freiberufler Independent Freelancer Financial Institutions auf freelance.de

Independent Freelancer Financial Institutions

zuletzt online vor wenigen Tagen
  • 90‐130€/Stunde
  • 60388 Frankfurt am Main
  • DACH-Region
  • de  |  en  |  fr
  • 12.02.2024

Kurzvorstellung

Banking products, systems and processes in treasury, investment banking and hedge fund obtained through consulting project work, interim management and line functions. Business Analysis, Project management, Test management, Software Development, Risk

Auszug Referenzen (5)

"As a start up company we highly welcomed 25+ years experience regarding financial markets & project management and adding routine to our young team."
Business Development Manager / Business Analyst
Howard Elton Young
Tätigkeitszeitraum

4/2023 – 2/2024

Tätigkeitsbeschreibung

• Elaboration of roadmap for the implementation of a trade robot module into 3rd party trading / risk system including test phasis
• Establishment and maintenance of reporting line to ATT board of man-ager and customer stakeholder with regards to roadmap risks and budget
• Coordination of ATT IT resources with customer risk and trading unit and 3rd party IT team
• Resource planning and budgeting with Jira by Scrum approach
• BA: Quality control of Jira Tickets for IT development and testing
• BA: Design of the calibration matrix for the algorithmic trend trading robot (long short equity index trading bot)
• Test management
• Systems used: C++, .Net, Jira, Zoom, 3rd party trading/risk system

Eingesetzte Qualifikationen

Asset management, Bankwesen (allg.), Corporate Banking, Reporting, Projektleitung / Teamleitung (IT), Projektmanagement (IT)

"Steuerung verschiedener Wertpapierstreams innerhalb eines komplexen Gesamtprojektes. (Core Banking Infrastructure, Tax, Accounting)"
Businesss Development Manager
Kundenname anonymisiert
Tätigkeitszeitraum

2/2022 – 7/2022

Tätigkeitsbeschreibung

Business Development Management / Organization of Platform Backend
• Design of a state of the art backend for a new neobroker platform including trade matching, reconciliation issues, cash management, cash reservation, dividend handling, etc. by Scrum approach
• Organization of interfaces to multiple 3rd parties including settlement,
• Planning of depot transfer in and out including Clerarstream Taxbox, FoP transac-tions, SSI management, …
• Creation of solutions for diverse corporate actions with regard to SRD 2
• Planning of test management
• Systems used: Confluence, Jira, Slack, Miroboard, Teamstaxation, ABACUS, Broadridge, SWIFT, …
• Planning of depot transfer in and out including Clerarstream Taxbox, FoP transac-tions, SSI management, …
• Creation of solutions for diverse corporate actions with regard to SRD 2
• Planning of test management
• Systems used: Confluence, Jira, Slack, Miroboard, Teams

Eingesetzte Qualifikationen

Bankwesen (allg.), Confluence (Atlassian), Jira, Meldewesen (Bank), Online Banking, Projektmanagement (IT), Testdesign (IT)

"A. M. supported us both within the NII-part of in EBA/EZB Stress test exercise and with the set up of NII scenarios."
Project Management/Business Analyst „EBA Stress test and NII Report”
Heise
Tätigkeitszeitraum

8/2017 – 3/2020

Tätigkeitsbeschreibung

• Project Management: Development of an individual semi-automated data pro-cessing tool to produce the EBA stress test report, decommissioning of existing complex manual Excel interfaces, connection of several database interfaces
• Development of a fully automated database solution to create the NII report Scrum approach, decommissioning of existing semi-manual Access solution
• Safeguard correct specification of new functionality for IT implementation
• Test management: Elaboration of significant test scenarios, setup of functional, load and regression tests, documentation of the test results, test automation

Eingesetzte Qualifikationen

Bankwesen (allg.), Meldewesen (Bank), Testmanagement / Testkoordination (IT)

"Mr. M. had a leading role in the design and tech. development of the solution. We have benefited greatly from his extensive knowledge & experience."
Business Analyst for implementation of new sub ledger structure within Financial Accounting and Risk Control
Kundenname anonymisiert
Tätigkeitszeitraum

5/2008 – 4/2009

Tätigkeitsbeschreibung

• Scope: Conception, IT specification, interface analysis, programming in Access/ VBA, testing, documentation
• Design, implementation and test of new controlling tools and sub ledger architec-ture to gauge provisions, standard risk costs and interest revenues for credit in-struments
• Programming of tools (VBA) to safeguard IAS39 hedge effectiveness
• Systems: SAP CML, FRONT ARENA, BLOOMBERG, OLYMPIC, HYPERION

Eingesetzte Qualifikationen

Bankwesen (allg.), MS Excel, Risikoanalyse, Treasury, VBA (Visual Basic for Applications)

"Sehr professioneller, kompetenter und zuverlässiger Berater. Jederzeit zu empfehlen!"
Project Manager / Business Analyst for integration of Credit products into UBS Wealth Management AG product range
Stefan Rudel
Tätigkeitszeitraum

8/2006 – 5/2008

Tätigkeitsbeschreibung

• Project Management: Setup of project including milestones and sub projects, def-inition and negotiation of automated refinancing interface to UBS Zürich treasury via quote engine, organization of bottom up approach for newly created collateral management, tracking of IT issues via ClearQuest
• Subproject: Evaluation of outsourcing of collateral management
• Setup of SWIFT messages for UBS internal funding purposes
• Business Analysis: Evaluation of IAS39 hedge effectiveness of loan refinancing
• Test Management of full front-to-back mortgage processing within Mercury Testdirector

Eingesetzte Qualifikationen

Bankwesen (allg.), Finanzierung, Immobilien (allg.), Projektleitung / Teamleitung (IT), Risikomanagement (Finan.), Transact-SQL (T-SQL), Treasury

Qualifikationen

  • Asset management
  • Bankwesen (allg.)
  • Business Intelligence (BI)
  • Corporate Banking
  • Datenmodellierung
  • Konzeption (IT)
  • Objektrelationale Abbildung (ORM)
  • Risikoanalyse
  • SQL
  • Visual C++

Projekt‐ & Berufserfahrung

Business Development Manager / Business Analyst
ATT by AI Consulting FZCO, Dubai
4/2023 – 2/2024 (11 Monate)
Management Consulting Hedge Funds
Tätigkeitszeitraum

4/2023 – 2/2024

Tätigkeitsbeschreibung

• Elaboration of roadmap for the implementation of a trade robot module into 3rd party trading / risk system including test phasis
• Establishment and maintenance of reporting line to ATT board of man-ager and customer stakeholder with regards to roadmap risks and budget
• Coordination of ATT IT resources with customer risk and trading unit and 3rd party IT team
• Resource planning and budgeting with Jira by Scrum approach
• BA: Quality control of Jira Tickets for IT development and testing
• BA: Design of the calibration matrix for the algorithmic trend trading robot (long short equity index trading bot)
• Test management
• Systems used: C++, .Net, Jira, Zoom, 3rd party trading/risk system

Eingesetzte Qualifikationen

Asset management, Bankwesen (allg.), Corporate Banking, Reporting, Projektleitung / Teamleitung (IT), Projektmanagement (IT)

Business Analyst
Allianz Global Investors Frankfurt, Frankfurt + remote
7/2022 – 12/2022 (6 Monate)
Finanzdienstleister
Tätigkeitszeitraum

7/2022 – 12/2022

Tätigkeitsbeschreibung

Business Analyst
• Analyzing and designing the integration of an Enterprise Social Network Solution into a Green Field Portfolio Management Application by Scrum Approach
• Elaboration of 3rd party vendor request and presentation of the results to senior Management
• Elaboration of User Journeys and Use Cases in collaboration with Business
• Design of new GUI to facilitate Risk Analysis of Portfolio Data with dedicated Chart functions and drill downs
• Support creation of the Sprint Planning Scope
• Specification of Jira Tickets for IT Development and test cases
• Systems used: Confluence, Jira, Teams, Salesforce

Eingesetzte Qualifikationen

Business Analyse, Confluence (Atlassian), Jira, Microsoft Business Intelligence (BI), Salesforce, Vermögensberatung

Businesss Development Manager
Elinvar GmbH Berlin, Berlin remote
2/2022 – 7/2022 (6 Monate)
IT & Entwicklung
Tätigkeitszeitraum

2/2022 – 7/2022

Tätigkeitsbeschreibung

Business Development Management / Organization of Platform Backend
• Design of a state of the art backend for a new neobroker platform including trade matching, reconciliation issues, cash management, cash reservation, dividend handling, etc. by Scrum approach
• Organization of interfaces to multiple 3rd parties including settlement,
• Planning of depot transfer in and out including Clerarstream Taxbox, FoP transac-tions, SSI management, …
• Creation of solutions for diverse corporate actions with regard to SRD 2
• Planning of test management
• Systems used: Confluence, Jira, Slack, Miroboard, Teamstaxation, ABACUS, Broadridge, SWIFT, …
• Planning of depot transfer in and out including Clerarstream Taxbox, FoP transac-tions, SSI management, …
• Creation of solutions for diverse corporate actions with regard to SRD 2
• Planning of test management
• Systems used: Confluence, Jira, Slack, Miroboard, Teams

Eingesetzte Qualifikationen

Bankwesen (allg.), Confluence (Atlassian), Jira, Meldewesen (Bank), Online Banking, Projektmanagement (IT), Testdesign (IT)

Project Management / Business Analyst “MREL/TLAC Optimization”
Deutsche Bank AG, Franfurt, Frankfurt
11/2021 – 2/2022 (4 Monate)
Banken
Tätigkeitszeitraum

11/2021 – 2/2022

Tätigkeitsbeschreibung

• Planning of project timeline regarding optimization of eligibility for structured securities with embedded derivatives under TLAC / MREL and their introduction into official Bail-in process
• Identification of relevant database interfaces, contact of relevant stakeholder, definition of scope/milestones together with IT and business
• Analysis of portfolios with structured derivative bonds regarding eligibility
• Design of algorithms to determine eligibility in a semi-automated way and specification of residual subsets for further manual analysis

Eingesetzte Qualifikationen

Asset management, Corporate Banking, Treasury

Business Analyst / Test Coordinator “International Govi-Bond Trading”
NatWest, London (remote), London (remote)
11/2020 – 8/2021 (10 Monate)
Banken
Tätigkeitszeitraum

11/2020 – 8/2021

Tätigkeitsbeschreibung

• 3rd LEVEL SUPPORT “Run the Bank” for bond trading / repo trading
• Specification of optimization issues and GUI enhancements
• Definition of test grid / elaboration of test cases for release updates
• Coordination of test performance and documentation of test results

Eingesetzte Qualifikationen

Bankwesen (allg.), Risikomanagement, Testdesign (IT), Testmanagement / Testkoordination (IT), Treasury

HEDGE FUND (FAMILY OFFICE), London (remote) / Frankfurt
Family Office (confidential), Bad Homburg / London / remote
5/2020 – 9/2020 (5 Monate)
Finanzdienstleister
Tätigkeitszeitraum

5/2020 – 9/2020

Tätigkeitsbeschreibung

• Design of new AI (Artificial Intelligence) tools within existing automated trade robot (algorithmic trend trading) to mitigate Corona crash results
• Evaluation of EQ / FX market data, enhancement of existing AI tools, specification of functional design for IT programming, Scrum approach with 3 Developers
• Test management: Elaboration of significant test scenarios, setup of functional, load and regression tests, performance and documentation of the test results, update of internal audit reports by new functionality

Eingesetzte Qualifikationen

Business Analyse, Corporate Banking, Testmanagement / Testkoordination (IT)

Project Management/Business Analyst „EBA Stress test and NII Report”
08/17 – 03/20 DEKABANK, Frankfurt, Frankfurt
8/2017 – 3/2020 (2 Jahre, 8 Monate)
Banken
Tätigkeitszeitraum

8/2017 – 3/2020

Tätigkeitsbeschreibung

• Project Management: Development of an individual semi-automated data pro-cessing tool to produce the EBA stress test report, decommissioning of existing complex manual Excel interfaces, connection of several database interfaces
• Development of a fully automated database solution to create the NII report Scrum approach, decommissioning of existing semi-manual Access solution
• Safeguard correct specification of new functionality for IT implementation
• Test management: Elaboration of significant test scenarios, setup of functional, load and regression tests, documentation of the test results, test automation

Eingesetzte Qualifikationen

Bankwesen (allg.), Meldewesen (Bank), Testmanagement / Testkoordination (IT)

Project Manager / Business Analyst „Fusion of multiple European Subsidiaries to Frankfurt hub”
UBS SE, FRANKFURT / ZÜRICH, Frankfurt
10/2016 – 9/2017 (1 Jahr)
Banken
Tätigkeitszeitraum

10/2016 – 9/2017

Tätigkeitsbeschreibung

• Project Management: Elaboration and planning of new software releases, connection of new interfaces and data streams, coordination of multiple developer teams in 6 countries
• Setup of MaRisk compliant processes regarding deviation reporting and escalation issue processing
• Test Management: Elaboration of data grid to perform performance and correct-ness test of newly integrated interfaces, development of regression test setup together with IT, safeguard documentation within HP Quality Center database
• Test management, design of test cases/ use cases, test documentation

Eingesetzte Qualifikationen

Bankwesen (allg.), Meldewesen (Bank), Risikomanagement (Finan.), Testmanagement / Testkoordination (IT)

Project Manager / Business Analyst „Redesign of Market Conformity Check System”
UBS WEALTHMANAGEMENT AG, FRANKFURT, Frankfurt
1/2013 – 9/2016 (3 Jahre, 9 Monate)
Banken
Tätigkeitszeitraum

1/2013 – 9/2016

Tätigkeitsbeschreibung

• Interim Management “Run the Bank”: coordination of 2 internal employees, in-termittent daily market conformity checks with Macoc / CMC (b-next), safeguard MaRisk compliance, execution of deviation issues and audit reporting, product range EQ, IR, FX, Repos, ETF, funds, retirement solutions, employee shares
• Project Management: replacement of manual check methods by development of an automated individual data processing tool to perform near time market conformity checks on a daily basis, market data interfaces to Bloomberg/VWD streams, conception, project setup
• Business Analysis: Elaboration of initial parameterized principal check methods tree, statistical backing of the existing check methods and applied variances, development of new market conformity checking methods
• Test management, design of test cases/ use cases, test documentation, test automation

Eingesetzte Qualifikationen

Bankwesen (allg.), Corporate Banking, Meldewesen (Bank), Programming Language One (PL/I, PL1), Risikomanagement (Finan.), Testdesign (IT)

Project Manager „Review of Risk Mitigation Analysis Report“
UBS WEALTHMANAGEMENT AG, FRANKFURT, Frankfurt
4/2012 – 10/2012 (7 Monate)
Banken
Tätigkeitszeitraum

4/2012 – 10/2012

Tätigkeitsbeschreibung

• Review/Identification of weak points within the Risk Mitigation Analysis Report that is a mandatory for the German Bundesbank
• Documentation of the data flow and data model of the tool dedicated to produce the relevant report with regard to the official minimum requirements of any IDV reports
• Elaboration of a list of items to further extend the report and of a concept to further automate that process with regard to the E.V.A. requirements (input / processing / output

Eingesetzte Qualifikationen

Bankwesen (allg.), Meldewesen (Bank), Risikomanagement (Finan.)

Project Manager / Business Analyst “Enhancement of ORC / Sophis retail derivatives trading platform”
UNICREDIT BANK AG, Munich, Munich
1/2011 – 3/2012 (1 Jahr, 3 Monate)
Banken
Tätigkeitszeitraum

1/2011 – 3/2012

Tätigkeitsbeschreibung

• Identification of weak points within the equities derivatives trading platform (50.000 products) with regard to arbitrage risks and operational risks.
• Analysis for optimization issues of the Spotter tool within the plattform
• Identification and documentation of development needs in collaboration with trading, specification of the IT requirements
• Test management, setup of relevant test cases, test performance and documenta-tion

Eingesetzte Qualifikationen

Bankwesen (allg.), IT Portfoliomanagement, Java (allg.), Risikomanagement (Finan.), Testdesign (IT)

Project Manager “Realignment of Asset Liability, Liquidity and Collateral Management after the Bankruptcy”
HYPO REAL ESTATE AG, Munich, Munich
4/2009 – 12/2010 (1 Jahr, 9 Monate)
Banken
Tätigkeitszeitraum

4/2009 – 12/2010

Tätigkeitsbeschreibung

• Collateral Management: Design and implementation of tools for identification of bond positions eligible for Repo lending with drill down according to counterparty risk and haircut
• Enhancement of repo lending to tri-party repo and revision of SWIFT system
• Asset Liability Management: Strategic evaluation of new architecture, implementa-tion of group wide front to back mappings, creation of relevant reports
• Liquidity management: transformation and harmonization of semi-manual Excel solutions to group wide single tool with underlying MS SQL database (6 develop-er)
• Setup and lead within SoFFin (external audit) meetings

Eingesetzte Qualifikationen

Bankwesen (allg.), Corporate Banking, Microsoft SQL Server Analysis Services (SSAS), Projektleitung / Teamleitung (IT), Risikomanagement (Finan.), Treasury

Business Analyst for implementation of new sub ledger structure within Financial Accounting and Risk Control
DEKABANK, Frankfurt, Frankfurt
5/2008 – 4/2009 (1 Jahr)
Banken
Tätigkeitszeitraum

5/2008 – 4/2009

Tätigkeitsbeschreibung

• Scope: Conception, IT specification, interface analysis, programming in Access/ VBA, testing, documentation
• Design, implementation and test of new controlling tools and sub ledger architec-ture to gauge provisions, standard risk costs and interest revenues for credit in-struments
• Programming of tools (VBA) to safeguard IAS39 hedge effectiveness
• Systems: SAP CML, FRONT ARENA, BLOOMBERG, OLYMPIC, HYPERION

Eingesetzte Qualifikationen

Bankwesen (allg.), MS Excel, Risikoanalyse, Treasury, VBA (Visual Basic for Applications)

Project Manager / Business Analyst for integration of Credit products into UBS Wealth Management AG product range
UBS WEALTHMANAGEMENT AG, Frankfurt / Zürich, Frankfurt
8/2006 – 5/2008 (1 Jahr, 10 Monate)
Banken
Tätigkeitszeitraum

8/2006 – 5/2008

Tätigkeitsbeschreibung

• Project Management: Setup of project including milestones and sub projects, def-inition and negotiation of automated refinancing interface to UBS Zürich treasury via quote engine, organization of bottom up approach for newly created collateral management, tracking of IT issues via ClearQuest
• Subproject: Evaluation of outsourcing of collateral management
• Setup of SWIFT messages for UBS internal funding purposes
• Business Analysis: Evaluation of IAS39 hedge effectiveness of loan refinancing
• Test Management of full front-to-back mortgage processing within Mercury Testdirector

Eingesetzte Qualifikationen

Bankwesen (allg.), Finanzierung, Immobilien (allg.), Projektleitung / Teamleitung (IT), Risikomanagement (Finan.), Transact-SQL (T-SQL), Treasury

Ausbildung

Physics
Diploma
1991
Münster Westfalen

Über mich

Deep understanding of products, systems and processes in treasury, investment banking and hedge fund environments obtained through consulting project work, interim management and responsibilities in line functions. Main focus: Business analysis, test management & project management in treasury, trading, risk, middle office (MO). Deep product, business and IT understanding of FX/MM, Interest Rate, Repo, Equity, Credit business, funds and related derivatives (incl. quant)
Motivated team player and analyst. Highly committed, grasps new
cases quickly. Strategic thinker with strong analytical and conceptual skills.
Well able to work under pressure. Strong communication skills especially be-tween IT and business units obtained through management of software development for hedge fund, highly complex business analysis projects and line responsibility in treasury, derivatives trading and front2back product implementation incl. settlement.
Further plus: Experience in trading and hedging of FX, equity, structured funds, repo and cash products, Sound database and software skills by intense work within hedge fund and development of own future trading platform/ trade robot (MySQL, .Net, C++). Extended experience regarding creation of individual da-ta processing IDV within Excel/Access/VBA environment.

Weitere Kenntnisse

Physicist, Investmentbanking, Treasury, Project Management, Business Analyst, Test Management, Excel, VBA, Access, Power Point, SQL, C#, .Net, Database Design, Trading, Middle Office, MaRisk, Back Office, Cash Products EQ IR FX, Derivative Products, Structured Products, Mortgages, Lombard, Repos, ALM, Liquidity Management, IT Software Development, Development of Trade Robots, Market Conformity Check, EBA Stress test, MREL, TLAC, IRRBB,

Persönliche Daten

Sprache
  • Deutsch (Muttersprache)
  • Englisch (Fließend)
  • Französisch (Gut)
Reisebereitschaft
DACH-Region
Arbeitserlaubnis
  • Europäische Union
Profilaufrufe
685
Alter
59
Berufserfahrung
33 Jahre und 2 Monate (seit 01/1991)
Projektleitung
25 Jahre

Kontaktdaten

Nur registrierte PREMIUM-Mitglieder von freelance.de können Kontaktdaten einsehen.

Jetzt Mitglied werden