Programme Manager - Remote

• Introduction of products and processes at Sparkassen (savings banks) and end clients for Finanz Informatik
• Conducting employee training
• Developing sales solutions for end client services as apps, media products, lending business, mortgage lending, services or securities business
• Advising on existing infrastructure solutions
• Taking responsibility for product marketing
• Handling administrative and organizational tasks related to the project

Preparing drafts of:

• Existing guidelines and forms for FX/IR OTC derivatives
• Adjusting and defining the target market according to product governance guidelines, product catalog and governance process
• PRIIP KIIDs and maintenance process for FX/IR OTC derivatives
• Ex-ante cost reporting under MiFID II for retail and professional clients
• Interface regulation between product management and corporate sales units
• Implementing a new collateral management tool

Interim consultant for generating and uploading MiFIR T+1 reporting and follow-up documentation of response processing

Project management and final business and technical documentation for MiFIR reporting. Reconciliation with subsidiaries and test preparation

Senior business analyst for MiFID II focusing on transaction and post-trade reporting. Changed roles and tasks, analyzed and structured processes, identified and took on critical Priority I items. Performed gap analysis, defined target architecture and optional solution designs. Advised on release planning, mapping front office systems, core data concept, external provider selection workshops, and reconciliation with business and IT

Lead business analyst on bilateral margining requirements under EMIR to define the client/product onboarding process and collateral management flow. Defined business and technical requirements and clarified dependencies with other regulatory projects at home and offshore

Worked on a strategic proof of concept in sales, treasury operations, treasury accounting for OTC derivatives, FX/MM, ETD and precious metals. Analyzed workflows and process/system adjustments and developed a detailed target functional and technical concept

Supported change implementation in key account management by:

• Communicating with clients in change projects
• Processing client requests
• Defining project scope
• Tracking changes between IT and business
• Preparing change management presentations/documents for top management and BaFin audits on request

Independently distributing and preparing training materials for lawyers on:

• Investor Protection and Function Improvement Act (AnsFug)
• Securities Trading, Conduct and Organization Ordinance (WpÜG)
• §34f Trade Regulation Act

Interim self-employed business analyst replacing a senior consultant on TARGET2 (T2). Completed UDFS T2 Book IV messages, UML process diagrams for DFS T2-T2SI messages, message descriptions and XML alignment; later replaced by a testing specialist with programming experience in T2

• Owner and creator of Rivary; trademark registration; paid advertising via PayPal; data protection and compliance officer; IT security officer; created customer and employee databases; SEO; social media pages; Google Ads and Analytics; internet sales management

Worked on a fund integration project as a client reporting analyst. Analyzed reporting requirements and wrote business concepts. Designed standard and custom reports (including regulatory reporting) with Business Objects, SQL and SimCorp dimensions. Created and tested prototypes using BO and SQL and documented test results in User Requirements Documents. Also designed processes for a new service with Microsoft Visio

Supported the launch of a new phone-based securities advisory service (equities, funds) during testing. Contributed to the development of the service offering, set up the advisory team and processes, and provided input for ongoing process and system optimization