BA PM (UN PRI, UN PRB, SDG, ESG), sustainability management, sustainable finance and development not available until 12/31/2021

BA PM (UN PRI, UN PRB, SDG, ESG), sustainability management, sustainable finance and development

not available until 12/31/2021
Profileimage by Anonymous profile, BA PM (UN PRI, UN PRB, SDG, ESG), sustainability management, sustainable finance and development
  • 76332 Bad Herrenalb Freelancer in
  • Graduation: intermediate diploma
  • Hourly-/Daily rates: not provided
  • Languages: German (Native or Bilingual) | English (Full Professional) | French (Limited professional) | Dutch (Elementary)
  • Last update: 23.03.2021
KEYWORDS
PROFILE PICTURE
Profileimage by Anonymous profile, BA PM (UN PRI, UN PRB, SDG, ESG), sustainability management, sustainable finance and development
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SKILLS
Curriculum Vitae 
Summary
Over two decades of operational experience and expertise in the financial industry, banking and IT is my foundation. I advise international banks, private financial institutions and EU governmental financial institutions at various locations. My know-how spectrum encompasses financial management, investment fund administration, treasury, liquidity, credit, risk management, controlling, regulatory reporting, audit, compliance, software programming, quality assurance, change management, business analysis, requirements engineering, process management, test management and project management, Sustainable development (UN PRI, UN PRB, SDG, ESG), sustainability management and sustainable finance. Characteristic values of mine are professionalism, integrity, trustworthiness, reliability, punctuality, positive attitude, sound judgement, stress resistance, pragmatism, efficiency, positive thinking, interpersonal empathy, leading by objectives, Team spirit, systematic problem solving, internationality, multilingualism, cross cultural awareness, diplomatic business conduct and appropriate communication.
Below you will find detailed information upon my skills, employment history and education.

Skills
LanguagesEnglish (proficient), German (mother tongue), Luxembourgish (proficient), French (intermediate).
ProgrammingSQL (Oracle, DB2 mainframes and Microsoft), Microsoft VBA (Excel and Access).
MethodologySDLC, CMMI, ITIL, Waterfall, HERMES, Agile, Scrum, BPM, ISTQB, BABOK.
Operating systemIBM-AS400, Windows 10, Unix, Mac OSX 10.11, Linux.
SoftwareOlympic, PM1e, Murex, SimCorp Dimensions, MultiFonds Fund Accounting, MultiFonds Transfer Agent, MultiFonds Infocenter (FA/TA), SunGard GP3, MIG21, FinanceKit, Charles River, EngageOne, SAP SaaS, DocBridge, BusinessObjects, TOAD, Adonis, Squirrel, Jira, Bugzilla, Micro Focus ALM Octane, HP ALM, HP Open View, HP Quality Center, HP Quality Tester, Mercury Test Director, CoolTester, DB2, Oracle, Query Builder, Tableau, Report Builder, Crystal Reports, SQL-PLUS*, PL SQL Developer, Actuate, Bloomberg (+Excel AddIn), Reuters (+Excel AddIn), SIX Telekurs, WMDATEN, WVS, Cosofin, SWIFT, XML, Adobe Creative Suite, Grammarly, Zotero, Zoom, Lotus Notes, Office-365-Office-Suite Enterprise Edition (Microsoft Teams, SharePoint, Exchange, Skype, OneDrive, OneNote, Word, Excel, PowerPoint, Access, Publisher, Sway).

Employment History  
My employment history is characterized by two phases, beginning in the year 1999 as an employee in permanent positions and since 2007 being company owner having project assignments.
15.07.2007 - present Consultancy S.à r.l. Luxembourg
Company owner and senior consultant for subsequent mentioned project mandates.
since 13.10.2014 consultancy mandate for DekaBank S.A. Luxembourg
Product Owner: ESMA Internalised Settlement Reporting under Article 9 CSDR, interfaces, data mart, XML format (CSSF, BaFin) generator, implementation and test management E2E distribution chain via CETREL SOFiE - SIX Payment Services via CSSF to ESMA incl. confirmations flow.
Test Manager: MiFID II, ESMA daily transactions data delivery via Deutsche Börse Group.
Business Tester: MiFID II cost transparency implementation, UAT client-reporting DOLL and PM1e.
Business analyst: MiFIR, EMIR, AEOI (AIA), GDPR (DSVGO) for DWH, interfaces and data marts.

01.06.2014 - 10.10.2014 consultancy mandate for European Stability Mechanism Luxembourg
Project Manager: "ESM strategic reporting solution analysis" for Board Risk Management Committee.
Business Analyst: RFI, RFP supplier pre-selection, project plan design for solution implementation.

01.09.2013 - 30.04.2014 consultancy mandate for HSBC INKA Düsseldorf
Business Analyst: New business "Reporting Innovations", XML-structure, feasibility study client- and legal reporting.
Business Tester: INKA e-Reporting, AIM-Bloomberg configuration, pre-/ post trade compliance.
Project Manager: KAGB Implementation, Risk Management AIFM-UmsG and "DerivateV" Regulation.

01.03.2011 - 31.08.2013 consultancy mandate for DekaBank S.A. Luxembourg
Business AnalystClient on-boarding LBBW Luxemburg S.A., VM Bank International S.A., requirements engineering, XML-schema, client-, tax- and year end reporting.
Business TesterReporting tool web-frontend, strategy-features FVV product-line DVK, XML-data, SWIFT messages F2E settlements and confirmations.

01.01.2010 - 31.12.2010 consultancy mandate for BNP Paribas Securities Services Luxembourg
Business AnalystCentral multi-regions DWH iGates developed in Chennai, MultiFonds FA mapping, XML-schema, user guides creation and training for Chennai technical -/business tester via VC.

01.01.2009 - 31.12.2009 consultancy mandate for ING Investment Management The Hague
Project ManagerFactored Securities business process optimization and implementation.
Business AnalystABS/MBS trade-lifecycle correction, UML modelling, use case definition.

15.03.2007 - 31.10.2008 consultancy mandate for UBS Fund Services S.A. Luxembourg
Business AnalystInvestor tax reporting CRS, FATCA, investment fund tax reporting regimes DE, AT, CH, regulatory reporting for financial supervisory authorities and central banks ECB, BCL, Banca d'Italia, BaFin, FMA, MFSA, FINMA, FSA, HKMA and CSSF.



15.06.2006 - 14.03.2007 IQ Solutions S.à.r.l. Luxembourg
Business AnalystEmployed consultant with assignments at BNP Paribas Frankfurt, BNP Paribas Luxembourg, Union Investment IT-Services GmbH Frankfurt and State Street Bank Luxembourg. MIG21 interface changes, Solvency Regulation.
Business TesterGroMiKV, BVI and DPG reporting. MultiFonds FA upgrade, GTS Global Tax Solution fund accounting test data mapping.



15.10.2002 - 14.06.2006 Citigroup International Ltd Luxembourg
Business AnalystOperation support MultiFonds TA/FA, SDLC of investment restrictions DB (Access VBA) data sources MultiFonds FA, Bloomberg (API), MSCI Index, Benchmark and rating spreadsheet, system migration MIG21, data mapping MFFA (AMS, Infocenter), transfer agency reporting MFTA, project management of Euroclear Fundsettle, Clearstream Vestima data delivery and SWIFT migration.

01.03.1999 - 14.10.2002 Union Investment Asset Management AG Luxembourg
Transfer Agent Attrax S.A.: MultiFonds TA master data maintenance, system parameterization fees structures, KYC, fund prices-/exchange rates interfaces, STP reporting (Oracle ODBC, MS Access VBA, MS Query SQL, Excel).
Compliance OfficerDZ Bank International S.A.: Review terms of investment fund contract and sales prospectus, financial supervisory authorities fund registration procedures, daily holdings-/ cash reconciliation, AML, fund valuation control of assets incl. standardized and OTC derivatives, active infringements CSSF reporting.
Fund AccountantUnico Financial Services S.A.: NAV evaluation, daily processing (shareholder dealings, capital flow, trades, corporate actions) and reconciliations (Fund Management, Brooker, Market Maker, Custodian and Transfer Agency), financial-/legal fund-reporting, auditor support assistance, fund price publication.

Education
Postgraduate Academic Education
29.06.2020 - present (18 months, 60 ECTS) MBA Sustainable Development, Pôle Universitaire Euclide
Curriculum:
International Academic and Professional Paper Writing, Academic and Business Communication, Argumentation and Critical Thinking, Economics Module, Finance and Accounting for Managers, Essentials—Fundamentals of Management, Global Economics Module, Introduction to Sustainable Development, Africa’s Economic Development, Energy Studies, Culture and Global Change, Cultural Dimension of International Business, Ecological Economics & Case Studies, World Economic Outlook, Economic Development, Principles of Islamic Finance, Micro‐Credit and Micro‐Finance, International Organizations I, Intergovernmental Organizations, International Law and Treaty Law (1), Business Statistics, Diplomacy: Theory and Practice, MBA Research Paper or Master’s Thesis.

01.07.2020 Sustainable Finance (Foundation), Chambre de Commerce Luxembourg
Programme:
The Sustainable Finance eco-system, UN Principles for Responsible Investment (UN PRI), UN Principles of Responsible Banking (UN PRB), Sustainable Development Goals (SDGs), Regulation, Sustainable finance to support the Sustainable Development Goals (SDGs), Sustainable finance in numbers, Case study (non financial reporting)

29.09.2020 ILA Sustainability Program, Institut Luxembourgeois des Administrateurs
1) Introduction to Sustainability:
Covering the backdrop, fundamentals trends and developments with a focus on Materiality to identify the critical path of risk and opportunity around sustainability.

2) Tools and frameworks:
A dive into the world of regulations, standards, labels and tools to assess for the development of a sustainability strategy, including impact measurement and management.

3) Implementation and Communication:
Through leadership examples, management of change and communication strategies, this module focuses on the intricacies of following through on your strategy.

16.10.2020 Operational Aspects of Sustainable Finance (Advanced), Chambre de Commerce Luxembourg
Programme:
Key figures in Luxembourg, Normative context in Sustainable Finance, Sustainable Finance labelling, ESG Data (Sustainability), ESG transparency & reporting, Final exercise, Certification exam (5 ECTS).

25.09.2019 - present French course, Institut National des Langues Luxembourg
Curriculum:
DELF A2 exam passed on 27.06.2020, enrollment B1 winter semester 2020/2021 on 17.07.2020, goal level C2.

1997 - 2000 Secondary Education
Intermediate diploma (Vordiplom) of the Nürtingen University degree program in applied economics, Master course Financial Markets, 1998 Internship EUR-OP Publications Office of the EU in Luxembourg.

1995 - 1997 Vocational Training
Ludwig-Erhard-Schule, Pforzheim, state-certified business assistant, advanced technical college diploma, business vocational college II, commercial vocational college I.

1989 - 1994 Employment and internships
Polygram Media Promotion (Germany, Turkey, and Luxembourg), Event coordination, Album Release Management, Media Production MMS (Great Britain, Sweden, Netherlands, and Belgium), Jingle productions for Radio broadcasting, Audio recording Pre-/Postproduction.
Geriatric Care Services for Dr. Martin Schraegle, Bad Wildbad, Community service as conscientious objector to military service at DRK Kreisverband Calw e.V., Bad Wildbad.

1977 - 1990 Primary Education
Primary school, Secondary school, Pforzheim.
PROJECT HISTORY
Employment and Assignments 

13.10.2014 – present
Freelance at DekaBank Deutsche Girozentrale Luxembourg S.A., Luxembourg
Senior Consultant
  • Requirements management and Testing ESMA Internalised Settlement Reporting under Article 9 of CSDR, MiFID II cost transparency, MiFID II, Transactionsreporting, GDPR Software-release-testing DOLL (DekaBank Online Luxembourg)
  • Requirements Engineering and Test management MiFIR, EMIR, AIFMD for DWH
  • Requirements Engineering and Test coordination Output Management Lux
  • AS400 Release Business-tests DOLL , client-reporting
  • Software-testing DOLL (DekaBank Online Luxembourg) Application
  • Test scenario elaboration, DWH non-regression and regression testing
  • Test data analysis Olympic (AS/400 Query manager)

01.06.2014 – 10.10.2014
Freelance at European Stability Mechanism (ESM), Luxembourg
Senior Consultant
  • Project manager for the delivery of a “strategic reporting solution analysis”
  • Business requirements and non-functional IT requirements gathering
  • Solution concept and design
  • Vendor pre-selection (RFI, RFP)
  • Reporting Solution implementation project plan

01.09.2013 – 30.04.2014
Freelance at HSBC INKA Internationale Kapitalanlagegesellschaft mbH, Düsseldorf, Germany
Senior Consultant
  • Project Coordination Regulatory Reporting “KAGB Implementation”
  • Business Analysis SimCorp Dimensions
  • New Business Integration Project Support „Reporting Innovations“
  • Data Analysis SCD, Feasibility Study Client- and Legal Reporting BusinessObjects
  • Test management INKA e-Reporting
  • Internal Audit and Fund Oversight Reporting on Charles River
  • Report Implementation Management
  • Fundstructures and Shareclass Reporting on INKA In-house-Application

01.03.2011 – 31.08.2013
Freelance at DekaBank Deutsche Girozentrale Luxembourg S.A., Luxembourg
Senior Consultant
  • Business Analysis Re -design Client-Reporting Deka Privat Banking
  • Requirements Management Client-, Tax- and Year End Reporting
  • Process Analysis System implementation „New Reporting-Tool“
  • Test concept Data-flow Source system via XML to Reporting delivery
  • Test concept Online Reporting from AFP to PDF including Client Reporting Archiving Processes
  • IT-Service Asset Management / Kapitalmarkt Department, Projectsupport for Bankingmigration (LBBW Luxemburg S.A., VM Bank International S.A., DekaBank)
  • Test concept non-regression client reporting risk management features of FVV product-line DVK
  • Test scenario regression testing client reporting in scope of the new release of central performance routine application
  • Test data analysis Olympic (AS/400 Query manager)
  • Test case execution automation (VBA Excel and Olympic)
  • Test management clients Year end Reporting
  • Business analysis reporting requirements new product-line
  • Business Analysis Project „New Reporting Tool“

01.01.2010 – 31.12.2010
Freelance at BNP Paribas Securities Services, Luxembourg
Senior Consultant
  • BRD validation, Requirements management, Functional analysis, FRD and TSD documentation, operational MultiFonds FA User guides creation
  • MultiFonds FA Regulatory Reporting Requirements, Project streams: MultiFonds FA Positions, RTPV-, MOPK-, SOD and Transactions
  • Test management, Defect management, CMMI Booster
  • Migration projects, Reporting projects, MultiFonds Process enhancements
  • MultiFonds FA Upgrade to version 3.60, MultiFonds FA data DWH model ERD design
  • MultiFonds FA training for IST team (Chennai India)

05.01.2009 – 31.12.2009
Freelance at ING Investment Management, The Hague, Netherlands
Senior Consultant
  • Application Consulting SimCorp Dimensions / MultiFonds FA Project Upgrade to version 3.21, Functional requirements analysis, Test scenario elaboration and Software testing of Base module I/II, Pricing module, Hedging module and Multiple NAV
  • Process Transition Factored Securities (MBS/ABS) Project Management, Analysis Coordination, UML UC Modeling, Use Cases definition, Business Process Management, Change Management, Process Migration

15.03.2007 – 31.10.2008
Freelance Fund Industry Consultant at UBS Fund Services S.A. Luxembourg
Senior Business Support Analyst
  • Business analysis Regulatory Reporting (BCL, CSSF) and Tax reporting (Germany, Austria)
  • Change Management, Migration of Core process Client-, Legal- and Tax Reporting into Business Support team, Project life cycle, operational readiness testing, end to end testing, user training, implementation and post implementation review
  • Quality Assurance, Functional analysis, Software testing, Test Case/Scenario/Script construction, Test data requirements
  • Requirements management and definition for Regulatory Reporting Banca Italia, BaFin, Malta, Hong Kong (related counterparts)

15.06.2006 – 14.03.2007
Senior Consultant at IQ Solutions S.à.r.l. Luxembourg, Assignments with BNP Paribas Frankfurt, BNP Paribas Luxembourg, Union Investment IT-Services GmbH Frankfurt and State Street Bank Luxembourg
  • Business analysis Regulatory Reporting, Gathering, interpreting and documentation of Tax requirements, MF FA upgrade 2.70 (SDEGA tax reports and year –end processing)
  • Technical analysis, Process design and Data mapping,
  • GTS (global tax solution) Software testing, Testing life cycle
  • UAT concept, -planning, -preparation and Fund Accounting UAT execution support

15.10.2002 – 14.06.2006
Business Analyst at Citigroup Luxembourg
  • Change management, SDLC, Business analysis, Functional analysis, Technical analysis
  • Project management, System migration MultiFonds TA, Fund migration MultiFonds FA
  • Fund set-up procedures, Client on-boarding projects
  • Euroclear Fundsettle Data-feed
  • Operational Support Multifonds
  • Process enhancement Pricing Excel for Bloomberg and Reuters
  • SWIFT migration
  • Clearstream Vestima Data-feed

01.03.1999 – 14.10.2002
Fund Industry Operator at Union Investment Holding Luxembourg (UFS, DZI, Attrax)

2001 – 2002
Union Investment Holding: Attrax S.A.
Transfer Agent
  • Distributor reporting automation, STP development
  • Transfer Agency platform maintenance on MultiFonds TA (pilot)
  • Operational Support MF TA
  • Fees structures definition and Trailer fees set-up
  • Client migrations

2000-2001
Union Investment Holding: DZ Bank International S.A. Luxembourg
Custody Officer
  • Regulatory reporting, CSSF breach reporting, Legal- and compliance reporting, Daily reconciliation (Olympic)
  • Pre-trade control for Derivatives, Investment restriction database development in MS Access (VBA) based on MultiFonds FA and Olympic data feeds
  • BRD management for 3rd party Funds data Custody Interface
  • Process Design Funds active Instruments identifier
  • Olympic Data extract specification
  • Bloomberg to Excel data load solutions
  • Investment Restrictions MS Access DB (Bloomberg and Olympic) for Fund oversight and NAV control team

1999 – 2000
Union Investment Holding: Unico Financial Services S.A. Luxembourg
Fund Accountant
  • Fundstatic static data set-up
  • Instrument static data set-up
  • Shareholder dealings Capital flow Processing
  • Corporate actions
  • Pricing (Excel load for Reuters and Bloomberg)
  • Trade processing with Cosofin and MultiFonds FA
  • Net Asset Value evaluation
  • Fund Price Publication
  • Reconciliation with Fonds Management, Brooker, Market Maker, Custodian and Transfer Agent
  • Financial-/Legal Fund-reporting
  • Auditor support assistance
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