IT-Projektleitung, Business Analystin (Bank, Versicherung), auch RPA Prozessrobotisierungen

7 years experience within international banks:
* Project Work for “All4quality”-Project of UnicreditGroup – strategic outsourcing project –
regulatory requirements
- Participate into outsourcing of HR- and FMS-workstreams
- Create Excelsheet in order to document I-/O-SLAs as basis for their processes to be out-sourced
- Review Meetings with workstreams
* First Luxembourg Bank (5 years) in Luxembourg
International Private Banking - Investment Advisor & Custodian Bank services
- Portfolio Management & Investment Advisory Services for German and French private investors
- European Cash Market (FX forwards in DEM/USD/AUD/NZD/CAD/PTE/ITL/ZAD
- In combinaison with collateral loans in JPY/CHF
- European bond market investments
- Custodian Bank & Fund Administration Services for international funds like Barclays Investment Fund SICAV
- Worldwide settlements in equities (Asia, Europe, US)
- Corporate Actions
- Fund Administration: Prepare Yearly Annual Meetings and Reports (and half-yearly)
* Private Bank in Hamburg (2 years)
Portfolio Manager for high net worth income individuals
- Private Portfolio management (average managed assets per client € 250.000)
- Responsible for business development in investment funds as special vehicles
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7 years experience within insurance companies:
* Insurance company in Hamburg (1,5 years)
Portfolio Administrator & Investment Fund Sales
- Asset Management for life insurance assets
- Responsible for fund marketing of investment fund company
* Zurich Group, Frankfurt, part of Zurich Allied; Zurich Financial Services (5 years)
Portfolio Administrator
- Front office for stocks and fund shares:Equity
- Assistance to portfolio-management
- Place deals at stock exchange and/or with broker upon request
- Middle Office for European equities and investment fund shares like Spezialfonds
- Data reconciliation of Direct investments holdings and Special fund’s holdings
- Back-office for money market transactions (currency swaps etc.), equities, investment fund shares, Derivatives, Registered bonds & shares, with restricted transferability, Schuldscheindarlehen, etc.)
- Reporting across companies and Spezialfonds for stocks and fund shares
- Monthly end reporting for Zurich mother company
- Performance calculation, Scenario analysis
- Calculation of management fee across insurance portfolios for fund amangement
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Almost 4 years with SAP
SAP AG, Walldorf
Management, Team- and Project Assistant to:
- Director of SAP IT Project Management Office and his teams
- SAP IT Chief Operating Officer and his manager teams
- Senior Vice President of SAP NetWeaver Product Management, located Palo Alto and her manager teams
- Help with structured team management of teams of different cultures like from India, China (agenda, weekly project status reporting, organizing of conference calls, recorded web-ex-sessions, I-meetings, meeting coordination within Outlook across time zones, meeting minutes, maintain to-do-lists, schedule meetings, calendar management, email scanning)
- Presentations with Powerpoint
- Organize coaching sessions and plan for external trainer of project managers, team building events, senior level workshops, offsite meetings, international project days at CIO level etc. with minutes taking in English & participants briefing & technical recording
- Participation into Project Management Methods team workshops
- Own project work: Enhance data quality on Project Server Landscape
- Project Assistant for SAP’s mySAPERP 2005 Upgrade Project for SAP IT
- Execute financial organization for departments (cost centre planning, forecasting , budget preparation meetings, management accounting, invoicing of service level agreements etc.)
- Cost analysis in Excel and forecasting for budget meeting on management level