Matthias Metzlaff
Project Manager
Experience
Project Manager
HSBC
- Project manager for banking projects
Business Analyst
Marketdata Provider
- Analyzing and supplying market data from various providers to meet different customer requirements
- Acting as interface between IT and business
- Gathering customer requirements and translating them for IT (including PRIIPs)
- Analyzing the transition from WM Data to EDDy_neu
Business Analyst and Project Manager
DepotBank
- Assessing required reporting under MiFIR Article 26 (transaction reporting)/RTS 22
- Acting as interface between business requirements and IT
- Coordinating reporting channels
- Analyzing use of reporting software (UnaVista)
- Performing gap analysis of existing vs. required data
- Optimizing data quality
- Managing contracts and license negotiations with the software vendor
- Defining and coordinating new processes
- Coordinating and defining required reporting data
- Planning software development
- Designing and planning the extension of the core database (in-house KVG software)
- Creating business and IT concepts for MiFIR reporting
- Writing test cases and executing tests
- Conducting technical and business acceptance
- Overseeing software development and test teams
IT Project Manager for Software Rollout / Business Analyst
Custodian and Fund Administration Bank
- Classic end-to-end process implementation
- Managing and coordinating meetings
- Preparing and leading steering committees before top management
- Preparing and presenting decision papers
- Business analysis for planning transaction volume expansions and developing general optimization concepts
- Capacity planning
- Contract management
- Hybrid software development: classic approach with transition to agile processes
- Coordinating between departments
- Acting as interface between departments and project stakeholders
- Tools: MS Office, Jira, Confluence, Miro Boards
Coordination & Scrum Master (Software Rollout/CD) / IT Project Manager DevOps Team & Business Analyst
Unknown
- Coordinating the DevOps team for agile software development using Scrum and Kanban
- Coaching and optimizing DevSecOps practices (SAFe®)
- Ensuring compliance with BAIT requirements as a service provider
- Coordinating across various departments
- Planning tasks and optimizing continuous delivery and classic software rollout
- Conducting business analysis and co-designing design pipelines
- Building organizational structure
- Managing and coaching personnel and technical teams
- Environment: MS Office, Jira, Confluence, Miro Boards, microservices, Kubernetes, GitLab, Kafka, Grafana, Kibana, Elasticsearch, Splunk, PostgreSQL
Project Manager (Interim-PM for Handover)
Unknown
- Building up the Avaloq landscape
- Coordination of the teams
- Analysis of the requirements
- Organization and leading of meetings
- Initiating of orders and monitoring
- Contract management and licence negotiations with the software supplier
- Link between Customer and IT
- Collection of requirements and planning of servers, data lines, databases, etc., including interviews with various departments and IT
- Tools: MS-Office, Jira, Confluence, Miro Boards
Management
Unknown
- Online marketing in the context of online seminars and coaching
- Determine the IT requirements (hardware, software tools, social media platform, etc.)
- Define processes
- Design of member area for customers
- Create videos / photos for ads (Facebook, Instagram, XING and LinkedIn)
- Setting up the Orga structure
- Consulting and creation of content for ads (text links and video ads)
Business Analyst / Requirement Engineer and Sub-project Manager
Deutsche Börse
- Various MiFID II / MiFIR requirements to be implemented and MAR reporting (rule-based implementation of the MAR requirements)
- Sub-project management / Scrum Master of the Business Analysts
- Creation of a decision paper and reports for program managers
- Planning and coordination of software release changes to higher versions
- Planning and offer preparation, resource planning
- Service and works contract management
- Conceptual design of an automated MiFID 2 / MiFIR report monitoring including automated error correction, including dashboard for several user groups
- Asset classes: ETFs, shares, RePos, futures, funds, certificates, swaps, commodities warrants, bonds
- Creation of documents and updating and maintenance of documentation within the framework of MiFID 2 / MiFIR and MAR
- Creation of user stories, impact analyses, technical and IT concepts in coordination with internal and external interfaces (e.g. WM / WSS data)
- Regular personal dialogue with the competent authorities such as BaFin
- Evaluation Data analysis of data sources, allocation and distribution of data, data modelling (BPMN)
- Trade / Deal flow analysis for MiFID 2 reporting
- Collection of requirements and planning of servers, databases, data lines, etc., including interviews with various departments and IT
- Project management and workshop moderation, development of work package planning, use of JIRA, Confluence, MS-Project
- Preparation of specifications in close consultation with business departments and IT (Offshore in Prague)
- Analysis and coordination to SAP interface
- Planning and support software rollout
- Transfer of new software to regular operation (BaU)
- Further development and optimization of internal processes and technological customer portals (e.g. digitalization of ETF approval and inclusion and approval of instruments in the cash market (market making and designated sponsor))
- Feasibility study & concept PAM & IAM for internal & external users from onboarding to administration and deletion (analysis & conception of identity and role concepts (RACI), password management, reporting)
- BCM planning and support for IT security concept
- Suspensions (MiFID II / MiFIR)
- Transparency regulation / requirements (RTS 1 & 2)
- Volume cap (DVC = Double Volume Cap RTS 3)
- Planning and monitoring of the agreed milestones
Project Manager / Business Analyst / Requirement Engineer
Consorsbank / BNP Paribas
- Management of multiple projects, part of a SAFe framework (release changes and version upgrade of the trading emergency system, introduction of online orders in the securities environment, etc.)
- Planning and offers for resource planning
- Project and program management in particular:
- Organization and workshop moderation with management and stakeholders
- Coordination of various IT-projects
- Analysis and development for work package planning
- Preparation of decision papers for the Steering Committee
- Use of Clarity, MS-Project, Confluence
- Agile (Scrum Master) and classic project management
- Control of external service providers
- Interface definition for front-end and algo systems
- Interfaces delivery of trades for risk and collateral management systems, mid and back office
- Creation of user stories for integration of new intelligent order types (various asset classes) into existing trading and order management systems for retail customers
- Analysis of the professional and retail client onboarding procedure
- Requirements engineering, conception and documentation
- Introduction of new order types
- MAD / MAR (market abuse) Level 1 requirements definition and coordination
- Test scenario preparation and UAT
- Connection of new service providers for account opening
- Upgrade order emergency system
- Online instruction corporate actions & order cards for AGM
Project Manager
HVB
- Project manager for a migration project in the Kondor+ area
- International environment (LDN, NY, MUC)
- Coordination of the project team across several international locations
- Preparation of decision papers for the Steering Committee, Program Management
- Reporting to Steering Committee, Program Management, Stakeholders
- Appointment scheduling
- Introduction of new calculation methods
Consultant / Project Coordinator and Manager / Coach
FMS Wertmanagement AöR
- Application Manager for Market & Risk Systems: AC+ (Market Data Management), Algorithmics/IBM (Collateral Management), Visual Rules (Business Rules), Bloomberg/Reuters (Market Data)
- Co-management of project with service provider: quality and project controlling, result types
- Preparation of decision papers for the Steering Committee, Program Management
- Monitoring compliance with IT outsourcing requirements (CEBS)
- Application support and management
- Reporting to Steering Committee, Stakeholders, Program Management
- Quality assurance for transition and migration
- Planning and proposal preparation (project, infrastructure, operating expenses)
- Control of external service providers and SLA management
- Contract and license negotiations with software and market data suppliers
- Support knowledge transfer to IT service provider (offshore and local)
- Liaison between IT and business: requirements gathering
- Asset classes: CDS, bonds, loans, credits, swaps, options
- Quality assurance of offers and projects from IT service provider
- Analysis and coordination to SAP interface (FI/CO)
- Interface description between standard programs and in-house development
- Support for purchasing in license and maintenance negotiations
- Central contact for departments on supported applications
- Coordination and implementation of tests and UAT (HP-ALM, MS-SharePoint)
- Support in establishing business processes between business and IT
Consultant / Project and Program Coordinator / Coach
Dekabank Funds
- Consulting on selection of new trading software (equities and derivatives)
- Connection of exchanges, brokers and clearing houses; contracts and architecture
- Coordination of software development and rollouts
- Support of multiple release upgrades
- Analysis and team management of deal flow errors
- Work package planning
- External service provider control and SLA adjustments
- Team leadership
- Preparation of decision papers and reports for Steering Committee
- Budget planning and responsibility
- Transfer of new software into regular operations (BaU)
- Conceptual design for market connections in colocation/proximity housing
- Contract and license negotiations with vendors
- FIX connection design (buy and sell side)
- Coordination with custodian banks
- Asset classes: ETFs, shares, RePos, futures, funds, certificates, swaps, commodities warrants, bonds
- Fail-safe operation concepts
- Audit support
- Test case creation for UAT
- Hardware planning support
- Product selection and price negotiations
- Sales tool and reporting conception
- IAM and RACI concept creation
- Quality gate definition
- Compliance interactions
- Exchange rate supply planning
- Data source analysis
- STP coordination
- Single point of contact between trade and IT
Consultant / Project Manager
HVB
- Consulting and design of IT architecture for expansion of securities trading (Business Architecture)
- Organization and coordination of IT projects and SLAs
- Coordination of software development and implementation
- Team management and analysis of deal flow errors
- Preparation of decision papers and reports for Steering Committee, Program Management, Stakeholders
- Budget planning and responsibility
- Concepts for fail-safe operation and European subsidiary integration
- Audit support
- Connection of exchanges and brokers; contracts and architecture
- Interface delivery of trades for risk and collateral management and position management
- Coordination with custodian
- Integration of retail customers including IAM concepts
- Contract and license negotiations with exchanges, brokers, software and market data vendors
- FIX and RTD connection design
- Market data provider advice
- Instrument master data conceptual design
- Data source evaluation
- Asset class coverage
- Requirements catalog and concept design
- International supplier contracts
- UAT planning
- Product selection, price negotiations, auditing
- Regular operations transfer
- STP support
- Interface analysis
Project and Program Manager
HVB
- Consulting in selection of new trading software (equities and derivatives)
- Impact analyses and coordination during trading system change
- Introduction of new trading software (RTS AG / RTD) and FIX engine (CameronSystems / CameronFIX)
- Exchange connections: LSE (SETS), Euronext, XETRA, EUREX
- Supply of market and master data
- Coordination with custodian and Radianz connections
- Requirements catalog, concept and design
- Business case creation
- Planning, organization and international supplier contracts
- Auditing and price negotiations
Project Manager
HVB
- Project management of special trading system development (equities/shares)
- Managed 7-digit budget and ~15 developers
- Modules/interfaces: OMS, Internal Market, Market Data, Instrument Service, VWAP, Reuters, Bloomberg, FIX protocols
- Requirements gathering and planning
- Hardware and architecture planning
- Resource planning
- Security and installation script coordination
- IAM & PAM analysis and conception
- Milestone setting and tracking
- Functional and technical business concept development
- IT subproject coordination
- Process introduction and interface with customer and IT
- Transfer of new software into BaU
- Technical environment: Java, EJB, Oracle 8i, BEA, Apache, RMI, JMS
Project Manager / Quality Manager
Startup
- Validation of IT architecture and design with banking law considerations
- Coordination and support of system and integration tests
- Prioritization of change and error requests
- Coordination with project members and departments
- Contract negotiations with software vendors and ASPs
- Preparation of functional and technical specifications
- Quality assurance of system parameterization and application documentation
- Creation of test data and UAT test cases
- Error documentation and follow-up verification
- IT technical concept creation and quality assurance
- Support in planning implementation
- Custodian management, address management, interface definitions
- Environment: Java, EJB, Oracle 8i, SQL
Project Manager
HVB
- Migration from Kondor+ 1.9 to 2.0 at a German bank
- Interface modifications for Forex and MoneyMarket modules
- Coordination of IT subprojects and handover to new system house
- Milestone monitoring and tracking
- Introduction of new structures and processes
- Documentation structure planning
- Resource planning
- Single point of contact between business and IT
- Budget control
- Technical environment: Sybase, SQL, C, C++
CIO (Co-shareholder and Board Member)
COMVIMA AG
- Development of complex internet presence rollout
- J2EE architecture with Oracle 8i on Linux
- Lifecycle Manager installation and VPN network planning
- Project, infrastructure and operating cost planning
- Coordination between specialist and technical departments
- Data center planning
- Personnel responsibility for ~25 developers and secretariat
- Recruitment responsibility
- Budget planning, milestone setting and tracking
- Functional and technical concept cooperation
- Acquisition of pilot customers
- Investor negotiations
- Business case development
- Trademark and patent application
Summary
- Project and program management and coordination; software development and rollout; business analysis; coaching; consulting
- Trading securities and market making of ETFs, stocks, futures, certificates; algorithmic trading
- Setting up and consolidating IT infrastructure
- Providing trading and risk systems with required market data (real-time and master data) including analysis, procurement, and implementation coordination
- Admission and listing of securities
- MiFID II/MiFIR and MAR reporting (ESMA & BaFin) levels 1, 2 & 3
- Online marketing
- Digitalization
Skills
Coordination And Communication; Planning, Execution And Delivery Of Projects On Time
Problem-solving Skills
Acting As The Interface Between It And Business Departments
Working Independently; Entrepreneurial Thinking; Team Player
Solution-oriented And Pragmatic Mindset And Actions
Quickly Getting Familiar With New Topics, Teams And Tasks
Securities (Portfolio, Trading, Order Management, Management)
Custodian And Fund Administration Banks
Trading Systems (Foreign Exchange, Derivatives, Money Market, Equities, Etc.)
Reporting Software Unavista (Lseg)
Exchange Connections: Lse (Sets), Ise, Euronext, Eurex, Liffe, Xetra, Ötob, Cme, Cbot, Etc.
Markets: As Etf Specialist, Global Knowledge Of Various Markets And Otc, Especially Central Europe, Eastern Europe, Southeastern Europe, Usa
Digitalization
Outsourcing Management
Analysis And Design Of Identity And Role Concepts (Raci), Password Management, Reporting (Iam & Pam)
Kubernetes
Online Marketing For Webinars And Coaching
Change Management
Planning And Quote Preparation
Escalation Management
Scrum
Mifid/mifir & Mar (Banks And Exchanges)
Wm Data/eddy Neu, Focus On Securities Data, Wss, Mifid & Mifir
Bafin Circulars
Marisk (Previously Mah), Bait
Gdpr, Bdsg
Designing It Processes And Architecture In The Trading Environment With Interfaces (Mid- And Back-office, Position Management Systems, Emir, §9 Wphg, Price Feeds To Depositories, Esma, Mifid, Etc.)
Test Management (E.g., Hp-alm)
Creating And Maintaining Documentation And Updating Documents (Ms Sharepoint)
Handling Contracts (Service Providers, Slas, Suppliers, Etc.)
Trading Systems/software: Tbricks, Gl-trade, Orc, Rtd, Horizon, Om, Etc.
Advising On The Selection Of Market Data Providers (Thomson Reuters, Fixnetix, Idc/7ticks, Deutsche Börse, Bloomberg, Quanthouse, S&p Iq Capital, Moody's, Fitch Solutions, Markit, Etc.)
Sales Tools And Sales Reporting
Contract Negotiations With Vendors, Market Data Suppliers, Exchanges, Brokers, Etc., In Coordination With Purchasing And Legal Teams
Clearing, Depositories
Instrument Master Data Conceptual Design, Sql
Project Management (Ms Project, Clarity, Jira, Confluence, Etc.)
Planning And Coordination (Including Budget Planning And Control)
Creating Technical Concepts
Clearing At Lch Clearnet, Eurex Clearing (Repos, Bonds, Etc.)
Billing And Accounting
Trademark And Patent Applications
Basic Understanding Of Payment Transactions/swift
Data Center Planning
Production Support And Monitoring
Software Development
Team Management
Executive Board Collaboration
Analyzing And Creating Processes (E.g., Bpmn)
Good Knowledge Of Stock Exchange Operations Nationally And Internationally
Preparing Reports And Presentations (Management, Board Of Directors, Stakeholders, Status Reports, Final Reports, Etc.)
Experience In Commission Trading, Retail, Proprietary Trading, Agency, Order Routing, Etc.
Deal Flow Analysis Across The Full Chain From Order To Settlement
Developing Technical And Functional Solutions For Online Trading
Drafting Concepts For A Repository In The Trading Environment
Industries: Banks And Financial Service Providers (E.g. Kvg For Securities And Trading Systems) Such As Südwestlb/lbbw, Hypovereinsbank (Hvb), Deutsche Vermögensberatung, Dekabank, Fms Wertmanagement Aör, Consorsbank/bnp Paribas; Deutsche Börse Group; Chemical Industry (Du Pont De Nemours); Software Companies (Software Ag); It Startups; System Integrators (Anderson Consulting/accenture); Telecommunications (Deutsche Telekom); Insurance (Life, Health, Non-life) Like Alte Leipziger, Deutsche Vermögensberatung (Dvag)
Languages
Profile
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