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Sophie Bergeret

Sophie Bergeret

SODICA Capital-Investissement

Crédit Agricole (Bank)


Financial and Reporting Analyst in a Private Equity Firm, specialized in agrobusiness and vineyards, in France.




Live, travel, adventure, bless and don't be sorry. (Kerouac)

Everything but mainly Arts, Art History, Culture & Travels.

A job in which I could use my financial skills to benefit social projects, like maximizing the welfare of a given action.
Career medium 06

Crédit Agricole - Sodica

Financial and Reporting Analyst

Private Equity Firm, specialized in agrobusiness and vineyards
(Assets managed: 1.2 B€)

Monitor financial investments vehicules and operations;
Implement financial reportings and performance analysis for the information of the fund subscribers;
Plan financial budget and investments vehicules;
Determine company valuations and collaboration to investment deal closings.



Senior External Audit

Advisory services: Led a risk analysis for the depositary business unit, drafted new process and developed an exhaustive control program (Crédit Suisse);

Private Equity: Monitored Private Equity portfolio valuation according to International Private Equity and Venture Capital Valuation Board (IPEV) guidelines, Conducted legal audit of funds and funds of funds (Crédit Agricole Private Equity);

Financial holding: Monitored portfolio review, Contributing to the audit of reporting and consolidated financial statement (Crédit Agricole Capital Investissement et Finance);

Lending Institutions: Reviewed of credits portfolios (Crédit Immobilier de France).

Career medium 05

Ecole de Management de Lyon