Result-driven and client-focusProduct Owner, agile Project Manager & Scrum Master. Track record in spearheading IT & business innovation in finance.
Aktualisiert am 09.12.2025
Profil
Freiberufler / Selbstständiger
Remote-Arbeit
Verfügbar ab: 09.12.2025
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
fluent

Einsatzorte

Einsatzorte

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

Projekte

Projekte

1 year 1 month
2024-07 - 2025-07

new LGT Advisory Platform

Test Manager
Test Manager
  • As a seasoned Test Manager for the new LGT Advisory Platform, I expertly pioneered and executed a comprehensive end-to-end test strategy to ensure the successful delivery of critical wealth-management workflows to the user base from Wealth Management and Investment Advisory.
  • I led a full-stack quality assurance initiative, from test automation design to real-time KPI dashboards, and consistently drove high-quality software sprints and releases by fostering strong collaboration between product, business, and development teams.
  • My work ensured regulatory compliance and empowered stakeholders with data-driven insights, accelerating product readiness and enhancing overall governance.
  • I fostered and coached the integration of cross-functional teams into the test management lifecycle, while maintaining a strong focus on disciplined quality control and continuous improvement.
  • Achievements:
    • Championed Quality Governance: I pioneered the design and implementation of a comprehensive E2E test strategy, including the execution plans and the creation of a simple, robust, and maintainable test automation, ensuring full coverage of critical wealth?management workflows and regulatory compliance.
    • Strengthened overall governance and standards and boosted test coverage by enforcing continuous improvements through regular retrospectives, process refinements, root?cause analysis and sustainable improvement initiatives.
    • Accelerated Release Readiness: Orchestrated and propelled sprint-based system testing and pre-production user acceptance testing cycles, driving a 95%+ test-case pass rate and accelerating monthly release-readiness in production.
    • Optimized the QA Toolchain: I engineered, integrated and optimized the QA toolchain (Jira, Xray, Playwright, Tosca, GitLab CI/CD, etc.), which slashed defect turnaround times and enhanced visibility and traceability across four development teams and a set of connected applications (aixigo. com, avaloq. com).
    • Empowered stakeholders by providing real-time, data-driven insights, implementing automated KPI dashboards that enabled proactive risk detection and informed critical go/no-go decisions.
    • Collaboration and syndication: Bridged business and technology by translating complex investment advisory requirements into clear, testable acceptance criteria, always in close collaboration with Business Analysts, Product Owners, and the end-users from Relationship Management and Investment Advisory.
  • Key Responsibilities:
  • Test Strategy & Planning
    • I developed and executed a comprehensive end-to-end test strategy, plans, and processes, specifically tailored for development, system and acceptance testing in a complex end-to-end banking environment and covering functional and non-functional requirements.
    • Defined clear methodologies and processes for structuring unit, integration, system and acceptance testing and spearheaded continuous improvements of the overall test approach and execution, incorporating all aspects of the full defect lifecycle.
    • Planned and ensured the provision of all necessary test resources ensuring readiness for all testing phases. Including a well-structured and thought-out test case library and all required synthetic and anonymized test data, to guarantee smooth test execution and full requirements traceability.
    • I defined test scope and acceptance criteria in alignment with PI planning roadmaps, dependencies, sprint and release goals and user story objectives.
    • Pioneered a comprehensive, multi-layered E2E test automation strategy for the LGT Advisory platform, integrating Playwright and Tosca to accelerate test cycles and drive seamless software delivery. Including test data compiling, massaging and embedding test automation into the CI/CD pipeline.
  • Test Execution & Coordination
    • I fostered the ?Shift Left? approach ensuring comprehensive manual and automated integration tests early in the development lifecycle and in dedicated and separated development test environments.
    • I designed, coordinated and optimized all test activities - planning, design, execution, and daily defect management - to ensure thorough functional and non-functional coverage and timely delivery of accepted and signed-off software.
    • Managed and executed sprint- and released-based test cycles in the development-, system- and acceptance test environments, ensuring high ratio of automation, smooth deployments and minimal production defects.
  • Quality Assurance & Metrics
    • I monitored test progress and quality, analyzing key metrics such as pass rate, test coverage and defect rates, and implementing measures to achieve Sprint and PI goals, and to drive improvements and innovation based on data-driven insights.
    • Implemented and enforced clearly defined KPIs and quality gates to measure progress and performance, leading to continuous process improvements and, at the end, working software according to specification and of high, robust quality.
    • I produced detailed test completion reports and acceptance decision frameworks for stakeholders, seamlessly integrated into the development and testing lifecycles.
    • Assessed and enforced compliance with quality management guidelines and standards and ensured adherence throughout the entire testing process.
  • Team & Stakeholder Management
    • I drove stakeholder alignment, translating intricate business requirements into precise testable acceptance criteria and ensuring the final solution exceeded user expectations, related specifications are traceable, and quality gates have been met.
    • Spearheaded collaboration with business and product teams to clearly define test scope and align acceptance criteria with user story quality objectives, sprint- and release-goals, E2E workflow definitions and any external dependencies.
    • Cultivated strong relationships with demanding stakeholders and external partners, providing consistent updates on test progress and product quality through clear and transparent communication.
    • Provided timely executive-level reporting, delivering test progress and completion reports, risk analysis and mitigation plans, ensuring meaningful decision-making foundations for acceptance, but also on defect categorization and prioritization.
    • Led, integrated and coached a set of cross-functional teams of software developers, architects, business analysts, and QA engineers in the various aspects of testing.
  • Continuous Improvement & Governance
    • Championed a culture of quality and accountability across all delivery teams.
    • I led regular retrospectives, process refinements and root-cause analysis and created sustainable improvement initiatives to improve efficiency, thrive simplification and increase overall automation ratio in test executions, test case creation and test data integration and maintenance.
Pragmatica AG, Zurich
5 months
2024-01 - 2024-05

Business Coaching

Business Consultant
Business Consultant
As a Business Consultant and Coach for a Jakarta-based company in the beverage industry, I drove the start and kick-off of a new project by implementing structured daily operations, communication, collaboration and designing the overall business strategy.
  • I built a high-performing local team and defined clear roles and responsibilities to ensure delivery of real valuable from day one.
  • I developed and executed a targeted market entry strategy for an imported Swedish Functional Water Brand, using comprehensive market and competitor analysis to identify key opportunities and relevant sales and distribution channels.
  • Drove commercial viability through intensive, hands-on analysis and feasibility studies, swiftly developing and validating the core economic framework.
  • Pioneering a resilient Supply Chain Management model to optimize import logistics and efficiency, including setting-up a simple and user-friendly toolchain, taking local Indonesian regulations, specialities and risks into account.
  • Designing a competitive product pricing structure based on deep market analysis to maximize margin and penetration.
  • Establishing a robust financial budgeting framework for agile resource planning and performance tracking.
  • And I negotiated and managed relationships with key suppliers and distributors, securing favorable terms and building a strategic plan for the product launch.
  • I created and led strategic brand workshops to align the local team and brand ambassador on core marketing and sales initiatives. 
  • By analyzing existing market data, I translated insights on consumer behavior and market trends into an actionable product and marketing strategy. 
  • To ensure operational efficiency, I designed and implemented workflows for the entire supply chain, from import logistics to local distribution, guaranteeing transparent, traceable and compliant cash and cost control from the outset at any time.
Lintang Mitra, Jakarta
1 year 2 months
2022-11 - 2023-12

SAP IFRS 17 accounting solution

Scrum Master
Scrum Master
In a classical Scrum Master role, I led and coached two larger development teams tasked with designing and implementing crucial parts of a group wide SAP IFRS17 accounting solution, overseeing the entire Scrum development lifecycle from analysis to release. Additionally, I specified and successfully implemented a set of new business processes and operational procedures, improving production incident management.
  • I structured and enhanced the implemented agile framework Scrum, adapting it to the team?s needs, particularly integrating production incident management and support into sprint cycles. 
  • As a Scrum Master, I oversaw daily development activities, conducted daily and weekly Scrum ceremonies, and coached cross-functional development teams to ensure progress aligned with priorities.
  • Engaged in requirements engineering with stakeholders from Business and IT, I created and specified epics, user stories, tasks, and defects, using strong storytelling and mapping skills to estimate story points and guide team performance.
  • Collaborating with the Product Owner, I maintained a well-understood and DEEP product and sprint backlog with high data quality, and sophisticatedly structured and configured product management tools like JIRA and Azure DevOps.
  • Led the development and execution of meaningful test strategies and plans, prioritizing test automation, data maintenance, and continuous improvements to address technical debt.
  • I took responsibility for urging the efficient standardization of DevOps processes, fostering the concept of continuous deployments and integrations, and the importance of fully integrated release management and a ?Shift Right? mindset.
  • Program Management:
    • At the IFRS 17 Program level, I managed and evolved the strategic and tactical epic roadmap and facilitated PI-Planning workshops.
    • Engaging senior stakeholders from Business and IT, I contributed to requirements engineering, designing strategic themes, initiatives and epics and proactively identified and mitigated risks and dependencies.
    • Additionally, I played a key role in implementing meaningful and measurable OKRs.
  • Production Support:
    • In production support, I oversaw and analyzed daily data loads and migrations from group-wide source systems into a new SAP sub-ledger, efficiently resolving related functional incidents, data quality issues, and operational business process challenges.
    • Daily collaboration with senior management and program leaders, I designed and structured operational L1 ? L3 production support processes between business and technology.
SwissRe, Zurich
9 months
2022-02 - 2022-10

IT development and market launch of new derivative products

Product Owner
Product Owner
As Product Owner in the Business Development Team within JB's Trading Division, I spearheaded the IT development and launch of new derivative products, significantly enhancing the trading division's product universe. I collaborated closely with diverse stakeholders from trading, sales, execution, order flow, risk, operations and legal and compliance to ensure a successful product roll-out and adoption of existing workflows and compliance checks.
  • I managed an agile development team, driving the design, functional implementation, and production roll-out of complex exotic derivatives.
  • Developed and managed the roll-out roadmap, leading Scrum ceremonies to maintain project momentum and team alignment daily.
  • Active participation in PI planning sessions aligning roadmaps and priorities across teams and product streams.
  • Translated business, regulatory and technology requirements into actionable and testable epics and user stories, ensuring clarity, focus and full traceability.
  • Conducted thorough analysis and design of new financial accounting schemes and required legal documentation ensuring regulatory compliance and accuracy.
  • Orchestrated the operational business integration and seamless production roll-out of new derivative products.
  • Facilitated close collaboration with demanding stakeholders from the front-to-back value chain, conducting steering committees, specification reviews, and sign-off meetings to ensure alignment and project success.
Julius Bär, Zurich
2 years 1 month
2019-11 - 2021-11

Portfolio management, risk monitoring and analysis platform

Scrum Master
Scrum Master
In a hybrid role as Scrum Master, Project Manager and Product Owner, I successfully enhanced the global, companywide portfolio management and risk monitoring and analytics platform within CS Wealth Management. Ensuring seamless integration with order routing, execution, and product- and portfolio-lifecycle management. Spearheaded the implementation of Scrum and SAFe standards, enhancing product management and IT customer support for RMs and external Asset Manager.
  • Led two Scrum teams of developers, architects, and testers, driving and overseeing application development and integration across the end-to-end value chain.
  • Implemented and managed the full agile product-development and testing lifecycle, including visioning, strategic roadmapping, Scrum ceremonies, stakeholder reviews, user storytelling, and client-centric product backlog management.
  • I managed and monitored risk and dependencies, production support, project financials, budgeting, resources, and stakeholder engagement.
  • Oversaw 3rd party vendor management, ensuring compliance and service-quality within CS IWM Technology and with external 3rd party providers.
  • Developed and managed Service Level Agreements (SLA) and Operational Level Agreements (OLA) to enhance and maintain high standards of customer support and service delivery, while running client-centric product management.
Credit Suisse Wealth Management, Zurich
2 years 2 months
2017-09 - 2019-10

Design and implementation of ERP and retail solutions

Consultant
Consultant
In the role of consultant and founder, I kicked off a consulting business providing services in designing and implementing ERP and Retail Business Solutions. Spearheaded the design and implementation of the operational structure for two customers specializing in retail, import, and export of lifestyle and food products. Successfully conceived and deployed a basic MS Dynamics365 ERP solution, enhancing operational efficiency and scalability.
  • Requirements gathering, business workflow design and data modeling.
  • I established a well-defined project governance with clear roles and responsibilities enabling deliverables on time, within scope and budget, ensuring high-quality outcomes and real measurable value for the customer.
  • Orchestrated the roadmap and coordinated problem solving activities with the customer, collaborating closely with all involved stakeholders to ensure seamless integration with existing processes and digital workflows.
  • Implemented robust operational structures across retail, import, and export domains, targeting business growth and operational excellence.
  • Acted as a troubleshooter, resolving delays and issues in critical areas, maintaining project momentum and quality.
  • Reviewed and approved software requirement specifications, ensuring alignment with customers? needs and functional feasibility.
  • Managed relationships with all internal and external vendors, overseeing SLA and OLA compliance and monitoring and optimizing vendor performance.
  • Regularly reported project status and milestones to partners, providing clear visibility into progress and challenges.
Glassgalaxy, Zurich
6 years 11 months
2010-10 - 2017-08

Continuous agile development and optimization of a derivatives trading platform

Business Project Manager
Business Project Manager
As Business Project Manager, very close to the role of a Product Owner in today?s agile world, I held ownership over the structured products application portfolio, overseeing the continuous agile development and evolvement of UBS?s derivatives trading platform, UBS Investor. In addition, co-driver for the Implementation of a pioneering digital wealth management robo-advisory and re-investment solution, pushing innovation in capital markets products through the integration of smart 3rd party software and business intelligence distributing investment advice over digital channels.
  • UBS Investor:
    • Product management for UBS Investor: I managed IT development, testing and operational rollout of major enhancements and a new UX design and development platform for the structured products trading and execution platform.
    • I acted as an agile leader, guided Scrum teams through the agile development process, implemented ?Agile Ways of Working? and fostered the writing of well-structured and -defined user stories including acceptance criteria and quality gates.
    • Drove the design and execution of comprehensive tests from unit testing to user acceptance testing (UAT) and integration with surrounding systems.
    • Stakeholder Engagement: I conducted stakeholder reviews and managed user storytelling to ensure alignment and clarity in the product vision, the bi-weekly sprint goals and the monthly release scope.
    • Budget and Resource Management: Oversaw budgeting, resource allocation, and vendor management to optimize overall efficiency and cost-effectiveness.
    • Risk & Dependency Management: Proactively identified and mitigated risks and dependencies, ensuring solution stability and success. 
    • SLA/OLA Management: Defined and maintained service level agreements and operational level agreements guaranteeing high-quality service delivery and measurable user satisfaction and real business value.
  • Additional Responsibilities ?Robo-Advisory?:
    • Innovative Solution Implementation: Tasked to deliver a cutting-edge robo-advisory solution, leveraging business intelligence to provide advanced investment recommendations to Wealth Management and Investment Advisory.
    • I spearheaded the implementation of a holistic digital wealth management robo-advisory solution, generating tailored investment recommendations for capital markets products supporting relationship managers and investment advisors.
    • Managed the full agile product lifecycle, including visioning, strategic roadmap development, Scrum ceremonies, stakeholder reviews, and user storytelling.
    • Directed client-centric product backlog management, ensuring high data quality and effective prioritization, including well-defined acceptance criteria and quality gates.
    • Successfully navigated risk and dependencies, provided production support and managed SLA/OLA agreements and maintained and evolved the operating model.
    • Oversaw project financials, budgeting, and resource allocation, ensuring efficient use of internal and external resources, including the integration of a 3rd party software provider delivering business rule engine and lead management capabilities.
    • Collaborated closely with stakeholders from business and technology to align strategic goals and deliver a high-impact solution creating real, measurable value.
UBS Wealth Management, Zurich
3 years 2 months
2007-08 - 2010-09

Development of a new, tailor-made digital multi-issuer trading platform

Lead Business Analyst
Lead Business Analyst
I pioneered the development of a new bespoke digital multi-issuer trading platform for tailored-made structured products, driving a competitive solution to market. As Lead Business Analyst for the SPIRIT project (Tailormade Structured Products),I successfully spearheaded the conception, requirements engineering, development, test management, and IT architecture for a bespoke multi-issuer structured products trading platform, managing project teams and IT stakeholders across Zurich, London, Warsaw and two offshore centers in India.
  • Managed a hybrid role as both a Lead Business Analyst and Test Manager, overseeing all phases of the project lifecycle from initial conception to go-live.
  • I led the conceptualization, requirements engineering, and IT architecture for a complex trading platform, managing distributed development and testing teams.
  • I drove global collaboration: Managed and facilitated seamless communication among globally distributed development teams and IT stakeholders ensuring project alignment and successful delivery.
  • Oversaw critical integrations: Designed the user interface and successfully managed the operational rollout and integration of key interfaces between the investment bank, client advisors, and the issuing vehicle, along with critical core banking and support functions such as settlement, back office, payments, financial accounting and legal and compliance.
  • Championed regulatory compliance: Implemented demanding customer and trade validation checks that ensured strict adherence to regulations on cross-border business, anti-money laundering, and documentation requirements.
  • Oversaw comprehensive end-to-end testing, with a particular focus on complex integration testing with multiple issuing vehicles and the Swiss Stock Exchange.
  • Collaborating closely with stakeholders from trading, execution, operations, and issuing and various supporting functions. And I facilitated communication among globally distributed development teams to drive progress and quality.
Credit Suisse Wealth Management, Zurich
1 year
2006-08 - 2007-07

global trade, execution, order management and settlement infrastructure

Business Analyst & Project Manager
Business Analyst & Project Manager
In a hybrid role as Business Analyst and Project Manager, I successfully designed and delivered major enhancements to UBS's global trading, execution, order management and settlement infrastructure for OTC derivatives and structured products.
  • I Led project management, business analysis, and IT development initiatives, ensuring seamless integration and optimal performance of the bank's trading and settlement systems.
  • Implemented the latest technology and a modern, automated end-to-end trading and settlement infrastructure for exotic OTC derivatives and structured products, enhancing efficiency, reliability and ratio of automation.
  • Digitized operational processes across trading, risk management, mid- and back-office functions, payment services, reconciliations, and product documentation, significantly improving operational effectiveness and quality.
  • Designed and implemented a global, golden source data warehouse for derivatives covering all asset classes (FX & PM, Fixed Income, Rates, Equity), centralizing data management and enhancing data accessibility.
  • Represented UBS at SWIFT London and Brussels, ensuring effective communication and alignment between key players within the industry, defining and simplifying standards and rules in payment and trade confirmation messages.
  • Led the internal competence Centre for "Project & Change Management," driving excellence in project execution and change management practices across the organization.
UBS Investment Bank, Zurich
5 months
2006-03 - 2006-07

Development, test management and IT architecture

Senior Consultant
Senior Consultant
  • In the role of an external Business Consultant, I spearheaded the conception, requirements engineering, development, test management, and IT architecture for the implementation of an ITIL-based service management platform to support and monitor Raiffeisen Switzerland's in-sourced trading activities at Bank Vontobel.
  • I collaborated closely with stakeholders from trading, execution, operations, and issuing, running workshops and facilitating communication among distributed development teams and business domains.
  • Driving the design and implementation of automated business processes and respective monitoring of the trading activities between Raiffeisen and Vontobel.
Bank Vontobel, Zurich
11 months
2005-04 - 2006-02

global trade and execution infrastructure

Business Analyst & Project Manager
Business Analyst & Project Manager
  • In a hybrid role as Business Analyst and Project Manager, I designed and implemented a set of new automated business processes for securities borrowing and lending products on the global trading and execution infrastructure.
  • In addition, I led the definition and operational implementation of enhanced automated business processes in operations and accounting.
UBS Investment Bank, Zurich
4 years 3 months
2001-01 - 2005-03

various

Senior Project Manager
Senior Project Manager
  • In this role of a Project Manager, I spearheaded client-facing pre-sales, consulting, and project management initiatives for Reuter's Kondor+ platform, driving improvements in trading, execution, risk management, and settlement.
  • I revamped outsourcing activities and established a centralized service desk and project management office for Reuters' European business units, streamlining operations and enhancing efficiency.
  • Led pre-sales, consulting, and project management activities around the implementation of comprehensive Reuters trading, risk management, and settlement platforms for external clients, ensuring seamless integration and optimal functionality.
  • Directed strategic project and change management initiatives as Head of Strategic Project and Change Management, implementing project and consulting standards to ensure the structured and successful conception and implementation of national and global client projects.
Reuters Consulting, Zurich ? Bucharest - Vienna
7 years 4 months
1993-09 - 2000-12

Project to consolidate two global OTC derivatives trading books

Operations & Project Manager
Operations & Project Manager
  • I managed operations, accounting, and risk reporting teams overseeing global 24-hour trading, hedging, order flow, execution, and settlement of OTC derivatives and structured products. With a focus on automation, I streamlined trade flow, execution, confirmations, reconciliations, accounting, payments, and risk reporting.
  • Additionally, I led the project to consolidate two global OTC derivatives trading books post-merger between SBG and SBC.
  • Including trading-book and risk consolidations and redesign and implementation of new global mid- office and operations units supporting trading activities within capital markets.
  • UBS representative for OTC derivatives at SWIFT London and Brussels.
UBS Investment Bank, Zurich, New York

Aus- und Weiterbildung

Aus- und Weiterbildung

  • Certified Leading SAFe Agilist
  • ITIL Service Management Foundation
  • Reuters ?Management and Consulting Program?
  • Two-year UBS Leadership and Executive Management Program
  • Advanced UBS Derivatives Trading Program
  • University of Zurich ? Law School / Foundation
  • Cantonal Gymnasium Rämibuehl, Zurich/ Matura Type B (Latin and English)

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
  • I am a results-driven professional who builds, leads, and motivates high-performing teams in complex, cross-cultural environments. As an authentic self-starter with a passion for innovation, I excel at finding creative solutions and driving changes using proven leadership and management techniques combined with latest industry?s best practices.
  • As a client-centric Product Owner, Business Analyst, Scrum Master, and agile Project Manager, I spearhead IT and business innovations within the financial industry. My expertise is in leading complex global software and business projects, where I drive process digitalization across wealth advisory, portfolio management, trading, sales, order execution and operations.
  • With a deep command of all asset classes, I specialize in structured products, OTC derivatives, and optimizing and digitizing product lifecycle management. I excel at managing diverse, cross-functional teams of developers, architects, business analysts, QA engineers and testers.
  • Dynamic Leader with a flair for humor, with an approach which is centered on fostering enduring relationships with demanding stakeholders and external partners through transparent communication and a clear, value-oriented focus. I thrive on cultivating an engaging work environment where teams succeed and grow sustainable.

Competences
  • Scrum Mastery & SAFe Agilist
  • Product-, Project-, Test-Management
  • Story Writing & Requirements Design
  • Stakeholder Management
  • Strategy & Visioning

Main Skills
  • Analytical & Problem Solving
  • Attention to Details
  • Communication & Collaboration
  • Teambuilding & -coaching
  • Critical Thinking & Creativity

Methodological Skills
  • Project, Product and Platform Management (> 20 years)
  • Financial Planning and Resource Management (> 20 years)
  • Implementation & Evolution of Agile Frameworks Scrum/SAFe/Kanban (> 10 years)
  • Establish efficient agile, cross-functional Development Teams (> 10 years)
  • Structuring & Running Scrum Ceremonies & PI Plannings (> 10 years)
  • Implementation of Backlog Priorization Frameworks (> 10 years)
  • DevOps Integration, CI/CD and Release Management (> 10 years)
  • External Vendor Management & 3rd Party / SaaS Integration (> 20 years)
  • Business Analysis and Requirements Engineering (> 20 years)
  • Process and Workflow Design and related Data Modelling (> 15 years)
  • User Story Writing, Telling, Mapping (> 10 years)
  • Structuring and Implementation of Metrics, KPIs and OKRs (> 10 years)
  • Implementation and Execution of Test-Strategy and Test-Plans (> 15 years)
  • Creation & Maintenance of Test-Cases, -Scenarios and -Data (> 15 years)
  • Definition and Implementation of Acceptance Criteria and Quality Gates (> 15 years)
  • ITIL Service Management (> 10 years)
  • Defect and Incident Management (> 20 years)
  • Software Change Process Improvement (CMMI) (> 5 Jahre)

Business and Industry Skills
  • As a client-focused Scrum Master, agile Project Manager, and Product Owner, I've consistently led IT and business innovations within the finance sector, driving impactful results.
  • Skilled in orchestrating complex global software and business projects, I specialize in digitizing processes across various domains in the value chain, including:
    • Client advisory, investment- 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 desks.
    • 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.
  • Long lasting experience in implementing and managing integrated portfolio management and risk solutions within wealth management, including the roll-out of pioneering workbench solutions and first automated reinvestment- and lifecycle management tools for client advisory.
  • Strong focus on seamless automated connectivity between the divisions from investment banking, wealth- and asset management ensuring high data quality and availability and enhancing operational efficiency.
  • I possess broad knowledge across all asset classes, specializing in structured products, OTC derivatives, and designing investment product lifecycle processes using smart business analytics and intelligence.

Management Skills
  • Proficient in leading and motivating large global intercultural business integration and development teams, along with smaller agile cross-functional scrum teams, to continuously deliver high-quality software that provides real tangible value to stakeholders and customers.
  • Adept at cultivating enduring and sustainable relationships with demanding stakeholders and external vendors and counterparties, while fostering an efficient and transparent communication and management culture within teams and external customers.
  • I demonstrated outstanding stakeholder engagement skills through proactive engagement, building strong relationships based on trust and mutual respect, and ensuring continuous communication throughout the project lifecycle. Characterized by clear, transparent communication at all levels and the tenacity with which I drive the testing activities.
  • Very good in building the bridge between technology and business by being an active listener, critical thinker, and motivational personality.
  • Driven by a hands-on approach, I'm committed to delivering projects within scope, quality, time, and budget constraints. Experienced in training and coaching agile topics and financial instruments expertise, enhancing team capabilities and performance.

Agility & IT Skills
  • Throughout my career, I've led and executed the full Product and Project Lifecycle for diverse projects in global financial institutions, from envisioning and road mapping to daily test strategy execution and release planning. In details, I did:
  • Planning:
    • Structured and implemented agile frameworks such as Scrum, SAFe, and Kanban, adapting them to project needs.
    • Long history in structuring complex software deliverables using classical frameworks such as Waterfall, Prince2, CMMI, and ITIL.
    • Led and coached cross-functional development teams, ensuring daily progress and integration according to priorities.
    • Organized and facilitated Scrum and SAFe ceremonies, including PI- and release train planning workshops.
    • Managed budget plans, financials, and resources, aligning them with project goals.
    • Visioned and road-mapped projects for strategic alignment.
  • Requirements & Backlog Management:
    • Engaged stakeholders from Business and IT in requirements engineering, designing strategic themes, initiatives, epics, and detailed user stories.
    • Utilized strong storytelling and mapping skills to estimate story points and business value, guiding team performance and data-driven decision-making.
    • Prioritized and maintained a well-understood and DEEP product and sprint backlog with high data quality.
    • Configured and utilized product management tools such as JIRA and Azure DevOps.
  • Testing & DevOps:
    • Developed and executed test strategies and plans, emphasizing test automation and continuous improvement.
    • Managed DevOps processes, deployments, release management, and continuous integration.
    • Resolved development defects and production incidents efficiently.
  • Service Management:
    • Managed L1 - L3 Production Support and Service Desks, ensuring adherence to Service Level Agreements and Operating Models.
    • Oversaw 3rd party software management and created and monitored KPIs/OKRs.
    • Structured and participated in Technology Audit Reviews to ensure compliance and efficiency within technology departments.

Professional Experience
07/2024 - 07/2025
Pragmatica AG/ Zurich
Test Manager
  • For the new LGT Advisory platform, I pioneered the design and implementation of a comprehensive E2E test strategy and plan, thriving quality assurance and test automation.
  • Spearheading collaboration with business and product teams to precisely define test scope and align acceptance criteria with release and user story objectives.
  • I drove the creation, maintenance and continuous evolution of a robust and well-structured library of test cases, executions and plans and required synthetic and anonymized test data.
  • Managed and optimized sprint- and release-based test cycles and executed system and user acceptance tests in a set of separated test environments, ensuring seamless deployments.
  • I transformed and optimized the QA toolchain (Jira, Xray, Tosca) by implementing real-time KPI dashboards, empowering stakeholders with risk detection and data-driven insights.
  • In addition, I designed and executed a simple, but robust and maintainable test automation strategy ensuring continuous regression testing early in the development phase.

01/2024 - 06/2024
Lintang Mitra/ Jakarta
Business Consultant
  • As a Business Consultant and Coach for a Jakarta-based company in the beverage industry, I drove the start of a new project by implementing structured daily operations and designing the long-term business strategy. I built a high-performing local team, defining clear roles and responsibilities to ensure valuable deliverables from day one.
  • I developed and executed a targeted market entry strategy for imported functional water, using comprehensive market and competitor analysis to identify key opportunities and sales channels. And negotiated and managed relationships with key suppliers and distributors, securing favorable terms and building a strategic plan for the product launch.
  • I created and led strategic brand workshops to align the local team and brand ambassador on core marketing and sales initiatives. By analyzing existing market data, I translated insights on consumer behavior and market trends into an actionable sales, marketing and distribution strategy.
  • To ensure operational efficiency, I designed and implemented workflows for the entire supply chain, from import logistics to local distribution, guaranteeing cost control from the outset.

11/2022 - 12/2023
Swiss Re/ Zurich
Scrum Master
  • In a classical Scrum Master role, I led and coached two larger development teams tasked with designing and implementing crucial parts of a group wide SAP based IFRS17 accounting solution, overseeing the entire Scrum development lifecycle from analysis to release.
  • Additionally, I specified and successfully implemented a set of new business processes and operational procedures and did improve production incident management.

02/2022 - 10/2022
Julius Bär/ Zurich
Product Owner
  • As Product Owner in JB's Trading Division, I spearheaded the IT development and launch of new derivative accumulator products, collaborating closely with a set of development teams and stakeholders from trading, sales, execution, order flow, risk, operations, and legal and compliance departments.

11/2019 - 11/2021
Credit Suisse Wealth Management/ Zurich
Scrum Master
  • In a hybrid role as Scrum Master, Test-Manager, and Product Owner, I oversaw three Wealthmanagement applications for portfolio management and companywide risk analytics and monitoring.
  • Managing two Scrum Teams, I led development, integration efforts and E2E testing across various functions, including advisory, order routing, execution, and lifecycle management.
  • Additionally, I implemented well-structured Scrum and service management standards to drive client-centric product management, to establish continuous integration and deployments, and to enhance customer support and operational quality within CS IWM IT.

09/2017 - 10/2019
Glassgalaxy, Zurich - Jakarta
Founder & Consultant
  • Business Consultant and Requirements Engineer driving the conception and configuration of a MS Dynamics365 ERP solution for two companies in the retail space.
  • Design and implementation of the operational structure of our consulting company in the business area of retail, import and export of lifestyle and food products.

10/2010 - 08/2017
UBS Wealth Management/ Zurich
Business Project Manager
  • Responsible for the conception, the design and the implementation of an innovative digital wealth advisory solution, generating investment recommendations for investment products, seamlessly integrated into the wealth advisory process of RMs and Investment Advisors.
  • Additionally, as Business Project Manager for the structured products and derivatives platform UBS Investor, I oversaw IT development delivered by a set of Scrum Teams, testing from unit, over integration to UAT, and end-to-end integration with surrounding applications, including backlog prioritization, budgeting, resourcing, and product visioning.

08/2007 - 09/2010
Credit Suisse Wealth Management, Zurich
Lead Business Analyst
  • As Lead Business Analyst, I spearheaded requirements engineering, functional design and test case creation and execution for a new structured products multi-issuer trading platform.
  • Collaborating closely with stakeholders from Trading, Risk, Execution, Operations, and Issuing, I facilitated collaboration and communication among globally distributed development teams. 
  • In addition, and in close collaboration with teams from Legal and Compliance I created the term sheet templates required for the automated generation of the new set of structured products. This included running training on the new products for the teams involved in the process chain, IT Operations and the respective support functions.

08/2006 - 07/2007
UBS Investment Bank, Zurich - London
Business Analyst & Project Manager
  • In a hybrid role I drove business analysis, supported development teams, executed E2E testing and production support for the bank's global trading, execution, order management, and settlement infrastructure for OTC derivatives and structured products. Additionally, I served as the UBS representative for capital market products at SWIFT London.

03/2006 - 07/2006
Bank Vontobel, Zurich
Senior Consultant
  • Design and implementation of an ITIL based Service Management platform for managing and monitoring in-sourced Raiffeisen Equity trading activities ensuring transparency, traceability.

04/2005 - 02/2006
UBS Investment Bank, Zurich
Business Analyst & Project Manager
  • Responsible for design, testing and implementation of a set of automated business processes for securities borrowing and lending products on the trading and execution infrastructure.

01/2001 - 03/2005
Reuters Consulting/ Zurich - Bucharest - Vienna
Senior Project Manager
  • I handled client-facing pre-sales, consulting, project management and E2E testing for Reuter's Kondor+ platform, focusing on trading, execution, risk management, and settlement.
  • Additionally, I revamped outsourcing activities and established a centralized project and service management office and service desk for Reuters' European business units.

09/1993 ? 12/2000
UBS Investment Bank/ Zurich - New York
Operations & Project Manager
  • Manager for operations, accounting and risk reporting teams overseeing global 24-hour trading, hedging, order flow, execution and settlement of OTC derivatives and structured products. With a focus on automation, I streamlined trade flow, execution, confirmations, reconciliations, accounting, payments, and risk reporting.
  • Additionally, I led the project to consolidate two global OTC derivatives trading books post-merger between SBG and SBC and represented UBS? OTC Derivatives at SWIFT Brussels.

Einsatzorte

Einsatzorte

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

Projekte

Projekte

1 year 1 month
2024-07 - 2025-07

new LGT Advisory Platform

Test Manager
Test Manager
  • As a seasoned Test Manager for the new LGT Advisory Platform, I expertly pioneered and executed a comprehensive end-to-end test strategy to ensure the successful delivery of critical wealth-management workflows to the user base from Wealth Management and Investment Advisory.
  • I led a full-stack quality assurance initiative, from test automation design to real-time KPI dashboards, and consistently drove high-quality software sprints and releases by fostering strong collaboration between product, business, and development teams.
  • My work ensured regulatory compliance and empowered stakeholders with data-driven insights, accelerating product readiness and enhancing overall governance.
  • I fostered and coached the integration of cross-functional teams into the test management lifecycle, while maintaining a strong focus on disciplined quality control and continuous improvement.
  • Achievements:
    • Championed Quality Governance: I pioneered the design and implementation of a comprehensive E2E test strategy, including the execution plans and the creation of a simple, robust, and maintainable test automation, ensuring full coverage of critical wealth?management workflows and regulatory compliance.
    • Strengthened overall governance and standards and boosted test coverage by enforcing continuous improvements through regular retrospectives, process refinements, root?cause analysis and sustainable improvement initiatives.
    • Accelerated Release Readiness: Orchestrated and propelled sprint-based system testing and pre-production user acceptance testing cycles, driving a 95%+ test-case pass rate and accelerating monthly release-readiness in production.
    • Optimized the QA Toolchain: I engineered, integrated and optimized the QA toolchain (Jira, Xray, Playwright, Tosca, GitLab CI/CD, etc.), which slashed defect turnaround times and enhanced visibility and traceability across four development teams and a set of connected applications (aixigo. com, avaloq. com).
    • Empowered stakeholders by providing real-time, data-driven insights, implementing automated KPI dashboards that enabled proactive risk detection and informed critical go/no-go decisions.
    • Collaboration and syndication: Bridged business and technology by translating complex investment advisory requirements into clear, testable acceptance criteria, always in close collaboration with Business Analysts, Product Owners, and the end-users from Relationship Management and Investment Advisory.
  • Key Responsibilities:
  • Test Strategy & Planning
    • I developed and executed a comprehensive end-to-end test strategy, plans, and processes, specifically tailored for development, system and acceptance testing in a complex end-to-end banking environment and covering functional and non-functional requirements.
    • Defined clear methodologies and processes for structuring unit, integration, system and acceptance testing and spearheaded continuous improvements of the overall test approach and execution, incorporating all aspects of the full defect lifecycle.
    • Planned and ensured the provision of all necessary test resources ensuring readiness for all testing phases. Including a well-structured and thought-out test case library and all required synthetic and anonymized test data, to guarantee smooth test execution and full requirements traceability.
    • I defined test scope and acceptance criteria in alignment with PI planning roadmaps, dependencies, sprint and release goals and user story objectives.
    • Pioneered a comprehensive, multi-layered E2E test automation strategy for the LGT Advisory platform, integrating Playwright and Tosca to accelerate test cycles and drive seamless software delivery. Including test data compiling, massaging and embedding test automation into the CI/CD pipeline.
  • Test Execution & Coordination
    • I fostered the ?Shift Left? approach ensuring comprehensive manual and automated integration tests early in the development lifecycle and in dedicated and separated development test environments.
    • I designed, coordinated and optimized all test activities - planning, design, execution, and daily defect management - to ensure thorough functional and non-functional coverage and timely delivery of accepted and signed-off software.
    • Managed and executed sprint- and released-based test cycles in the development-, system- and acceptance test environments, ensuring high ratio of automation, smooth deployments and minimal production defects.
  • Quality Assurance & Metrics
    • I monitored test progress and quality, analyzing key metrics such as pass rate, test coverage and defect rates, and implementing measures to achieve Sprint and PI goals, and to drive improvements and innovation based on data-driven insights.
    • Implemented and enforced clearly defined KPIs and quality gates to measure progress and performance, leading to continuous process improvements and, at the end, working software according to specification and of high, robust quality.
    • I produced detailed test completion reports and acceptance decision frameworks for stakeholders, seamlessly integrated into the development and testing lifecycles.
    • Assessed and enforced compliance with quality management guidelines and standards and ensured adherence throughout the entire testing process.
  • Team & Stakeholder Management
    • I drove stakeholder alignment, translating intricate business requirements into precise testable acceptance criteria and ensuring the final solution exceeded user expectations, related specifications are traceable, and quality gates have been met.
    • Spearheaded collaboration with business and product teams to clearly define test scope and align acceptance criteria with user story quality objectives, sprint- and release-goals, E2E workflow definitions and any external dependencies.
    • Cultivated strong relationships with demanding stakeholders and external partners, providing consistent updates on test progress and product quality through clear and transparent communication.
    • Provided timely executive-level reporting, delivering test progress and completion reports, risk analysis and mitigation plans, ensuring meaningful decision-making foundations for acceptance, but also on defect categorization and prioritization.
    • Led, integrated and coached a set of cross-functional teams of software developers, architects, business analysts, and QA engineers in the various aspects of testing.
  • Continuous Improvement & Governance
    • Championed a culture of quality and accountability across all delivery teams.
    • I led regular retrospectives, process refinements and root-cause analysis and created sustainable improvement initiatives to improve efficiency, thrive simplification and increase overall automation ratio in test executions, test case creation and test data integration and maintenance.
Pragmatica AG, Zurich
5 months
2024-01 - 2024-05

Business Coaching

Business Consultant
Business Consultant
As a Business Consultant and Coach for a Jakarta-based company in the beverage industry, I drove the start and kick-off of a new project by implementing structured daily operations, communication, collaboration and designing the overall business strategy.
  • I built a high-performing local team and defined clear roles and responsibilities to ensure delivery of real valuable from day one.
  • I developed and executed a targeted market entry strategy for an imported Swedish Functional Water Brand, using comprehensive market and competitor analysis to identify key opportunities and relevant sales and distribution channels.
  • Drove commercial viability through intensive, hands-on analysis and feasibility studies, swiftly developing and validating the core economic framework.
  • Pioneering a resilient Supply Chain Management model to optimize import logistics and efficiency, including setting-up a simple and user-friendly toolchain, taking local Indonesian regulations, specialities and risks into account.
  • Designing a competitive product pricing structure based on deep market analysis to maximize margin and penetration.
  • Establishing a robust financial budgeting framework for agile resource planning and performance tracking.
  • And I negotiated and managed relationships with key suppliers and distributors, securing favorable terms and building a strategic plan for the product launch.
  • I created and led strategic brand workshops to align the local team and brand ambassador on core marketing and sales initiatives. 
  • By analyzing existing market data, I translated insights on consumer behavior and market trends into an actionable product and marketing strategy. 
  • To ensure operational efficiency, I designed and implemented workflows for the entire supply chain, from import logistics to local distribution, guaranteeing transparent, traceable and compliant cash and cost control from the outset at any time.
Lintang Mitra, Jakarta
1 year 2 months
2022-11 - 2023-12

SAP IFRS 17 accounting solution

Scrum Master
Scrum Master
In a classical Scrum Master role, I led and coached two larger development teams tasked with designing and implementing crucial parts of a group wide SAP IFRS17 accounting solution, overseeing the entire Scrum development lifecycle from analysis to release. Additionally, I specified and successfully implemented a set of new business processes and operational procedures, improving production incident management.
  • I structured and enhanced the implemented agile framework Scrum, adapting it to the team?s needs, particularly integrating production incident management and support into sprint cycles. 
  • As a Scrum Master, I oversaw daily development activities, conducted daily and weekly Scrum ceremonies, and coached cross-functional development teams to ensure progress aligned with priorities.
  • Engaged in requirements engineering with stakeholders from Business and IT, I created and specified epics, user stories, tasks, and defects, using strong storytelling and mapping skills to estimate story points and guide team performance.
  • Collaborating with the Product Owner, I maintained a well-understood and DEEP product and sprint backlog with high data quality, and sophisticatedly structured and configured product management tools like JIRA and Azure DevOps.
  • Led the development and execution of meaningful test strategies and plans, prioritizing test automation, data maintenance, and continuous improvements to address technical debt.
  • I took responsibility for urging the efficient standardization of DevOps processes, fostering the concept of continuous deployments and integrations, and the importance of fully integrated release management and a ?Shift Right? mindset.
  • Program Management:
    • At the IFRS 17 Program level, I managed and evolved the strategic and tactical epic roadmap and facilitated PI-Planning workshops.
    • Engaging senior stakeholders from Business and IT, I contributed to requirements engineering, designing strategic themes, initiatives and epics and proactively identified and mitigated risks and dependencies.
    • Additionally, I played a key role in implementing meaningful and measurable OKRs.
  • Production Support:
    • In production support, I oversaw and analyzed daily data loads and migrations from group-wide source systems into a new SAP sub-ledger, efficiently resolving related functional incidents, data quality issues, and operational business process challenges.
    • Daily collaboration with senior management and program leaders, I designed and structured operational L1 ? L3 production support processes between business and technology.
SwissRe, Zurich
9 months
2022-02 - 2022-10

IT development and market launch of new derivative products

Product Owner
Product Owner
As Product Owner in the Business Development Team within JB's Trading Division, I spearheaded the IT development and launch of new derivative products, significantly enhancing the trading division's product universe. I collaborated closely with diverse stakeholders from trading, sales, execution, order flow, risk, operations and legal and compliance to ensure a successful product roll-out and adoption of existing workflows and compliance checks.
  • I managed an agile development team, driving the design, functional implementation, and production roll-out of complex exotic derivatives.
  • Developed and managed the roll-out roadmap, leading Scrum ceremonies to maintain project momentum and team alignment daily.
  • Active participation in PI planning sessions aligning roadmaps and priorities across teams and product streams.
  • Translated business, regulatory and technology requirements into actionable and testable epics and user stories, ensuring clarity, focus and full traceability.
  • Conducted thorough analysis and design of new financial accounting schemes and required legal documentation ensuring regulatory compliance and accuracy.
  • Orchestrated the operational business integration and seamless production roll-out of new derivative products.
  • Facilitated close collaboration with demanding stakeholders from the front-to-back value chain, conducting steering committees, specification reviews, and sign-off meetings to ensure alignment and project success.
Julius Bär, Zurich
2 years 1 month
2019-11 - 2021-11

Portfolio management, risk monitoring and analysis platform

Scrum Master
Scrum Master
In a hybrid role as Scrum Master, Project Manager and Product Owner, I successfully enhanced the global, companywide portfolio management and risk monitoring and analytics platform within CS Wealth Management. Ensuring seamless integration with order routing, execution, and product- and portfolio-lifecycle management. Spearheaded the implementation of Scrum and SAFe standards, enhancing product management and IT customer support for RMs and external Asset Manager.
  • Led two Scrum teams of developers, architects, and testers, driving and overseeing application development and integration across the end-to-end value chain.
  • Implemented and managed the full agile product-development and testing lifecycle, including visioning, strategic roadmapping, Scrum ceremonies, stakeholder reviews, user storytelling, and client-centric product backlog management.
  • I managed and monitored risk and dependencies, production support, project financials, budgeting, resources, and stakeholder engagement.
  • Oversaw 3rd party vendor management, ensuring compliance and service-quality within CS IWM Technology and with external 3rd party providers.
  • Developed and managed Service Level Agreements (SLA) and Operational Level Agreements (OLA) to enhance and maintain high standards of customer support and service delivery, while running client-centric product management.
Credit Suisse Wealth Management, Zurich
2 years 2 months
2017-09 - 2019-10

Design and implementation of ERP and retail solutions

Consultant
Consultant
In the role of consultant and founder, I kicked off a consulting business providing services in designing and implementing ERP and Retail Business Solutions. Spearheaded the design and implementation of the operational structure for two customers specializing in retail, import, and export of lifestyle and food products. Successfully conceived and deployed a basic MS Dynamics365 ERP solution, enhancing operational efficiency and scalability.
  • Requirements gathering, business workflow design and data modeling.
  • I established a well-defined project governance with clear roles and responsibilities enabling deliverables on time, within scope and budget, ensuring high-quality outcomes and real measurable value for the customer.
  • Orchestrated the roadmap and coordinated problem solving activities with the customer, collaborating closely with all involved stakeholders to ensure seamless integration with existing processes and digital workflows.
  • Implemented robust operational structures across retail, import, and export domains, targeting business growth and operational excellence.
  • Acted as a troubleshooter, resolving delays and issues in critical areas, maintaining project momentum and quality.
  • Reviewed and approved software requirement specifications, ensuring alignment with customers? needs and functional feasibility.
  • Managed relationships with all internal and external vendors, overseeing SLA and OLA compliance and monitoring and optimizing vendor performance.
  • Regularly reported project status and milestones to partners, providing clear visibility into progress and challenges.
Glassgalaxy, Zurich
6 years 11 months
2010-10 - 2017-08

Continuous agile development and optimization of a derivatives trading platform

Business Project Manager
Business Project Manager
As Business Project Manager, very close to the role of a Product Owner in today?s agile world, I held ownership over the structured products application portfolio, overseeing the continuous agile development and evolvement of UBS?s derivatives trading platform, UBS Investor. In addition, co-driver for the Implementation of a pioneering digital wealth management robo-advisory and re-investment solution, pushing innovation in capital markets products through the integration of smart 3rd party software and business intelligence distributing investment advice over digital channels.
  • UBS Investor:
    • Product management for UBS Investor: I managed IT development, testing and operational rollout of major enhancements and a new UX design and development platform for the structured products trading and execution platform.
    • I acted as an agile leader, guided Scrum teams through the agile development process, implemented ?Agile Ways of Working? and fostered the writing of well-structured and -defined user stories including acceptance criteria and quality gates.
    • Drove the design and execution of comprehensive tests from unit testing to user acceptance testing (UAT) and integration with surrounding systems.
    • Stakeholder Engagement: I conducted stakeholder reviews and managed user storytelling to ensure alignment and clarity in the product vision, the bi-weekly sprint goals and the monthly release scope.
    • Budget and Resource Management: Oversaw budgeting, resource allocation, and vendor management to optimize overall efficiency and cost-effectiveness.
    • Risk & Dependency Management: Proactively identified and mitigated risks and dependencies, ensuring solution stability and success. 
    • SLA/OLA Management: Defined and maintained service level agreements and operational level agreements guaranteeing high-quality service delivery and measurable user satisfaction and real business value.
  • Additional Responsibilities ?Robo-Advisory?:
    • Innovative Solution Implementation: Tasked to deliver a cutting-edge robo-advisory solution, leveraging business intelligence to provide advanced investment recommendations to Wealth Management and Investment Advisory.
    • I spearheaded the implementation of a holistic digital wealth management robo-advisory solution, generating tailored investment recommendations for capital markets products supporting relationship managers and investment advisors.
    • Managed the full agile product lifecycle, including visioning, strategic roadmap development, Scrum ceremonies, stakeholder reviews, and user storytelling.
    • Directed client-centric product backlog management, ensuring high data quality and effective prioritization, including well-defined acceptance criteria and quality gates.
    • Successfully navigated risk and dependencies, provided production support and managed SLA/OLA agreements and maintained and evolved the operating model.
    • Oversaw project financials, budgeting, and resource allocation, ensuring efficient use of internal and external resources, including the integration of a 3rd party software provider delivering business rule engine and lead management capabilities.
    • Collaborated closely with stakeholders from business and technology to align strategic goals and deliver a high-impact solution creating real, measurable value.
UBS Wealth Management, Zurich
3 years 2 months
2007-08 - 2010-09

Development of a new, tailor-made digital multi-issuer trading platform

Lead Business Analyst
Lead Business Analyst
I pioneered the development of a new bespoke digital multi-issuer trading platform for tailored-made structured products, driving a competitive solution to market. As Lead Business Analyst for the SPIRIT project (Tailormade Structured Products),I successfully spearheaded the conception, requirements engineering, development, test management, and IT architecture for a bespoke multi-issuer structured products trading platform, managing project teams and IT stakeholders across Zurich, London, Warsaw and two offshore centers in India.
  • Managed a hybrid role as both a Lead Business Analyst and Test Manager, overseeing all phases of the project lifecycle from initial conception to go-live.
  • I led the conceptualization, requirements engineering, and IT architecture for a complex trading platform, managing distributed development and testing teams.
  • I drove global collaboration: Managed and facilitated seamless communication among globally distributed development teams and IT stakeholders ensuring project alignment and successful delivery.
  • Oversaw critical integrations: Designed the user interface and successfully managed the operational rollout and integration of key interfaces between the investment bank, client advisors, and the issuing vehicle, along with critical core banking and support functions such as settlement, back office, payments, financial accounting and legal and compliance.
  • Championed regulatory compliance: Implemented demanding customer and trade validation checks that ensured strict adherence to regulations on cross-border business, anti-money laundering, and documentation requirements.
  • Oversaw comprehensive end-to-end testing, with a particular focus on complex integration testing with multiple issuing vehicles and the Swiss Stock Exchange.
  • Collaborating closely with stakeholders from trading, execution, operations, and issuing and various supporting functions. And I facilitated communication among globally distributed development teams to drive progress and quality.
Credit Suisse Wealth Management, Zurich
1 year
2006-08 - 2007-07

global trade, execution, order management and settlement infrastructure

Business Analyst & Project Manager
Business Analyst & Project Manager
In a hybrid role as Business Analyst and Project Manager, I successfully designed and delivered major enhancements to UBS's global trading, execution, order management and settlement infrastructure for OTC derivatives and structured products.
  • I Led project management, business analysis, and IT development initiatives, ensuring seamless integration and optimal performance of the bank's trading and settlement systems.
  • Implemented the latest technology and a modern, automated end-to-end trading and settlement infrastructure for exotic OTC derivatives and structured products, enhancing efficiency, reliability and ratio of automation.
  • Digitized operational processes across trading, risk management, mid- and back-office functions, payment services, reconciliations, and product documentation, significantly improving operational effectiveness and quality.
  • Designed and implemented a global, golden source data warehouse for derivatives covering all asset classes (FX & PM, Fixed Income, Rates, Equity), centralizing data management and enhancing data accessibility.
  • Represented UBS at SWIFT London and Brussels, ensuring effective communication and alignment between key players within the industry, defining and simplifying standards and rules in payment and trade confirmation messages.
  • Led the internal competence Centre for "Project & Change Management," driving excellence in project execution and change management practices across the organization.
UBS Investment Bank, Zurich
5 months
2006-03 - 2006-07

Development, test management and IT architecture

Senior Consultant
Senior Consultant
  • In the role of an external Business Consultant, I spearheaded the conception, requirements engineering, development, test management, and IT architecture for the implementation of an ITIL-based service management platform to support and monitor Raiffeisen Switzerland's in-sourced trading activities at Bank Vontobel.
  • I collaborated closely with stakeholders from trading, execution, operations, and issuing, running workshops and facilitating communication among distributed development teams and business domains.
  • Driving the design and implementation of automated business processes and respective monitoring of the trading activities between Raiffeisen and Vontobel.
Bank Vontobel, Zurich
11 months
2005-04 - 2006-02

global trade and execution infrastructure

Business Analyst & Project Manager
Business Analyst & Project Manager
  • In a hybrid role as Business Analyst and Project Manager, I designed and implemented a set of new automated business processes for securities borrowing and lending products on the global trading and execution infrastructure.
  • In addition, I led the definition and operational implementation of enhanced automated business processes in operations and accounting.
UBS Investment Bank, Zurich
4 years 3 months
2001-01 - 2005-03

various

Senior Project Manager
Senior Project Manager
  • In this role of a Project Manager, I spearheaded client-facing pre-sales, consulting, and project management initiatives for Reuter's Kondor+ platform, driving improvements in trading, execution, risk management, and settlement.
  • I revamped outsourcing activities and established a centralized service desk and project management office for Reuters' European business units, streamlining operations and enhancing efficiency.
  • Led pre-sales, consulting, and project management activities around the implementation of comprehensive Reuters trading, risk management, and settlement platforms for external clients, ensuring seamless integration and optimal functionality.
  • Directed strategic project and change management initiatives as Head of Strategic Project and Change Management, implementing project and consulting standards to ensure the structured and successful conception and implementation of national and global client projects.
Reuters Consulting, Zurich ? Bucharest - Vienna
7 years 4 months
1993-09 - 2000-12

Project to consolidate two global OTC derivatives trading books

Operations & Project Manager
Operations & Project Manager
  • I managed operations, accounting, and risk reporting teams overseeing global 24-hour trading, hedging, order flow, execution, and settlement of OTC derivatives and structured products. With a focus on automation, I streamlined trade flow, execution, confirmations, reconciliations, accounting, payments, and risk reporting.
  • Additionally, I led the project to consolidate two global OTC derivatives trading books post-merger between SBG and SBC.
  • Including trading-book and risk consolidations and redesign and implementation of new global mid- office and operations units supporting trading activities within capital markets.
  • UBS representative for OTC derivatives at SWIFT London and Brussels.
UBS Investment Bank, Zurich, New York

Aus- und Weiterbildung

Aus- und Weiterbildung

  • Certified Leading SAFe Agilist
  • ITIL Service Management Foundation
  • Reuters ?Management and Consulting Program?
  • Two-year UBS Leadership and Executive Management Program
  • Advanced UBS Derivatives Trading Program
  • University of Zurich ? Law School / Foundation
  • Cantonal Gymnasium Rämibuehl, Zurich/ Matura Type B (Latin and English)

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
  • I am a results-driven professional who builds, leads, and motivates high-performing teams in complex, cross-cultural environments. As an authentic self-starter with a passion for innovation, I excel at finding creative solutions and driving changes using proven leadership and management techniques combined with latest industry?s best practices.
  • As a client-centric Product Owner, Business Analyst, Scrum Master, and agile Project Manager, I spearhead IT and business innovations within the financial industry. My expertise is in leading complex global software and business projects, where I drive process digitalization across wealth advisory, portfolio management, trading, sales, order execution and operations.
  • With a deep command of all asset classes, I specialize in structured products, OTC derivatives, and optimizing and digitizing product lifecycle management. I excel at managing diverse, cross-functional teams of developers, architects, business analysts, QA engineers and testers.
  • Dynamic Leader with a flair for humor, with an approach which is centered on fostering enduring relationships with demanding stakeholders and external partners through transparent communication and a clear, value-oriented focus. I thrive on cultivating an engaging work environment where teams succeed and grow sustainable.

Competences
  • Scrum Mastery & SAFe Agilist
  • Product-, Project-, Test-Management
  • Story Writing & Requirements Design
  • Stakeholder Management
  • Strategy & Visioning

Main Skills
  • Analytical & Problem Solving
  • Attention to Details
  • Communication & Collaboration
  • Teambuilding & -coaching
  • Critical Thinking & Creativity

Methodological Skills
  • Project, Product and Platform Management (> 20 years)
  • Financial Planning and Resource Management (> 20 years)
  • Implementation & Evolution of Agile Frameworks Scrum/SAFe/Kanban (> 10 years)
  • Establish efficient agile, cross-functional Development Teams (> 10 years)
  • Structuring & Running Scrum Ceremonies & PI Plannings (> 10 years)
  • Implementation of Backlog Priorization Frameworks (> 10 years)
  • DevOps Integration, CI/CD and Release Management (> 10 years)
  • External Vendor Management & 3rd Party / SaaS Integration (> 20 years)
  • Business Analysis and Requirements Engineering (> 20 years)
  • Process and Workflow Design and related Data Modelling (> 15 years)
  • User Story Writing, Telling, Mapping (> 10 years)
  • Structuring and Implementation of Metrics, KPIs and OKRs (> 10 years)
  • Implementation and Execution of Test-Strategy and Test-Plans (> 15 years)
  • Creation & Maintenance of Test-Cases, -Scenarios and -Data (> 15 years)
  • Definition and Implementation of Acceptance Criteria and Quality Gates (> 15 years)
  • ITIL Service Management (> 10 years)
  • Defect and Incident Management (> 20 years)
  • Software Change Process Improvement (CMMI) (> 5 Jahre)

Business and Industry Skills
  • As a client-focused Scrum Master, agile Project Manager, and Product Owner, I've consistently led IT and business innovations within the finance sector, driving impactful results.
  • Skilled in orchestrating complex global software and business projects, I specialize in digitizing processes across various domains in the value chain, including:
    • Client advisory, investment- 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 desks.
    • 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.
  • Long lasting experience in implementing and managing integrated portfolio management and risk solutions within wealth management, including the roll-out of pioneering workbench solutions and first automated reinvestment- and lifecycle management tools for client advisory.
  • Strong focus on seamless automated connectivity between the divisions from investment banking, wealth- and asset management ensuring high data quality and availability and enhancing operational efficiency.
  • I possess broad knowledge across all asset classes, specializing in structured products, OTC derivatives, and designing investment product lifecycle processes using smart business analytics and intelligence.

Management Skills
  • Proficient in leading and motivating large global intercultural business integration and development teams, along with smaller agile cross-functional scrum teams, to continuously deliver high-quality software that provides real tangible value to stakeholders and customers.
  • Adept at cultivating enduring and sustainable relationships with demanding stakeholders and external vendors and counterparties, while fostering an efficient and transparent communication and management culture within teams and external customers.
  • I demonstrated outstanding stakeholder engagement skills through proactive engagement, building strong relationships based on trust and mutual respect, and ensuring continuous communication throughout the project lifecycle. Characterized by clear, transparent communication at all levels and the tenacity with which I drive the testing activities.
  • Very good in building the bridge between technology and business by being an active listener, critical thinker, and motivational personality.
  • Driven by a hands-on approach, I'm committed to delivering projects within scope, quality, time, and budget constraints. Experienced in training and coaching agile topics and financial instruments expertise, enhancing team capabilities and performance.

Agility & IT Skills
  • Throughout my career, I've led and executed the full Product and Project Lifecycle for diverse projects in global financial institutions, from envisioning and road mapping to daily test strategy execution and release planning. In details, I did:
  • Planning:
    • Structured and implemented agile frameworks such as Scrum, SAFe, and Kanban, adapting them to project needs.
    • Long history in structuring complex software deliverables using classical frameworks such as Waterfall, Prince2, CMMI, and ITIL.
    • Led and coached cross-functional development teams, ensuring daily progress and integration according to priorities.
    • Organized and facilitated Scrum and SAFe ceremonies, including PI- and release train planning workshops.
    • Managed budget plans, financials, and resources, aligning them with project goals.
    • Visioned and road-mapped projects for strategic alignment.
  • Requirements & Backlog Management:
    • Engaged stakeholders from Business and IT in requirements engineering, designing strategic themes, initiatives, epics, and detailed user stories.
    • Utilized strong storytelling and mapping skills to estimate story points and business value, guiding team performance and data-driven decision-making.
    • Prioritized and maintained a well-understood and DEEP product and sprint backlog with high data quality.
    • Configured and utilized product management tools such as JIRA and Azure DevOps.
  • Testing & DevOps:
    • Developed and executed test strategies and plans, emphasizing test automation and continuous improvement.
    • Managed DevOps processes, deployments, release management, and continuous integration.
    • Resolved development defects and production incidents efficiently.
  • Service Management:
    • Managed L1 - L3 Production Support and Service Desks, ensuring adherence to Service Level Agreements and Operating Models.
    • Oversaw 3rd party software management and created and monitored KPIs/OKRs.
    • Structured and participated in Technology Audit Reviews to ensure compliance and efficiency within technology departments.

Professional Experience
07/2024 - 07/2025
Pragmatica AG/ Zurich
Test Manager
  • For the new LGT Advisory platform, I pioneered the design and implementation of a comprehensive E2E test strategy and plan, thriving quality assurance and test automation.
  • Spearheading collaboration with business and product teams to precisely define test scope and align acceptance criteria with release and user story objectives.
  • I drove the creation, maintenance and continuous evolution of a robust and well-structured library of test cases, executions and plans and required synthetic and anonymized test data.
  • Managed and optimized sprint- and release-based test cycles and executed system and user acceptance tests in a set of separated test environments, ensuring seamless deployments.
  • I transformed and optimized the QA toolchain (Jira, Xray, Tosca) by implementing real-time KPI dashboards, empowering stakeholders with risk detection and data-driven insights.
  • In addition, I designed and executed a simple, but robust and maintainable test automation strategy ensuring continuous regression testing early in the development phase.

01/2024 - 06/2024
Lintang Mitra/ Jakarta
Business Consultant
  • As a Business Consultant and Coach for a Jakarta-based company in the beverage industry, I drove the start of a new project by implementing structured daily operations and designing the long-term business strategy. I built a high-performing local team, defining clear roles and responsibilities to ensure valuable deliverables from day one.
  • I developed and executed a targeted market entry strategy for imported functional water, using comprehensive market and competitor analysis to identify key opportunities and sales channels. And negotiated and managed relationships with key suppliers and distributors, securing favorable terms and building a strategic plan for the product launch.
  • I created and led strategic brand workshops to align the local team and brand ambassador on core marketing and sales initiatives. By analyzing existing market data, I translated insights on consumer behavior and market trends into an actionable sales, marketing and distribution strategy.
  • To ensure operational efficiency, I designed and implemented workflows for the entire supply chain, from import logistics to local distribution, guaranteeing cost control from the outset.

11/2022 - 12/2023
Swiss Re/ Zurich
Scrum Master
  • In a classical Scrum Master role, I led and coached two larger development teams tasked with designing and implementing crucial parts of a group wide SAP based IFRS17 accounting solution, overseeing the entire Scrum development lifecycle from analysis to release.
  • Additionally, I specified and successfully implemented a set of new business processes and operational procedures and did improve production incident management.

02/2022 - 10/2022
Julius Bär/ Zurich
Product Owner
  • As Product Owner in JB's Trading Division, I spearheaded the IT development and launch of new derivative accumulator products, collaborating closely with a set of development teams and stakeholders from trading, sales, execution, order flow, risk, operations, and legal and compliance departments.

11/2019 - 11/2021
Credit Suisse Wealth Management/ Zurich
Scrum Master
  • In a hybrid role as Scrum Master, Test-Manager, and Product Owner, I oversaw three Wealthmanagement applications for portfolio management and companywide risk analytics and monitoring.
  • Managing two Scrum Teams, I led development, integration efforts and E2E testing across various functions, including advisory, order routing, execution, and lifecycle management.
  • Additionally, I implemented well-structured Scrum and service management standards to drive client-centric product management, to establish continuous integration and deployments, and to enhance customer support and operational quality within CS IWM IT.

09/2017 - 10/2019
Glassgalaxy, Zurich - Jakarta
Founder & Consultant
  • Business Consultant and Requirements Engineer driving the conception and configuration of a MS Dynamics365 ERP solution for two companies in the retail space.
  • Design and implementation of the operational structure of our consulting company in the business area of retail, import and export of lifestyle and food products.

10/2010 - 08/2017
UBS Wealth Management/ Zurich
Business Project Manager
  • Responsible for the conception, the design and the implementation of an innovative digital wealth advisory solution, generating investment recommendations for investment products, seamlessly integrated into the wealth advisory process of RMs and Investment Advisors.
  • Additionally, as Business Project Manager for the structured products and derivatives platform UBS Investor, I oversaw IT development delivered by a set of Scrum Teams, testing from unit, over integration to UAT, and end-to-end integration with surrounding applications, including backlog prioritization, budgeting, resourcing, and product visioning.

08/2007 - 09/2010
Credit Suisse Wealth Management, Zurich
Lead Business Analyst
  • As Lead Business Analyst, I spearheaded requirements engineering, functional design and test case creation and execution for a new structured products multi-issuer trading platform.
  • Collaborating closely with stakeholders from Trading, Risk, Execution, Operations, and Issuing, I facilitated collaboration and communication among globally distributed development teams. 
  • In addition, and in close collaboration with teams from Legal and Compliance I created the term sheet templates required for the automated generation of the new set of structured products. This included running training on the new products for the teams involved in the process chain, IT Operations and the respective support functions.

08/2006 - 07/2007
UBS Investment Bank, Zurich - London
Business Analyst & Project Manager
  • In a hybrid role I drove business analysis, supported development teams, executed E2E testing and production support for the bank's global trading, execution, order management, and settlement infrastructure for OTC derivatives and structured products. Additionally, I served as the UBS representative for capital market products at SWIFT London.

03/2006 - 07/2006
Bank Vontobel, Zurich
Senior Consultant
  • Design and implementation of an ITIL based Service Management platform for managing and monitoring in-sourced Raiffeisen Equity trading activities ensuring transparency, traceability.

04/2005 - 02/2006
UBS Investment Bank, Zurich
Business Analyst & Project Manager
  • Responsible for design, testing and implementation of a set of automated business processes for securities borrowing and lending products on the trading and execution infrastructure.

01/2001 - 03/2005
Reuters Consulting/ Zurich - Bucharest - Vienna
Senior Project Manager
  • I handled client-facing pre-sales, consulting, project management and E2E testing for Reuter's Kondor+ platform, focusing on trading, execution, risk management, and settlement.
  • Additionally, I revamped outsourcing activities and established a centralized project and service management office and service desk for Reuters' European business units.

09/1993 ? 12/2000
UBS Investment Bank/ Zurich - New York
Operations & Project Manager
  • Manager for operations, accounting and risk reporting teams overseeing global 24-hour trading, hedging, order flow, execution and settlement of OTC derivatives and structured products. With a focus on automation, I streamlined trade flow, execution, confirmations, reconciliations, accounting, payments, and risk reporting.
  • Additionally, I led the project to consolidate two global OTC derivatives trading books post-merger between SBG and SBC and represented UBS? OTC Derivatives at SWIFT Brussels.

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