Thomas Schulze
Business Analyst, Partial Project Lead, Testing
Experience
Business Analyst, Partial Project Lead, Testing
IDS GmbH - Analysis and Reporting Services (Allianz SE)
- Extension of the web app for regulatory content (PRIIPs) in insurance
- Process adjustments and automation for report creation and text and cost changes
- Display and verification of current performance and risk values
- Functional and regression testing with Micro Focus ALM
- UAT
Business Analyst, Partial Project Lead
Bayerische Landesbank
- Consolidation of trading platforms (KITT)
- Quality assurance: matching OTC derivatives cash flows between Summit and Front Arena
- Adjustments in X-Gen
- Decommissioning the Summit trading system and OneSumX reporting platform
- Archiving in compliance with tax regulations
- Defining and tracking tasks in Jira
- Reducing interfaces, including IBM MQ, SWIFT
- Outsourcing to external service providers
- Technical documentation (operations, processes) in Confluence
- Designing and executing tests, test management
Business Analyst, Regulations
IDS GmbH - Analysis and Reporting Services (Allianz SE)
- Implementation of PRIIPs extensions for funds and insurance across Europe
- Creating documents and checking performance and risk figures
- IDD documents for German insurance companies (Insurance Distribution Directive)
- SFDR documents for funds and insurance across Europe, pre-contractual and periodic
- TCFD documents for UK funds (Climate Related Financial Disclosures)
- Web app for entry, display and editing of texts for the above documents
- Data management in the data warehouse, implementation in Oracle
- Go-live and post-go-live support
Business Analyst, Test Manager
Bayerische Landesbank
- Consolidation of trading platforms (KITT)
- Migration of counterparty master data and payment transaction data (accounts, settlement instructions) to Front Arena
- Migration of money market, FX transactions and derivatives
- Business analysis and design
- Export of customer and account data via SQL
- Automated MTM and cash flow reconciliation
- Export of business data via SQL to FpML target format
- Test planning and execution
Business Analyst, Fund Reporting
IDS GmbH - Analysis and Reporting Services (Allianz SE)
- Fund reporting for key accounts
- Position lists and fund valuation
- Performance and risk reporting
- Quality assurance and analysis of IT issues
- Creating a tutorial to train new staff
- Training internal staff
- Interface management for production feeds into the data warehouse
- Data analysis, test management, provider management
Data Analyst
IDS GmbH - Analysis and Reporting Services (Allianz SE)
- Connecting new back office and middle office feeds to the data warehouse (funds and their instruments: stocks and stock options, bonds and bond options, interest rate futures)
- Analyzing incoming data and comparing it to requirements
- Defect management and tester support
- Functional and technical support for migrations
- Interface management for production feeds to the data warehouse
- Data analysis, data modeling, ETL, ELT
- Provider management, process optimization and process documentation
- Specifying and testing interface changes
Business Analyst, Test Manager, Sub-Project Lead
Bayerische Landesbank
Selection and implementation of the B&S STP Trader with a web-based front end for savings banks (SaaS)
FX, money market and interest rate derivatives
Regulatory design (EMIR, MiFID II and PRIIPs)
Sub-project lead, business analysis, migration and test concept
Interfaces for confirmation, booking and payment
Test automation
Interface to the pricing tool for interest rate derivatives
Functional and technical documentation
Replacement of the confirmation matching system: system selection, business analysis, parameter setup, master data migration, release upgrade (Summit Release 6.0 and 6.2)
Business analysis, test case creation, support for interface tests, error analysis
Back office system for FX and money market: business analysis, interface design (confirmation, booking, payment), test management, test automation, UAT, functional and technical documentation, defect management, functional and regulatory enhancements, release upgrades, process analysis and adjustments
Lead Business Analyst, Test Manager
Deutsche Pfandbriefbank AG
- Consolidation of trading systems
- Business migration (interest rate derivatives, money market, FX, bonds, bond options, CDS, promissory notes) from Front Arena, Acumen and Paris to Summit
- Implementation of the Summit promissory note module
Project Manager, Lead Business Analyst, Test Manager
Hypo Real Estate Bank AG
- Implementation of the Summit collateral module: project management, requirement analysis, parameterization, test case definition, go-live support
- Consolidation of trading systems: business migration (interest rate derivatives, money market, FX, futures, bonds, bond options, CDS, promissory notes) from Front Arena, Acumen and Paris to Summit
- Lead business analyst and implementation of the Summit promissory note module
Business Analyst, Test Manager
HypoVereinsbank – UniCredit – Germany
- Enhancements to Front Arena
- Specification of adjustments and enhancements
- Test management and documentation
Senior Business Analyst, Test Manager, Project Manager
Commerzbank AG
- Risk and P&L reporting in the middle office: project management, requirements analysis and IT specification, defining test cases and test support, user training
- Migration from Front Arena to Summit: sub-project management of migration of structured securities and asset swaps, specification of Summit extensions, analysis of differences between Front Arena and Summit
- Market data reporting for risk controlling and MaRisk: specification and implementation
Senior Business Analyst, Project Manager
Aareal Bank AG
- Effective interest rate posting in Summit: analysis of requirements and Summit functionality, analysis of the interface to SAP, specification of required extensions
- Trade confirmations for interest and credit derivatives in Summit: requirements analysis for SWIFT and email confirmations, programming in Summit SDL
Business Analyst, Project Manager
BayernLB
- Improvement of FX disposition: project management, requirements analysis and alignment with standard reports in Summit, specification, test support
Business Analyst
Aareal Bank AG
- Pricing and risk calculation of interest rate derivatives: analysis of Summit parameter settings, review of static and market data, suggestions for improving pricing and risk calculations
Business Analyst, Project Manager, Test Manager
Landwirtschaftliche Rentenbank
- Implementation of the Summit trading system: rollout and migration concept, parameter configuration, specification and programming of interfaces, definition of test cases, test support, provider management, training, release changes
- Collateral management: requirements analysis, process organization, specification of interfaces to the trading system, implementation and training
Business Analyst
BayernLB
- Implementation of the Summit trading system: analysis of existing trades, specification and testing of the migration from the legacy system, configuration, user training, trade and fixing confirmations
- Implementation of Summit in the interest rate derivatives back office: analysis of back office interest rate derivatives processes, process optimization
- Euro conversion in Summit: project responsibility, functionality testing
- Implementation of commodity trading system: selection of the trading system, support for the Endur implementation
Business Analyst
Commerzbank AG
- Summit interfaces: connecting the Summit trading system to the client's data warehouse, analysis of products to be connected, interface specification, project leadership during implementation
Project Manager, Product Manager
Genossenschaftlicher Informationsservice GIS GmbH (DZ Bank)
- New development of a financial information system for Volks- und Raiffeisenbanken across Germany: project lead, development of the training concept, rollout management
- DZ Bank trading system: project lead, functional extension of the trading system, rollout management, provider management
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 (29.5 years), Agriculture (5 years), and Insurance (4 years).
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 Information Technology (31.5 years), Project Management (27 years), Quality Assurance (20 years), Business Intelligence (4.5 years), Product Development (4.5 years), and Finance (4 years).
Summary
- Many years of experience advising banks and financial service providers
- Requirements analysis and design of IT systems and interfaces
- Process analysis
Skills
Banking And Capital Markets
- Banking Domain Know-how
- Bank Products
- Interest Rate Derivatives (Otc And Etd), Money And Fx Trading, Bonds And Bond Options, Promissory Notes, Investment Funds, Equities And Their Derivatives
- Front, Middle And Back Office
- Swift
- Emir, Mifid, Priips, Sfdr, Tcfd
Software
- Summit, Front Arena, B+s Banksysteme Ag Stp Trader, Corona
Project Know-how
- Business Analysis, Test Management, (Partial) Project Leadership
Technical Know-how
- Programming Languages: C++, Java, Vba, Python, R
- Databases: Sybase, Oracle, Db2, Sql Server
- Data Warehouse
- Ux, Ui
Software
- Jira, Confluence, Tosca, Hp Alm, Tms, Remedy, Mq Series
Standards
- Xml, Scrum, Safe, Istqb
Languages
Education
Diploma in Computer Science · Computer Science
Banking and Capital Markets
Profile
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