Principal Consultant

Participation in various client projects

• Building an interface from the DWH to an external portfolio management system at a leading European master KVG
• Release upgrade of an asset management software at a Luxembourg investment management company
• Participation in the WM EDDy_neu project at a Luxembourg investment management company
• Participation in the WM EDDy_neu project at a leading European master KVG
• Optimization of system setup and processes for an asset management software as part of a migration project at a large German cooperative custody bank
• Vendor selection process for a fund control system under BaFin model 2 for a large German custody bank in the Sparkassen organization

Responsible for leading and further developing the fund transactions department

• Leadership responsibility for 19 employees
• Designing the setup of the German custody branch (Frankfurt branch of DZ PRIVATBANK S.A.)
• Participation in the strategic group project at DZ BANK AG (restructuring fund services within the DZ BANK Group)
• Ensuring appropriate organizational and operational structures for the subordinate fund transactions – securities and other fund transactions groups
• Further development of business processes and data processing systems of the custody bank (especially transaction workflow, valuation, and control functions)
• Quality management, fostering continuous improvement processes, and conducting management controls
• Representation towards fund companies and auditors
• Project management for “European Market Infrastructure Regulation (EMIR)”

Monitoring international equity, interest rate, and currency markets

• Designing and implementing fixed-income investment strategies for WGZ Bank’s in-house funds and private banking
• Overseeing and allocating managed asset management mandates
• Establishing valuation functions for illiquid assets
• Designing and implementing the “Risk Management for Asset Investments” project for asset management and private banking clients based on the variance–covariance approach (Value at Risk)