Ursula H.
Founder (Financial Education Workshops & Product Owner)
Experience
Mar 2022 - Present
3 years 7 monthsMunich, Germany
Founder (Financial Education Workshops & Product Owner)
Finanz-Helfer
- Founded a company that offers different independent finance workshops for young employees based on their experience.
- Created all workshop guides for ETFs, stocks, bonds, real estate, commodities, and alternative products, covering risks and opportunities.
- Secured 5 companies supporting employees with an education budget.
- Worked as Product Owner on 6 software projects.
- Trained 6 top managers and over 100 employees on management by OKRs.
- Leading a team of 10 developers for a new digitalization service.
Oct 2015 - Mar 2022
6 years 6 monthsMunich, Germany
Senior Associate (Corporate Treasury Sales, OTC)
Hypovereinsbank, Investment Banking
- Provided trading support for FX & IRS (5 million euro profit per year).
- Served as finance expert for transaction and solution sales to mid-to-large German companies.
- Acted as Product Owner, responsible for the plausibility and validation of FX options, IRS, credit derivatives, structured products, and new product placements.
- Improved efficiency, e.g., automating IT processes.
- Managed and provided knowledge input for a new trading system.
- Led the digitalization of administrative procedures as Product Owner.
- Led a team of 10 software engineers to implement a new interface.
- Created product roadmaps and strategies and wrote the user manual.
Mar 2015 - Sep 2015
7 monthsMunich, Germany
Associate (Private Equity)
European Media Holding GmbH
- Prepared fund information for fundraising.
- Researched and compiled relevant data for the TMT sector.
- Sourced deals in IoT, consumer internet, fintech, and eHealth.
- Integrated the customer relationship system “Navatar.”
- Participated in calculating KPIs (track record, ROI, CAC, LTV).
- Prepared and calculated new business models.
- Developed financial models and addressed legal issues.
Oct 2011 - Jan 2015
3 years 4 monthsMunich, Germany
Investment Manager (Venture Capital)
Family Office Benedict Rodenstock
- Researched investment requests for seed and growth capital.
- Supported calculations of key figures and valuations based on 1- to 4-year-old balance sheets (DCF, multiples).
- Networked at investor congresses across Europe (DLD, Bits & Pretzels).
- Sourced potential startups, led meetings with management teams, and oversaw the rollout of their ideas and strategies while supporting due diligence.
- Evaluated founders’ traits, markets, ideas, subsidy processes, and contract negotiations (startups: Amorelie).
Aug 2005 - Jul 2007
2 yearsMunich, Germany
Apprentice as Qualified Bank Clerk
Deutsche Bank AG
- Analyzed and processed payments and loan services.
- Provided customer support for investments.
- Participated in internal investment training sessions.
- Conducted additional analysis for companies regarding mortgages.
Summary
Hi, I am a motivated economics educator with a curious mind and an entrepreneurial spirit, eager to tackle today’s most relevant challenges. I strive for out-of-the-box solutions that question the status quo, improve quality of life, and increase sustainability. My approach is user-centric, strategic, data-driven, and collaborative.
Languages
German
NativeEnglish
AdvancedEducation
Oct 2008 - Sep 2013
Ludwig-Maximilians-University
Diploma in Human Resource Education and Management · Human Resource Education and Management · Munich, Germany
Aug 2005 - Jul 2007
Deutsche Bank AG
Apprentice as Qualified Bank Clerk · Munich, Germany
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