The nadi team brings together strong experience in the production and management of reports and documents relating to investment funds as well as advanced technological skills. We use the new possibilities offered by technology to overcome constraints.
Innovating requires understanding the issue as a whole. We take a step back to examine the issue as a whole and view it from different angle in order to find the way to overcome it.
We are proud to offer an innovative solutions that enable our customers to manage increasingly important reporting issues in a simple way, by allocating fewer resources, and working with a small team.
Steve has over 20 years of experience in the fund industry and specializes in fund reporting through various positions with fund administrators, service providers and consulting firms. He has acquired an excellent operational knowledge with dedicated experience in team management, outsourcing activities, customer services and product management.
Reporting scope:
- Financial Reporting: LUX GAAP, Swiss GAAP, Belgian GAAP, IFRS, French GAAP, Cayman and German GAAP
- Regulatory Reporting: Regulatory Statistics to CSSF, BCL
- Investor Documents: KIID, post-NAV client reporting.
Solution Architect and Senior Software Developer, Julien is Heading the IT department at Nadi Solutions. Specialised in agile methodology and Lean product development, he drives the application and the team to the most innovative standards of the industry.
Education:
Ph.D. in Computer Science, specialised in modelling and optimisation. Former postdoc researcher on European and industry-related projects (satellite payloads, car networks, unmanned aerial vehicles networks).
Thomas worked for almost four years in the French Banking and Insurance industries as an Analyst Developer and a Project Manager, to help maintaining and upgrading applications used nationwide. He joined Nadi Solutions as a Senior Developer one year and a half ago and is now Product Owner, offering expertise to collect and formalise the need of the different stakeholders and defines, with the support of our reporting experts, the future features to integrate within the Nadi application.
Education:
Graduated with a Doctorate in Computer Science from the University of Luxembourg in 2012, specialised in Multicriteria Decision Aid, modelling and optimisation.
Active for more than 11 years in the Fund Industry, Nicolas has mainly worked in the Financial Reporting sector for investment funds. Thanks to his diverse experiences in large-scale companies active in the Luxembourg market, he has gained a deep knowledge of fund reporting processes and accounting skills. Nicolas has performed different functions over the years, including Team Leader of a financial reporting team with oversight of external auditor relation. Specifically, he managed the projects relating to new client on-boarding and IFRS related implementations.
Reporting scope:
- Financial Reporting: IFRS, Lux GAAP, US GAAP, Italy GAAP and Cayman GAAP
- Regulatory Reporting: Regulatory Statistics to BCL and CSSF, BVI FAR return, Cayman FAR return, FSMA statistics
Education:
Master’s Degree in Management Engineering (Marketing and Finance).
Cécilia has 11 years of experience across a broad range of roles in Financial and Regulatory Reporting for investment funds. She has a proven ability to combine organisation, regulatory analysis and strong client relationship skills with well-developed project management, implementation and leadership qualities in support of ever-increasing business activities. The projets she led were always closely tied to large-scale software implementation projects within Operations teams.
Reporting scope:
- Financial Reporting: LUX GAAP, Swiss GAAP and German GAAP
- Regulatory Reporting: AIFMD Transparency Reporting, Regulatory Statistics to CSSF, BCL
- Investor Documents: KIID, preparation of PRIIPS KID.
Education:
Master’s Degree in Management, Banking and Finance, Cécilia has had a continuous education in the fund industry via various House of Trainings sessions.
Roger has 4 years’ experience in Fund reporting software, provided on a SaaS basis, and more than 20 years’ experience in the banking and commercial sectors, working with IBM Midrange computers (iSeries, AS400, System 38) in many roles.
Roger is now principally in a Client Support role, but also contributes to product development and design.
Education:
B.Sc (Hons) in Chemical Engineering from the University of Bath, UK.
