Sascha Englert - Lead Business Analyst and Project Manager (Consultant)

Q: Where is Sascha based?

Sascha is based in Ruppertsberg, Germany .

Q: What languages does Sascha speak?

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

Q: How many years of experience does Sascha have?

Sascha has at least 26 years of experience. During this time, Sascha has worked in at least 9 different roles and for 7 different companies . The average length of individual experience is 3 years and 7 months . Note that Sascha may not have shared all experience and actually has more experience.

Q: What is Sascha's latest experience?

Sascha's most recent position is Lead Business Analyst and Project Manager (Consultant) at Flossbach von Storch .

Q: What companies has Sascha worked for in recent years?

In recent years, Sascha has worked for Flossbach von Storch and HSBC Global Asset Management .

Q: Which industries is Sascha most experienced in?

Sascha is most experienced in industries like Banking and Finance and Information Technology (IT) .

Q: Which business areas is Sascha most experienced in?

Sascha is most experienced in business areas like Project Management , Operations , and Finance . Sascha also has some experience in Legal and Compliance , Business Intelligence , and Product Development .

Q: Which industries has Sascha worked in recently?

Sascha has recently worked in industries like Banking and Finance .

Q: Which business areas has Sascha worked in recently?

Sascha has recently worked in business areas like Operations , Finance , and Project Management .

Recommended expert

Ruppertsberg, Germany

Experience

Mar 2025 - Present

1 year

Cologne, Germany

Lead Business Analyst and Project Manager (Consultant)

Flossbach von Storch

Leading the end-to-end operating model implementation for cleared credit default swaps trading
Appointed to lead the Credit Default Swap project in the capacity of a project manager, transformation consultant, and business analyst
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
Identified requirements and addressed key operating model gaps and implemented 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

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

HSBC Global Asset Management

Workstream lead in one of the largest middle office outsourcing projects in the industry
Implemented a global target operating model for portfolio management and trading across multiple regions and all asset classes
Appointed to lead the critical front office workstream following a leadership change in program management
Acted as the primary point of contact for senior portfolio management and trading teams worldwide and led a team of up to seven front office business analysts with close stakeholder coordination
Identified and addressed key gaps from requirements analysis and designed and implemented corresponding target operating models collaborating closely with front office, middle office, offshore centers, and external service providers
Directed the optimization of negotiated service level agreements (SLAs) and key performance indicators (KPIs)
Provided advisory services to program leadership, workstream leads, senior stakeholders, and business analysts on regulatory requirements, compliance, risk management, and outsourcing controlling
Successfully introduced a new operating model across five global locations within just 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, and 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

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

HSBC Global Asset Management

Migrated highly specialized derivative portfolios following the acquisition of an insurance company by HSBC Insurance
Integrated portfolios, processes, contracts, service providers, and employees
Led the front office workstream during the post-acquisition integration in Singapore and Hong Kong for HSBC AM’s largest insurance client
Insourced and implemented new front office business processes, ensuring seamless integration into HSBC Asset Management's infrastructure
Developed and implemented new operating models and tools for managing derivative portfolios and securities collateral while adjusting trading, risk management, and clearing processes
Successfully delivered the first global implementation of the UMR regulation for insurance portfolios, introducing initial and variation margin with securities collateral
Directed strategic meetings with CIOs, COOs, and derivatives strategists of the client while managing internal and external stakeholders
Increased client satisfaction significantly and ensured legal and regulatory compliance
Designed a new front office role in Hong Kong
Successfully scaled the derivatives platform, achieving a sixfold increase in assets under management (AUM)

Oct 2020 - Oct 2021

1 year 1 month

Hong Kong

Workstream Lead Derivate-Portfolio Insourcing Project (Consultant)

HSBC Global Asset Management

Insourced highly specialized portfolio management activities for derivatives from HSBC AM’s largest insurance client
Integrated portfolios, processes, contracts, and service providers
Led 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
Developed and implemented a front-to-back operating model covering investment proposals, derivative trading, and the automation of transaction processing across internal teams, middle office providers, and collateral managers
Negotiated and finalized ISDA agreements and credit support annexes (CSA)
Negotiated management fee models and contracts to optimize revenue streams
Successfully 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
Achieved successful scaling of the derivatives platform, enhancing efficiency and performance

Jun 2019 - Sep 2020

1 year 4 months

Singapore

Global Program Director for Key Account Deutsche Bank

Avaloq Asia Pacific Pte Ltd.

Acted as the strategic point of contact for Deutsche Bank, Avaloq’s largest client
Held 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

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

HSBC Global Asset Management

Led the implementation of MiFID, EMIR, and GDPR programmes and projects including the analysis of regulatory requirements and the development and implementation of target operating models and tools
Introduced regulatory reporting, best execution policies, and clearing obligations for derivatives
Delivered BAIT compliance for both internal and externally outsourced processes
Implemented a new front office system (Bloomberg AIM) to streamline operations
Successfully delivered regulatory requirements on time and within budget by leveraging efficient project management and close 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
Attained 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

Managing Director, Head of Business Analysis & Projects

Coding Ant GmbH / Softskills GmbH

Developed and maintained software solutions for front office teams, research systems, ESG analysis and reporting platforms
Strategically expanded the FinTech client base, building long-term partnerships with leading financial institutions
Managed and analyzed external client projects staffed with in-house consultants, project managers, and freelance professionals
Led internal transformation projects including post-merger implementations and the design of front-to-back target operating models for financial institutions
Expanded internal capacities by recruiting additional project managers, business analysts, and developers
Built a network of freelancers to flexibly handle larger client projects
Founded and managed a recruiting start-up (Softskills GmbH) specialised in IT and project roles for the financial industry
Doubled company revenue through strategic business development and team scaling
Reduced costs by optimizing processes and improving resource utilization in software development and consulting
Member of the BVI (German Asset Management Association) and UN Principles for Responsible Investment (UN PRI) to promote sustainable investment strategies

Jan 2005 - Dec 2009

5 years

Frankfurt, Germany

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

Deutsche Bank Asset Management / DWS

Structured and implemented fund vehicles and Master-KV-Funds including UCITS (OGAW), special funds, SICAV, and investment AG structures for platform clients
Managed fund onboarding processes, executed fund mergers, and completed fund migrations
Collaborated closely with account managers and client service teams to ensure efficient relationship management and a seamless onboarding process
Delivered middle and back office services for external asset management companies and advisors
Negotiated and managed over 100 outsourcing and advisory contracts including customized investment guidelines based on regulatory requirements
Directed a team of operations, outsourcing, contract, and regulatory experts to support sales and key account management, leading up to 30 internal and external resources for complex onboarding projects for master-KVG clients
Automated investment limit checks, order, trading, and middle office processes to enhance efficiency and ensure compliance
Evaluated investment proposals from external portfolio advisors for institutional and white-label retail funds, conducted pre-trade compliance checks, and ensured seamless trade execution
Contributed to the company-wide implementation of the KAGB including revisions of prospectuses, investment guidelines, contracts, and regulatory reporting, as well as the introduction of best execution policies
Represented the DWS Group in the asset management industry association and actively participated in working groups to standardize industry practices
Held team leadership roles as assistant vice president at Deutsche Asset Management GmbH and proxy holder at DWS Investment GmbH

Jan 2002 - Dec 2005

4 years

Securities Settlement Specialist

DB Advisors / DWS – Deutsche Bank AG

Jan 2000 - Dec 2002

3 years

Securities Settlement Specialist

ETB – Deutsche Bank AG

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 (26 years) and Information Technology (7.5 years).

Banking and Finance

Information Technology

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 Project Management (20 years), Operations (15 years), Finance (10 years), Legal (8 years), Information Technology (6.5 years), and Business Intelligence (6.5 years).

Project Management

Operations

Finance

Legal

Information Technology

Business Intelligence

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.

Languages

German

Native

English

Advanced

Education

Oct 2003 - Jun 2007

Administrative and Business Academy - Verwaltungs- und Wirtschaftsakademie in cooperation with the University Mannheim

Certified Business Economist (VWA) · Mannheim, Germany

Sep 1996 - Aug 1999

Sensus Metering Systems

Qualified Industrial Business Management - German dual vocational training program – Industriekaufmann · Industrial Business Management · Ludwigshafen, Germany

Certifications & licenses

ISAE Level 1 Certification

Profile

Created

November 2025

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Frequently asked questions

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

Where is Sascha based?

Sascha is based in Ruppertsberg, Germany.

What languages does Sascha speak?

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

How many years of experience does Sascha have?

Sascha has at least 26 years of experience. During this time, Sascha has worked in at least 9 different roles and for 7 different companies. The average length of individual experience is 3 years and 7 months. Note that Sascha may not have shared all experience and actually has more experience.

What roles would Sascha be best suited for?

Based on recent experience, Sascha would be well-suited for roles such as: Lead Business Analyst and Project Manager (Consultant), Workstream Lead and Business Analyst - Portfolio Management and Trading (Consultant), Workstream Lead and Business Analyst Post-M&A-Migration (Consultant).

What is Sascha's latest experience?

Sascha's most recent position is Lead Business Analyst and Project Manager (Consultant) at Flossbach von Storch.

What companies has Sascha worked for in recent years?

In recent years, Sascha has worked for Flossbach von Storch and HSBC Global Asset Management.

Which industries is Sascha most experienced in?

Sascha is most experienced in industries like Banking and Finance and Information Technology (IT).

Which business areas is Sascha most experienced in?

Sascha is most experienced in business areas like Project Management, Operations, and Finance. Sascha also has some experience in Legal and Compliance, Business Intelligence, and Product Development.

Which industries has Sascha worked in recently?

Sascha has recently worked in industries like Banking and Finance.

Which business areas has Sascha worked in recently?

Sascha has recently worked in business areas like Operations, Finance, and Project Management.

What is Sascha's education?

Sascha holds a Bachelor in Industrial Business Management from Sensus Metering Systems.

Does Sascha have any certificates?

Sascha has 1 certificate: ISAE Level 1 Certification.

What is the availability of Sascha?

Sascha is immediately available full-time for suitable projects.

What is the rate of Sascha?

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