Carole Bernard

Responsibilities included leading sales initiatives and developing indices for the EMEA region. Required to focus on strategic decision-making and client support.

Achievements Include:
• Successfully led sales initiatives for indices across EMEA region, transitioning focus from Buyside to Sellside.
• Creatively developed innovative indices to support clients across EMEA, enhancing their strategic decision-making, which delivered enhanced growth.

• Customized promotional strategies to meet needs of different clients, products and services.
• Develop first Equity ETFs in Europe, which was used by group as cross asset solutions, bringing billions of extra revenues.
• Develop buyside business in Europe to become 40% of annual targets and worldwide team to be develop.

Responsibilities included transforming investment landscapes and developing indices for ETF products.

Required to integrate portfolios and enhance client workflows.
Achievements Included:
• Effectively transformed investment landscape for buy-side clients by integrating portfolios with Bloomberg
indices.
• Diligently enhanced workflows and empowered clients to execute investment strategies with precision.
• Innovatively developed new Indices to support ETF products for European firms, raising billions in assets under management.
• Support Index co-branding for strategic new product launches increasing significantly increase of AUM in related business.

• Maintained updated knowledge of market trends to provide informed advice.
• Conducted industry research, providing valuable insights for decision-making.
• Tailored investment recommendations based on individual risk tolerance and goals.
• Built and carefully managed loyal, profitable client bases.
• Increase adoption of Fixed Income and Commodity indices in portfolio managements with full integration.
• Adhered to regulatory guidelines whilst managing diverse client portfolios.
• Promoted company services at industry events, enhancing brand visibility.

Responsibilities included managing derivatives and developing functionalities for trading support. Required to improve platform integration and visualise market trends.

Achievements Included:

• Efficiently managed listed and OTC derivatives in EMEA, including emerging markets.

• Inventively developed innovative functionalities like Correlation Baskets and Volatility Visualisation for quick trading to support clients workflows.

• Successfully improved platform integration with Trading and Fund Perspectives.

• Strategically visualised market fragmentation to support strategic decision-making and client-focused initiatives.

•Increased sales by 15% to derivatives desk by bringing meaningful solution to support sales/trading workflows.

• Performed troubleshooting tasks to minimise downtime during critical periods.
• Documented all processes for future reference and analysis.
• Assisted in design of customised financial solutions, meeting unique client needs.
• Coordinated with team members for successful project execution.
• Created detailed reports, provided regular updates on project progress.
• Identified potential risks, mitigated impact on business operations.

Responsibilities included training staff and identifying business opportunities. Required to ensure compliance and maintain positive work environment.

Achievements Included:

• Proactively trained and educated new staff in sales techniques and product knowledge.

• Astutely identified potential leads through market research, leading to new business opportunities.

• Consistently abided by safety and health policies, regulatory compliance and product handling procedures.

• Fostered positive work environment, resulting in high staff retention rates.

•Increase functionality usage to derivatives users in excess of 30% by developing functionality in needs with their workflow, making them understood recent enhancements and becoming more at ease with derivatives solutions on the Platform.

• Managed key accounts whilst ensuring superior service delivery standards.
• Increased customer satisfaction by effectively addressing and resolving issues.

Responsibilities included training staff and identifying business opportunities. Required to ensure compliance and
maintain positive work environment.
Achievements Included:
• Proactively trained and educated new staff in sales techniques and product knowledge.
• Astutely identified potential leads through market research, leading to new business opportunities.
• Consistently abided by safety and health policies, regulatory compliance and product handling
procedures.
• Fostered positive work environment, resulting in high staff retention rates.

• Increased usage by over 40% and satisfaction by having required technical understanding of Derivatives.

• Build new interphase to respond to their ongoing requirements.

• Monitored industry trends, keeping company competitive in marketplace.
• Built strong professional network, resulting in increased referrals.

• Conducted comprehensive market research, resulting in informed strategic planning.
• Maintained up-to-date industry knowledge through continuous professional development.
• Developed innovative derivative products and delivered internal and client-focused training sessions.
• Provided expert guidance on complex derivatives structures, ensuring superior client support and product innovation.
• Foster increased usage and sales of 10% in Europe by dedicated services to derivatives desk.

• Provided specialist expertise in equity derivatives within Bloomberg Analytics Department
• Chosen to join specialised derivatives team to enhance market exposure and develop client-driven systems
• Selected based on derivatives expertise to collaborate on system development and market exposure strategies
• Investigated issues affecting group operations, prepared reports and helped correct problems.
• Delivered over 40 advance answers per days with required technical expertise to make European help desk most efficient across operations.

• Researched on common problems faced by users helping create robust FAQ database.
• Distilled complex technical information into easily digestible instructions for end-users.
• Handled multiple calls simultaneously without compromising on quality of support offered.
• Developed proficiency in resolving issues and analysing processes within customer support for derivatives
• 50+ answers per day with generic to advance solutions depending of clients request.

• Coordinated all test phases with functional and technical leads to achieve timely processing and meet SLAs.
• Diagnosed and resolved performance, connectivity, security and database corruption issues.
• Performed data analysis supporting market evaluations and decision-making
• Supported over 100 entries per day.
• Enhanced accuracy in forecasting by maintaining clean and up-to-date datasets.
• Boosted efficiency levels by automating routine tasks wherever possible.
• Monitored database performance and identified areas for improvement.
• Collected and analysed data, providing recommendations to help improve database performance.
• Troubleshot common issues related to databases, offering swift resolution and minimal disruption.

• Prepared detailed market research reports, aiding strategic planning.
• Collaborated on email marketing campaigns for enhanced customer engagement.
• Contributed to regional marketing initiatives, improving customer retention and expanding client base.
• Ensured all sales rep had full agendas with at least 6 meetings per day when off road.