Ines S
Excel Dashboard and Power Query Expert
Habilidades
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Porfolio
Experiencia laboral
Consultant in Market Finance
Clearwater Analytics • Tiempo completo
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 • Tiempo completo
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
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nadia_jamal

Francia
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.
