Philipp S.

Equity Portfolio Manager - Digital Wealth Management

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Zürich, Switzerland

Experience

Jan 2024 - Present
2 years
Zug, Switzerland

Equity Portfolio Manager - Digital Wealth Management

Interactive Brokers LLC

  • Main responsibility for two portfolios totaling USD 1M with a track record of an average 2% return 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

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

IET SA

  • Supported the program, as well as product owners and project managers (6 stream leads), in general project management and coordination tasks. Project approach: hybrid Agile Scrum (roadmap & feature map)
  • Set up, organized and executed test management 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; end-to-end testing, bug fixing (JIRA board). Aligned with suppliers (Additiv & Lienhardt and Partner Private Bank)
  • Co-responsible epic owner with PO for role concept & permissions, legal & compliance (clarifications on AML), test management, product configuration (3a, Fz, Fz Premium, AZP, ZIC, private account)
  • Assisted in defining business requirements using Confluence/Jira for "My Zurich Invest". Worked closely with SMEs (Head of Customer Service, Head of Product Management)
  • 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
  • Participated and supported the stream lead on the epics: 3b application & advisory process, and AML
  • Planned and led workshops with project stakeholders (core team, business owners, SMEs, software supplier (Additiv) and custodian bank partner (LPZ))
  • Daily PMO standup. General PMO tasks, and preparation of 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

Senior Consultant - PMO

Hays AG/Ernst & Young AG

  • Supported program and project managers (6 stream leads) as well as MDRs with general project management and coordination tasks. Department CCO (Chief Compliance Officer)
  • Deputy to the program manager, Head of GSCV & HRT (High Risk Transactions)
  • Set up and maintained program governance, DTPL (minimum standards, quality management)
  • Ensured weekly reporting for senior management (DIR, MDR)
  • Held daily alignment meetings with stream leads, daily 1:1 meetings with program management, weekly lifecycle delivery meetings and a weekly team meeting (around 35 employees)
  • Budget and resource planning, updating key documents on SharePoint (Teams)
  • Prepared risk management meetings, proposed mitigation actions
  • Team member on the "Risk Flags" project, PMO support and quality assurance according to minimum standards
  • Responsible for the onboarding and offboarding process, introduction of new employees
Feb 2021 - Feb 2022
1 year 1 month

CEO & Founder, ICT Project Manager, Business Developer

Porcini Trading

  • Set up and managed the startup company (10 employees) in Switzerland and Serbia: market analysis, concept development, business plan creation, 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, creating business cases and decision templates, and implementing process management measures (optimizations)
  • Business development (B2B, Hogashop.ch/wholesaler), new customer acquisition (online marketing concept)
Aug 2020 - Feb 2021
7 months
Zürich, Switzerland

Senior PMO, IT Consultant

Hays AG

  • Supported program and project managers (175 stakeholders) with general project management and coordination tasks. Deputy to the program manager and global PMO
  • Coordinated daily project management with external D365 implementation partners (HSO, EPG, LFS): progress tracking, status and planning updates, information exchange on data migration and test strategy
  • Led the weekly status update meeting (around 50 core team members)
  • Updated finances weekly (internal/external bookings, budget control)
  • Prepared monthly reports for top management (CIO and CEO), presentations for the STC
  • Set up and optimized program governance (templates, workflow, deliverables, heatmap)
  • Resource planning (updating resource allocation), monthly program cost control
  • DevOps coach (up to C-level), also introduced and coached new employees in the ERP program
Dec 2019 - Aug 2020
9 months

CEO & Founder, ICT Project Manager, Business Developer

Porcini Trading

  • Set up and organized the startup company (10 employees) in Switzerland and Serbia, performed market analysis, concept design, business plan creation, agile project management, coordination with authorities and institutions
  • Supply chain management (SCM), financial and resource planning (budget control), structuring, strategy development, IT and digital solutions planning, goal setting, preparing business cases and decision templates, and implementing process management measures (optimizations)
  • Business development (B2B, Hogashop.ch/wholesaler), new client acquisition (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 client projects (performance marketing, internet platforms), creating business cases & decision papers, financial and resource planning (budget control)
  • Member of the senior project management team using agile methods, project control (budget, ROI)
  • Support and migration in collaboration with internal experts and clients, managing internal applications, deputy administrator, aligning project progress with C-level
  • Client acquisition in digital transformation (scalable platforms), preparing proposals
Jul 2018 - Mar 2019
9 months
Zürich, Switzerland

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

Adelmann Consulting GmbH

  • Conduct IT assessments, suggest optimizations, work closely with clients, internal business units, and IT departments
  • Gather requirements (user stories) for scrum events (Siemens, Mobiliar), serve as deputy Scrum Master, project controlling (budget management)
  • Manage and monitor using ERP solutions from SAP (S/4HANA, PPM), ABACUS, and Bexio
  • Agile framework (team and program level), advising and creating strategy for process optimizations, financial and resource planning (budget control)
  • Identify new potential 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

  • Full responsibility for operations (three branches, 10 employees), utilization of all vehicles, as well as partial maintenance and upkeep of the fleet (20 vehicles)
  • Lead internal IT projects, implement new website & online reservation system, and ERP solution (ABACUS)
  • Support the owner in expansion (IT & online marketing strategies), handle implementation
  • Luxury and sports car rental, manage weekly reservations
Sep 2014 - May 2015
9 months
Zürich, Switzerland

Online Business Consultant

Local.ch (Swisscom Directories AG)

  • Selling online and mobile products on site to clients (Zurich region)
  • Analyze and design online marketing, create proposals and present solutions
  • Acquire new clients (cold calling) and support existing ones
  • Achieve weekly sales targets, report daily, deliver presentations to clients
Feb 2014 - Aug 2014
7 months
Sirnach, Switzerland

Senior Business/IT Consultant, Business Developer (Freelancer)

enjoy your dream AG

  • Co-building and organizing the startup, market analysis, concept design (creating business plan)
  • Supporting the owner in strategy planning (IT, digital solutions), goal setting, developing business cases and decision templates
  • 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
Baar, Switzerland

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

Cognizant Technology Solutions / ITECH Consult AG

  • Deputy PM/PO, Senior PMO and CM in over 20 IT projects, project management (initiation to deployment), project organization, structuring, cost control, strategy development, work planning (MS Project), effort estimation, creating business cases, resource management, risk & quality management
  • Acting for project/program leadership, leading team meetings, daily whiteboard sessions with project teams, supervising and coordinating follow-up tasks
  • Financial and budget control of project work (product/development lifecycle management) in collaboration with all stakeholders
  • Responsible for change request meetings, logging CRs and ensuring compliance
  • Offshore management: managing, planning, coordinating, preparing, and quality assurance of offshore activities, ensuring 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 for eWP Project (electronic workplace)

IET SA

Jan 2004 - Sep 2004
9 months
Zürich, Switzerland

Consulting, sales and organizing corporate courses

Digicomp Academy AG

Jul 2002 - May 2003
11 months
Baden, Switzerland

PC/LAN-Supporter

Alstom Power AG

Jul 2001 - May 2002
11 months
Zürich, Switzerland
On-site

Intern / 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 strong passion for project management (Waterfall, Prince2, SAFe/SCRUM), finance, organization, structures, communication, coordination, and processes. I'm used to working with people in a global, professional environment every day. I'm an extroverted person, open to feedback, proactive and highly self-organized, as well as stress-resistant, with strong communication and problem-solving skills. With over twenty-five years of work experience, especially in IT consulting (including over ten years in IT banking & finance), I would like to support your company with my expertise, dedication, and positive mindset, and together tackle the challenges of the fast-paced digital age.

Skills

Strong Knowledge Of:

  • Office 365 (Word, Excel, Powerpoint)
  • Jira/confluence
  • Ms Sharepoint
  • Google Workspace (G Suite)
  • Web Apps
  • Ms Project
  • Prince2
  • Cmmi
  • Oneppm
  • Sap Modules (S4/hana)
  • Trello
  • Ms Teams
  • Slack
  • Windows 10
  • Itsm (Omnitracker)
  • Apple Os
  • Remedy
  • Quality Center
  • Subversion
  • Clearcase

Good Knowledge Of:

  • Azure Devops (Ado)
  • Agile Framework (Safe)
  • Scrum
  • Tableau
  • Power Apps
  • Power Bi
  • Ms Dynamics 365
  • Sap Ppm
  • Abacus
  • Acrobat Pro
  • Adobe Pro
  • Ms Access
  • Hubspot
  • Harvest
  • Figma
  • Visio
  • Google Analytics

Basic Knowledge Of:

  • Salesforce (Crm)
  • Adobe Analytics
  • Adobe Experience Cloud
  • Javascript
  • Vba
  • Sql
  • Mysql
  • Html5
  • Unix
  • Linux

Languages

German
Native
English
Advanced
Spanish
Intermediate
French
Intermediate
Portuguese
Intermediate

Education

Sep 2007 - Jun 2010

WISS Schule

Business Information Systems HF · Zürich, Switzerland

Aug 1996 - Jul 1999

Commercial Vocational School

Commercial Apprenticeship · Aarau, Switzerland

Aug 1992 - Jul 1996

Secondary School

Secondary School · Aarau, Switzerland

...and 1 more

Certifications & licenses

SAFe® 4 Leading SAFe

Adelmann Consulting

SAFe® 4 Scrum Master (SSM)

Adelmann Consulting

SAFe® 4 Product Owner/Product Manager (POPM)

Adelmann Consulting

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