Sascha E. - Lead Business Analyst and Project Manager (Consultant)

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Ruppertsberg, Germany

Experience

Mar 2025 - Present

9 months

Cologne, Germany

Hybrid

Lead Business Analyst and Project Manager (Consultant)

Flossbach von Storch

Leading the end-to-end operating model implementation for cleared credit default swaps trading
Acting as the primary point of contact for portfolio management, trading desk, middle office, fund admin, clearing broker, external collateral manager, central counterparties and derivative exchanges
Identifying requirements and addressing key operating model gaps, implementing corresponding target operating models and IT enhancements including Aladdin configurations as well as contract enhancements and regulatory reporting
Delivered a scalable and fully compliant front-to-back operating model for cleared CDS trading
Enhanced cross-departmental coordination and transparency, reducing manual interventions and operational risk
Achieved measurable efficiency gains in trade matching, clearing, and collateral management workflows

Mar 2023 - Dec 2024

1 year 10 months

Düsseldorf, Germany

Hybrid

Workstream Lead and Business Analyst - Portfolio Management and Trading (Consultant)

HSBC Global Asset Management

Leading the front office workstream as primary point of contact for senior portfolio management and trading teams worldwide
Leading a team of up to seven front office business analysts with close stakeholder coordination
Identifying and addressing key gaps from requirements analysis and designing and implementing corresponding target operating models across multiple regions and asset classes
Collaborating closely with front office, middle office, offshore centers, and external service providers
Directing the optimization of negotiated service level agreements (SLAs) and key performance indicators (KPIs)
Providing advisory services to program leadership, workstream leads, senior stakeholders, and business analysts on regulatory requirements, compliance, risk management, and outsourcing controlling
Introduced a new operating model across five global locations within 12 months
Documented all project milestones, risks, and identified gaps to ensure seamless compliance traceability
Delivered and implemented new operating models for global mutual fund and liquidity trading and processing, cross-border India government bonds trading and processing, global broker code usage and mapping, global enhanced BCP policy and operating model for T=0 trades (manual trading, instruction and processing)

Oct 2021 - Feb 2023

1 year 5 months

Singapore

Hybrid

Workstream Lead and Business Analyst Post-M&A-Migration (Consultant)

HSBC Global Asset Management

Leading the front office workstream during the post-acquisition integration in Singapore and Hong Kong for HSBC AM’s largest insurance client
Insourcing and implementing new front office business processes to integrate into HSBC Asset Management's infrastructure
Developing and implementing new operating models and tools for managing derivative portfolios and securities collateral, while adjusting trading, risk management, and clearing processes
Successfully delivering the first global implementation of the UMR regulation for insurance portfolios, introducing initial and variation margin with securities collateral
Directing strategic meetings with CIOs, COOs, and derivatives strategists of the client while managing internal and external stakeholders
Increased client satisfaction and ensured legal and regulatory compliance
Designed a new front office role in Hong Kong
Scaled the derivatives platform achieving a sixfold increase in assets under management

Oct 2020 - Oct 2021

1 year 1 month

Hong Kong

Workstream Lead Derivate-Portfolio Insourcing Project (Consultant)

HSBC Global Asset Management

Leading the transfer of derivative portfolio management activities for equity options from the client’s investment team to HSBC AM’s portfolio management team in Hong Kong
Developing and implementing a front-to-back operating model covering investment proposals, derivative trading, and transaction processing automation across internal teams, middle office providers, and collateral managers
Negotiating and finalizing ISDA agreements and Credit Support Annexes (CSA)
Negotiating management fee models and contracts to optimize revenue streams
Transitioned manual processes reliant on email and Excel to a standardized front-to-back infrastructure with automated order management, regulatory investment limit checks, best-execution trading standards, and a fully system-supported workflow
Designed new front office roles in Hong Kong
Scaled the derivatives platform to enhance efficiency and performance

Jun 2019 - Sep 2020

1 year 4 months

Singapore

Hybrid

Global Program Director for Key Account Deutsche Bank

Avaloq Asia Pacific Pte Ltd.

Acting as the strategic point of contact for Deutsche Bank, Avaloq’s largest client
Holding global responsibility for the delivery of change projects with a total budget of USD 6 million
Increased client satisfaction through effective project delivery and stakeholder management
Improved program profitability by 15% while enhancing customer satisfaction
Reduced project costs by 30% through the expansion of internal and external offshore development capabilities

Jun 2016 - Jun 2019

3 years 1 month

Düsseldorf, Germany

Hybrid

Project Manager and Lead Business Analyst - Regulatory Transformation & Compliance (Consultant)

HSBC Global Asset Management

Leading the implementation of MiFID, EMIR, and GDPR programs and projects including regulatory requirements analysis and target operating model and tool development
Introducing regulatory reporting, best execution policies, and clearing obligations for derivatives
Delivering BAIT compliance for both internal and externally outsourced processes
Implementing a new front office system (Bloomberg AIM) to streamline operations
Delivered regulatory requirements on time and within budget through efficient project management and stakeholder coordination under strict deadlines
Achieved process automation and enhanced user satisfaction through increased automation levels, optimized reporting structures, and improved usability for front office teams
Strengthened the reputation of the German branch by providing professional guidance to program leadership and consistently meeting deadlines
Achieved audit excellence by leading the ISAE Level 1 certification with no audit findings, ensuring full compliance and process integrity

Jan 2010 - May 2016

6 years 5 months

Frankfurt, Germany

Hybrid

Managing Director, Head of Business Analysis & Projects

Coding Ant GmbH / Softskills GmbH

Developing and maintaining software solutions for front office teams, research systems, ESG analysis and reporting platforms
Strategically expanding the FinTech client base and building long-term partnerships with leading financial institutions
Managing and analyzing external client projects staffed with in-house consultants, project managers, and freelance professionals
Leading internal transformation projects including post-merger implementations and front-to-back target operating models for financial institutions
Expanding internal capacities by recruiting additional project managers, business analysts, and developers
Building a network of freelancers to flexibly handle larger client projects
Founding and managing a recruiting start-up specialising in IT and project roles for the financial industry
Doubling company revenue through strategic business development and team scaling
Reducing costs by optimizing processes and improving resource utilization in software development and consulting
Engaging with industry associations such as the BVI and UN Principles for Responsible Investment to promote sustainable investment strategies

Jan 2005 - Dec 2009

5 years

Frankfurt, Germany

On-site

Head of Outsourcing Contracts and Fund Onboarding (AVP & Authorised Signatory)

Deutsche Bank Asset Management / DWS

Structuring and implementing fund vehicles and master KVG funds including UCITS (OGAW), special funds, SICAV, and investment AG structures
Managing fund onboarding processes, executing fund mergers, and completing fund migrations
Collaborating with account managers and client service teams to ensure efficient relationships and seamless onboarding
Delivering middle and back office services for external asset management companies and advisors
Negotiating and managing over 100 outsourcing and advisory contracts including customized investment guidelines based on regulatory requirements
Directing a team of operations, outsourcing, contract, and regulatory experts supporting up to 30 internal and external resources for complex onboarding projects
Automating investment limit checks, order, trading, and middle office processes to enhance efficiency and compliance
Evaluating investment proposals as advisory portfolio manager and conducting pre-trade compliance checks
Contributing to company-wide KAGB implementation including prospectus, guideline, contract, and reporting revisions and best execution policy introduction
Representing the DWS Group in industry associations and working groups to standardize practices

Jan 2002 - Dec 2005

4 years

Frankfurt am Main, Germany

On-site

Securities Settlement Specialist

Deutsche Bank AG

Jan 2000 - Dec 2002

3 years

Frankfurt am Main, Germany

On-site

Securities Settlement Specialist

Deutsche Bank AG

Summary

I am a transformation consultant and business analyst with over 25 years of experience in the financial-services industry, specialising in asset and wealth management. I have successfully delivered projects across front-to-back operations, including regulatory transformation, business-process outsourcing, post-acquisition and fund migrations, data management, and complex IT implementations.

I bring an uncommon depth of knowledge across the entire value chain — from order and trading to trade matching, settlement, and collateral management. My expertise covers equities, fixed income, FX, derivatives, funds, and money markets, underpinned by strong knowledge of ISDA/CSA frameworks, Fund onbarding and Migrations, ESG reporting, regulatory regimes, compliance, and data governance. I have developed and implemented front- and back-office solutions to enhance automation, regulatory compliance, and reporting efficiency.