Emil S. - IT Project Manager

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Bad Soden am Taunus, Germany

Experience

Jul 2024 - Dec 2024

6 months

Cologne, Germany

IT Project Manager

Eurowings Aviation GmbH

The goal of the project was to reduce the scope of the annual PCI DSS audit and increase security for credit card payments. For this, credit card payments were tokenized and data and business processes were adjusted so that no personal data was used in the internal IT infrastructure.
Tools: MS Office, Jira, Confluence, draw-io, Miro, Scrum
Designed the tokenization of credit card payments
Clarified necessary changes in the architecture and data model
Designed and implemented process changes in the call center
Created management materials on project status, required decisions, risks, and escalations

Mar 2024 - Oct 2024

8 months

Gütersloh, Germany

Senior Business Analyst / Expert

Kubus IT (AOK Bavaria and AOK Plus) and Arvato Systems

The goal of the project was to migrate the entire IT infrastructure of Kubus IT (IT service provider for AOK Bavaria and AOK Plus) from its own data center to the cloud of an external IT service provider.
Tools: MS Office, Confluence, draw-io, Power BI
Reviewed and finalized the agreed SLTs
Assisted in defining metrics, formats, and data for the SLTs
Assisted in implementing the SLTs in Power BI
Designed the permissions (RBAC concept) for a cloud management system

Oct 2023 - Mar 2024

6 months

Frankfurt, Germany

IT Project Manager

DWS Investment GmbH

The goal of the project was to establish an API portal for external partners and developers to provide fund and market data more efficiently via an API interface. In addition, a portfolio management solution for the B2B2C sector was implemented, through which partners can offer portfolio solutions as a service to their end clients' fund accounts.
Tools: MS Office, Jira, Confluence, draw-io, Scrum
Designed the requirements for the API portal and supported decision making when selecting external solution providers
Defined the data to be provided externally, data management, and provisioning
Defined the data flows for the API
Designed the technical implementation of the portfolio management solution
Defined the data flows for the portfolio management solution and to the partners
Created management materials on project status, required decisions, risks, and escalations
Managed project control and planning, budget and resource management, reporting

Aug 2023 - Sep 2023

2 months

Frankfurt, Germany

IT Project Manager

DWS Investment GmbH

The goal of the project was to analyze possible use cases and prepare the management decision on the use of AI applications in internal business processes.
Tools: MS Office, SharePoint
Defined and developed the use cases with a cost-benefit analysis
Determined the necessary data, data quality, and data delivery as well as internal governance for using AI
Managed project control and planning, budget and resource management, reporting, and committee management

Dec 2021 - Jan 2023

1 year 2 months

Frankfurt, Germany

Deputy Project Manager / Senior PMO / Senior Business Analyst

MorgenFund GmbH

The goal was to set up a new financial services provider at the company's launch. In this project, all necessary activities to prepare for the operational start of the company were carried out for the IT department and the required IT infrastructure (Azure Cloud and M365).
Tools: MS Office, Jira, Confluence, draw-io, Signavio, BPMN 2.0
Planned tasks, resources, and timing for the IT migration, including project plan controlling and vendor selection (> 10,000 MT)
Selected vendors and managed the setup of the MS Azure and M365 environments
Designed the operating model and built the IT organization
Designed and created the IT strategy
Designed and defined the IT service management processes
Defined internal business processes
Designed and implemented (regulatory) requirements
Created management materials on project status, required decisions, risks, and escalations
Managed project control and planning, budget and resource management, reporting

Aug 2021 - Oct 2021

3 months

Frankfurt am Main, Germany

Senior Business Analyst / Expert

DWS Investment S.A.

The project's goal was to optimize the program management processes at an asset management company. Additionally, necessary program management templates were created and staff were trained.
Tools: MS Office, Confluence, draw-io, Signavio, BPMN 2.0
Developed the target vision and tasks of program management
Defined and described program, project, and reporting processes
Created templates for program and project management
Planned project budgets and resources for the Digital Investment Platform

Feb 2020 - Jul 2021

1 year 6 months

Frankfurt am Main, Germany

Senior PMO / Expert

DWS Investment S.A.

Supported the head of IT for the Digital Investment Platform.
Tools: MS Office, SharePoint, Clarity
Planned budgets and resources for projects in the Digital Investment Platform
Ensured on-time and on-spec delivery of project requirements according to KAIT standards
Tracked implementation of DWS-wide application requirements
Supported implementation of COVID measures
Prepared management and decision-making documents

Jun 2019 - Jan 2020

8 months

Düsseldorf, Germany

Senior Business Analyst

Ergo Group AG

The project's goal was to redesign an app for a major insurer's fund sales. With the app, the financial advisor could work with the client to analyze the client's investment and risk profile, select funds, and purchase the chosen funds.
Tools: MS Office, Confluence, draw-io, Signavio, BPMN 2.0
Provided subject matter advice in launching a comprehensive investment advisory app for fund distribution
Developed requirements for the advisory process and the investment advisory app
Defined and mapped processes and involved systems for the digital solution

Sep 2017 - Feb 2019

1 year 6 months

Frankfurt am Main, Germany

Senior PMO / Senior Business Analyst

DWS Investment S.A.

The project's goal was to design and develop a customer app for the fund custody area at an asset management company. The app allows clients to access all information about their accounts and investments, view other funds, and use various customer services. Additionally, other internal business and customer processes were optimized and digitized (e.g., customer onboarding).
Tools: MS Office, SharePoint, Jira, Confluence, draw-io, Signavio, BPMN 2.0, Scrum, C#/.Net
Defined and mapped processes and involved systems for the digital solution
Designed and implemented functional enhancements in the custody system and defined data processes
Designed and digitized internal customer processes
Designed and implemented a KPI system
Prepared project and decision documents as well as status reports for senior management
Led the Project Management Office, project control and planning, budget and resource management, reporting, and committee management

Oct 2016 - Mar 2019

2 years 6 months

Frankfurt am Main, Germany

Deputy Project Manager / Senior Business Analyst / Senior PMO

DWS Investment S.A.

The project's goal was to design and technically implement an in-house developed robo-advisor for an asset management company in an app. The white-label solution was then offered to corporate partners. The end client can invest in funds automatically based on their investment and risk profile. In this project, several internal business and customer processes were also digitized.
Tools: MS Office, SharePoint, Jira, Confluence, draw-io, Signavio, BPMN 2.0, Scrum, C#/.Net
Defined and mapped processes and involved systems for the digital solution
Designed and implemented functional enhancements in the custody system and defined data processes
Designed and digitized internal customer processes
Selected and supported implementation of a solution for country-specific tax documents for clients
Developed concept for an investment option for portfolio lifecycle management
Led the Project Management Office, project control and planning, budget and resource management, reporting, and committee management

Jul 2014 - Jun 2016

2 years

Frankfurt am Main, Germany

Senior Business Analyst / Senior PMO

DWS Investment S.A.

The goal of the project was the migration of the in-house developed custody IT platform of an asset management company from a mainframe to a server infrastructure. Large parts of the custom system were rewritten (Cobol -> C#.Net).
Tools: MS Office, SharePoint, Visio, Mainframe, Server, C#/.Net
Conceptualization and creation of the IT strategy
Conceptualization and implementation of IT management processes
Adaptation and implementation of data delivery processes
Creation, adjustment and controlling of the project plan
Leadership of the Project Management Office, project control and planning, budget and resource management, reporting, committee management

Jan 2014 - Jun 2014

6 months

Frankfurt, Germany

Senior Business Analyst / Consultant

Union Investment

The goal of the project was to optimize the processes in trade control and define necessary KPIs.
Tools: MS Office, SharePoint, Signavio, BPMN 2.0
Capturing and documenting the as-is processes in trade control
Developing and aligning the new target process landscape and defining KPIs
Creating an implementation plan for the new processes and accompanying the implementation

Oct 2013 - Dec 2013

3 months

Frankfurt am Main, Germany

Senior Business Analyst / Consultant

DWS Investment S.A.

The project goal was to decide whether to develop the custody system of an asset management company in-house or replace it with an external system.
Tools: MS Office, SharePoint, Mainframe, Server, C#/.Net
Decision-making between migrating to a new technical platform and switching to standard software for the custody system
Criteria catalog for comparing both alternatives and analysis of potential service providers
Definition of functional and technical requirements and a gap list between the current custody system and DIAMOS D
Aggregation of topics and planning of possible costs and other efforts for an implementation project
Creation of the decision template for senior management

Jul 2011 - Jun 2013

2 years

Frankfurt, Germany

Senior PMO / Senior Business Analyst / Deputy Project Manager

Union Investment

The project goal was to optimize and digitize the entire fund launch process of an asset management company. For this, all process steps were analyzed, interface definitions were made between units, KPIs were developed and implemented digitally via a new application.
Tools: MS Office, SharePoint, Signavio, BPMN 2.0
Design and implementation of the fund launch process and related change processes
Business concept for the digital transformation of the process and support for system development implementation as well as definition of data processes
Conceptualization and implementation of a KPI system
Conceptualization and building of a SharePoint solution to support the launch and change processes
Leading and controlling a team for the migration of over 1,000 fund profiles including investment restrictions
Leadership of the Project Management Office, project control and planning, budget and resource management, reporting, committee management

Jan 2011 - Dec 2012

2 years

Frankfurt, Germany

Consultant / Senior Business Analyst

Union Investment

The goal of the project was the conceptualization and implementation of internal and regulatory settlement processes for fund-based pension products (Riester).
Tools: MS Office, SharePoint, Signavio, BPMN 2.0
Conceptualization and support for the implementation of all settlement processes
Conceptualization and implementation of statutory requirements in the pension area
Coordination and clarification of data delivery processes with external partners

Jul 2010 - Jun 2012

2 years

Frankfurt, Germany

Project Manager / Senior Business Analyst

Union Investment

The goal of the project was to design and implement a fund-based retirement product for the Riester payout phase of an asset management company, including all internal and regulatory processing.
Tools: MS Office, SharePoint, ARIS, Signavio, BPMN 2.0
Design and implementation of a fund-based retirement product for the payout phase
Designing options to further develop the product model
Coordination and clarification of data delivery processes
Clarification of regulatory requirements and processes for data delivery to authorities
Design and support of the implementation of all processing workflows
Project management (planning, control, monitoring of project activities, and budget responsibility) of additional implementation topics

Jul 2008 - Jun 2011

3 years

Frankfurt am Main, Germany

Project Manager / Business Analyst

DWS Investment S.A.

The goal of the project was to design and implement fund-based retirement products (Riester) for an asset management company, including building the portfolio management model into a prototype and implementing it in production systems.
Tools: MS Office, SharePoint, VBA, BPMN 2.0, Mainframe, Cobol
Design of the product model for a fund-based retirement product
Design and implementation of enhancements to the product model
Coordination and clarification of data delivery processes
Product implementation into the custody system and execution of tests
Project management (planning, control, monitoring of project activities, and budget responsibility) of additional implementation topics

Mar 2008 - May 2008

3 months

Frankfurt, Germany

Business Analyst

Union Investment

The goal of the project was to design the data delivery processes for the risk management system of an asset management company and to ensure the quality, completeness, and timely delivery of the data.
Tools: MS Office, SharePoint, ARIS
Structuring and development of the data delivery chain for a risk management system
Defining the organizational interfaces and related processes from front to back office
Setting roles for data and system owners for the systems in the data delivery chain
Conceptual design of the necessary SLAs between internal and external units

Jan 2008 - Jun 2008

6 months

Frankfurt, Germany

Consultant / Business Analyst

Union Investment

The goal of the project was to optimize business processes within the portfolio management of an asset management company to relieve portfolio managers of overhead tasks and give them more time for their core activities.
Tools: MS Office, SharePoint, ARIS
Gathering, designing, and optimizing the investment and event processes in the portfolio management segment
Conducting process workshops and supporting and steering the implementation activities
Defining the interfaces and deliverables between the portfolio management units and other departments
Designing and implementing a key performance indicator system (KPIs)

Summary

Experienced management consultant who helps clients with strategic, organizational, and transformational projects to successfully achieve their project goals. Extensive expertise in project management, process optimization, as well as digitalization and digital transformation. Wide-ranging experience with banks, asset management companies, and insurance firms.