Result-driven and client-focusProduct Owner, agile Project Manager & Scrum Master. Track record in spearheading IT & business innovation in finance.
Aktualisiert am 04.06.2024
Profil
Freiberufler / Selbstständiger
Remote-Arbeit
Verfügbar ab: 04.06.2024
Verfügbar zu: 100%
davon vor Ort: 60%
agiles Projektmanagement
Scrum
Banking/Finance
Project Controlling
Kostenmanagement
Banking
Core Banking
Private Banking
Asset Management System
Portfoliomanagement
Product Management
Product Lifecycle
Scrum Master
Scrum Product Owner
SAFe
Lifecycle Management
Lifecycle
UX-Design
Agile Coach
Agile Softwareentwicklung
Analysefähigkeit
Requirements Management
Requirements Engineering
German
Muttersprache
English
business fluent
French
business fluent

Einsatzorte

Einsatzorte

Zürich (+50km) Basel (+20km) Aarau (+20km) Lenzburg (+20km) Bern (+20km)
Schweiz
möglich

Projekte

Projekte

14 months: IFRS 17 Delivery Program


Role: Scrum Master

Customer: Global Technology
Place of work: Zürich


Tasks:

  • Classical Scrum Master role managing and coaching two larger Scrum development teams working on the design, implementation, testing and operational production roll-out of the new group wide IFRS 17 accounting infrastructure and business processes.
  • Scrum responsibilities:
    • Managing and evolving the strategic and tactical epic roadmap.
    • Running daily and weekly Scrum ceremonies.
    • Creating and specifying details of user stories, tasks and defects.
    • Prioritization of product- and sprint-backlog with the Product Owner, stakeholders from IT and business, and senior management.
    • Proactive identification and mitigation of risks and dependencies.
  • Production support:
    • Overseeing and reconciling daily data loads into SAP subledgers.
    • Identification of data load issues and resolution of related production incidents and functional defects.
    • Daily collaboration with senior management and program leaders.
    • ?Defining operational processes and related business integration.

9 months: OTC Derivatives and Structured Products


Role: Product Owner

Customer: Business Development Investment Bank

Place of work: Zürich


Tasks:

  • Managing an agile development team responsible for the design, functional implementation, and production roll-out of new complex derivative products.
  • Responsibilities:
    • Creating and managing the roadmap, running Scrum ceremonies.
    • Gathering business and technology requirements and converting them into meaningful epics and user stories.
    • Running functional development and testing in an agile way of working.
    • Analysis and design of new financial accounting schemes.
    • Operational business integration and production roll-out of new derivative products.
  • Working closely together with demanding stakeholders from the front-to-back value chain from both technology and business, running steering committees and specification reviews and sign-off meetings.

2 years: Portfolio Management Solutions & Portfolio Risk


Role: Scrum Master & agile Product Owner

Customer: International Wealth Management

Place of work: Zürich


Tasks:

  • Hybrid role as Scrum Master and agile Product Owner for a set of portfolio management and portfolio risk applications in the Customer division.
  • Full agile product lifecycle responsibility:
    • Visioning
    • Strategic roadmap
    • Scrum ceremonies
    • Stakeholder management and related sprint reviews
    • User storytelling
    • Client-centric product backlog management
    • Risk & dependency management
  • Structuring and maintenance of project financials incl. budgeting and resources.
  • 3rd party vendor management within CS IWM Technology.
  • Production support and SLA/OLA management.

2 years: ?ERP Project Dynamics365?


Role: Implementation & Project Manager (co-founder)

Customer: glassgalaxy.ch

Place of work: Zürich / Jakarta


Tasks:

  • Design and roll-out of the operational structure of the company in the business area of retail, import and export of lifestyle and food products.
  • Conception and implementation of a MS Dynamics365 ERP white label SaaS solution for the retail and eCommerce industry.
  • Project lead for implementation: Responsible for realization and delivery of all requirements with defined time/quality/resources.
  • Responsible for: roadmap, review and approval of software requirement specifications, writing user stories defining required software configurations.
  • Design and execution of test-strategy and -plans in close collaboration with development and involved stakeholders.
  • Performing role of trouble shooter in case of delays/issues in specific areas.
  • Management and integration of external vendors and monitoring of SLAs.
  • Project reporting towards management

7 years: ?UBS Investor? & Derivatives Change Portfolio


Role: Senior Business Project Manager

Customer: International Wealth Management

Place of work: Zürich


Tasks:

  • Implementation of a pioneering, new holistic digital wealth management roboadvisory solution generating investment recommendations for capital markets products using a 3rd party lead management and business intelligence solution.
  • In addition, responsibility for the structured products application portfolio.
  • Full agile product lifecycle responsibility: visioning, strategic roadmap, Scrum ceremonies with scrum masters and development teams, stakeholder reviews, user story creation, client-centric product backlog management, risk & dependencies, production support, SLA/OLA management, project financials, budgeting, resourcing, and stakeholder and 3rd party vendor management.
  • Definition of test strategy and execution of test cases.
  • Implementation of enhancements to UBS?s derivatives trading platform UBS Investor. And roll-out of adjusted related operational processes and control.
  • Stakeholder management and running steering committees.
  • Additionally, responsible for the implementation of automated term sheet generation for structured Fixed Income OTC products.


3 years: ?SPIRIT?: tailormade Structured Products


Role: Lead Business Analyst

Customer: Investment Bank

Place of work: Zürich / London / Guernsey


Tasks:

  • Hybrid role as lead business analyst and project manager for the implementation of the bank?s new digital multi-issuer platform for tailormade structured products.
  • Responsible for functional solution design, requirements engineering, supporting the development and IT architecture teams, test design and execution.
  • Working closely together with distributed project teams and IT stakeholders in Zurich, London, Warsaw and two offshore centres in India.
  • Scope: GUI design, operational rollout, and development of applications and interfaces from and between trading and sales, execution, order management client advisory, the issuing vehicle, and the associated support functions such as mid- and back office, financial accounting, controlling, legal and compliance.
  • In addition, responsible for the internal competence centre "Project & Change Management".


1 year: FX Derivatives Project Portfolio


Role: Senior Project Manager

Customer: Investment Bank

Place of work: Zurich / Stamford


Tasks:

  • Hybrid role with responsibility for project management, business analysis, and IT development.
  • Implementation of a new trading and settlement infrastructure for FX OTC derivatives and FX exotics.
  • Digitization of operational processes in the business areas of trading, risk management, mid- and back-office, payment services, reconciliations, and product documentation.
  • Additionally, design and implementation of a global, golden source data warehouse for derivatives from all asset classes (FX & PM, Fixed Income, Rates, Equity).
  • UBS representative for capital market products at SWIFT London and Brussels.


3 months: A Trading Platform Monitoring Project


Role: Senior Consultant Service Management

Customer: Bank Vontobel

Place of work: Zurich


Tasks:

  • Implementation of an ITIL-based service management platform to monitor Raiffeisen Switzerland's in-sourced trading activities.


1 year: Sec Lending Business Process Automation


Role: Senior Business Analyst

Customer: Investment Bank

Place of work: Zurich / London


Tasks:

  • Design and operational implementation of automated business processes on the trading and distribution infrastructure in the business area of securities borrowing & lending


5 years: Trading and Risk Applications

Role: Senior Consultant & Project Manager

Customer: Reuters Consulting

Place of work: Zurich / Bucharest / Vienna


Tasks:

  • Pre-sales, consulting, and project management for the implementation of holistic Reuters trading, risk management and settlement platforms for external clients.
  • Head of strategic project and change management, responsible for the design and implementation of project and consulting standards for structured and successful conception and implementation of national and global client projects


7 years: Global OTC Derivative


Role: Head of Operations Derivatives

Customer: Investment Bank

Place of work: Zurich / New York / London


Tasks:

  • Managing operations, accounting, and risk reporting teams responsible for running and monitoring the global 24h trading, hedging, order flow, execution and settlement of OTC derivatives and structured products.
  • Strong focus on automation of trade flow, execution, confirmations, reconciliations, accounting, payments, and risk reporting.
  • In addition, Project Manager for the consolidation of the two global OTC derivatives trading books after the merger between SBG and SBC.
  • UBS representative for OTC derivatives at SWIFT London and Brussels.

Aus- und Weiterbildung

Aus- und Weiterbildung

  • Certified Leading SAFe expert
  • ITIL Service Management Foundation
  • Two-year UBS Leadership and Executive Management Program
  • Advanced UBS Derivatives Trading Program


4 semesters

Foundation

University of Zurich ? Law School


Matura Type B (Latin and English)

Cantonal Gymnasium Rämibuehl, Zurich


Certifications

  • Leading SAFe5
  • ITIL Foundation
  • CMMI Foundation
  • Prince 2 Project Manager
  • Tools: JIRA, Confluence, SQL, MQ, QlikView, MS Power BI

Position

Position


Kompetenzen

Kompetenzen

Top-Skills

agiles Projektmanagement Scrum Banking/Finance Project Controlling Kostenmanagement Banking Core Banking Private Banking Asset Management System Portfoliomanagement Product Management Product Lifecycle Scrum Master Scrum Product Owner SAFe Lifecycle Management Lifecycle UX-Design Agile Coach Agile Softwareentwicklung Analysefähigkeit Requirements Management Requirements Engineering

Produkte / Standards / Erfahrungen / Methoden

Profile
Result-driven Product Owner, agile Project Manager and Scrum Master with a client-focused approach.
Proven track record in spearheading IT and business innovations within the financial industry.
Skilled in orchestrating complex global software and business projects, driving process digitization across trading and sales, order management and execution, risk management, advisory and portfolio management.
Broad knowledge across all asset classes, with extended expertise in structured products, OTC derivatives and streamlining STP, product lifecycle management and the integration of market and product data.

Strong skills in managing cross-functional development teams consisting of software developers, architects, business analysts and testers. Adept at fostering enduring relationships with demanding stakeholders and external partners. Especially keen on cultivating transparent communication and management practices.


Financial Products

  • Structured Products
  • OTC Derivatives
  • FX & Precious Metal
  • Fixed Income & Rates
  • Equities & Funds


Competences

  • Scrum Master & Product Owner
  • Product & Project Management
  • Story Writing & Requirements Mgmt
  • Stakeholder Management
  • Strategy & Visioning


Professional career

11/2022 - 12/2023

Role: Scrum Master 

Customer: on request

Place of work: Zurich


Tasks:

  • Managing two development teams working on a group wide IFRS17 accounting solution.
  • Responsible for the full scrum development lifecycle from analysis to release.
  • Design and roll-out of new business processes and daily operational procedures.


02/2022 - 10/2022

Role: Product Owner

Customer: Bank Julius Bär

Place of work:  Zurich


Tasks:

  • Product Owner and Business Project Manager in Julius Bär?s Trading Division.
  • Responsible for IT development and launch of new derivative instruments, working with stakeholders from trading and sales, execution, order flow, risk, operations and legal.


11/2019 - 11/2021

Role: Scrum Master & Product Owner

Customer: CS Wealth Management

Place of work: Zurich


Tasks:

  • Hybrid role as Scrum Master, Project Manager and Product Owner covering the banks applications globally used for portfolio management and companywide risk monitoring.
  • Managing scrum teams of developers, architects, and testers, covering application development, but as well the integration of order routing, execution, and lifecycle management with advisory, portfolio management and risk monitoring applications.
  • Implementation of Scrum and SAFe standards, ensuring client-centric product management and sophisticated IT customer support in CS IWM Technology


09/2017 - 10/2019

Role: Founder & Senior Consultant

Customer: Glassgalaxy  

Place of work: Zurich / Jakarta


Tasks:

  • Conception and configuration of a MS Dynamics365 ERP retail and sales solution.
  • Design and implementation of the operational structure of the company in the business area of retail, import and export of lifestyle and food products.


10/2010 - 08/2017

Role: Senior Business Project Manager

Customer: UBS Wealth Management  

Place of work: Zurich/London


Tasks: 

  • Implementation of a pioneering, new holistic digital wealth management robo-advisory solution generating investment recommendations for capital market products.
  • In addition, Product Manager for the banks structured products trading, execution, and order management platform UBS Investor. Responsible for IT development, testing and F2B integration, including backlog priorization, budgeting, resourcing, and visioning.


08/2007 - 09/2010

Role: Lead Business Analyst

Customer: CS Wealth Management  

Place of work: Zurich/London/Guernsey


Tasks:

  • Lead Business Analyst for a new structured products multi-issuer trading platform.
  • Requirements engineering for a set of globally distributed development teams, working closely together with stakeholders from trading, execution, operations, issuing and legal.


08/2006 - 07/2007

Role: Senior Project Manager

Customer: UBS Investment Bank 

Place of work: Zurich


Tasks: 

  • Responsible for development and support of the bank?s global trading, execution, order management and settlement infrastructure for OTC derivatives and structured products.
  • UBS representative for capital market products at SWIFT London


03/2006 - 07/2006

Role: Senior Business Consultant

Customer: Bank Vontobel  

Place of work: Zurich


Tasks:

  • Implementation of an ITIL-based service management platform to support and monitor Raiffeisen Switzerland's in-sourced trading activities at Bank Vontobel.


04/2005 - 02/2006

Role: Senior Business Analyst

Customer: UBS Investment Bank 

Place of work: Zurich/London


Tasks:

  • Design and operational implementation of automated business processes on the trading and execution infrastructure for securities borrowing & lending products.


01/2001 - 03/2005

Role: Senior Consultant

Customer: Reuters Consulting  

Place of work: Zurich/Bucharest/Vienna


Tasks:

  • Client-facing pre-sales, consulting, and project management for Reuter?s Kondor+ trading, execution, risk management and settlement platform.
  • Responsible for enhancements of Reuters` consulting framework and standards.
  • Reorganization of all outsourcing activities and rollout of a new, central project and service management office covering the European business units of Reuters.


09/1993 - 12/2000

Role: Operations Manager 

Customer: UBS Investment Bank

Place of work: Zurich/London/New York


Tasks:

  • Managing operations, accounting, and risk reporting teams responsible for running and monitoring the global 24h trading, hedging, order flow, execution and settlement of OTC derivatives and structured products.
  • Strong focus on automation of trade flow, execution, confirmations, reconciliations, accounting, payments, and risk reporting.
  • In addition, Project Manager for the consolidation of the two global OTC derivatives trading books after the merger between SBG and SBC.
  • UBS representative for OTC derivatives at SWIFT London and Brussels.


Key Professional Experience and Special Skills

Methodological Skills

  • Agile Transformation with Scrum, Kanban, SAFe (> 10 years)
  • Project and Platform Management (> 20 years)
  • Financial Planning and Resource Management (> 20 years)
  • DevOps and Release Management (> 8 years)
  • External Vendor Management & 3rd Party / SaaS Integration (> 20 years)
  • Business Analysis & Requirements Engineering (> 20 years)
  • Implementation and Execution of Test-Strategies and Test-Plans (> 15 years)
  • ITIL Service Management (> 5 years)
  • Software Process Improvement (CMMI) (> 5 years)


Industry Skills

 ?I talk business, I don?t have a development background, but I talk the language the dev guys understand?.

  • Result-driven and open-minded Product Owner, agile Project Manager, Scrum Master and Business Analyst with a client-focused approach.
  • Comprehensive experience developing and successfully implementing pioneering client-focused IT and business solutions and a proven track record in spearheading IT and business innovations within the financial industry.
  • Hands-on personality, motivated to deliver in scope, quality, time, and budget.
  • Skilled in in structuring and orchestrating complex global software and business projects and the digitization of processes in the areas of:
    • Client advisory and portfolio management
    • Trading and sales, pricing, and risk management
    • Order execution, order flow management
    • Integration of exchanges and issuing vehicles
    • Mid-office processes, trading support and service desk processes
    • Back-office processes, trade settlements, accounting and payments, risk and P/L controls, confirmation and termsheet generation
    • Reconciliations and data quality management
    • Legal and compliance and related operational and regulatory control functions such as audit, accounting, and reporting.


Product Skills

  • Expert in structured products, OTC derivatives and the design of investment product lifecycle processes and the associated integration of market, reference and customer data using smart business analytics and intelligence.
  • Hands-on work experience in almost all asset classes:
    • FX, Money Market and Precious Metals
    • Equities
    • Rates / Fixed Income
  • 3rd party software applications:
    • Front-Arena/Devon, Kondor+/Reuters Suite, Murex
    • MSCI, MatLab, Charles River, S.W.I.F.T.


Management 

  • Adept at fostering enduring and sustainable relationships with demanding stakeholders and external vendors, as well as creating and cultivating an efficient and transparent communication and management culture within the teams but as well external customers.
  • Successful in leading and motivating big global business integration and development teams and multiple project sub-streams, but as well smaller cross functional agile scrum teams delivering working software continuously and from highest quality and fully tested.
  • Experienced in training and coaching in agile topics and know-how of financial instruments.
  • Good sales and negotiating skills.


Agility

Many years of responsibility for managing and enhancing the full project and product management and development lifecycle:

  • Structuring, adaptive design and operational implementation of agile frameworks Scrum, SAFe, Kanban
  • Managing and coaching of agile cross-functional development teams
  • Overseeing daily development activities and execution of Scrum and SAFe ceremonies.
  • Plan, organize and run PI- and release train planning workshops
  • Requirements engineering with stakeholders from Business and IT
  • Design and structuring of strategic themes, initiatives, epics, and detailed user stories and technical product changes.
  • Strong skills in user storytelling and estimations in story points and business value.
  • Priorization and maintenance of a well understood and DEEP product- and sprint backlog from highest data quality.
  • Creation and execution of test-strategies and -plans and maintenance of related testcases and -data
  • Deployments, release management and related DevOps processes
  • Manage and resolve development defects, but as well production incidents
  • Configurations of product management tools: JIRA, Azure DevOps
  • Visioning and Roadmapping
  • Creation of budget plans, managing financials and resources
  • 3rd Party software management


IT Skills

  • IT Project-, Product- and Service Management and Business Analysis for a wide range of global financial institutions:
    • Covering full E2E product development lifecycle
    • Including external 3rd party software integration / SaaS
    • Including ITIL production support with multiple external vendors
    • Including green field projects
    • Containerization and cloud projects
    • Management and coaching of on-/near-/offshore teams (small to big)
  • Strong skills in managing intercultural and cross functional development and project teams and involved stakeholders from all levels and seniority.
  • Efficient in structuring and monitoring complex software deliverables:
    • Agile Scrum, Kanban and SAFe
    • Classic waterfall, Prince2, CMMI
    • 3rd Party integration and outsourcing projects
    • Data migration projects
    • Production support & service management
  • Daily IT production support and service desk management (ITIL).
  • Structuring of and participation in technology audit reviews.


Applications / Tools

  • Super user of Atlassian solutions: JIRA, JIRA Bridge, Confluence, Trello
  • MS Office365 (full suite) / MS PowerBI / MS Dynamics365 / MSSQL / MSAccess
  • QlikSense / Planview

Einsatzorte

Einsatzorte

Zürich (+50km) Basel (+20km) Aarau (+20km) Lenzburg (+20km) Bern (+20km)
Schweiz
möglich

Projekte

Projekte

14 months: IFRS 17 Delivery Program


Role: Scrum Master

Customer: Global Technology
Place of work: Zürich


Tasks:

  • Classical Scrum Master role managing and coaching two larger Scrum development teams working on the design, implementation, testing and operational production roll-out of the new group wide IFRS 17 accounting infrastructure and business processes.
  • Scrum responsibilities:
    • Managing and evolving the strategic and tactical epic roadmap.
    • Running daily and weekly Scrum ceremonies.
    • Creating and specifying details of user stories, tasks and defects.
    • Prioritization of product- and sprint-backlog with the Product Owner, stakeholders from IT and business, and senior management.
    • Proactive identification and mitigation of risks and dependencies.
  • Production support:
    • Overseeing and reconciling daily data loads into SAP subledgers.
    • Identification of data load issues and resolution of related production incidents and functional defects.
    • Daily collaboration with senior management and program leaders.
    • ?Defining operational processes and related business integration.

9 months: OTC Derivatives and Structured Products


Role: Product Owner

Customer: Business Development Investment Bank

Place of work: Zürich


Tasks:

  • Managing an agile development team responsible for the design, functional implementation, and production roll-out of new complex derivative products.
  • Responsibilities:
    • Creating and managing the roadmap, running Scrum ceremonies.
    • Gathering business and technology requirements and converting them into meaningful epics and user stories.
    • Running functional development and testing in an agile way of working.
    • Analysis and design of new financial accounting schemes.
    • Operational business integration and production roll-out of new derivative products.
  • Working closely together with demanding stakeholders from the front-to-back value chain from both technology and business, running steering committees and specification reviews and sign-off meetings.

2 years: Portfolio Management Solutions & Portfolio Risk


Role: Scrum Master & agile Product Owner

Customer: International Wealth Management

Place of work: Zürich


Tasks:

  • Hybrid role as Scrum Master and agile Product Owner for a set of portfolio management and portfolio risk applications in the Customer division.
  • Full agile product lifecycle responsibility:
    • Visioning
    • Strategic roadmap
    • Scrum ceremonies
    • Stakeholder management and related sprint reviews
    • User storytelling
    • Client-centric product backlog management
    • Risk & dependency management
  • Structuring and maintenance of project financials incl. budgeting and resources.
  • 3rd party vendor management within CS IWM Technology.
  • Production support and SLA/OLA management.

2 years: ?ERP Project Dynamics365?


Role: Implementation & Project Manager (co-founder)

Customer: glassgalaxy.ch

Place of work: Zürich / Jakarta


Tasks:

  • Design and roll-out of the operational structure of the company in the business area of retail, import and export of lifestyle and food products.
  • Conception and implementation of a MS Dynamics365 ERP white label SaaS solution for the retail and eCommerce industry.
  • Project lead for implementation: Responsible for realization and delivery of all requirements with defined time/quality/resources.
  • Responsible for: roadmap, review and approval of software requirement specifications, writing user stories defining required software configurations.
  • Design and execution of test-strategy and -plans in close collaboration with development and involved stakeholders.
  • Performing role of trouble shooter in case of delays/issues in specific areas.
  • Management and integration of external vendors and monitoring of SLAs.
  • Project reporting towards management

7 years: ?UBS Investor? & Derivatives Change Portfolio


Role: Senior Business Project Manager

Customer: International Wealth Management

Place of work: Zürich


Tasks:

  • Implementation of a pioneering, new holistic digital wealth management roboadvisory solution generating investment recommendations for capital markets products using a 3rd party lead management and business intelligence solution.
  • In addition, responsibility for the structured products application portfolio.
  • Full agile product lifecycle responsibility: visioning, strategic roadmap, Scrum ceremonies with scrum masters and development teams, stakeholder reviews, user story creation, client-centric product backlog management, risk & dependencies, production support, SLA/OLA management, project financials, budgeting, resourcing, and stakeholder and 3rd party vendor management.
  • Definition of test strategy and execution of test cases.
  • Implementation of enhancements to UBS?s derivatives trading platform UBS Investor. And roll-out of adjusted related operational processes and control.
  • Stakeholder management and running steering committees.
  • Additionally, responsible for the implementation of automated term sheet generation for structured Fixed Income OTC products.


3 years: ?SPIRIT?: tailormade Structured Products


Role: Lead Business Analyst

Customer: Investment Bank

Place of work: Zürich / London / Guernsey


Tasks:

  • Hybrid role as lead business analyst and project manager for the implementation of the bank?s new digital multi-issuer platform for tailormade structured products.
  • Responsible for functional solution design, requirements engineering, supporting the development and IT architecture teams, test design and execution.
  • Working closely together with distributed project teams and IT stakeholders in Zurich, London, Warsaw and two offshore centres in India.
  • Scope: GUI design, operational rollout, and development of applications and interfaces from and between trading and sales, execution, order management client advisory, the issuing vehicle, and the associated support functions such as mid- and back office, financial accounting, controlling, legal and compliance.
  • In addition, responsible for the internal competence centre "Project & Change Management".


1 year: FX Derivatives Project Portfolio


Role: Senior Project Manager

Customer: Investment Bank

Place of work: Zurich / Stamford


Tasks:

  • Hybrid role with responsibility for project management, business analysis, and IT development.
  • Implementation of a new trading and settlement infrastructure for FX OTC derivatives and FX exotics.
  • Digitization of operational processes in the business areas of trading, risk management, mid- and back-office, payment services, reconciliations, and product documentation.
  • Additionally, design and implementation of a global, golden source data warehouse for derivatives from all asset classes (FX & PM, Fixed Income, Rates, Equity).
  • UBS representative for capital market products at SWIFT London and Brussels.


3 months: A Trading Platform Monitoring Project


Role: Senior Consultant Service Management

Customer: Bank Vontobel

Place of work: Zurich


Tasks:

  • Implementation of an ITIL-based service management platform to monitor Raiffeisen Switzerland's in-sourced trading activities.


1 year: Sec Lending Business Process Automation


Role: Senior Business Analyst

Customer: Investment Bank

Place of work: Zurich / London


Tasks:

  • Design and operational implementation of automated business processes on the trading and distribution infrastructure in the business area of securities borrowing & lending


5 years: Trading and Risk Applications

Role: Senior Consultant & Project Manager

Customer: Reuters Consulting

Place of work: Zurich / Bucharest / Vienna


Tasks:

  • Pre-sales, consulting, and project management for the implementation of holistic Reuters trading, risk management and settlement platforms for external clients.
  • Head of strategic project and change management, responsible for the design and implementation of project and consulting standards for structured and successful conception and implementation of national and global client projects


7 years: Global OTC Derivative


Role: Head of Operations Derivatives

Customer: Investment Bank

Place of work: Zurich / New York / London


Tasks:

  • Managing operations, accounting, and risk reporting teams responsible for running and monitoring the global 24h trading, hedging, order flow, execution and settlement of OTC derivatives and structured products.
  • Strong focus on automation of trade flow, execution, confirmations, reconciliations, accounting, payments, and risk reporting.
  • In addition, Project Manager for the consolidation of the two global OTC derivatives trading books after the merger between SBG and SBC.
  • UBS representative for OTC derivatives at SWIFT London and Brussels.

Aus- und Weiterbildung

Aus- und Weiterbildung

  • Certified Leading SAFe expert
  • ITIL Service Management Foundation
  • Two-year UBS Leadership and Executive Management Program
  • Advanced UBS Derivatives Trading Program


4 semesters

Foundation

University of Zurich ? Law School


Matura Type B (Latin and English)

Cantonal Gymnasium Rämibuehl, Zurich


Certifications

  • Leading SAFe5
  • ITIL Foundation
  • CMMI Foundation
  • Prince 2 Project Manager
  • Tools: JIRA, Confluence, SQL, MQ, QlikView, MS Power BI

Position

Position


Kompetenzen

Kompetenzen

Top-Skills

agiles Projektmanagement Scrum Banking/Finance Project Controlling Kostenmanagement Banking Core Banking Private Banking Asset Management System Portfoliomanagement Product Management Product Lifecycle Scrum Master Scrum Product Owner SAFe Lifecycle Management Lifecycle UX-Design Agile Coach Agile Softwareentwicklung Analysefähigkeit Requirements Management Requirements Engineering

Produkte / Standards / Erfahrungen / Methoden

Profile
Result-driven Product Owner, agile Project Manager and Scrum Master with a client-focused approach.
Proven track record in spearheading IT and business innovations within the financial industry.
Skilled in orchestrating complex global software and business projects, driving process digitization across trading and sales, order management and execution, risk management, advisory and portfolio management.
Broad knowledge across all asset classes, with extended expertise in structured products, OTC derivatives and streamlining STP, product lifecycle management and the integration of market and product data.

Strong skills in managing cross-functional development teams consisting of software developers, architects, business analysts and testers. Adept at fostering enduring relationships with demanding stakeholders and external partners. Especially keen on cultivating transparent communication and management practices.


Financial Products

  • Structured Products
  • OTC Derivatives
  • FX & Precious Metal
  • Fixed Income & Rates
  • Equities & Funds


Competences

  • Scrum Master & Product Owner
  • Product & Project Management
  • Story Writing & Requirements Mgmt
  • Stakeholder Management
  • Strategy & Visioning


Professional career

11/2022 - 12/2023

Role: Scrum Master 

Customer: on request

Place of work: Zurich


Tasks:

  • Managing two development teams working on a group wide IFRS17 accounting solution.
  • Responsible for the full scrum development lifecycle from analysis to release.
  • Design and roll-out of new business processes and daily operational procedures.


02/2022 - 10/2022

Role: Product Owner

Customer: Bank Julius Bär

Place of work:  Zurich


Tasks:

  • Product Owner and Business Project Manager in Julius Bär?s Trading Division.
  • Responsible for IT development and launch of new derivative instruments, working with stakeholders from trading and sales, execution, order flow, risk, operations and legal.


11/2019 - 11/2021

Role: Scrum Master & Product Owner

Customer: CS Wealth Management

Place of work: Zurich


Tasks:

  • Hybrid role as Scrum Master, Project Manager and Product Owner covering the banks applications globally used for portfolio management and companywide risk monitoring.
  • Managing scrum teams of developers, architects, and testers, covering application development, but as well the integration of order routing, execution, and lifecycle management with advisory, portfolio management and risk monitoring applications.
  • Implementation of Scrum and SAFe standards, ensuring client-centric product management and sophisticated IT customer support in CS IWM Technology


09/2017 - 10/2019

Role: Founder & Senior Consultant

Customer: Glassgalaxy  

Place of work: Zurich / Jakarta


Tasks:

  • Conception and configuration of a MS Dynamics365 ERP retail and sales solution.
  • Design and implementation of the operational structure of the company in the business area of retail, import and export of lifestyle and food products.


10/2010 - 08/2017

Role: Senior Business Project Manager

Customer: UBS Wealth Management  

Place of work: Zurich/London


Tasks: 

  • Implementation of a pioneering, new holistic digital wealth management robo-advisory solution generating investment recommendations for capital market products.
  • In addition, Product Manager for the banks structured products trading, execution, and order management platform UBS Investor. Responsible for IT development, testing and F2B integration, including backlog priorization, budgeting, resourcing, and visioning.


08/2007 - 09/2010

Role: Lead Business Analyst

Customer: CS Wealth Management  

Place of work: Zurich/London/Guernsey


Tasks:

  • Lead Business Analyst for a new structured products multi-issuer trading platform.
  • Requirements engineering for a set of globally distributed development teams, working closely together with stakeholders from trading, execution, operations, issuing and legal.


08/2006 - 07/2007

Role: Senior Project Manager

Customer: UBS Investment Bank 

Place of work: Zurich


Tasks: 

  • Responsible for development and support of the bank?s global trading, execution, order management and settlement infrastructure for OTC derivatives and structured products.
  • UBS representative for capital market products at SWIFT London


03/2006 - 07/2006

Role: Senior Business Consultant

Customer: Bank Vontobel  

Place of work: Zurich


Tasks:

  • Implementation of an ITIL-based service management platform to support and monitor Raiffeisen Switzerland's in-sourced trading activities at Bank Vontobel.


04/2005 - 02/2006

Role: Senior Business Analyst

Customer: UBS Investment Bank 

Place of work: Zurich/London


Tasks:

  • Design and operational implementation of automated business processes on the trading and execution infrastructure for securities borrowing & lending products.


01/2001 - 03/2005

Role: Senior Consultant

Customer: Reuters Consulting  

Place of work: Zurich/Bucharest/Vienna


Tasks:

  • Client-facing pre-sales, consulting, and project management for Reuter?s Kondor+ trading, execution, risk management and settlement platform.
  • Responsible for enhancements of Reuters` consulting framework and standards.
  • Reorganization of all outsourcing activities and rollout of a new, central project and service management office covering the European business units of Reuters.


09/1993 - 12/2000

Role: Operations Manager 

Customer: UBS Investment Bank

Place of work: Zurich/London/New York


Tasks:

  • Managing operations, accounting, and risk reporting teams responsible for running and monitoring the global 24h trading, hedging, order flow, execution and settlement of OTC derivatives and structured products.
  • Strong focus on automation of trade flow, execution, confirmations, reconciliations, accounting, payments, and risk reporting.
  • In addition, Project Manager for the consolidation of the two global OTC derivatives trading books after the merger between SBG and SBC.
  • UBS representative for OTC derivatives at SWIFT London and Brussels.


Key Professional Experience and Special Skills

Methodological Skills

  • Agile Transformation with Scrum, Kanban, SAFe (> 10 years)
  • Project and Platform Management (> 20 years)
  • Financial Planning and Resource Management (> 20 years)
  • DevOps and Release Management (> 8 years)
  • External Vendor Management & 3rd Party / SaaS Integration (> 20 years)
  • Business Analysis & Requirements Engineering (> 20 years)
  • Implementation and Execution of Test-Strategies and Test-Plans (> 15 years)
  • ITIL Service Management (> 5 years)
  • Software Process Improvement (CMMI) (> 5 years)


Industry Skills

 ?I talk business, I don?t have a development background, but I talk the language the dev guys understand?.

  • Result-driven and open-minded Product Owner, agile Project Manager, Scrum Master and Business Analyst with a client-focused approach.
  • Comprehensive experience developing and successfully implementing pioneering client-focused IT and business solutions and a proven track record in spearheading IT and business innovations within the financial industry.
  • Hands-on personality, motivated to deliver in scope, quality, time, and budget.
  • Skilled in in structuring and orchestrating complex global software and business projects and the digitization of processes in the areas of:
    • Client advisory and portfolio management
    • Trading and sales, pricing, and risk management
    • Order execution, order flow management
    • Integration of exchanges and issuing vehicles
    • Mid-office processes, trading support and service desk processes
    • Back-office processes, trade settlements, accounting and payments, risk and P/L controls, confirmation and termsheet generation
    • Reconciliations and data quality management
    • Legal and compliance and related operational and regulatory control functions such as audit, accounting, and reporting.


Product Skills

  • Expert in structured products, OTC derivatives and the design of investment product lifecycle processes and the associated integration of market, reference and customer data using smart business analytics and intelligence.
  • Hands-on work experience in almost all asset classes:
    • FX, Money Market and Precious Metals
    • Equities
    • Rates / Fixed Income
  • 3rd party software applications:
    • Front-Arena/Devon, Kondor+/Reuters Suite, Murex
    • MSCI, MatLab, Charles River, S.W.I.F.T.


Management 

  • Adept at fostering enduring and sustainable relationships with demanding stakeholders and external vendors, as well as creating and cultivating an efficient and transparent communication and management culture within the teams but as well external customers.
  • Successful in leading and motivating big global business integration and development teams and multiple project sub-streams, but as well smaller cross functional agile scrum teams delivering working software continuously and from highest quality and fully tested.
  • Experienced in training and coaching in agile topics and know-how of financial instruments.
  • Good sales and negotiating skills.


Agility

Many years of responsibility for managing and enhancing the full project and product management and development lifecycle:

  • Structuring, adaptive design and operational implementation of agile frameworks Scrum, SAFe, Kanban
  • Managing and coaching of agile cross-functional development teams
  • Overseeing daily development activities and execution of Scrum and SAFe ceremonies.
  • Plan, organize and run PI- and release train planning workshops
  • Requirements engineering with stakeholders from Business and IT
  • Design and structuring of strategic themes, initiatives, epics, and detailed user stories and technical product changes.
  • Strong skills in user storytelling and estimations in story points and business value.
  • Priorization and maintenance of a well understood and DEEP product- and sprint backlog from highest data quality.
  • Creation and execution of test-strategies and -plans and maintenance of related testcases and -data
  • Deployments, release management and related DevOps processes
  • Manage and resolve development defects, but as well production incidents
  • Configurations of product management tools: JIRA, Azure DevOps
  • Visioning and Roadmapping
  • Creation of budget plans, managing financials and resources
  • 3rd Party software management


IT Skills

  • IT Project-, Product- and Service Management and Business Analysis for a wide range of global financial institutions:
    • Covering full E2E product development lifecycle
    • Including external 3rd party software integration / SaaS
    • Including ITIL production support with multiple external vendors
    • Including green field projects
    • Containerization and cloud projects
    • Management and coaching of on-/near-/offshore teams (small to big)
  • Strong skills in managing intercultural and cross functional development and project teams and involved stakeholders from all levels and seniority.
  • Efficient in structuring and monitoring complex software deliverables:
    • Agile Scrum, Kanban and SAFe
    • Classic waterfall, Prince2, CMMI
    • 3rd Party integration and outsourcing projects
    • Data migration projects
    • Production support & service management
  • Daily IT production support and service desk management (ITIL).
  • Structuring of and participation in technology audit reviews.


Applications / Tools

  • Super user of Atlassian solutions: JIRA, JIRA Bridge, Confluence, Trello
  • MS Office365 (full suite) / MS PowerBI / MS Dynamics365 / MSSQL / MSAccess
  • QlikSense / Planview

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