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Position: Senior Principal Financial Industry
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Degree: B. Eng. – Electronics & Computer Engineering
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Nationality: Swiss
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Languages: English, German
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Personal Highlight
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- Strategic Product Management and New product launch, E-Commerce and E-banking transformation with Consulting, Financial and IT Organizations
- Due Diligence (Financial Focus: IT, Application Portfolio & Operations)
- High social competence, IT Service Management
- 18 years experience with over 7 years of Functional and Technical Data Consulting
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Professional Experience
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- Product Management and Operational Tools roll-out in insurance industry
- Pricing of Portfolios, Asset and Portfolio Performance Reporting
- Business processes, requirements validation and end-to-end Test management
- Post Merger Integration of client portfolio data, technical systems and application landscape
- Lead workshops on IT -Vision and IT-Strategy for organization and departments
- Process Management and Solution Architect experience: Online Distribution, IT, Re-engineering, migration of platforms
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Relevant project Experience
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- Banking: Program and Product Manager for Market Data Systems
- Financial Services (Banking): Analyst Manager, Asset & Portfolio reporting
- Financial Services (Banking): Advised Swiss payments solution clients within the local M&A team; Lead research, application portfolio, operations, financial modeling, design and presentation of business case to partner and clients
- Insurance implementation of e-Claims, brokers and distribution portals
- Business Case modeling for a leading German stock exchange
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Position: Principal Management Consultant / Business Analyst / DWH Expert / Credit Risk Specialist
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Degree: Bachelor of Engg. (Industrial Electronics), MBA in MIS, OCP, Various technology certifications
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Nationality: Indian
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Languages: English
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Personal Highlight
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- Proven experience in leading initiatives to streamline flow of information within an organization. This entails procuring market data, optimizing internal reference data creation, data governance, end-to-end information integration, reporting and reconciliation. My forte doesn’t stops at ensuring given IT landscape is best for the purpose but also extends to the underlying end-to-end business processes and stakeholder management.
- Intuitive technology manager performing across multiple large scale multi-generational technologies. Offering 16 years of experience and functional and systems knowledge in financial sector with a proven track record of maintaining IT initiatives to support business processes. Providing vision and dedicated leadership for key technologies including trading and pricing platforms, data quality infrastructure and various other enterprise systems.
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Professional Experience
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- Strategized, negotiated and implemented the initiative to introduce gold copy processes and systems for security master, asset classification, price, credit rating, portfolio, counterparty, bank accounts and other key internal information entities.
- Orchestrated a multifaceted optimization program to review IT batch processes & systems, system to be decommissioned, IT cost allocation, quality assurance processes, release and incident management.
- Represented client interests in a strategic initiative to reduce market data costs by roughly $10 million. This involved streamlining vendor products on the end-user desktops and optimizing consumption via various IT systems.
- Project managed quote based trading system to enable client to act as a market-maker for Equity and FX options & warrants. The platform handled half a million quote requests and roughly forty thousand trades per day.
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Position: Principal / Senior Management Consultant
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"With knowledge, energy and sensitivity for people"
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Nationality: Swiss
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Languages: English, German
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Personal Highlight
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- Entrepreneurial interim, turnaround and project /program manager with 20+ years’ experience
- Trainer for project management / Coach for project managers
- Manage the global SOX program with 500+ program members @ Credit Suisse
- Manage a large, global investment accounting system project @ SwissRe
- Manage a complex, global hedge accounting project @ SwissRe
- Manage a liquidity risk management project (Treasury) @ SwissRe
- Leading a risk consulting entity @ KPMG
- Leading a project management entity @ Credit Suisse
- Setup a strategy to save a life insurance group from bankruptcy @ Winterthur
- Turnaround of a failing 2.5-year US-GAAP project in 5 months @ Allianz
- Turnaround of a failing 1 year data center project in 3 months @ SwissRe
- Turnaround of a failing salesforce.com project @ SwissRe
- Financial industry experience 25+
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Professional Experience
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- Financial industry (asset management, retail & private banking & insurance) 25+ years
- Asset Management Expert (sell side and buy side) all asset classes but in particular, CDOs , SWAPS
- Cash & liquidity management, collateral management, securities lending
- Compliance & regulatory (SOX, IKS, PEP, KYC, US-GAAP, IFRS, FAS33)
- Risk management (Market Risk, Credit Risk, Liquidity Risk, ORM)
- Data governance, master and market data management
- Ability to communicate complex concepts to all levels of hierarchy including senior management
- Leading near- and off-shoring / out-sourcing initiatives à cultural fit & practical implication
- Interface between Œ Front / Business Accounting / Risk Management Ž IT
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