Meriem Cherkaoui Tanjy

Private Client Services/ Investment Services
FSA regulated CF21 Investment Adviser

Brokerage: Manage existing client relationships in light of the available deal pipeline offering Structured Products, New Issues, Private Placements and Real Estate investment opportunities. Answer diverse reverse enquiries.

Sales: Expand existing client database through cold calling and developing and managing relationships. Main focus is on alternative assets sales including single strategy hedge funds, fund of funds and private equity deals.

Trading/ Advisory/ Asset Management: Manage a number of execution-only accounts trading equities, bonds, FX, and options. Assist senior brokers in the management of advisory accounts and the preparation of pitches for discretionary asset management mandates.

2004 (6 months)
CREDIT DU NORD (Société Générale Group), Paris, France
Junior Analyst Intern, Direction des Affaires Financieres

Leverage Finance: Analysed historical and forecasted financial data, simulated financial solutions using company software, prepared memoranda of syndication; submitted projects to the Credit/Risk department; relationship building with clients and institutional investors.
Equity Capital Market: Financial analysis of equity markets and individual stocks; assisted senior managers in writing of IPO documents.

2001 (3 months)
ABN AMRO Bank Paris, Paris, France
Junior Analyst Intern, Wholesale Department

Database Management: Created Access database and implemented the transfer of client accounts during a corporate reorganisation; analysed and tracked clients’ performance indicators and relation to the bank.

OTHER SKILLS
Fluent in English, French and Moroccan, Basic Classical Arabic;
Strong knowledge of MS Office, Bloomberg, Axys, Reuters, experience with VBA, SPAD, Fox Pro and Datastream.

EXTRACURRICULAR ACTIVITIES
Vice-Treasurer of « Contrôle 9 » Society at the Université Paris IX Dauphine: Accounting and Finance Society.
Member of « Panda Club » municipal society helping disabled children at school.
Institut des Hautes Etudes de Défense Nationale Paris, France : Military strategies; Workshops and simulations of crisis and conflicts.

PERSONAL INTERESTS
Horse riding (national and international championships in show-jumping), golf, reading, music and theatre.