Zurich, Zurich, Switzerland
✔︎ More than fourteen years of experience in risk management and reporting, twenty years in asset management ✔︎ Development of a state-of-the-art controlling environment of the investment decision process ✔︎ Designing and enforcement of risk management processes and measures ✔︎ Rollout of various risk and performance tools (RiskMetrics, BarraOne, FactSet) ✔︎ Product Risk Classification / Investment Suitability: responsible for the controlling framework for all multi asset class discretionary mandates and funds ✔︎ Owner of IT budget for portfolio management systems ✔︎ Proactive and result oriented approach with focus on details and quality ✔︎ Experienced line manager with a strong team orientation ✔︎ Able to work under pressure, highly motivated and loyal
Investment Services & Products - Head of 6 Zurich based teams (Risk Analyzer; Investment Guidelines Monitoring; KPI Analytics Mandates; KPI Analytics Advisory & Products; Client Reporting; Data & Process Engineering) and one Center of Excellence team located in Wroclaw, Poland - Responsible for the market risk framework for the discretionary multi asset-class products and funds managed within IS&P Investment Management, including relative and absolute return strategies, over CHF 60bn assets - Product Risk Classification / Investment Suitability: development of tools and processes to ensure the appropriateness of investments for each client as required by FINMA, covering discretionary and advisory clients - Investment Review Committee chairman: enforce that allocation and selection decisions are consistently implemented in all different products and international locations - Maintenance of a high-quality reporting in favor of the senior management to steer the business, analyzing key performance indicators like assets under management, net new assets or profitability - Performance and attribution reporting for all discretionary products and funds to the management and Private Banking - GIPS (Global Investment Performance Standards) verification for the discretionary products - Client reporting for external custody mandates - IT budget owner to further develop and maintain the risk and controlling environment - Responsible for the whole data management and data process engineering
Investment Services - Development of a new market risk framework, including processes and tools, for absolute and relative return oriented discretionary products - Responsible for the setup and management of all target portfolios of the different discretionary strategies, coordination of strategy actions and execution of trades - Involvement in the development of a portfolio management system as a business expert, covering the requirements of the portfolio managers, strategy execution and reporting
Investment Services - Management of discretionary mandates with client instructions - Setup of rules, processes and tools to standardize the implementation of instructions - Attend client meetings as a product specialist - Head of team as of June 2001, with 10 direct reports as of April 2004