Felix Meermann - Business Developer, Product Owner Support

Bad Dürkheim, Germany

Experience

Mar 2025 - Apr 2025

2 months

Business Developer, Product Owner Support

VisualVest, digital asset manager (robo-advisor) of Union Investment

Development of an innovative platform for topics and questions around next-generation investments as part of new business models
Analysis of product ideas
Coordination of new features with UX/UI (in Figma) and developers
Creation of user stories in Jira: description/open topics/preconditions/requirements/error handling/audit log/UX/UI/technical hints/test scenario/acceptance criteria
Conducting tests and documenting test results
Creation and management of defects
Coordination of sprint planning and backlog with product owner and Scrum Master
Preparation of sprint review presentations
Project implementation with Scaled Agile Framework (SAFe): stage planning in Conceptboard with Magic Estimations, feature/kanban board, sprint planning, functional refinement, sprint backlog, daily standups, sprint review, sprint retrospective
Platform with the latest technological market standards: Angular (frontend framework), Jakarta EE, Matamo Tracking, Keycloak, movingimage

Feb 2025 - Present

11 months

Project manager, business analyst

Acatis Investment

MVP (minimum viable product) for a cloud-based analytics platform for fundamental analysis
Conducting workshops with stakeholders and participants (use cases, KPI calculations, data lineage), documentation and brainstorming in Mural
Gathering functions from all participants: portfolio management, sales, marketing
Creating specific questionnaires
Planning and conducting interviews
Recording and summarizing interviews
Creating a tool evaluation and functional analysis
Preparing presentations for stakeholders
Designing a scalable cloud and data architecture: Snowflake DWH with S&P Capital IQ data
Google Cloud Platform (GCP) with BigQuery as data warehouse for data marts
Implementing ETL processes, high-performance KPI calculations, KPI universe as data marts
Creating a BI dashboard (Looker Studio)
DevOps framework (Azure Repository, Azure Pipelines, Cloud Build) for agile software development
DataOps with dbt Core and Terraform
Preparing presentations for stakeholders: status reports, reflection points
Agile project management with Kanban in Jira for MVP implementation
Project planning and controlling

Sep 2024 - Jan 2025

5 months

Business analyst, tester with SimCorp Dimension (SCD) Compliance Manager

Ampega Asset Management

Migration of compliance rules from Murex MX.3 to SimCorp Dimension (SCD)
Analysis of pre-/post-trade compliance rules as part of the system migration to SCD
Analysis of differences in rule syntax in Murex MX.3 and SimCorp Dimension (SCD) Compliance Manager
Documenting results and creating recommendations for action
Adjusting/creating and configuring rules in the SCD Compliance Manager
Testing pre-/post-trade compliance rules and limit controlling

Jun 2024 - Feb 2025

9 months

Project manager, business analyst

Signal Iduna Asset Management

Checking IDV compliance according to DORA/BAIT/VAIT and MaRisk
Implementing measures and documentation according to DORA/BAIT/VAIT and internal guidelines (software development, classification) for around 80 IDVs (individual data processing based on Excel, MS Access, VBA, SQL) in 4 central departments
Creating checklists for auditing and evaluating the IDVs
Classification (A, B, C) of the IDVs and determining protection levels (1-4)
Analysis of IDV adjustments according to software development requirements of MaRisk, KWG and BAIT: separation of functions/roles, separate development, test and production environments, documentation (functional specification, data processing concept, authorization concept, user manual, operations manual)
Creating an authorization concept
Creating a test concept
Conducting stakeholder interviews for critical applications
Cataloging the IDV in the internal IT services & risk system

Sep 2023 - Jun 2024

10 months

Stream lead/technical business analyst for development of order processes and live/intraday positions

Oddo BHF

Development of a new platform for private wealth management
Coordination of business requirements (features) and creation of Jira tickets
Analysis of existing order processes in the Lutece Portfolio Management System
Creation of user stories for developers in Confluence (wiki) using behavior-driven development (BDD) with Gherkin
Aligning the GUI with UX/UI experts (using Figma)
Creating test plans with test cases in Jira Xray
Conducting tests and documenting test results in Jira Xray
Defect management and coordination of sprint planning with Scrum Master and quality assurance engineer
Preparing status reports for project management
Project implementation with Scaled Agile Framework (SAFe): program increment planning, feature/kanban board, sprint planning, sprint backlog, daily standups, sprint review, sprint retrospective
Development with 2 feature teams of the software factory in Tunisia
Platform with the latest technological market standards: DevExtreme, Camunda, UIPath, Keycloak, microservices, quadient, Kubernetes, Docker, Azure DevOps

Apr 2023 - May 2024

1 year 2 months

Simcorp Dimension SCD Expert, Business Analyst, Tester

Ampega Asset Management

Migration of risk controlling from Murex to Simcorp Dimension SCD
Parameterization and design of risk calculations for Value-At-Risk (VaR) and stress tests
Migration of risk calculations from Murex MX.3 to Simcorp SCD
Completeness analysis and creation of risk factors
Executing tests in the SCD Risk Analysis Manager, Asset Manager, and Compliance Manager
Monitoring daily VaR results in parallel operation
Analysis and cleaning of time series (interest rates, spreads, CDS, equities, funds)
Project implementation with Scrum: Sprint Planning, Sprint Backlog, Daily Standups, Sprint Review, Sprint Retrospective

Sep 2022 - Aug 2023

1 year

Project Lead, Test Manager, Tester, Technical Analyst

Oddo BHF

Order interface via FIX for external asset managers
Integration of PSplus portfolio software for FIX orders from external asset managers
Creation of test concept and test case catalog for connecting external asset managers for order execution via FIX
Preparation of status reports for management
Executing integration tests with documentation of test results
Coordinating UAT/functional tests with external asset managers and specialist departments
Defect management and alignment of sprint planning in Jira

Jun 2022 - Aug 2023

1 year 3 months

Subproject Lead for the internal development of a Private Wealth Management platform

Oddo BHF

Selection/RfP of a new Private Wealth Management platform
Coordinating participation in the Request for Proposal (RfP) with business analysts and experts from branches in Germany, France, and the software factory in Tunisia
Preparation of status reports for management, steering committee, and project management
Preparation of cost estimates and project planning for the new development

Jan 2022 - May 2022

5 months

Luxembourg

Xentis Expert, Business Analyst, Tester

DZ Privatbank S.A., IPConcept (Luxemburg) S.A.

Implementation of XENTIS fund accounting
Support in various subprojects during the XENTIS implementation
Event processing: analysis and design of relevant events (dividends, distributions, coupons, final maturity, pool factor, stock dividends, bonus shares, ...), parameterization, creation of test case catalog, test execution with business department, and preparation of interface specifications
Interest terms: analysis and design of interest calculations for current accounts, call money, time deposits, parameterization, creation of test case catalog, test execution with business department
Order routing: creation of test case catalog with various scenarios in the order flow (investment limit breach, liquidity risk, price control, whitelist, FIX integration, various instrument types), test execution with business department
FIX order: creation of test case catalog with various scenarios for broker integration
Collateral: analysis and design of securities and cash collateral, creation of test case catalog, test execution with business department

Jul 2021 - Aug 2022

1 year 2 months

Tester with Simcorp Dimension SCD Compliance Manager

Allianz Global Investors

Migration of investment rules from MIG21 to Simcorp Dimension SCD
Testing contractual investment limits (ex-post, ex-ante) for retail and specialized funds
Testing statutory investment limits under DE KAGB, DE DerV, InvStG, LU UCITS, LU CSSF, FR regulations
Documenting test results, defect management, and monitoring with FondsDesigner

Feb 2021 - Jun 2021

5 months

Sub-Project Manager, Business Analyst

Universal-Investment

Migration of regulatory reports for the Central Bank of Ireland (CBI) to XENTIS
Planning and concept for implementing regulatory reports for Irish funds. Coordinated specifications with Profidata for implementation in XENTIS
Regulatory reports to the Central Bank of Ireland (CBI), e.g. Money Market and Investment Funds Return (MMIF) / CBI monthly NAV / UCITS Annual Financial Derivative Instrument (FDI) Return / TA redemption CBI report

Jan 2020 - May 2020

5 months

Test Concept, Tester

EB - Sustainable Investment Management (EB-SIM)

Test release upgrade of XENTIS
Release upgrade of XENTIS from 5.4 to 5.6
Finalization of the test concept for portfolio management, order workflow, corporate actions, event processing, custodian, reporting
Execution of regression and functional tests in portfolio management

Oct 2019 - Dec 2019

3 months

Business Analyst

EB - Sustainable Investment Management (EB-SIM)

Preparation of the requirements specification for XENTIS adjustments for managing investment mandates and the order process
Analysis of current processes in portfolio management
Definition of target processes for mandates and investment assets in advisory and outsourcing
Optimization of the order process with a central broker as trading desk
Integration of brokers and KVGs with standard BVI Excel sheets for securities transactions
Implementation of transaction-based position management
Creation of requirements document / requirements specification / Requirement Specification
Workshops for implementation in XENTIS with Profidata

Jul 2019 - Jan 2021

1 year 7 months

Test Manager, Sub-Project Manager, Business Analyst, Technical Analyst

Universal-Investment

Introduction of SAP as a fund accounting system for real estate funds
Creation of a test framework with test concept, test case matrix, test planning and test monitoring for the SAP real estate funds platform
Test coordination for functional tests with 14 business units and about 750 test cases
Support of business units with system questions and with the software vendor
Concept for a new setup of statutory and regulatory reporting for Germany and Luxembourg: AIFMD reports, BVI statistics, ECB statistics, GroMiKV, Solvency II, Solva, investment fund statistics (Bundesbank), VAG reporting, AWV report, CVA charge, taxe d’abonnement, CSSF reports, BCL reports
Concept for adjustments of XENTIS functionalities in order workflow, collateral management and risk metrics with MSCI RiskMetrics RiskManager
Participation in training for the SAP real estate funds platform with SAP standard (RE-FX, FI, CO) and ASCAVO add-on modules (ALL.FONDS PEP, AGP, IM, regulatory reporting)

May 2019 - Jun 2019

2 months

Database Expert and MS Access Developer

Helaba

Implementation of regulatory requirements in the software development process according to regulatory standards (MaRisk, KWG, BAIT)
Analysis of in-house applications (Individual Data Processing – IDP) in the business area
Adaptation of the IDPs (MS Access solutions) according to MaRisk, KWG and BAIT software development requirements: separation of functions/roles, separate development, test and production environments, documentation (functional specification, data processing concept, authorization concept, user manual, operations manual)
Determination of protection needs (SBF) according to Landesbank standards and prioritization of IT applications with C4 data
Test planning and execution with HP Application Lifecycle Management (HP ALM)

Oct 2018 - Feb 2019

5 months

Specialist for Data Integration (Business Analyst, Technical Analyst)

DWS

Strategic project: outsourcing of fund administration to BNP Paribas Securities Services
Analysis of the data universe of fund accounting SimCorp Dimension SCD for reporting and interfaces
Development of concept and design for data delivery from external fund administration

May 2018 - Sep 2018

5 months

Business Analyst, Technical Analyst

DWS

PRIIPs and MiFID II files: website for downloading EPT and EMT reports
Creation of specifications for a partner website to retrieve EPT (PRIIPs) and EMT (MiFID) reports
Coordination with the business unit and web agency

Sep 2017 - Sep 2018

1 year 1 month

Business Analyst, Technical Analyst, Test Manager

DWS

Implementation of the MiFID II regulation: calculation of transaction costs and fees
Focus on exporting transaction data for calculation according to MiFID II rules: analysis of the data universe for fund master data and transaction data
Export of the fund universe and historical transactions to service providers
Creation of the functional specification document for the development team
Coordination and planning of implementation
Execution of load and performance tests
Development of test scenarios
Planning and execution of test scenarios
Support of UAT and acceptance process for go-live

Sep 2016 - Oct 2016

2 months

Business Analyst, Technical Analyst, Test Manager

DWS

Implementation of EU transparency requirements: display of securities financing transactions and reuse of collateral (SFTR)
Reporting on securities lending, repo transactions, total return swaps, and reuse of collateral
Creation of the functional specification document for the development team
Coordination and planning of implementation
Planning and execution of test scenarios

Jul 2016 - Sep 2017

1 year 3 months

Business Analyst, Technical Analyst, Test Manager

DWS

Implementation of the PRIIPs regulation: calculation of key figures and scenarios for creating the Key Information Document (KID)
Focus on cost figures and cost scenarios
Analysis of the data universe for fund and cost attributes
Identification of relevant transaction types and asset classes
Creation of the functional specification document for the development team
Coordination and planning of implementation
Development of test scenarios
Planning and execution of test scenarios

Jan 2016 - May 2016

5 months

Business Analyst

DWS

Business analysis for integrating passive funds (ETFs) into the existing system landscape:
Focus: regulatory reports and client reporting
Analysis of the complete reporting universe for passive funds (Business Analyst):
Scope: regulatory reports and client reporting
Conducting workshops with business departments
Data requirements gathering and gap identification
Distribution channels and automation; aligning implementation costs
Developing scenarios for tactical and strategic target architectures

Sep 2015 - May 2016

9 months

Business Analyst, Technical Analyst, Test Manager

DWS

Guideline monitoring (compliance) for issuer limits and counterparty risks under §206 KAGB
Reporting and monitoring of issuer limits and counterparty risks for all UCITS funds and KVGs as an automated and audit-proof solution
Creating technical specifications
Coordinating and planning the implementation
Executing IT test scenarios

Aug 2015 - Aug 2016

1 year 1 month

Project Manager, Business Analyst, Technical Analyst, Test Manager

DWS

BVI performance calculation:
Switching the calculation procedure to transactions from SimCorp Dimension (SCD)
Changing reporting to a central calculation procedure
For special funds, the existing calculation procedure for the BVI factor was switched to transactions from SimCorp Dimension (SCD)
Integration of adjustments and cancellations for distributions, income reinvestments, and taxes
Analyzing the reporting universe for adapting to the central calculation procedure
Planning and executing IT test scenarios
Supporting user acceptance testing (UAT) and the acceptance process

May 2013 - Sep 2015

2 years 5 months

Business Analyst, Technical Analyst, Test Manager

DWS

Implementing reporting for regulatory requirements: AIFMD directive for managing alternative investment funds (AIF)
AIFMD Directive 2011/61/EU of the European Parliament and ESMA Consulting Paper (2013/592)
Functional and technical support in creating the Business Requirement Document: coordinating with risk management, fund management, investment compliance, and trading
Creating the Functional Specification Document for the development team
Implementing reporting in XML (Annex VI) based on the ESMA XML schema
Creating test scenarios and conducting testing

Aug 2012 - Mar 2013

8 months

Business Analyst, Technical Analyst, Test Manager

Deka Bank

Data warehouse concept designs within the “IT target vision DekaBank”: dispositional data pools (DDP)
Building a dispositional data pool (DDP) that acts as an integration layer between operational front-to-back processes (trading, settlement, and credit) and the corporate management applications (risk, finance, treasury, and compliance)
Acting as test manager, creating test scenarios
Conducting testing
Creating functional specifications
Defining functional views similar to data marts
Connecting banking systems: SAP BCA, SAP CML, SAP CMS, SunGard UBIX, TREMA, Temenos BSP Trade, SunGard FrontArena

Sep 2011 - Aug 2012

1 year

Project Manager, Business Analyst, Technical Analyst, Test Manager, MS Access Developer

DWS

Implementation of regulatory requirements in risk management:
New derivatives regulation: leverage (BaFin) - US money market funds: stress reports (SEC) - Quarterly reporting for Austrian pension funds (FMA)
Derivatives reporting with leverage according to Sum of Notional (BaFin) and Commitment Approach (CSFR)
2a7 stress test reporting for US money market funds (SEC)
Quarterly reporting for Austrian pension funds (FMA)
Project management
Designing technical target architecture
Creating business analysis / functional specification
Developing prototype
Creating development specification
Developing production system
Developing new RiskMetrics templates with combined stress scenarios
Report creation for regulatory committees and risk managers
Creating test concept

Mar 2011 - May 2011

3 months

Project Manager, Business Analyst, Report Developer

KAS Investment Servicing

Test release upgrade of SimCorp Dimension
Release upgrade from 4.7 to 4.8 to 4.9
Creating test concept for business department (fund accounting, custodian bank, IFRS, direct investment, transaction management, reporting, interfaces and processes)
Test manager
Project management
Team leadership and resource coordination

Jan 2011 - Sep 2011

9 months

Project Manager, Business Analyst, Report Developer

KAS Investment Servicing

Report development for SimCorp Dimension
Creating specifications with business department
Developing reports with Business Objects Crystal Reports
Developing interfaces for Basel II with SimCorp Dimension SCD extraction definitions
Areas: fund accounting, custodian bank, direct investment, IFRS, transaction management, regulatory reporting
Project management

Nov 2010 - Feb 2011

4 months

Project Manager, Business Analyst, Report Developer

KAS Investment Servicing

Expanding factsheet reporting
Extending fund reporting for factsheets for the new fund structures master/sub-funds and multiclass funds
Specifying and implementing new analyses and evaluations
Optimizing the data universe based on Excel pivot tables and VBA macros
Report design with MS Publisher
Project management

Oct 2010 - Nov 2010

2 months

Project Manager, Business Analyst, Report Developer

KAS Investment Servicing

Expanding reporting for master/sub-funds and multiclass funds in SimCorp Dimension
Designing reporting requirements for the new fund structures master/sub-funds and multiclass funds
Extending Crystal Reports and creating test concept
Project management

Jul 2010 - Sep 2010

3 months

Project Manager, Business Analyst, Report Developer

KAS Investment Servicing

Test release upgrade of Simcorp Dimension
Creation of migration concept for migration from 4.3 to 4.5 to 4.7
Development of test concept for business unit (fund accounting and processes)
Project management
Team leadership and resource coordination

Feb 2010 - Jun 2010

5 months

Project Manager, Business Analyst, Report Developer

KAS Investment Servicing

Migration of Simcorp Dimension reporting
Migration of 155 reports (Crystal Reports) for fund accounting, direct investment, IFRS
Project management
Team leadership and resource coordination
Functional design of new reporting requirements
Creation of queries on Simcorp Dimension SCD views to the new SCD system
Support of the business unit in testing

Nov 2009 - Aug 2011

1 year 10 months

Luxembourg

Project Manager, Business Analyst, Technical Analyst, Test Manager

Privatbanken Helaba Invest DZ Privatbank

Implementation of fee billing system (Sowatec calculo)
Gathering and alignment of business unit requirements
Modeling of fee models (percentage, absolute, tiers, min/max, …)
Creation of the functional specification
Coordination of project plans
Change request management
Test manager (test scenarios, test planning)

Nov 2009 - Jan 2010

3 months

Project Manager, Business Analyst, Report Developer

KAS Investment Servicing

Migration support for Postbank funds
Transition of fund reporting for factsheets and peer group report
Optimization of the data universe based on Excel pivot tables and VBA macros
Data consolidation
Support of the business unit in optimizing migrated processes and data
Report design with MS Publisher

Jan 2009 - Oct 2009

10 months

Business Analyst, MS Access Developer

BHF Asset Servicing

Process optimization in the custody bank area
Development of MS Access solutions to optimize reconciliation between the custodian bank and the KAG: functional concept, connection to host and Vega, integration of external data sources, development, testing, acceptance
Creation of reports for reconciling main and subfund holdings
Creation of cash statistics for the finance department of BHF Bank

Aug 2007 - Oct 2009

2 years 3 months

Business Analyst, Technical Analyst, Test Manager

BHF-Bank

Implementation of fund accounting XENTIS with fund migration
Process modeling of the daily processes and control steps of the custodian bank with ARIS
Reconciliation of the custodian bank with KAGs
Interfaces from host system: creating test concept and functional review
Legal and contractual investment limit checks
Coordination of fund migration from Vega to XENTIS
Specification of integration test
Execution of integration test
Execution of acceptance test

Apr 2007 - Aug 2007

5 months

Business Analyst, Technical Analyst, MS Access Developer

DWS

Process optimization in risk management
Test concept for global RiskDatabase
Automating connection to RiskMetrics
Risk reporting: value at risk, tracking error, stress tests, backtesting
Risk control according to the Derivatives Regulation (BaFin) with qualified approach: market risk, credit risk, operational risk

Feb 2007 - Apr 2007

3 months

Luxembourg

Project Manager, Business Analyst, Technical Analyst, Test Manager

Hauck & Aufhäuser Investmentgesellschaft

Setting up a quality-assured reporting infrastructure
Creating a functional design
Coordination with the development department
Connecting to DWH (Princeton DVS) and V3.Funds
Coordination with business and IT departments
System configuration
Testing and rolling out the solution
Training, support and maintenance
Extensions with various change requests

Aug 2006 - Dec 2006

5 months

Project Manager, Business Analyst, Technical Analyst, Test Manager, Report Developer

AmpegaGerling Asset Management

Automated, workflow-based fact sheet production
Creating a functional design
Coordination with the development department
Connecting to DWH and SimCorp Dimension
Coordination with business and IT departments
System configuration
Testing and rolling out the solution
Training, support and maintenance
Extensions with various change requests

Jan 2006 - Dec 2006

1 year

Project Manager, Business Analyst, Technical Analyst, Test Manager

Oppenheim Pramerica Fonds Trust

Implementation of commission system (Quarter Commission)
Gathering and aligning business unit requirements
Modeling commission models (percentage, absolute, tiers, min/max, …)
Creating the functional design
Coordinating project plans
Modeling the data model and processes
Implementation and quality assurance

May 2005 - Aug 2005

4 months

Project Manager, Business Analyst, Technical Analyst, Test Manager, Report Developer

Allianz Global Investors

Development of an XML transformation layer for reports
Preparation of functional specification
Development, testing and rollout of the solution
Support/maintenance

Feb 2005 - Jun 2005

5 months

Project Manager

AmpegaGerling Asset Management

Automated creation of monthly reporting for institutional investors
Preparation of functional specification
Coordination with the development department
Integration with data warehouse and SimCorp
Coordination with business and IT departments
System configuration
Testing and rollout of the solution
Training, support/maintenance
Extension with various change requests

Jan 2004 - Dec 2004

1 year

Project Manager, Business Analyst, Technical Analyst, Test Manager, Report Developer

AmpegaGerling Asset Management

Workflow-based creation of investment committee reporting for institutional investors
Preparation of functional specification
Coordination with the development department
Integration with data warehouse and SimCorp Dimension
Coordination with business and IT departments
System configuration
Testing and rollout of the solution
Training, support/maintenance
Extension with various change requests

Nov 2003 - Feb 2004

4 months

Project Manager, Business Analyst, Technical Analyst, Test Manager, MS Access Developer

Lazard Asset Management

Extraction of risk figures from V3.Fonds and integration with the JCF Portfolio Loader
Preparation of functional specification
Development of risk figure extraction from V3
Integration with the JCF Portfolio Loader
Testing and rollout of the solution
Training, support/maintenance
Extension with various change requests

Sep 2003 - Nov 2003

3 months

Project Manager, Business Analyst, Technical Analyst, Test Manager, MS Access Developer

Lazard Asset Management

Integration of V3.Fonds with YieldBook at Lazard Asset Management
Preparation of functional specification
Development of the V3 integration
Testing and rollout of the solution
Training, support/maintenance
Extension with various change requests

Skills

Project Management
Business Analysis
Test Management
Dora
Bait
Regulatory Requirements
Agile Project Management
Scrum
Scaled Agile Framework (Safe)
Agile Testing
Capital Management Company (Kvg)
Funds
Etf
Fund Accounting
Order Process
Simcorp Dimension (Scd)
Profidata Xentis
Jira
Confluence
Xray
Hp Alm
Azure Devops
Google Cloud Platform
Bigquery
Snowflake
Business Analysis
Functional Specifications
Requirements Specification
Requirement Specification
Test Manager
Test Concept
Tester
Interface Specifications
Effort Estimation
Implementation Planning
Project Management
Data Architectures
Cloud Architectures
Project Implementation With Scrum
Project Implementation With Scaled Agile Framework (Safe)
Program Increment Planning
Sprint Planning
Sprint Backlog
Daily Standups
Sprint Review
Sprint Retrospective
Project Control With Atlassian Jira
Project Control With Microsoft Azure Devops
Scrum
Kanban
Project Documentation With Atlassian Confluence
Wiki Creation
Test Management With Xray For Jira
Collaboration Tools: Mural, Conceptboard, Miro
Ux/ui Tools: Figma
Systems And Processes In Asset Management And At Kvg
Fund Accounting (Simcorp Dimension (Scd), Profidata Xentis, Sap Erp (Re-fx Fi, Co), Ascavo All.fonds)
Reporting
Regulatory Reporting
Data Warehouse (Dwh)
Investment Act
Aifmd
Mifid
Priips
Migration
Commission Accounting
Fee Management
Derivatives Regulation
Risk Management
Compliance
Asset Management
Performance Management
Test Manager
Securities Funds
Real Estate Funds
Passive Funds
Exchange Traded Funds (Etf)
Alternative Investments (Real Estate, Real Assets)
Systems Of Custodians/banks (Simcorp Dimension (Scd), Xentis, Sap)
Processes (Reconciliation, Securities Lending, Clearing, Settlement)
Interfaces
Types Of Fees
Fund Accounting
Cash Statistics
Custody Statistics
Test Manager
Sap Bca Integration
Sap Cml Integration
Sap Cms Integration
Sungard Ubix
Trema
Temenos Bsp Trade
Sungard Frontarena
Regulatory Reporting Bafin (De): Investment Act, Mifid, Priips, Derivatives Regulation, Aifmd, Sftr, Marisk, Kwg, Bait, Dora
Regulatory Reporting Bundesbank (De): Basel Ii, Custody Statistics, Cash Statistics
Cssf (Lu): Cesr’s Guidelines On Risk, Aifmd
Cbi (Ie): Money Market And Investment Funds Return (Mmif), Cbi Monthly Nav, Ucits Annual Financial
Fma (At): Quarterly Reporting For Pension Funds
Sec (Us): Rule 2a-7 Money Market Funds
Cloud Architectures
Google Cloud Platform (Gcp)
Bigquery
Snowflake
S&p Capital Iq Financials
Data Models
Interfaces
Migration
Oracle
Ms Access Tools
Ms Excel Tools
Microsoft Sql Server
Oracle Database Systems
Microsoft Access
Ibm Db2
Fund Accounting Systems
Compliance Systems
Risk Management Systems
Reporting Systems
Simcorp Dimension (Scd)
Profidata Xentis
Sap Erp (Re-fx Fi, Co)
Ascavo All.fonds
Murex Mx.3
Averroes Fondsdesigner
Sowatec Calculo
Sowatec Arregulo
Sowatec Datariver
Princeton Mig21
Princeton Dvs
Quartal Commission
Quartal Flow
Eai: Datariver, Webmethods, Vitria
Riskmetrics
Sql
Pl/sql
Vba
Java
C#
.Net
Xml
Html
Php
Toad
Oracle Sql Developer
Business Objects
Crystal Reports
Microsoft Office 365 (Excel, Word, Powerpoint, Visio)
Aris – Business Process Modelling
Altova Xmlspy