09.05.2025 aktualisiert
nicht verfügbar
OTC derivatives, Lombard Lending, Risk Management, Change Management and Delivery
Uhldingen-Mühlhofen, Deutschland
Schweiz
Business Studies with Languages (French and Spanish) / Betriebswirtschaft mit Sprachen (Französisch und Spanisch) 2005Skills
Business AnalystSenior AnalystProjektmanagerPMODelivery ManagerRisikomanagementderivativesRegulatory Analyse and ImplementationCredit Risklombard
Senior business analyst / product owner / project manager / delivery manager with 20 years’ experience in financial services. Cross asset (CRD, EQD, FXD, IRD) OTC derivatives BO, MO & Fund Accounting line and management experience; Front to back (FO, MO, Credit Risk, Liquidity Risk, BO, Product Control, Fund Accounting & Regulatory Reporting (CFTC, EMIR, FINFRAG, HKMA, MAS)) project delivery with proven competencies in risk system & trade migration management, and front to back TOM / process definition / re-engineering and solution architecture. Broad experience of OTC derivatives risk management / trade management systems including Calypso, Murex (v3.1), Summit (v3, v5.2 / MUST), proprietary builds and Credit (in-house, AxiomSL) & Liquidity Risk (in-house, Planixs Realiti, SmartStream TLM) management systems.
Since 2015 I have focused on the Credit Risk function, particularly the impact of OTC derivatives in a Wealth Management environment and the digitisation of and improvements to traditional Wealth Management product offerings (asset backed / Lombard lending) and processes.
Since 2015 I have focused on the Credit Risk function, particularly the impact of OTC derivatives in a Wealth Management environment and the digitisation of and improvements to traditional Wealth Management product offerings (asset backed / Lombard lending) and processes.
Sprachen
DeutschgutEnglischMutterspracheFranzösischverhandlungssicherSpanischgut
Projekthistorie
October 2022 to date. Credit Suisse (Investment Bank / Swiss Bank / Wealth Management), Zürich, Switzerland. CRO Change (Cross Functional Risk). Lead Business Analyst, Archegos Remediation Programme, working across multiple streams of the Investment Bank led programme to deliver read across findings on behalf of Swiss Bank and Wealth Management.
- Second Line of Defence (2LOD) Pre-Trade Approvals. Leading requirements analysis and delivery of Business and IT plans, budget estimates and solutioning for 2023-2024 implementation including;
- Derivatives pre-trade approval updates in line with regulatory findings across Credit, Liquidity & Market Risk including adaptations for Wealth Management customers / processes
- Digitilsation of Commodity Trade Finance credit approval process including cross function (Front Office / Credit Risk) workflows
- Counterparty Market Risk (CMR) Client Visualisations. Collaborating with Business & Change Product Owners to define business features, define requirements / stories (and associated analysis) for delivery of integrated / holistic risk management / visualisation tool for CMR function that was created as part of the Bank’s response to Regulators’ Archegos related requirements.
Credit Suisse (Private Banking & Wealth Management / APAC, IWM & SUB), Zürich, Switzerland. CRO Change (Credit Risk). Lead Business Analyst, Lombard Front to Back Programme, Loan Origination. Leading business analysis and requirements management for the digitalisation of the Lombard lending loan origination process, delivering value by allowing instantaneous lending decisions and automating Relationship Manager tasks in strategic workflow.
Luxoft, Zug, Switzerland. Banking & Capital Markets (BCM) Post Trade Solutions. Programme Director. Development of a new Banking & Capital Markets - Post Trade Solutions for international Consultancy. Responsible for Regulatory Reporting, Treasury and Liquidity Management. Responsibilities / deliveries included:
- Offering development (business and IT) / ownership / management (globally) for Regulatory Reporting and Treasury & Liquidity Management solutions
- Partnership management of third-party IT vendors whose software formed a core part of offerings
- Regulatory reporting: Adenza (AxiomSL)
- Treasury & Liquidity Management: Planixs; SmartStream
- Pre-sales engineering / solution architecture / business consultancy
- Sales support through management of RFP / RFI responses for regulatory reporting and Treasury & Liquidity Management solutions
- Sales SME support & representation of Post Trade Solutions facing off to clients for exploratory / general discussions on capabilities, market trends, best practises, potential solutions (business process re-engineering & systemic solutions) both generally across post trade and specifically for Regulatory Reporting and Treasury & Liquidity Management solutions.