Lucas V.
Client Data Setup Analyst @CACEIS
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WORK HISTORY
Client Data Setup Analyst @CACEIS
Munich, DE
Manage client data setup & reporting for asset managers, banks and institutuionals (€100B AUA) Ensure high data quality and regulatory compliance (German market). Perform data quality checks and analysis (Excel) to secure reliable reporting flows. Collaborate cross-functionally with IT, Compliance and Relationship Management teams across Euro & Asia. Supported onboarding of new institutional clients by streamlining data setup processes.
EDUCATION
University of Montpellier
Bachelor's degree, Economics & Management
Universidad de Monterrey
International Academic Exchange Year (Mexico), International Finance
IUT MONTPELLIER-SETE
DUT, Marketing, Economics & Sales
IAE Montpellier
Master's degree, Information Technology
ABOUT LUCAS V.
Finance & data-oriented analyst with +5 years of experience across banking, client operations and digital marketing.Currently working in client data setup & reporting for institutional clients in Germany within CACEIS (Credit Agricole Group), ensuring data quality, regulatory compliance and reliable financial reporting.Strong background in analytics, Excel, client-facing roles and cross-functionnal collaboration in international environment.Motivated by roles at intersection of clients, data, and international business.
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