Sascha E.
Lead Business Analyst and Project Manager (Consultant)
Experience
Mar 2025 - Present
10 monthsCologne, 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 monthsWorkstream 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 monthsSingapore
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 monthHong 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 monthsSingapore
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 monthProject 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 monthsFrankfurt, 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 yearsFrankfurt, 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 yearsSecurities Settlement Specialist
DB Advisors / DWS – Deutsche Bank AG
Jan 2000 - Dec 2002
3 yearsSecurities Settlement Specialist
ETB – 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.
Languages
German
NativeEnglish
AdvancedEducation
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
Need a freelancer? Find your match in seconds.
Try FRATCH GPT More actions
Similar Freelancers
Discover other experts with similar qualifications and experience
Natascha K.
Business Analyst DORA and System Architecture
View Profile
Christian S.
Operation Manager
View Profile
Ronald F.
IT Consultant & Continuing Education
View Profile
Luca P.
ERP Program Manager
View Profile
Markus M.
Project Manager / Senior Consultant (multiple projects)
View Profile
Axel B.
Independent Consultant and Project Manager
View Profile
Mirko H.
Cybersecurity Manager
View Profile
Christoph J.
Buy-Side Carve-out Advisory
View Profile
Ralph S.
Executive Consultant / Project Lead - Corporate Development
View Profile
Myriam B.
Project Coordinator / IT Coordinator
View Profile
Ole H.
Senior Business Analyst IT
View Profile
Luca B.
Founder & CEO
View Profile
Thomas C.
External Consultant to Program Management / SCRUM Master
View Profile
Klaus S.
IT Project Manager and Senior Consultant
View Profile
Lucas S.
Consultant Market Analysis Vertical Acquisitions
View Profile
Matthias B.
Interim Change Manager
View Profile
Jens R.
Finance Transformation Director
View Profile
Thomas A.
Interim Assignment
View Profile
Matthias O.
Test Manager
View Profile
Yahya V.
Co-founder & CEO
View Profile
Matthias S.
Cross-project Coordinator
View Profile
Yann K.
Freelance Management Consultant
View Profile
Onik M.
SAP SuccessFactors & S4HANA Consultant
View Profile
Stephan L.
Managing Director
View Profile
Fred S.
Partner Management; Project Manager
View Profile
Jens K.
Senior Manager Banking
View Profile
Stephan S.
Project and Product Manager, Consultant and Trainer
View Profile
Michael S.
Partner | Executive Consultant
View Profile
Julia P.
CFO & Managing Director
View Profile
Michael T.
Advisor
View Profile
