Greater Munich Metropolitan Area
As a dedicated investment professional and CFA charterholder with fifteen years of industry experience, I am very familiar with every step in the investment process of a liability driven investor. In various roles I worked with clients, industry specialists and asset managers to optimize risk adjusted returns for insurance investments, balancing a variety of KPIs with regulatory and risk restrictions. Although traditional Fixed Income investments are at the core of my day-to-day job, I have gained deep insight in other traditional asset classes. Further, I have spent considerable time in implementing alternative asset strategies such as renewable energy and tax credit investments to insurance portfolios. Customer focus and attention to detail are important to me as I believe that challenging the status quo and implementing even small changes can unlock significant value. Throughout my career, I have worked in multiple locations in Germany and the U.S. in various work environments. I thrive in a diverse, international work atmosphere. In my private life, I enjoy traveling for fun, opening my horizon to new experiences and documenting those with my mirrorless camera along the way.
Regional manager/advisor for investment strategy of insurance and pension funds in LatAm and CEE
- Responsible investment manager for all U.S. based P/C insurance entities with about $10bn combined assets under management - Developed clients’ investment strategies in association with local and global experts and regularly presented investment strategy and investment results to financial committees and boards of clients - Drove implementation of non-traditional investments like renewable energy - Coordinated various projects including multi-billion asset transfers between internally owned entities and feasibility analysis for new investment ideas - Closely collaborated with asset managers to fine-tune investment strategy and review performance and other KPIs
- Planning and controlling of investment result for multi-currency assets - Prepared investment strategy in collaboration with international expert teams along the entire value chain of the investment process for an insurance company, including ALM, strategic/tactical asset allocation and asset manager selection - Collaboration and communication with clients, portfolio managers and upper management
- Established full scale investment reporting including risk frameworks for international P/C insurance entity of Allianz - Set up performance measurement and contribution analysis
Sales Assistant (Working student): - Implemented and managed incentive competition for a key customer and held responsibility for correspondence with the customer - Analysed and visualised product- and market-trend related data
Internship in Corporate Advisory: - Supported the team in IPO advisory and M&A processes - Researched and analysed company and industry data - Prepared company presentations for sales pitches taking into account various financial ratios and peer-group multiples