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.

• 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.

• 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:

Achievements:

Achievements:

•  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:

• 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.