Recommended expert

Ursula Helfer

Founder (Financial Education Workshops & Product Owner)

Ursula Helfer
Munich, Germany

Experience

Mar 2022 - Present
3 years 11 months
Munich, Germany

Founder (Financial Education Workshops & Product Owner)

Finanz-Helfer

  • Founding a company which represents the idea of different independent finance workshops for young employees depending on their experience
  • Creating all workshop guides for ETFs, shares, bonds, real estates, commodities, alternative products with their risks and opportunities
  • Acquiring 5 companies supporting employees with education budgets
  • Working as product owner on 6 different software projects
  • Training 6 top managers and over 100 employees on management by OKRs
  • Leading 10 developers for a new digitalization service
Oct 2015 - Mar 2022
6 years 6 months
Munich, Germany

Senior Associate (Corporate Treasury Sales, OTC)

Hypovereinsbank, Investment Banking

  • Trading support for FX and IRS yielding 5 million euros profit per year
  • Transaction and solution sales for mid-sized to large German companies
  • Responsible for the plausibility and validation of FX options, IRS, credit derivatives, structured products and new product placements
  • Improving efficiency by automating IT processes
  • Management and knowledge input for a new trading system
  • Leading a team of 10 software engineers to implement a new interface
  • Creating product roadmaps, product strategies and writing user manuals
Mar 2015 - Sep 2015
7 months
Munich, Germany

Associate (Private Equity)

European Media Holding GmbH

  • Preparing fund information for fundraising
  • Researching relevant data in the TMT sector
  • Deal sourcing for IoT, consumer internet, fintech and eHealth
  • Integrating the customer relationship system Navatar
  • Calculating KPIs including track record, ROI, CAC and LTV
  • Preparing and calculating new business models
  • Explaining financial modelling and legal issues
Oct 2011 - Jan 2015
3 years 4 months
Munich, Germany

Investment Manager (Venture Capital)

Family Office Benedict Rodenstock

  • Researching investment requests regarding seed and growth capital
  • Supporting calculation of key figures and valuations based on balance sheets (DCF and multiples)
  • Networking at investor congresses across Europe (DLD, Bits & Pretzels)
  • Acquiring potential start-ups, leading meetings with management teams, overseeing formulation and presentation of ideas and strategies and supporting due diligence
  • Evaluating managers, markets and ideas; handling grants and contract negotiations (e.g. Amorelie)

Summary

Hi I am a motivated economic educator with a curious mind and an entrepreneurial spirit, eager to tackle today's most relevant challenges.

I am striving for out-of-the-box solutions that question the status quo, improve life quality and increase sustainability.

My approach is user-centric, strategic, data-driven and collaborative.

Skills

  • Confluence
  • Canva
  • Jira
  • Figma
  • Scrum

Languages

German
Native
English
Advanced

Education

Oct 2008 - Sep 2013

Ludwig-Maximilians-University

Diploma · Human resource education and management · Munich, Germany · 1.9 (B+)

Aug 2005 - Jul 2007

Deutsche Bank AG

Apprentice as qualified bank clerk · Bank clerk · Munich, Germany

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