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 adapted so that no personal data was used in the internal IT infrastructure.
Tools: MS Office, Jira, Confluence, draw-io, Miro, Scrum
Designing the tokenization of credit card payments
Clarifying the required changes in architecture and the data model
Designing and implementing process changes in the call center
Creating management documents on project status, for necessary decisions, risks, and escalations

Mar 2024 - Oct 2024

8 months

Gütersloh, Germany

Senior Business Analyst / Expert

Kubus IT (AOK Bayern 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 Bayern and AOK Plus) from their own data center to the cloud of an external IT service provider.
Tools: MS Office, Confluence, draw-io, Power BI
Reviewing and finalizing the agreed SLTs
Supporting the definition of metrics, formats, and data for the SLTs
Supporting the implementation of the SLTs in Power BI
Designing 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 set up an API portal for external partners and developers to offer fund and market data more efficiently via an API interface. In addition, a portfolio management solution for the B2B2C segment was implemented, allowing partners to offer portfolio solutions as a service for their clients' fund accounts.
Tools: MS Office, Jira, Confluence, draw-io, Scrum
Designing the requirements for the API portal and making decisions when selecting external solution providers
Defining the data to be provided externally, managing and delivering data
Defining processes for data flows to the API
Designing the technical implementation of the portfolio management solution
Defining processes for data flows for the portfolio management solution and to the partners
Creating management documents on project status, for necessary decisions, risks, and escalations
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 for using AI applications in internal business processes.
Tools: MS Office, SharePoint
Defining and developing the use cases with a cost-benefit analysis
Identifying required data, data quality, and data delivery, as well as internal governance for using AI
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 build a new financial services provider from scratch. In this project, all necessary activities were carried out to prepare the IT department and the required IT infrastructure (Azure Cloud and M365) for the operational launch of the company.
Tools: MS Office, Jira, Confluence, draw-io, Signavio, BPMN 2.0
Task, resource, and timeline planning for the IT migration, including project plan controlling and vendor selection (> 10,000 MT)
Selecting vendors and managing the setup of the MS Azure and M365 environments
Designing the operating model and setting up the IT organization
Designing and creating the IT strategy
Designing and defining IT service management processes
Defining internal business processes
Designing and implementing (regulatory) requirements
Creating management documents on project status, for necessary decisions, risks, and escalations
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 goal of the project was to optimize program management processes at an asset management company. In addition, necessary program management templates were created and staff were trained.
Tools: MS Office, Confluence, draw-io, Signavio, BPMN 2.0
Definition of the target vision and the tasks of program management
Definition and descriptions of program, project, and reporting processes
Creation of templates for program and project management
Budget and resource planning for projects in the Digital Investment Platform area

Feb 2020 - Jul 2021

1 year 6 months

Frankfurt am Main, Germany

Senior PMO / Expert

DWS Investment S.A.

Supported the IT department head of the Digital Investment Platform.
Tools: MS Office, SharePoint, Clarity
Budget and resource planning for projects in the Digital Investment Platform area
Ensured timely delivery of project requirements in line with KAIT standards
Monitored the implementation of DWS-wide application requirements
Supported the rollout of COVID-19 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 design a new app for a major insurance company's fund sales. Using the app, the advisor could analyze the client's investment and risk profile with the client, select funds, and purchase the selected funds.
Tools: MS Office, Confluence, draw-io, Signavio, BPMN 2.0
Provided functional consulting for the introduction of 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 goal of the project was to design and develop a customer app for the fund custody area at an asset management company. With the app, customers can access all information about their account and investments as well as all other funds and use various customer services. In addition, further 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 feature extensions in the custody system and defined data processes
Designed and digitized internal customer processes
Designed and implemented a metrics system (KPIs)
Prepared project and decision-making documents and status reports for senior management
Led the Project Management Office, project control and planning, budget and resource management, reporting, and governance 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 a custom-developed robo-advisor for an asset management company in an app. The white-label solution was later offered to corporate partners. The end client can use this solution to invest automatically in funds 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 feature extensions in the custody system and defined data processes
Designed and digitized internal customer processes
Selected and supported the implementation of a solution for country-specific tax documents for clients
Functional design of an investment option for portfolio lifecycle management
Led the Project Management Office, project control and planning, budget and resource management, reporting, and governance management

Jul 2014 - Jun 2016

2 years

Frankfurt am Main, Germany

Senior Business Analyst / Senior PMO

DWS Investment S.A.

The project aimed to migrate the in-house developed, custodian 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
Designed and created the IT strategy
Designed and implemented IT management processes
Adjusted and implemented data delivery processes
Created, updated, and controlled the project plan
Led the Project Management Office, managed project control and planning, oversaw budget and resource management, reporting, and committee management

Jan 2014 - Jun 2014

6 months

Frankfurt, Germany

Senior Business Analyst / Consultant

Union Investment

The project aimed to optimize processes within trade control and define necessary KPIs.
Tools: MS Office, SharePoint, Signavio, BPMN 2.0
Captured and documented the current trade control processes
Developed and aligned the new target process landscape and defined KPIs
Created an implementation plan for the new processes and supported its rollout

Oct 2013 - Dec 2013

3 months

Frankfurt am Main, Germany

Senior Business Analyst / Consultant

DWS Investment S.A.

The project's goal was to decide whether to redevelop the custodian system of an asset management company in-house or replace it with an external system.
Tools: MS Office, SharePoint, Mainframe, Server, C#/.Net
Made the decision between migrating to a new technical platform and switching to standard software for the custodian system
Created a criteria catalog to compare both options and analyze potential service providers
Defined business and technical requirements and compiled a gap list between the current custody system and DIAMOS D
Gathered topics and planned potential costs and other efforts for an implementation project
Prepared the decision proposal for senior management

Jul 2011 - Jun 2013

2 years

Frankfurt, Germany

Senior PMO / Senior Business Analyst / Deputy Project Manager

Union Investment

The project aimed to optimize and digitize the entire fund launch process of an asset management company. All process steps were analyzed, interfaces between units defined, KPIs developed, and digitally implemented through a new application.
Tools: MS Office, SharePoint, Signavio, BPMN 2.0
Designed and implemented the fund launch process and related change processes
Drafted the digital transformation concept of the process, supported system development, and defined data processes
Designed and implemented a KPI system
Designed and built a SharePoint solution to support launch and change processes
Led and controlled a team migrating over 1,000 fund profiles including investment restrictions
Led the Project Management Office, project control and planning, budget and resource management, reporting, and committee management

Jan 2011 - Dec 2012

2 years

Frankfurt, Germany

Consultant / Senior Business Analyst

Union Investment

The project aimed to design and implement internal and regulatory settlement processes for fund-based retirement products (Riester).
Tools: MS Office, SharePoint, Signavio, BPMN 2.0
Designed and supported the implementation of all settlement processes
Designed and implemented legal requirements in retirement products
Coordinated and clarified 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 pension product for the Riester payout phase of an asset management company, including all internal and regulatory settlement processes.
Tools: MS Office, SharePoint, ARIS, Signavio, BPMN 2.0
Designing and implementing a fund-based pension product for the payout phase
Designing enhancements for the product model
Coordinating and clarifying data delivery processes
Clarifying regulatory requirements and processes for data delivery to authorities
Designing and supporting the implementation of all settlement processes
Project management (planning, steering and controlling project activities, as well as budget responsibility) for further 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 pension products (Riester) for an asset management company, including building a portfolio management model prototype and deploying it in production systems.
Tools: MS Office, SharePoint, VBA, BPMN 2.0, Mainframe, COBOL
Designing the product model of a fund-based pension product
Designing and implementing enhancements to the product model
Coordinating and clarifying data delivery processes
Implementing the product in the custody system and conducting tests
Project management (planning, steering and controlling project activities, as well as budget responsibility) for further implementation topics

Mar 2008 - May 2008

3 months

Frankfurt, Germany

Business Analyst

Union Investment

The goal of the project was to design data delivery processes for the risk management system of an asset management company and ensure the quality, completeness, and timely delivery of the data.
Tools: MS Office, SharePoint, ARIS
Structuring and developing the data delivery chain for a risk management system
Defining organizational interfaces and related processes from front office to back office
Defining data and system owners for the systems in the data delivery chain
Designing 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, relieving portfolio managers of overhead tasks and giving them more time for their core tasks.
Tools: MS Office, SharePoint, ARIS
Documenting, designing, and optimizing investment and event processes in the portfolio management area
Conducting process workshops and supporting and steering implementation activities
Defining interfaces and deliverables between portfolio management units and other departments
Designing and implementing a KPI system

Summary

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