Transformation consultant with 25+ years delivering global front-to-back, regulatory, data, outsourcing, and IT change across financial services.
Aktualisiert am 09.12.2025
Profil
Freiberufler / Selbstständiger
Remote-Arbeit
Verfügbar ab: 15.01.2026
Verfügbar zu: 100%
davon vor Ort: 100%
Operating Model Design
Program Delivery
Business?IT Integration
Regulatory Transformation
Process Optimization
Data Management
Outsourcing Governance
Post-Merger Integration
Fund Migration
Change Management
Stakeholder Management
Requirements Engineering
Risk & Controls
IT Implementation
Vendor Management
Workflow Automation
Front-to-Back Analysis
Portfolio Operations
Compliance Alignment
Strategic Execution
Operational Excellence
Business Architecture
German
Muttersprache
English
Business fluent

Einsatzorte

Einsatzorte

Deutschland, Schweiz, Österreich
möglich

Projekte

Projekte

10 months
2025-03 - now

Leading the End-to-End Operating Model Implementation

Lead Business Analyst and Project Manager (Consultant)
Lead Business Analyst and Project Manager (Consultant)

Leading the End-to-End Operating Model Implementation for Cleared Credit Default Swaps Trading

  • Appointed to lead the Credit Default Swap Project in the capacity of a Project Manager, Transformation Consultant, and Business Analyst.
  • Acting as the primary point of contact for Portfolio Management, Trading Desk, Middle Office, Fund Admin, Clearing Broker, External Collateral Manager, Central Counterparties and Derivative Exchanges.
  • Identified requirements and addressed key operating model gaps. Implemented corresponding target operating models, and IT enhancements including Aladdin configurations as well as contract enhancements and regulatory reporting.


Achievements:

  • Delivered a scalable and fully compliant front-to-back operating model for cleared CDS trading.
  • Enhanced cross-departmental coordination and transparency, reducing manual interventions and operational risk.
  • Achieved measurable efficiency gains in trade matching, clearing, and collateral management workflows.

Flossbach von Storch, Cologne Germany
1 year 10 months
2023-03 - 2024-12

Portfolio Management and Trading

Workstream Lead and Business Analyst (Consultant)
Workstream Lead and Business Analyst (Consultant)
  • Workstream lead in one of the largest middle office outsourcing projects in the industry
  • Implemented a global target operating model for portfolio management and trading across multiple regions and all asset classes.
    • Appointed to lead the critical ?Front Office? workstream following a leadership change in program management.
    • Acted as the primary point of contact for senior portfolio management and trading teams worldwide. Led a team of up to seven front office business analysts with close stakeholder coordination.
    • Identified and addressed key gaps from requirements analysis and designed and implemented corresponding target operating models. Collaborated closely with front office, middle office, offshore centers, and external service providers.
    • Directed the optimization of negotiated Service Level Agreements (SLAs) and Key Performance Indicators (KPIs).
    • Provided advisory services to program leadership, workstream leads, senior stakeholders, and business analysts on regulatory requirements, compliance, risk management, and outsourcing controlling.


Achievements:

  • Successfully introduced a new operating model across five global locations within just 12 months.
  • Documented all project milestones, risks, and identified gaps to ensure seamless compliance traceability.
  • Delivered and implemented new operating models e.g. for Global Mutual Fund and Liquidity Trading and Processing, Cross-Border India Government Bonds Trading and Processing, Global Broker Code Usage and Mapping, Global Enhanced BCP Policy and Operating Model for T=0 Trades (Manual Trading, Instruction and Processing), etc.

HSBC Global Asset Management
Hongkong, Singapore, Düsseldorf, London, New York, Paris
1 year 5 months
2021-10 - 2023-02

Post-M&A-Migration

Workstream Lead and Business Analyst (Consultant)
Workstream Lead and Business Analyst (Consultant)
  • Migrated highly specialized derivative portfolios following the acquisition of an Insurance Company by HSBC Insurance.
  • Integrated portfolios, processes, contracts, service providers, and employees.
    • Led the Front Office workstream during the post-acquisition integration in Singapore and Hong Kong for HSBC AM?s largest insurance client.
    • Insourced and implemented new front office business processes, ensuring seamless integration into HSBC Asset Management's infrastructure.
    • Developed and implemented new operating models and tools for managing derivative portfolios and securities collateral, while adjusting trading, risk management, and clearing processes.
    • Successfully delivered the first global implementation of the UMR regulation for insurance portfolios, introducing initial and variation margin with securities collateral.
    • Directed strategic meetings with CIOs, COOs, and derivatives strategists of the client, while managing internal and external stakeholders.


Achievements:

  • Increased client satisfaction significantly and ensured legal and regulatory compliance.
  • Designed a new front office role in Hong Kong.
  • Successfully scaled the derivatives platform, which achieving a sixfold increase in assets under management (AUM).
HSBC Global Asset Management
Singapore
1 year 1 month
2020-10 - 2021-10

Workstream Lead Derivate-Portfolio Insourcing Project

Consultant
Consultant
  • Insourced highly specialized portfolio management activities for derivatives from HSBC AM?s largest insurance client.
  • Integrated portfolios, processes, contracts, and service providers.
    • Led the transfer of derivative portfolio management activities for equity options from the client?s investment team to HSBC AM?s portfolio management team in Hong Kong.
    • Developed and implemented a front-to-back operating model, covering investment proposals, derivative trading, and the automation of transaction processing across internal teams, middle office providers, and collateral managers.
    • Negotiated and finalized ISDA agreements and Credit Support Annexes (CSA).
    • Negotiated management fee models and contracts to optimize revenue streams.


Achievements:

  • Successfully transitioned manual processes, previously reliant on email and Excel, to a standardized front-to-back infrastructure with automated order management, regulatory investment limit checks, best-execution trading standards, and a fully system-supported workflow.
  • Designed a new front office roles in Hong Kong.
  • Achieved successful scaling of the derivatives platform, enhancing efficiency and performance.
HSBC Global Asset Management
Hongkong
1 year 4 months
2019-06 - 2020-09

Delivery of change projects

Global Program Director
Global Program Director
  • Acted as the strategic point of contact for Deutsche Bank, Avaloq?s largest client.
  • Held global responsibility for the delivery of change projects with a total budget of USD 6 million.


Achievements:

  • Increased client satisfaction through effective project delivery and stakeholder management.
  • Improved program profitability by 15% while enhancing customer satisfaction.
  • Reduced project costs by 30% through the expansion of internal and external offshore development capabilities.
Deutsche Bank
3 years 1 month
2016-06 - 2019-06

Regulatory Transformation & Compliance

Project Manager and Lead Busniess Analyst (Consultant)
Project Manager and Lead Busniess Analyst (Consultant)
  •  Led the implementation of MiFID, EMIR, and GDPR, programmes and projects including the analysis of regulatory requirements and the development and implementation of target operating models and tools.
  • Introduced regulatory reporting, best execution policies, and clearing obligations for derivatives.
  • Delivered BAIT compliance for both internal and externally outsourced processes.
  • Implemented a new front office system (Bloomberg AIM) to streamline operations.


Achievements:

  • Successfully delivered regulatory requirements on time and within budget by leveraging efficient project management and close stakeholder coordination under strict deadlines.
  • Achieved process automation and enhanced user satisfaction through increased automation levels, optimized reporting structures, and improved usability for front office teams.
  • Strengthened the reputation of the German branch by providing professional guidance to program leadership and consistently meeting deadlines.
  • Attained audit excellence by leading the ISAE Level 1 certification with no audit findings, ensuring full compliance and process integrity.
HSBC Global Asset Management
Düsseldorf & London
6 years 5 months
2010-01 - 2016-05

Business Anaysis & Projects

Managing Director, Head
Managing Director, Head
  • Software Solutions & Consulting:
    • Developed and maintained software solutions for front office teams, research systems, ESG analysis and reporting platforms.
    • Strategically expanded the FinTech client base, building long-term partnerships with leading financial institutions.
    • Managed and analyzed external client projects, staffed with in-house consultants, project managers, and freelance professionals.
    • Led internal transformation projects, including post-merger implementations and the design of frontto-back target operating models for financial institutions.
  • Recruitment & Team Development:
    • Expanded internal capacities by recruiting additional project managers, business analysts, and developers.
    • Built a network of freelancers to flexibly handle larger client projects.
    • Founded and managed a recruiting start-up (Softskills GmbH), specialised in IT and project roles for the Financial Industriy
  • Revenue Growth & Efficiency Optimization:
    • P&L responsibility.
    • Doubled company revenue through strategic business development and team scaling.
    • Reduced costs by optimizing processes and improving resource utilization in software development and consulting.
  • Industry Engagement:
    • Member of the BVI (German Asset Management Association) and UN Principles for Responsible Investment (UN PRI) to promote sustainable investment strategies.
on request
Frankfurt

Aus- und Weiterbildung

Aus- und Weiterbildung

2000 - 2001
Securities Operations Specialist Level 1 and 2
Business School of Finance (in cooperation with Deutsche Bank)


1996 - 1999

Qualified Industrial Business Management - German dual vocational training program

Industriekaufmann

Sensus Metering Systems, Ludwigshafen, Germany


Certification

Certified Business Economist (VWA)

Kompetenzen

Kompetenzen

Top-Skills

Operating Model Design Program Delivery Business?IT Integration Regulatory Transformation Process Optimization Data Management Outsourcing Governance Post-Merger Integration Fund Migration Change Management Stakeholder Management Requirements Engineering Risk & Controls IT Implementation Vendor Management Workflow Automation Front-to-Back Analysis Portfolio Operations Compliance Alignment Strategic Execution Operational Excellence Business Architecture

Produkte / Standards / Erfahrungen / Methoden

Profile

I am a transformation consultant and business analyst with over 25 years of experience in the financial services industry. I have successfully delivered projects across front-to-back operations, including regulatory transformation, business process outsourcing, post-acquisition and fund migrations, data management, and complex Software Development and IT implementation initiatives.


Technology Overview

Broad technology expertise through multiple front-office, research, data, and integration projects, including order-management solutions, research platforms, portfolio and benchmark engines, ESG and compliance systems, golden-source data platforms, document and reporting tools, insurance and investment calculation engines, extensive SWIFT and messaging integrations, and tools for collateral monitoring, stress testing, and risk analysis. Additional experience in payments, including automation of payment, settlement, and matching workflows and system connectivity with banks, custodians, and clearing networks.

Einsatzorte

Einsatzorte

Deutschland, Schweiz, Österreich
möglich

Projekte

Projekte

10 months
2025-03 - now

Leading the End-to-End Operating Model Implementation

Lead Business Analyst and Project Manager (Consultant)
Lead Business Analyst and Project Manager (Consultant)

Leading the End-to-End Operating Model Implementation for Cleared Credit Default Swaps Trading

  • Appointed to lead the Credit Default Swap Project in the capacity of a Project Manager, Transformation Consultant, and Business Analyst.
  • Acting as the primary point of contact for Portfolio Management, Trading Desk, Middle Office, Fund Admin, Clearing Broker, External Collateral Manager, Central Counterparties and Derivative Exchanges.
  • Identified requirements and addressed key operating model gaps. Implemented corresponding target operating models, and IT enhancements including Aladdin configurations as well as contract enhancements and regulatory reporting.


Achievements:

  • Delivered a scalable and fully compliant front-to-back operating model for cleared CDS trading.
  • Enhanced cross-departmental coordination and transparency, reducing manual interventions and operational risk.
  • Achieved measurable efficiency gains in trade matching, clearing, and collateral management workflows.

Flossbach von Storch, Cologne Germany
1 year 10 months
2023-03 - 2024-12

Portfolio Management and Trading

Workstream Lead and Business Analyst (Consultant)
Workstream Lead and Business Analyst (Consultant)
  • Workstream lead in one of the largest middle office outsourcing projects in the industry
  • Implemented a global target operating model for portfolio management and trading across multiple regions and all asset classes.
    • Appointed to lead the critical ?Front Office? workstream following a leadership change in program management.
    • Acted as the primary point of contact for senior portfolio management and trading teams worldwide. Led a team of up to seven front office business analysts with close stakeholder coordination.
    • Identified and addressed key gaps from requirements analysis and designed and implemented corresponding target operating models. Collaborated closely with front office, middle office, offshore centers, and external service providers.
    • Directed the optimization of negotiated Service Level Agreements (SLAs) and Key Performance Indicators (KPIs).
    • Provided advisory services to program leadership, workstream leads, senior stakeholders, and business analysts on regulatory requirements, compliance, risk management, and outsourcing controlling.


Achievements:

  • Successfully introduced a new operating model across five global locations within just 12 months.
  • Documented all project milestones, risks, and identified gaps to ensure seamless compliance traceability.
  • Delivered and implemented new operating models e.g. for Global Mutual Fund and Liquidity Trading and Processing, Cross-Border India Government Bonds Trading and Processing, Global Broker Code Usage and Mapping, Global Enhanced BCP Policy and Operating Model for T=0 Trades (Manual Trading, Instruction and Processing), etc.

HSBC Global Asset Management
Hongkong, Singapore, Düsseldorf, London, New York, Paris
1 year 5 months
2021-10 - 2023-02

Post-M&A-Migration

Workstream Lead and Business Analyst (Consultant)
Workstream Lead and Business Analyst (Consultant)
  • Migrated highly specialized derivative portfolios following the acquisition of an Insurance Company by HSBC Insurance.
  • Integrated portfolios, processes, contracts, service providers, and employees.
    • Led the Front Office workstream during the post-acquisition integration in Singapore and Hong Kong for HSBC AM?s largest insurance client.
    • Insourced and implemented new front office business processes, ensuring seamless integration into HSBC Asset Management's infrastructure.
    • Developed and implemented new operating models and tools for managing derivative portfolios and securities collateral, while adjusting trading, risk management, and clearing processes.
    • Successfully delivered the first global implementation of the UMR regulation for insurance portfolios, introducing initial and variation margin with securities collateral.
    • Directed strategic meetings with CIOs, COOs, and derivatives strategists of the client, while managing internal and external stakeholders.


Achievements:

  • Increased client satisfaction significantly and ensured legal and regulatory compliance.
  • Designed a new front office role in Hong Kong.
  • Successfully scaled the derivatives platform, which achieving a sixfold increase in assets under management (AUM).
HSBC Global Asset Management
Singapore
1 year 1 month
2020-10 - 2021-10

Workstream Lead Derivate-Portfolio Insourcing Project

Consultant
Consultant
  • Insourced highly specialized portfolio management activities for derivatives from HSBC AM?s largest insurance client.
  • Integrated portfolios, processes, contracts, and service providers.
    • Led the transfer of derivative portfolio management activities for equity options from the client?s investment team to HSBC AM?s portfolio management team in Hong Kong.
    • Developed and implemented a front-to-back operating model, covering investment proposals, derivative trading, and the automation of transaction processing across internal teams, middle office providers, and collateral managers.
    • Negotiated and finalized ISDA agreements and Credit Support Annexes (CSA).
    • Negotiated management fee models and contracts to optimize revenue streams.


Achievements:

  • Successfully transitioned manual processes, previously reliant on email and Excel, to a standardized front-to-back infrastructure with automated order management, regulatory investment limit checks, best-execution trading standards, and a fully system-supported workflow.
  • Designed a new front office roles in Hong Kong.
  • Achieved successful scaling of the derivatives platform, enhancing efficiency and performance.
HSBC Global Asset Management
Hongkong
1 year 4 months
2019-06 - 2020-09

Delivery of change projects

Global Program Director
Global Program Director
  • Acted as the strategic point of contact for Deutsche Bank, Avaloq?s largest client.
  • Held global responsibility for the delivery of change projects with a total budget of USD 6 million.


Achievements:

  • Increased client satisfaction through effective project delivery and stakeholder management.
  • Improved program profitability by 15% while enhancing customer satisfaction.
  • Reduced project costs by 30% through the expansion of internal and external offshore development capabilities.
Deutsche Bank
3 years 1 month
2016-06 - 2019-06

Regulatory Transformation & Compliance

Project Manager and Lead Busniess Analyst (Consultant)
Project Manager and Lead Busniess Analyst (Consultant)
  •  Led the implementation of MiFID, EMIR, and GDPR, programmes and projects including the analysis of regulatory requirements and the development and implementation of target operating models and tools.
  • Introduced regulatory reporting, best execution policies, and clearing obligations for derivatives.
  • Delivered BAIT compliance for both internal and externally outsourced processes.
  • Implemented a new front office system (Bloomberg AIM) to streamline operations.


Achievements:

  • Successfully delivered regulatory requirements on time and within budget by leveraging efficient project management and close stakeholder coordination under strict deadlines.
  • Achieved process automation and enhanced user satisfaction through increased automation levels, optimized reporting structures, and improved usability for front office teams.
  • Strengthened the reputation of the German branch by providing professional guidance to program leadership and consistently meeting deadlines.
  • Attained audit excellence by leading the ISAE Level 1 certification with no audit findings, ensuring full compliance and process integrity.
HSBC Global Asset Management
Düsseldorf & London
6 years 5 months
2010-01 - 2016-05

Business Anaysis & Projects

Managing Director, Head
Managing Director, Head
  • Software Solutions & Consulting:
    • Developed and maintained software solutions for front office teams, research systems, ESG analysis and reporting platforms.
    • Strategically expanded the FinTech client base, building long-term partnerships with leading financial institutions.
    • Managed and analyzed external client projects, staffed with in-house consultants, project managers, and freelance professionals.
    • Led internal transformation projects, including post-merger implementations and the design of frontto-back target operating models for financial institutions.
  • Recruitment & Team Development:
    • Expanded internal capacities by recruiting additional project managers, business analysts, and developers.
    • Built a network of freelancers to flexibly handle larger client projects.
    • Founded and managed a recruiting start-up (Softskills GmbH), specialised in IT and project roles for the Financial Industriy
  • Revenue Growth & Efficiency Optimization:
    • P&L responsibility.
    • Doubled company revenue through strategic business development and team scaling.
    • Reduced costs by optimizing processes and improving resource utilization in software development and consulting.
  • Industry Engagement:
    • Member of the BVI (German Asset Management Association) and UN Principles for Responsible Investment (UN PRI) to promote sustainable investment strategies.
on request
Frankfurt

Aus- und Weiterbildung

Aus- und Weiterbildung

2000 - 2001
Securities Operations Specialist Level 1 and 2
Business School of Finance (in cooperation with Deutsche Bank)


1996 - 1999

Qualified Industrial Business Management - German dual vocational training program

Industriekaufmann

Sensus Metering Systems, Ludwigshafen, Germany


Certification

Certified Business Economist (VWA)

Kompetenzen

Kompetenzen

Top-Skills

Operating Model Design Program Delivery Business?IT Integration Regulatory Transformation Process Optimization Data Management Outsourcing Governance Post-Merger Integration Fund Migration Change Management Stakeholder Management Requirements Engineering Risk & Controls IT Implementation Vendor Management Workflow Automation Front-to-Back Analysis Portfolio Operations Compliance Alignment Strategic Execution Operational Excellence Business Architecture

Produkte / Standards / Erfahrungen / Methoden

Profile

I am a transformation consultant and business analyst with over 25 years of experience in the financial services industry. I have successfully delivered projects across front-to-back operations, including regulatory transformation, business process outsourcing, post-acquisition and fund migrations, data management, and complex Software Development and IT implementation initiatives.


Technology Overview

Broad technology expertise through multiple front-office, research, data, and integration projects, including order-management solutions, research platforms, portfolio and benchmark engines, ESG and compliance systems, golden-source data platforms, document and reporting tools, insurance and investment calculation engines, extensive SWIFT and messaging integrations, and tools for collateral monitoring, stress testing, and risk analysis. Additional experience in payments, including automation of payment, settlement, and matching workflows and system connectivity with banks, custodians, and clearing networks.

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