Ursula Helfer
Finance Expert | Product Owner
Erfahrungen
März 2022 - Bis heute
3 Jahren Munich, Germany
Founder (Financial Education Workshops & Product Owner)
Finanz-Helfer
- Founding a company which represents the idea of different independent finance workshops for young employees - depending on their experience
- Creating all workshop guides for ETFs, shares, bonds, real estates, commodities, alternative products - with its risks and opportunities
- Acquiring 5 companies supporting employees with education budget
- Working as Product Owner on 6 different software projects
- Trained 6 top managers and > 100 employees on management by OKRs
- Currently: Leading 10 Developers for a new Digitalization service
Okt. 2015 - März 2022
6 Jahren 6 Monaten Munich, Germany
Senior Associate (Corporate Treasury Sales, OTC)
Hypovereinsbank, Investment Banking
März 2015 - Sept. 2015
7 Monaten Munich, Germany
Associate (Private Equity)
European Media Holding GmbH
- Preparing Fund-information for the Fundraising
- Preparation and research of relevant data of the TMT- sector
- Dealsourcing for: IoT, Consumer Internet, Fintech, eHealth
- Integration and of the Customer Relationship Systems "Navatar"
- Participation of calculating KPIs (Track Record, ROI, CAC, LTV)
- Preparation and calculation for a new business models
- Explanation with financial modelling and legal issues
Okt. 2011 - Jan. 2015
3 Jahren 4 Monaten Munich, Germany
Investment Manager (Venture Capital)
Family Office Benedict Rodenstock
- Research of investment requests regarding seed and growth capital
- Support of calculating the values of key figures and valuations based on balance sheets - existing between 1-4 years (DCF, Multiples)
- Networking at Investor-congresses across Europe (DLD, Bits & Pretzels)
- Acquisition of potential start-ups, leading the meetings with the management team and overseeing the formulation and presentation of its ideas and strategies (roll-out) and accompany the due diligence
- Evaluation of traits (manager), markets, ideas and process handling of subventions and (contract-) negotiations (Start-ups: Amorelie)
Aug. 2005 - Juli 2007
2 Jahren Munich, Germany
Apprentice as Qualified Bank Clerk
Deutsche Bank AG
- Trading-Support for FX & IRS (5 Million Euro profit p.a.)
- Transaction- and Solutionsales for middle-large german companies
- Responsibility for the plausibility and validation of FX-Options and IRS-, Credit-derivatives, Structured Products and "New Product Placements"
- Improvement in efficiency e.g. automatizing of IT-processes
- Project: Management and Knowledge-Input of new Trading-System
- Product Owner: Digitalization of administrative procedures
- Led a team of 10 software engineers for implementing a new Interface
- Creating product roadmap & product strategy & writing user manual
- Analysis and deliberation regarding payments, loan-services
- Customer support according to investments
- Participation in internal trainings for investments
- Extra analysis for companies concerning mortgages
Zusammenfassung
Hi I am a motivated economic educator with a curious mind and an entrepreneurial spirit, eager to tackle todays most relevant challenges. I am striving for out-of-the-box solutions that question the status quo, improve life quality and increase sustainability. My approach is user centric, strategic, data-driven and collaborative.
Sprachen
Deutsch
Muttersprache
Englisch
Verhandlungssicher
Ausbildung
Okt. 2008 - Sept. 2013