Philipp S. - Equity Portfolio Manager - Digital Wealth Management (Freelancer)

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Zürich, Switzerland

Experience

Jan 2024 - Present

1 year 8 months

Zug, Switzerland

Equity Portfolio Manager - Digital Wealth Management (Freelancer)

Interactive Brokers LLC

Main responsible for two portfolios worth 1 M USD with a track record of an average of 2% per month
Responsible for the investment strategy, specializing in US stocks and ETFs (exchanges: NASDAQ and NYSE)
Market, trend, data and technical chart analysis
Risk management - diversification, daily/weekly risk reduction measures (rebalancing) to ensure optimal portfolio performance

Mar 2022 - Dec 2023

1 year 10 months

Zürich, Switzerland

Senior Consultant - (Roles: PMO, Test Manager and Business Analyst)

IET SA (Mandant: Zurich Invest AG)

Supported the program as well as product owners and project managers (6 stream leads) with general project management & coordination tasks. Hybrid Agile Scrum approach (road & feature map)
Test management setup, organization and execution for the strategically important project “My Zurich Invest” (DWP - Digital Wealth Platform) with MVP (Rel.1 / 3a/Fz) by 31.12.22. Business testing (UAT), creating and executing test cases; E2E testing, bug fixing (JIRA board). Alignment with suppliers (Additiv & Lienhardt and Partner Privat Bank)
Co-responsible Epic with PO for role concept & permissions, legal & compliance (clarifications regarding AML), test management, product configuration (3a, Fz, Fz Premium, AZP, ZIC, private account)
Assisted in describing business requirements using Confluence/Jira for “My Zurich Invest”. Close collaboration with SMEs (Head of Customer Service, Head of Product Mgmt)
Stakeholder management, monthly program reporting, support for the lead product manager (products: 3a, Fz, Fz Premium, AZP, ZIC, private account) as well as the product and relationship management teams.
Participation and support of the stream lead in the epics: 3b application & advisory process, and AML
Workshop planning and execution with project stakeholders (core team, business owners, SMEs as well as SW supplier (Additiv) and custodian bank partner (LPZ))
Daily PMO standup. General PMO tasks, preparing STC reporting to ZIAG C-level.
Daily alignment meetings with stream leads, suppliers, CTO (PMO team)
Responsible for the weekly “status stream lead” meeting, and involved in delivery, sprint planning & sprint review meetings
General tasks (onboarding new employees, test training, permissions), event organization

Mar 2022 - Aug 2022

6 months

Zürich, Switzerland

Senior Consultant - PMO

Hays AG/Ernst & Young AG (Mandant: CREDIT SUISSE, HRT & Global Compliance Delivery)

Supported program and project managers (6 stream leads), and MDRs with general project management & coordination tasks. Department CCO (Chief Compliance Officer)
Deputy program manager, Head of GSCV & HRT (High Risk Transactions)
Established and maintained program governance, DTPL (minimum standards, quality management)
Ensured weekly reporting for senior management (DIR, MDR)
Daily alignment meetings with stream leads, 1:1 daily with program management, weekly lifecycle delivery meeting, and weekly team meeting (~35 staff)
Budget and resource planning, updating key documents on SharePoint (Teams)
Prepared risk management meetings, suggested mitigation actions
Team member of the “Risk Flags” project, PMO and supported quality assurance according to the “minimum standards”
Responsible for the on- and offboarding process, introducing new employees

Feb 2021 - Feb 2022

1 year 1 month

Zürich, Switzerland

CEO & Founder, ICT Project Manager, Business Developer

Porcini Trading

Set up and organized the startup company (10 employees) in Switzerland and Serbia, market analysis, concept, created business plan, agile project management, coordination with authorities/institutions
Supply chain management (SCM), financial and resource planning (budget control), structuring, strategy development, planning (IT, digital solutions), goal setting, developing business cases and decision templates, as well as implementation measures in process management (optimizations)
Business development (B2B, Hogashop.ch/wholesaler), acquiring new customers (online marketing concept)

Aug 2020 - Feb 2021

7 months

Zürich, Switzerland

Senior PMO, IT Consultant

Hays AG (Mandant: BOSSARD AG, Zug)

Supported program and project managers (175 stakeholders) with general project management & coordination tasks. Deputy program manager and Global PMO
Daily coordination of project management with external D365 implementation partners (HSO, EPG, LFS), tracking progress, status and planning updates, information exchange on data migration and test strategy
Led weekly status update meeting (~50 core team members)
Weekly financial updating (internal/external bookings, budget control)
Compiled monthly reports for top management (CIO and CEO), presentations for the STC
Built and optimized program governance (work templates, workflows, deliverables, heatmap)
Resource planning (updating resource assignments), monthly program cost control
DevOps coach (up to C-level), and onboarding and coaching new employees in the ERP program

Dec 2019 - Aug 2020

9 months

Zürich, Switzerland

CEO & Founder, ICT Project Manager, Business Developer

Porcini Trading

Set up and organized the startup company (10 employees) in Switzerland and Serbia, market analysis, concept, created business plan, agile project management, coordination with authorities/institutions
Supply chain management (SCM), financial and resource planning (budget control), structuring, strategy development, planning (IT, digital solutions), goal setting, developing business cases and decision templates, as well as implementation measures in process management (optimizations)
Business development (B2B, Hogashop.ch/wholesaler), acquiring new customers (online marketing concept)

Apr 2019 - Nov 2019

8 months

Winterthur, Switzerland

Senior Consultant, Project Manager, Business Developer

Deep Impact AG

Analysis, consulting, planning, strategy, coordination and design of customer projects (performance marketing, internet platforms), creating business cases & decision templates. Financial and resource planning (budget control)
Member of the senior project management team using agile project methods, project control (budget, ROI)
Support and migration in collaboration with internal experts and clients. Managed internal applications, deputy administrator, aligned project progress with C-level
Customer acquisition in digital transformations (scalable platforms), preparing offers

Jul 2018 - Mar 2019

9 months

Zürich, Switzerland

Senior IT Consultant, Project Manager, Business Developer (Freelancer)

Adelmann Consulting GmbH

Conducted IT assessments, proposed optimizations, worked closely with clients, internal business units, IT teams, gathered requirements (user stories) for SCRUM events (Siemens, Mobiliar), deputy Scrum Master, project controlling (budget management), control and monitoring using ERP solutions from SAP (4HANA, PPM), ABACUS and Bexio
Agile framework (team and program level), consulting, strategy regarding process optimizations. Financial and resource planning (budget control)
Identified new potentials in existing and new clients

Mar 2016 - May 2018

2 years 3 months

Sirnach, Switzerland

COO, Senior IT Consultant, Project Manager

enjoy your dream AG

Overall responsibility for operational operations (three branches, 10 staff), vehicle utilization, as well as partial maintenance and upkeep of the fleet (20 vehicles)
Led internal IT projects, implemented new website & online reservation systems, as well as ERP solution (ABACUS)
Supported the owner in expansion (IT & online marketing strategies), implemented changes
Luxury and sports car rentals, managed weekly reservations

Sep 2014 - May 2015

9 months

Zürich, Switzerland

Online Business Advisor (Field Sales)

Local.ch (Swisscom Directories AG)

Sold online and mobile products on-site at customer premises (Zurich region)
Analysis, concept for online marketing, preparing offers and solution proposals
Acquiring new customers (cold calling), as well as servicing existing customers
Achieving weekly sales targets, daily reporting, presentations to customers

Feb 2014 - Aug 2014

7 months

Sirnach, Switzerland

Senior Business/IT Consultant, Business Developer (Freelancer)

enjoy your dream AG

Co-built and organized the startup company, market analysis, concept (created business plan)
Supported the owner in strategy planning (IT, digital solutions), goal setting, developing business cases and decision templates, as well as implementation measures in process management, organization and marketing of the company, new customer acquisition (online marketing concept, SEM/SMM)

May 2007 - Jan 2014

6 years 9 months

Zürich, Switzerland

Senior IT Consultant, Assistant Manager (PMO/PM, CM)

Cognizant Technology Solutions, Zürich (Mandat: CREDIT SUISSE IT Private Banking, Zürich) / ITECH Consult AG, Baar

Deputy PM/PO, Senior PMO and CM in over 20 IT projects, project management (initialization to deployment), project organization, structuring, cost control, strategy development, preparing work plans (MS Project), effort estimates, creating business cases, resource management, as well as risk & quality management
Deputy project/program manager, conducted team meetings, daily whiteboard sessions with project teams, supervised and coordinated follow-up work
Finance and budget control of project work (product/development lifecycle management) in collaboration with all stakeholders (communication concept / stakeholder management)
Responsible for “Change Request Meeting”, capturing CRs and ensuring compliance
Offshore management: managed, planned, coordinated, prepared, and quality assured offshore activities within the sector. Ensured internal data protection policies (data governance)
Configuration management, documentation, consulting & support for the IT projects “Change the Bank”

Nov 2005 - Apr 2007

1 year 6 months

Zürich, Switzerland

Project Assistant / Tester Project eWP (electronic Workplace)

IET SA (Mandant: Zurich Financial Services AG, Zürich)

Jan 2004 - Sep 2004

9 months

Zürich, Switzerland

Consulting, Sales and Organization of Corporate Courses

Digicomp Academy AG

Jul 2002 - May 2003

11 months

Baden, Switzerland

PC/LAN Supporter

Alstom Power AG (On behalf of Freestar-Informatik AG, 6331 Hünenberg)

Jul 2001 - May 2002

11 months

Zürich, Switzerland

On-site

Internship / Onsite Support Staff

UBS AG

May 2000 - Feb 2001

10 months

Hunzenschwil, Switzerland

Commercial Clerk in the Fuel Department

Oel-Brack AG

Sep 1999 - May 2000

9 months

Buchs, Switzerland

Commercial All-Rounder / Assistant to the Managing Director

Decorado/BLB AG

Summary

I am an entrepreneurial, analytical and very service-oriented Senior PMO with a great passion for project management (Waterfall, Prince2, SAFe/SCRUM), finance, organization, structures, communication, coordination and processes. I deal with people in a global and highly professional environment every day. I am an extroverted personality, open to criticism, proactive and extremely self-organized, as well as stress-resistant, a strong communicator and have high problem-solving skills. I want to support your company in the best possible way with my expertise, commitment and positive mindset and together master the challenges of the fast-paced digital age.