Recommended expert

Rudolf Kreis

Business Analyst

Rudolf Kreis
Dreieich, Germany

Experience

Jan 2023 - Present
3 years 2 months

Business Analyst

Kreis Consulting

  • Revision of the fee model (design and testing) in the new XTP software
  • Analysis and quality assurance of existing reports for the business unit
  • Uploading, downloading, and analysis of data sets for EMIR (ETD, OTC), MiFIR, SFTR, and MMSR using deltaconX and Abacus TR
  • Documentation of daily reports
  • Configuration of a new software application for daily reports
  • Analysis of new instruments in the capital market
  • Analysis for implementing market data for gold and silver to price coins in the online shop
  • Adjustment of existing conditions for pairing and matching in EMIR
  • Coordination with counterparties on pairing and matching discrepancies
Mar 2021 - Dec 2022
1 year 10 months

Business Analyst

Societe Generale Securities Services

  • Analysis of requirements according to CSDR (SDR) with SimCorp Dimension
  • Requirements gathering with the involved business units
  • Creation of business and IT concepts to implement regulatory and functional requirements and new Swift data sets
  • Participation in project management and planning
  • Training of SGSS Paris staff
  • Creation of data sets for collateral, transactions, positions, and valuations for ETDs and OTCs
  • Uploading and downloading data sets via DTCC web portal
  • Handling NACK processing tasks and maintaining the audit trail for NACK data sets
  • Analysis of new EMIR Refit requirements
Oct 2015 - Feb 2021
5 years 5 months

Business Analyst / Application Tester

Kreis Consulting

  • Analysis of business unit requirements regarding master data for setting up mutual funds during the implementation of the Avaloq Banking Suite for custodian functions
  • Revision and execution of existing test cases and analysis of errors
  • Analysis of different data sets (ETD, OTC) for the new EMIR reporting module in SimCorp Dimension
  • Creation of business and IT concepts and data set definitions
  • Coordination with internal audit and preparation of required documents including business process and job descriptions
  • Support of management on BaFin requirements
  • Creation of data sets for collateral, transactions, positions, and valuations for ETDs and OTCs, including upload/download via the DTCC web portal
  • Conducting completeness checks of traded transactions and development of KPIs for the quality of daily reports
  • Analysis of the functionality of a new middleware and creation of test concepts for status workflows as well as creation and execution of test cases
  • Creation of functional documentation and process and interface documentation for MiFID II / MiFIR requirements
  • Requirements gathering and moderation of workshops for a new Order Execution Management System
Oct 2012 - Sep 2015
3 years

Business Analyst / Business Development Manager

Fimas Consulting

  • Contribution to project planning and organization of the testing process for the implementation of Portware as an Order Execution Management System
  • Adjustment of business processes from trading to settlement
  • Creation and adaptation of test concepts and test cases, as well as execution of test cases and error analysis
  • Revision and creation of test cases as part of release upgrades at SimCorp Dimension and Xetra
  • Analysis of business concepts for EMIR client reporting and creation of test concepts for derivatives with SimCorp Dimension
  • Analysis of current topics and legal requirements in the securities area and preparation of presentations for business development
May 2001 - Sep 2012
11 years 5 months

Business Analyst / Application Tester

Kreis Consulting

  • Analysis and mapping of business processes in securities operations for equities, bonds, derivatives, FX, and securities lending
  • Conducting and moderating workshops, including meeting minutes and coordination with software providers and business units
  • Creation and execution of test concepts and test cases, as well as automation of test cases during the migration of mutual funds to SimCorp Dimension
  • Creation of test concepts for implementing IFRS accounting with SimCorp Dimension and error analysis
  • Requirements gathering and design of the software application for straight-through processing with Diamos-F, including test concepts and execution
  • Planning of regression, module, integration, performance, and application tests during system integration and support of SimCorp Dimension
Jul 2000 - Apr 2001
10 months

Board Member

Trading Places

  • Created the business plan and technical concepts to start a securities trading bank
  • Created the business concept, including balance sheet and profit and loss planning
  • Set up internal structures, including HR management
  • Filed the application for a partial banking license with the Federal Banking Supervisory Office
  • Presented the business model to partners and clients
  • Negotiated with partners, exchanges, and regulators
Jan 2000 - Jun 2000
6 months

Business Development Manager

HF Bank Consult

  • Created the business plan for the Internet brokerage sales division
  • Built up the business area, including internal structures
  • Analyzed the market's existing day-trading software and securities trading firms
  • Developed marketing strategies to launch the software
  • Sold the software and led negotiations and presentations with partners and clients
Apr 1998 - Dec 1999
1 year 9 months

Business Analyst

Kreis Consulting

  • Analyzed time-critical investment banking processes as part of disaster recovery
  • Described the interfaces and subprocesses of securities transactions
  • Outlined the entire workflow for price sourcing, trading, and deal recording
  • Developed the technical design to implement the 6th KWG amendment with Samba
  • Analyzed and described exchange and securities transactions for reporting and supported subsidiaries in London, Sydney, and Paris
Feb 1997 - Mar 1998
1 year 2 months
Australia

Vacationer

Australia

  • Took a career break for reorientation
Dec 1995 - Jan 1997
1 year 2 months

Department Manager

Bankhaus Metzler

  • Managed the DTB trading department
  • Market making and proprietary trading in stocks, options, and futures
  • Risk management, including profit and loss accounting
Apr 1995 - Nov 1995
8 months

Securities Trader

Dyna Option

  • Set up the DTB and equity trading department
  • Managing relationships with exchanges, trading software providers, and general clearing members
  • Market making and proprietary trading in equities, options, and futures
  • Risk management including profit and loss accounting
Apr 1990 - Mar 1995
5 years

Securities Trader

Credit Suisse First Boston

  • Market making and proprietary trading in equities, bonds, ETDs, warrants, and OTC options
  • Coordinating collaboration between trading, risk management, and operations
  • Training new staff and trainees
Oct 1985 - Mar 1990
4 years 6 months

Securities Trader

Metallbank

  • Market making and proprietary trading in equities, bonds, and ETDs
  • Training new staff and trainees
Apr 1984 - Sep 1985
1 year 6 months

Securities Advisor

Dresdner Bank

  • Advising private clients on German and international equities and bonds

Industries Experience

See where this freelancer has spent most of their professional time. Longer bars indicate deeper hands-on experience, while shorter ones reflect targeted or project-based work.

Experienced in Banking and Finance (40.5 years).

Banking and Finance

Business Areas Experience

The graph below provides a cumulative view of the freelancer's experience across multiple business areas, calculated from completed and active engagements. It highlights the areas where the freelancer has most frequently contributed to planning, execution, and delivery of business outcomes.

Experienced in Investments and M&A (24 years), Quality Assurance (20 years), Finance (17 years), Accounting (11.5 years), Information Technology (7 years), and Business Intelligence (5 years).

Investments and M&A
Quality Assurance
Finance
Accounting
Information Technology
Business Intelligence

Skills

  • Topics: System Implementation, Regulatory Reporting (Emir, Mifir, Mmsr, Sftr), Csdr, Swift, Mifid / Mifir, Business Development, Release Upgrades, Business Process Analysis, Migration, 6th Kwg Amendment, Securities Trading, Securities Advisory.
  • Securities Applications: Xtp, Deltaconx, Murex, Abacus Tr, Scd Simcorp Dimension, Avaloq Banking Suite, Portware, Aladdin Blackrock Solutions, Crims Charles River, Imagine, T7, Xetra, Eurex, Cip Coryx, Diamos-f, Samba.
  • Responsibilities: System Implementation, Business, It, And Test Concept Designs, Quality Assurance, Requirements Gathering, Business Process Analysis, Data Set Definitions, Project Management, Training.
  • Expertise: Banking, Exchange, And Securities Operations, Trading, Settlement, Clearing, Risk Management, German And International Markets, Equities, Bonds, Exchange-traded Derivatives (Etds), Otc Products, Mutual Funds, Fx And Commodities.
  • System Knowledge: Front, Middle, And Back Office Systems, Asset Management Systems, Risk Management Systems.
  • It Skills: Microsoft Office Applications, Hp Quality Center, Silk Test, Jira.

Languages

German
Native
English
Advanced

Education

Apr 1981 - Jan 1984

University of Applied Sciences

Diploma in Business Administration · Business Administration

Aug 1978 - Jun 1979

Technical High School

Technical College Entrance Qualification

Aug 1976 - Jul 1978

Braun

Office Clerk · Vocational training as office clerk

Profile

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Frequently asked questions

Do you have questions? Here you can find further information.

Where is Rudolf based?

Rudolf is based in Dreieich, Germany and can operate in on-site, hybrid, and remote work models.

What languages does Rudolf speak?

Rudolf speaks the following languages: German (Native), English (Advanced).

How many years of experience does Rudolf have?

Rudolf has at least 42 years of experience. During this time, Rudolf has worked in at least 9 different roles and for 11 different companies. The average length of individual experience is 3 years. Note that Rudolf may not have shared all experience and actually has more experience.

What roles would Rudolf be best suited for?

Based on recent experience, Rudolf would be well-suited for roles such as: Business Analyst, Business Analyst / Application Tester, Business Analyst / Business Development Manager.

What is Rudolf's latest experience?

Rudolf's most recent position is Business Analyst at Kreis Consulting.

What companies has Rudolf worked for in recent years?

In recent years, Rudolf has worked for Kreis Consulting and Societe Generale Securities Services.

Which industries is Rudolf most experienced in?

Rudolf is most experienced in industries like Banking and Finance.

Which business areas is Rudolf most experienced in?

Rudolf is most experienced in business areas like Investments, M&A & Venture Capital, Quality Assurance (QA), and Finance. Rudolf also has some experience in Accounting, Information Technology (IT), and Human Resources (HR).

Which industries has Rudolf worked in recently?

Rudolf has recently worked in industries like Banking and Finance.

Which business areas has Rudolf worked in recently?

Rudolf has recently worked in business areas like Information Technology (IT), Quality Assurance (QA), and Business Intelligence.

What is Rudolf's education?

Rudolf attended University of Applied Sciences for Business Administration.

What is the availability of Rudolf?

Rudolf is immediately available full-time for suitable projects.

What is the rate of Rudolf?

Rudolf's rate depends on the specific project requirements. Please use the Meet button on the profile to schedule a meeting and discuss the details.

How to hire Rudolf?

To hire Rudolf, click the Meet button on the profile to request a meeting and discuss your project needs.

Average rates for similar positions

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Market avg: 740-900 €
The rates shown represent the typical market range for freelancers in this position based on recent contracts on our platform.
Actual rates may vary depending on seniority level, experience, skill specialization, project complexity, and engagement length.