William Tran

MaleLive in FranceNationality
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Work experience

  • Middle Office Specialist

    Stifel Europe AG
    • Led daily middle office operations across European and US markets in a high-volume trading environment, ensuring accuracy and timely execution • Acted as primary interface between Front Office, clients and custodians, enabling efficient trade lifecycle management • Oversaw full trade lifecycle (allocation, booking, settlement), ensuring strong operational control and data integrity • Resolved complex settlement issues and reduced operational risk through proactive monitoring and escalation • Performed key control checks on pricing, commissions and FX, strengthening front-to-back control framework • Supported IPO operations in time-sensitive environments, ensuring accurate and timely execution • Implemented process improvements to enhance efficiency and streamline workflows • Acted as senior escalation point and provided guidance on complex operational issues • Contributed to maintaining operational stability in fast-paced and deadline- driven environments
  • Middle Office Specialist

    Raymond James Euro Equities
    • Managed end-to-end post-trade operations across European markets, ensuring smooth execution and settlement • Ensured reconciliation accuracy between Front Office, Middle Office and custodians, maintaining data integrity • Monitored operational KPIs (fails, positions, error accounts) and contributed to issue resolution • Coordinated cross-border operations with US teams and custodians • Identified and implemented process improvements to reduce operational risk and improve efficiency
  • Middle Office Analyst

    AXA Banque
    novembre 2010 - septembre 2015 (4 ans 11 mois) • Managed trade execution controls and corporate actions processing within a regulated environment • Handled complex client cases requiring advanced technical expertise • Supported portfolio management activities including compliance checks and allocation monitoring • Identified inefficiencies and contributed to process optimization initiatives • Acted as technical reference point for internal stakeholders
  • Retail Customer Advisor

    Fortuneo
    juillet 2009 - juillet 2010 (1 an 1 mois) • Executed equity orders and processed corporate actions • Managed client interactions and resolved operational issues
  • stage en projets & ingenierie immobiliere

    GEFCO
    juillet 2007 - juillet 2008 (1 an 1 mois) Formation

Educational experience

  • universite paris-est creteil

    master 2 monnaie, banques et marches financiers
    2005.01-2007.01(2 years)
  • universite paris-est creteil

    Licence Sciences Economiques
    2004.01-2005.01(a year)
  • universite paris-est creteil

    deug mathematiques appliquees aux sciences sociales
    2001.01-2003.01(2 years)
  • lycee marcelin berthelot saint maur des fosses

    baccalaureat scientifique
    2000.01-2001.01(a year)
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