Summary
Overview
Work History
Education
Skills
Activities and Interest
Timeline
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Julien Waty

Vielsalm

Summary

CFA Level I candidate with experience in auditing the asset management industry (UCITS & AIF) and risk management.

Overview

1
1
year of professional experience

Work History

Financial auditor

BDO LUXEMBOURG
10.2024 - Current
  • Conducted in-depth tests of controls and substantive procedures to assess financial statement accuracy, ensuring compliance with LuxGAAP, and firm methodologies.
  • Effectively communicated with diverse clients to request and clarify documentation, building professional relationships that enhanced trust and facilitated audit engagements.
  • Gained specialized experience auditing the asset management industry, analyzing financial data, AML and Risk Report
  • Gained experience in the verification of the valuation of portfolios by using financial tools such as Bloomberg and Reuters

Risk Management Intern

Lemanik Asset management S.A
02.2024 - 05.2024
  • Designed and implemented preliminary tests to verify ESG regulation compliance and liquidity management processes.
  • Gained hands-on experience with various financial instruments and developed expertise in utilizing Bloomberg for data analysis.
  • Assisted the risk management team with daily tasks and collaborated directly with a fund portfolio, enhancing risk oversight and client communication skills.

Education

MBA - Banking and Asset Management

University of HEC Liège
06.2024

Bachelor - Economic Science

University of HEC Liège
06.2022

International exchange programm -

USA
Winchester Tenessee
05.2019

Skills

  • Languages : English (Fluent), French (Native), Spanish (Intermediate)
  • Computing : Bloomberg, Reuters, Pack Office
  • Soft Skills : Concise reporting, Problem-solving, Learning agility

Activities and Interest

  • Music : Created and led a non-profit to teach music to young people.
  • Sports : Gym, Hiking.
  • Worked at a shelter for underserved population.

Timeline

Financial auditor

BDO LUXEMBOURG
10.2024 - Current

Risk Management Intern

Lemanik Asset management S.A
02.2024 - 05.2024

MBA - Banking and Asset Management

University of HEC Liège

Bachelor - Economic Science

University of HEC Liège

International exchange programm -

USA

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Julien Waty