Project Portfolio Manager
Large Insurance
(Insurance, >10.000 employees)
Keywords
Skills
Management & analysis Project management & consulting
◉ PMO, Stakeholder-management
◉ Time management & multitasking
◉ Risk/Issue management (RAID)
◉ Agile, waterfall
◐ Change & incident management
◐ Budgeting, forecasting & reporting
◐ Business, product & data strategy
Business analysis
◉ Requirements management
◉ Business process management (design, analysis, optimization)
◉ Architecture of business processes
Test management
◐ Test strategy & cases design
◐ Test & documentation
Functional specification
◐ Architecture & design
◐ Functional specification
◐ Data modelling
Technology Data science & BI
◉ Predictive analytics e.g.: churn, credit scoring, pricing, time series forecast
◉ Data visualisation & UX
◉ Data mining & cleansing
◐ Artificial Intelligence / Machine learning e.g.: NLP, deep-learning, recommenders
◐ Big data & data warehousing
◐ Web development
◐ IT-architecture & API
◐ High frequency trading
◔ NoSQL / Graph databases
Languages & Engines
◐ Python, SQL, VBA, C#
◉ PMO, Stakeholder-management
◉ Time management & multitasking
◉ Risk/Issue management (RAID)
◉ Agile, waterfall
◐ Change & incident management
◐ Budgeting, forecasting & reporting
◐ Business, product & data strategy
Business analysis
◉ Requirements management
◉ Business process management (design, analysis, optimization)
◉ Architecture of business processes
Test management
◐ Test strategy & cases design
◐ Test & documentation
Functional specification
◐ Architecture & design
◐ Functional specification
◐ Data modelling
Technology Data science & BI
◉ Predictive analytics e.g.: churn, credit scoring, pricing, time series forecast
◉ Data visualisation & UX
◉ Data mining & cleansing
◐ Artificial Intelligence / Machine learning e.g.: NLP, deep-learning, recommenders
◐ Big data & data warehousing
◐ Web development
◐ IT-architecture & API
◐ High frequency trading
◔ NoSQL / Graph databases
Languages & Engines
◐ Python, SQL, VBA, C#
Project history
10/2018
-
Present
Large Programm: Transformation to Sales 4.0 (Digital Sales)
- Responsible for budgeting, resource management, milestones and forecast
- Designed excel based financial management systems (controlling, forecast etc.)
- Managed projects requirements incl. CR, issues and risks (RAID)
- Reported and managed stakeholder’s management status reporting to the board and controlling
- Controlled and challenged project managers in workstreams on scope, resources and budget
11/2017
-
09/2018
Project Manager, Lead Data Scientist & Architect
GLOBAL UNIVERSAL INVESTMENT BANK
BUSINESS Corporate Investment Banking (FX Sales)
PROJECT Generation of new data driven sales approaches with real-time market
DESRIPTION manipulation detection, improving orders profitability, prediction and reverse
engineering of clients trading & hedging behavior
* Negotiated with stakeholders, did internal data science consulting & sales
* Achieved reliable prediction in hedging behavior & orders profitability with solid
measurable business impact incl. sales pitches for clients
* Implemented securities trading monitoring incl. insider trading detection
* Defined problems/cases based on interviews and available data
* Discovered & visualized unknown valuable business insights (dashboards)
* Created data pipelines (data source aggregation, cleansing, mining etc.)
* Initiated legal docs NLP project for debt sales
TEAM 4 functional reports
TOOLS Excel, Tableau, Python, MySQL, Clickhouse, Bloomberg + API, Spark
PROJECT Generation of new data driven sales approaches with real-time market
DESRIPTION manipulation detection, improving orders profitability, prediction and reverse
engineering of clients trading & hedging behavior
* Negotiated with stakeholders, did internal data science consulting & sales
* Achieved reliable prediction in hedging behavior & orders profitability with solid
measurable business impact incl. sales pitches for clients
* Implemented securities trading monitoring incl. insider trading detection
* Defined problems/cases based on interviews and available data
* Discovered & visualized unknown valuable business insights (dashboards)
* Created data pipelines (data source aggregation, cleansing, mining etc.)
* Initiated legal docs NLP project for debt sales
TEAM 4 functional reports
TOOLS Excel, Tableau, Python, MySQL, Clickhouse, Bloomberg + API, Spark
08/2017
-
10/2017
Product Manager, Lead Data Scientist & Architect
GLOBAL UNIVERSAL INVESTMENT BANK
(Banks and financial services, >10.000 employees)
BUSINESS Corporate Investment Banking (Corporate Banking Coverage)
PROJECT Visualization and assessment of predictive potential of corporate banking data
DESRIPTION for KYC, AML in global sales and performance strategy
* Negotiated with stakeholders (regional & central managers)
* Elicitated requirements and defined business problem/cases
* Did assessment of external providers for KYC tools
* Did solution & architecture design
* Designed & implemented interactive visualizations (UX, dashboards, stories)
* Modelled & integrated predictive functionality into dashboards
TEAM 2 functional report
TOOLS Tableau, Python, Excel, Clarity, PowerPoint, MySQL, Alteryx
PROJECT Visualization and assessment of predictive potential of corporate banking data
DESRIPTION for KYC, AML in global sales and performance strategy
* Negotiated with stakeholders (regional & central managers)
* Elicitated requirements and defined business problem/cases
* Did assessment of external providers for KYC tools
* Did solution & architecture design
* Designed & implemented interactive visualizations (UX, dashboards, stories)
* Modelled & integrated predictive functionality into dashboards
TEAM 2 functional report
TOOLS Tableau, Python, Excel, Clarity, PowerPoint, MySQL, Alteryx
02/2017
-
07/2017
Project Manager, Lead Data Scientist & Architect
GLOBAL UNIVERSAL INVESTMENT BANK
(Banks and financial services, >10.000 employees)
BUSEINESS Wealth Management
PROJECT Establishment & leading of predictive analytics team from scratch
DESRIPTION * Built up a data science team, AI strategy, function, processes, IT landscape
* Defined problems/cases (e.g. churn, product affinity, portfolio optimizer etc.)
* Integrated AML modules for abnormal transaction detection
* Created data pipelines (collection, preparation, transformation, mining etc.)
* Fitted, tested, ensembled models, did solution & architecture design
* Achieved & promoted to top management highly reliable predictions to create
business value and secured budget for further projects
TEAM 6 functional reports
TOOLS MS Project, R, Oracle, Tableau, Excel, PowerPoint, Visio,
Rapid Miner, Bloomberg
PROJECT Establishment & leading of predictive analytics team from scratch
DESRIPTION * Built up a data science team, AI strategy, function, processes, IT landscape
* Defined problems/cases (e.g. churn, product affinity, portfolio optimizer etc.)
* Integrated AML modules for abnormal transaction detection
* Created data pipelines (collection, preparation, transformation, mining etc.)
* Fitted, tested, ensembled models, did solution & architecture design
* Achieved & promoted to top management highly reliable predictions to create
business value and secured budget for further projects
TEAM 6 functional reports
TOOLS MS Project, R, Oracle, Tableau, Excel, PowerPoint, Visio,
Rapid Miner, Bloomberg
11/2016
-
01/2017
Senior Management Consultant
GLOBAL UNIVERSAL INVESTMENT BANK
(Banks and financial services, >10.000 employees)
BUSINESS Retail Banking (Brokerage)
PROJECT Creation of strategy for online brokerage and target operating model (TOM)
DESRIPTION * Conceptualized and negotiated new strategy and its implementation
* Reviewed insider trading protection
* Took responsibility for negotiations, managed relationships with stakeholders
and senior management
* Coordinated execution of process transformation for the online brokerage TOM
* Led research and benchmarking on competitors
TEAM 2 functional reports
TOOLS PowerPoint, Excel, Tableau, SharePoint, MS Project, Visio
PROJECT Creation of strategy for online brokerage and target operating model (TOM)
DESRIPTION * Conceptualized and negotiated new strategy and its implementation
* Reviewed insider trading protection
* Took responsibility for negotiations, managed relationships with stakeholders
and senior management
* Coordinated execution of process transformation for the online brokerage TOM
* Led research and benchmarking on competitors
TEAM 2 functional reports
TOOLS PowerPoint, Excel, Tableau, SharePoint, MS Project, Visio
07/2016
-
10/2016
Senior Management Consultant
GLOBAL UNIVERSAL INVESTMENT BANK
(Banks and financial services, >10.000 employees)
BUSINESS Wealth Management
PROJECT Strategy for new digital products for Wealth Management
DESRIPTION * Modelled business processes, elaborated on big-data topics, negotiated strategy &
implementation of robo-advisory
* Advised of new technologies employment for getting competitive advantage
* Managed relationships with stakeholders and senior management
* Coordinated business, infrastructure and IT actions
* Prepared and challenged business cases for proposed products
* Designed integration of new product in existing cross function infrastructure
TEAM 1 functional report
TOOLS PowerPoint, Excel, Visio, Tableau, SharePoint
PROJECT Strategy for new digital products for Wealth Management
DESRIPTION * Modelled business processes, elaborated on big-data topics, negotiated strategy &
implementation of robo-advisory
* Advised of new technologies employment for getting competitive advantage
* Managed relationships with stakeholders and senior management
* Coordinated business, infrastructure and IT actions
* Prepared and challenged business cases for proposed products
* Designed integration of new product in existing cross function infrastructure
TEAM 1 functional report
TOOLS PowerPoint, Excel, Visio, Tableau, SharePoint
07/2015
-
06/2016
Lead Business Analyst, Solution Architect
GLOBAL UNIVERSAL INVESTMENT BANK
(Banks and financial services, >10.000 employees)
BUSINESS Risk, Finance
PROJECT Basel 3 work stream of a large risk/finance integration program
DESRIPTION (300-600 Mio. EUR, 200-400 FTE):
Delivery, design and implementation of an automated regulatory financial
reporting software for COREP reporting for group and subsidiaries
* Managed & transformed internal and external requirements into risk models &
optimized algorithms e.g.: for RWA (250bn) and Expected Losses calculation
* Advised on implementation of credit risk regulatory requirements
* Designed custom generative programming framework for automated code
generation based on business user friendly rule set
* Modelled and implemented a self-learning predictive data quality validation and
correction system
* Designed inbound and outbound interfaces to the financial data warehouse
* Testing and rollout to production
TEAM 4 functional reports
TOOLS MS Project, Excel, Access, VBA, Tableau, PowerPoint, Clarity
PROJECT Basel 3 work stream of a large risk/finance integration program
DESRIPTION (300-600 Mio. EUR, 200-400 FTE):
Delivery, design and implementation of an automated regulatory financial
reporting software for COREP reporting for group and subsidiaries
* Managed & transformed internal and external requirements into risk models &
optimized algorithms e.g.: for RWA (250bn) and Expected Losses calculation
* Advised on implementation of credit risk regulatory requirements
* Designed custom generative programming framework for automated code
generation based on business user friendly rule set
* Modelled and implemented a self-learning predictive data quality validation and
correction system
* Designed inbound and outbound interfaces to the financial data warehouse
* Testing and rollout to production
TEAM 4 functional reports
TOOLS MS Project, Excel, Access, VBA, Tableau, PowerPoint, Clarity
07/2014
-
06/2015
Lead Business Analyst, Test Manager
GLOBAL UNIVERSAL INVESTMENT BANK
(Banks and financial services, >10.000 employees)
BUSINESS Treasury, Finance, Tax
PROJECT Liquidity / Basel 3 work stream of a large risk/finance integration program
DESRIPTION (300-600 Mio. EUR, 200-400 FTE):
Delivery, design and implementation of capital calculation planning and
forecasting tool for treasury (globally)
* Responsible for business analysis, design, quality management, delivery
* Managed stakeholders of involved business divisions (Finance, Treasury, Tax)
* Integrated tools and processes into the landscape of financial data warehouse
* Ensured data security, audit compliance, performance and business logic
configurability
* Performed user acceptance and stress test, smooth transition to production
TEAM 2 functional reports
TOOLS MS Project, Excel, Visio, HP ALM, Jira, SAP, PowerPoint, SharePoint, Clarity
PROJECT Liquidity / Basel 3 work stream of a large risk/finance integration program
DESRIPTION (300-600 Mio. EUR, 200-400 FTE):
Delivery, design and implementation of capital calculation planning and
forecasting tool for treasury (globally)
* Responsible for business analysis, design, quality management, delivery
* Managed stakeholders of involved business divisions (Finance, Treasury, Tax)
* Integrated tools and processes into the landscape of financial data warehouse
* Ensured data security, audit compliance, performance and business logic
configurability
* Performed user acceptance and stress test, smooth transition to production
TEAM 2 functional reports
TOOLS MS Project, Excel, Visio, HP ALM, Jira, SAP, PowerPoint, SharePoint, Clarity
04/2013
-
06/2014
Business Analyst, Solution Architect
GLOBAL UNIVERSAL INVESTMENT BANK
(Banks and financial services, >10.000 employees)
BUSINESS Finance
PROJECT Accounting / GAAP work stream in a large risk/finance integration program
DESRIPTION (300-600 Mio. EUR, 200-400 FTE):
Design and implementation IFRS Accounting Engines Framework (Strategic
Chart of Accounts, Swinging, Netting, Own Debt etc. for multiple locations:
London, New York, Frankfurt)
* Performed strategic planning and governance, managed resources, prioritized
projects, negotiated requirements, designed process, ensured compliance with
organizational processes
* Coordinated on/offshore development teams in Moscow and Pune
* Managed customer relations and secured customers satisfaction (Group Finance)
TEAM 2 functional reports
TOOLS Excel, Visio, HP ALM, Jira, VBA, PowerPoint, SharePoint
PROJECT Accounting / GAAP work stream in a large risk/finance integration program
DESRIPTION (300-600 Mio. EUR, 200-400 FTE):
Design and implementation IFRS Accounting Engines Framework (Strategic
Chart of Accounts, Swinging, Netting, Own Debt etc. for multiple locations:
London, New York, Frankfurt)
* Performed strategic planning and governance, managed resources, prioritized
projects, negotiated requirements, designed process, ensured compliance with
organizational processes
* Coordinated on/offshore development teams in Moscow and Pune
* Managed customer relations and secured customers satisfaction (Group Finance)
TEAM 2 functional reports
TOOLS Excel, Visio, HP ALM, Jira, VBA, PowerPoint, SharePoint
08/2009
-
09/2010
Developer, Quant, Business Analyst
LARGE AMERICAN STOCK EXCHANGE
(Banks and financial services, 1000-5000 employees)
BUSINESS Portfolio Management / Trading
PROJECT Portfolio management & trading system for investment funds and portfolio
DESRIPTION managers
* Designed and developed the trading core incl. rebalancing logic.
* Elaborated design of high speed trading algorithms
* Designed FLEX options trading (RFQs, matching etc.)
* Negotiated business requirement with the client
TEAM 6 reports
TOOLS .NET (ASP, C#), C, MS SQL Server, Excel, Test Driven Development, X-Prog.
PROJECT Portfolio management & trading system for investment funds and portfolio
DESRIPTION managers
* Designed and developed the trading core incl. rebalancing logic.
* Elaborated design of high speed trading algorithms
* Designed FLEX options trading (RFQs, matching etc.)
* Negotiated business requirement with the client
TEAM 6 reports
TOOLS .NET (ASP, C#), C, MS SQL Server, Excel, Test Driven Development, X-Prog.
12/2008
-
07/2009
Developer, Data Scientist
LARGE EUROPEAN BANK
BUSINESS Retail Banking
PROJECT Retail credit scoring predictive system
DESRIPTION * Did data preparation and implemented predictive models
* Researched and designed incorporation of external economic factors
* Brought the system into production, iteratively incorporated users feedback
TEAM 1 report
TOOLS .NET (ASP, C#), Oracle, Excel, VBA
PROJECT Retail credit scoring predictive system
DESRIPTION * Did data preparation and implemented predictive models
* Researched and designed incorporation of external economic factors
* Brought the system into production, iteratively incorporated users feedback
TEAM 1 report
TOOLS .NET (ASP, C#), Oracle, Excel, VBA
08/2008
-
11/2008
Developer, Business Analyst
LARGE COMMERCIAL REAL ESTATE SERVICES COMPANY
(Banks and financial services, 5000-10.000 employees)
BUSINESS Real Estate
PROJECT Mobile call accounting system with OCR for data extraction and classification
DESRIPTION * Designed and developed multipurpose data parser
* Implemented advanced UI interface
* Optimized & supported database & web-site
TEAM No reports
TOOLS .NET (ASP, C#), Java Script, MS SQL Server, Excel
Frankfurt am Main, 2021
PROJECT Mobile call accounting system with OCR for data extraction and classification
DESRIPTION * Designed and developed multipurpose data parser
* Implemented advanced UI interface
* Optimized & supported database & web-site
TEAM No reports
TOOLS .NET (ASP, C#), Java Script, MS SQL Server, Excel
Frankfurt am Main, 2021
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