Profileimage by Sascha Englert Business Analyst, Consultant,  Project Manager from BoehlIggelheim

Sascha Englert

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Last update: 27.06.2020

Business Analyst, Consultant, Project Manager

Graduation: not provided
Hourly-/Daily rates: show
verhandelbar
Languages: German (Native or Bilingual) | English (Full Professional)

Keywords

Projece Management projekleiter Busines Analyst Business Analysis Progamm Management Project Manager Consultant Consultant & Project Manager Fintech Asset Management Bank Contract Manager Contract Negotiation Contractor Management contracts drafting PMO Consultant MIFID II FATCA Regulatory Reporting Regulatory Analyse and Implementation

Attachments

202007_CV_Sascha Englert.pdf

Skills

  • 10.000+ Person Days IT and Change Programs and Projects 
  • 20+ years’ Financial Industry and FinTech Companies
  • 12+ years Management and Leadership
  • 8+ years (IT) Consultancy & Entrepreneurship 
  • 5 Years Institutional Client Onboarding & Outsourcing Contract Management 
  • 3 Critical System Implementations (Front-, Middle- and BackOffice)
  • 3 Products Launches (ESG Reporting Platform, Pension Solution, Insurance Policy Calculator)
  • Regulations, Laws, International Market Standards and Contracts Expert

Project history

06/2019 - Present
Global Program Manager
Avalon (500-1000 employees)
Banks and financial services

03/2019 - 06/2019
Management Consultant
HSBC Global Asset Management UK Limited
* Defined a Target Operating Model for a global CRM Implementation (including Client Onboarding,
KYC, Client Relationship Management, Sales Lifecycle Management, Event Handling, Client Service)
* Designing and Implementing a CRM Pilot to leverage global Project initiative starting 2020

06/2016 - 02/2019
Management Consultant / Project and Program Manager
HSBC Global Asset Management (Deutschland) GmbH
(Deutschland) GmbH, Düsseldorf / Germany
* Managed critical C-Level deliverables: I represented HSBC GAM in global multimillion-dollar
initiatives and managed local projects and programs to agreed timelines and budgets (such as EMIR
regulation, MiFID II regulation, GDPR / DSGVO Data Protection regulation). I met 100%
expectations of C-Level and senior executives' in regards to guidance, decision papers,
implementation concept and project reporting and I was honored for timely delivery.
* Leveraged critical transformation programs: I implementation and Project Management Consulting
during a 2 years Bloomberg implementation project. Yearly cost-savings for infrastructure and
licenses approx. 15-20%. Established collaboration with global technology teams, software
vendors, data and consulting providers.
* Professional representation towards the global organization: I pro-actively increased the
reputation towards the global organization and built strong relationships with key stakeholders
both internal (C-Level and Senior Management) and external (Global Suppliers and Vendors).
* Operational excellence and business process improvement: I worked across various departments to
improve processes up to 30% such as Regulatory Reporting, Client Onboarding, Fund Implementation,
Data Management, Outsourcing Controlling and Third-Party Risk Management by operational
excellence and business process automation.
* Formulated Local Standards / Procedures: I closed 100% compliance gaps with regards to European
laws and regulations by formulating standards and procedures. I reduced 100% contract risks by
negotiating optimized intragroup performance and service contracts with UK, India and Hongkong in
order to meet data protection, banking secrecy and MaRisk regulation. Ensured the ISAE Level 1
Certification in cooperation with PwC (0% findings).

01/2010 - 05/2016
Chief Operating Officer (FinTech), Head of Business Development and Service Delivery
Coding Ant GmbH
* COO, Senior Consultant and Business Analyst: Coding Ant provides tailored Software Solutions and
professional consultancy services Front-to-Back for Asset Management Companies. Focus areas are
Order Management, Research and Data Management as well as Sustainability / ESG-Rating Solutions.
As a COO I had full P&L responsibility and increased the number of strategic clients.
* Business Development and Turnaround Success: I slashed operations and payroll costs 30% by
implementing new HR strategies and smart sourcing solutions, by improving finance planning and
control processes, and by negotiating pricings and fees. Improved service quality and increased
revenues 25 % per annum.
* Competitive Positioning and Management Consulting Excellence: I delivered strategic projects such
as a multi-million post-merger implementation (Deutsche Bank), a Front-to-Back Target Operating
Model (Leading national Institutional Asset Management Company). Agreed long-term smart-sourcing
contracts with leading German Asset Management Companies (e.g. DWS, Union Investment).
* Product Placement: I designed and developed a pioneering software solution "iStep2" for ESG
ratings and reporting in a period of 2 years.
* Professional Networking: I built strong and sustainable professional networks in the financial
industry by being a regular attendee at local fairs. Represented the firm as a member of the
Germany Asset Management Association (BVI Germany) and as a member of the UN Principles for
Responsible Investment (UN PRI) during Asset Management & IT Conferences.
* Company builder & Co-Founder: I built a HR startup (Company name "Softskills") from scratch to
eliminate recurring recruiting costs of 200.000 EUR per annum. I established a database with 3000
professionals and electronic connection to social media networks such as LinkedIn, Xing.

01/2005 - 12/2009
Head of Fund Platform Implementation and Contract Management (Client Onboarding)
Authorized Signatory (Prokurist) - Deutsche Asset Management / DWS (Deutsche Bank AG)
Authorized Signatory (Prokurist) - Deutsche Asset Management / DWS (Deutsche Bank AG), Frankfurt /
Germany
* Fund Platform and Outsourcing Expert: Deutsche Asset Management provides tailored Fund Vehicles
and specialized Reporting as Platform Business for external Wealth Manager, Advisors, Portfolio
Managers, Banks, Institutional Clients, and other Investors Groups. As Head of Fund Platform
Implementation I was responsible for the initial fund implementation and ongoing restructuring
for Platform Clients with a total amount of approx. 20 Billion EUR Assets under Management.
* Client Satisfaction and Experience: I restructured workflows to meet Investor, Senior Management,
Portfolio Management and Sales requirements in a cost-efficient way. I implemented world-class
client onboarding operations and increased the satisfaction of clients who are demanding to the
highest degree.
* Project Management, Leadership and People Management: I designed and supervised the
implementation team and managed up to 30 internal and external people during implementation
projects. I reduced operations costs 35% by implementing project management standards and
efficient implementation processes. I accelerated onboarding and implementation times up to 50%.
* Business Process Improvement: I lead internal projects along the whole Asset Management Value
Chain (Institutional Sales, Portfolio Management, Pre- and Post-Trade-Compliance, Trading, Risk
Management, Middle and Back Office, Custodian Banks) to improve and optimize business processes
and implement business process automation.
* Unification of Contract, Risk Management and Controlling Standards: I assured regulatory
compliance by formulating and implementing outsourcing controlling and due diligence standards. I
implemented claim-handling standards and reduced significantly interest claims 85% down to 50.000
EUR per annum.
* Straight-through-processing: I implemented SWIFT communication with external Asset Managers and
increased STP-rates from 0% up to 90%.

01/2002 - 01/2005
Operations & Settlement Expert
DB Advisors / DWS (Deutsche Bank AG)
Germany
* Operations and Onboarding Excellence: I was a leading Cross Boarder Settlement Professional with
onboarding and relationship responsibility for 300 Brokers and 30 Custodian Banks.
* Business Process Improvement: I lead and consulted internal projects along the whole Back-Office
Value Chain (Broker and Counterparties, Middle- and Back Office, Custodian Banks) to improve and
optimize business processes. Reduced significantly claim volumes from 1.000.000 EUR down to
30.000 EUR per annum.
* Pioneering market positioning: I launched a Trade Matching and Settlement Solution with the
result of being the pioneering Asset Management Company in Germany with 95% STP-rates (4000-5000
Trades per day).
* Professional cooperation to improve market standardization: I cooperated with German Asset
Management Association BVI (www.bvi.de), Thompson Reuters/Omgeo, SWIFT (www.swift.com) and
Securities Market Practice Group (www.smpg.org) in order to define Settlement and SWIFT
Communication Standards for the German Asset Management Industry

01/2000 - 01/2002
Back Office Operations Expert
European Transaction Bank (Deutsche Bank AG)

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