Ursula Helfer
Founder (Financial Education Workshops & Product Owner)
Experience
Mar 2022 - Present
3 years 4 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 its risks and opportunities.
- Acquiring 5 companies supporting employees with education budget.
- Working as Product Owner on 6 different software projects.
- Trained 6 top managers and > 100 employees on management by OKRs.
- Currently: 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 & IRS (5 Million Euro profit p.a.).
- Finance Expert: Transaction- and Solutionsales for middle-large German companies.
- Product Owner: Responsibility for the plausibility and validation of FX-Options and IRS-, Credit-derivatives, Structured Products and “New Product Placements”.
- Improvement in efficiency e.g. automatizing of IT-processes.
- Management and Knowledge-Input of new Trading-System.
- Product Owner: Digitalization of administrative procedures.
- Led a team of 10 software engineers for implementing a new Interface.
- Creating product roadmap & product strategy & writing user manual.
Mar 2015 - Sep 2015
7 months Munich, Germany
Associate (Private Equity)
European Media Holding GmbH
- Preparing Fund-information for the Fundraising.
- Preparation and research of relevant data of the TMT- sector.
- Dealsourcing for: IoT, Consumer Internet, Fintech, eHealth.
- Integration and of the Customer Relationship Systems “Navatar”.
- Participation of calculating KPIs (Track Record, ROI, CAC, LTV).
- Preparation and calculation for a new business models.
- Explanation with financial modelling and legal issues.
Oct 2011 - Jan 2015
3 years 4 months Munich, Germany
Investment Manager (Venture Capital)
Family Office Benedict Rodenstock
- Research of investment requests regarding seed and growth capital.
- Support of calculating the values of key figures and valuations based on balance sheets - existing between 1-4 years (DCF, Multiples).
- Networking at Investor-congresses across Europe (DLD, Bits & Pretzels).
- Acquisition of potential start-ups, leading the meetings with the management team and overseeing the formulation and presentation of its ideas and strategies (roll-out) and accompany the due diligence.
- Evaluation of traits (manager), markets, ideas and process handling of subventions and (contract-) negotiations (Start-ups: Amorelie).
Aug 2005 - Jul 2007
2 years Munich, Germany
Apprentice as Qualified Bank Clerk
Deutsche Bank AG
- Analysis and deliberation regarding payments, loan-services.
- Customer support according to investments.
- Participation in internal trainings for investments.
- Extra analysis for companies concerning mortgages.
Summary
Hi I am a motivated economic- educator with a curious mind and an entrepre-neurial spirit, eager to tackle todays 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.
Languages
German
Native
English
Advanced
Education
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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