Project Management
- Effective Project Management - elaborate methodology and consequent deployment - achieving targets on time and on budget.
- Project management and subproject management in the area of Financial Services with focus on Asset Management
- Project planning, project controlling, quality assurance, review and handing over
- Project management in the SimCorp Dimension project-area
- Evaluation and development of business cases as a basis for management decisions to enter into a new business field like custody or brokerage. Analysis of the required organizational and process structure
- Elaboration of strategy and business plans in the Asset Management industry with focus on profit & loss calculations
- Concept drafting and development of projects in the area of Reporting (legal, internal and client reporting).
Process Management
- Designing, optimizing, implementing and visualizing your business processes - to ensure efficiency, transparency and cost effectiveness.
- Business process analysis and optimization along the value chain of investment management firms (banking and insurance) with focus on Operations, Fund Management and Distribution, with the intention to achieve business performance improvement
- Design of process optimization concepts by analyzing workflows, organizational structure, management information reporting, monitoring systems and IT infrastructure of investment management firms within a merger (post-merger integration) or during the founding process
- Analysis and recommendation of the as-is and target business processes of investment management firms (securities and real estate), including the outsourced departments and functions. Visualization of processes in web based solutions
- Analysis and re-design of business processes in compliance with regulations as
- German Investmentmodernisierungsgesetz
- EU regulations, OGAW / UCITS
- MaH (Mindestanforderungen an das Betreiben von Handelsgeschäften)
- SOX (Sarbanes-Oxley)
- German Code of Best Practise (Wohlverhaltensregeln)
- Analysis, documentation and process design in several business areas, within the launching of new products or within the implementation of new distribution channels like funds supermarkets
- Formulation and monitoring of SLA (Service-level-agreements) between investment management firm and custodian
- Support in the selection processes of an adequate custodian during the set-up and foundation of the investment management firm
- Set-up and monitoring of fund launches and fund transfers within the change of the investment management firm or custodian
- Modeling of business processes in ARIS Toolset (IDS-Scheer), Adonis (BOC), Aeneis (ATOSS), Visio.
Change Management
- Mastering change - professional support during substantial corporate transformation processes and organizational re-structuring.
- Design and implementation of Change Management strategies as a support to business improvement and redesign activities
- Attendance and monitoring of change processes within the scope of the company's re-orientation during merger or the implementing of new software.
Asset Management Systems
- Matching Processes and IT - Supporting the configuration and implementation of Asset Management Systems.
- Design of target processes in relation with the implementation of SimCorp Dimension. Recommendation and monitoring
- Surveying and evaluation of the IT-infrastructure in the asset management area
- Realization of system selection projects. Demand analysis and re-orientation from the user's point of view
- Development and tracing of system tests (Straight-Through-Processing systems). Test concepts for application modules
- Execution and monitoring of test cases along the test concept
- Concept design and planning of fund migrations
- Co-ordination and monitoring of release upgrades and implementation of patches of SimCorp Dimension
- Project management and subproject management in the area of SimCorp Dimension
- Experience in following AM-specific software solutions: SER V3, Diamos, Portia, SimCorp Dimension
- Support in the implementation of IT-projects (specifications, process design, operating instructions and training).
