, help with the administration and filing of technical documents, understanding works procedures, and follow-up works execution.

-Contribuer au taches administraves. -Gérer le processus de travail.