freiberufler Wertpapieren und Finanz analyst auf freelance.de

Wertpapieren und Finanz analyst

offline
  • auf Anfrage
  • 60594 Frankfurt am Main
  • Weltweit
  • nl  |  de  |  en
  • 05.11.2018

Kurzvorstellung

15 Jahre Erfahrung in der Entwicklung und Implementierung von Wertpapierdienstleistungen Produkte und Dienstleistungen. Management-Berater mit hoher Kompetenz in Anwendungsarchitektur, Geschäftsprozessmodellierung und zugehörige Zugriffsdienst.

Qualifikationen

  • Business Analysis
  • Compliance management

Projekt‐ & Berufserfahrung

Consultant, Business Analyst, T2S
Various, Frankfurt
9/2006 – 6/2015 (8 Jahre, 10 Monate)
Banken
Tätigkeitszeitraum

9/2006 – 6/2015

Tätigkeitsbeschreibung

04/2015 – 06/2015 T2S Business Analyst National German Bank
• Validation of T2S pre-analysis
• Creation of T2S change requests for current application architecture

10/2014 – 03/2015 Business Analyst Global Banking Group
• Business Analyst in the separation of the investment bank and asset management
• Analysis on integration of data-feeds containing financial transactions.

09/2013 – 09/2014 T2S Senior Business Analyst Global Universal Bank
Project ”TARGET2-Securities”
• Product Design Documentation for the T2S SettlementHUB, whereby securities settlement and some asset servicing services are targeted to be centralized from the individual T2S countries to the central EU wide re-engineered Settlement platform in Frankfurt. Responsible for the creation and design of the services “Cancellations”, “Linking”, “Prioritization”, “Restrictions”, “Instruction Types” and “Settlement Day”. Additionally advising Product Management on competitor services, capabilities and market trends
• Responsible for the deliverables of “CSD Document Listing” (Document Management and tracking of services for all CSDs in scope of T2S) to ensure latest service changes and offers of the CSD are captured and incorporated into Deutsche Bank offering
• Responsible for the business requirements documents of “Tax reporting” (Italian fiscal and regulatory reporting to be taken over by the SettlementHUB) and “Beneficial Ownership” (Design of a new Beneficial Ownership Logical Data Model and process descriptions for all settlement and asset servicing processes and forms for implementation on the SettlementHUB. Additionally, created an alternative tax model
• Responsible for the creation and structure of the Deutsche Bank T2S network drive.

09/2012 – 06/2013 T2S Senior Business Analyst German CSD
Project ”TARGET2-Securities”
• Business, functional and system analysis for re-engineering connectivity to be able to receive, process and sent T2S messages for including in the functional and system specifications documentation. Tasks included:
• Functional design, analysis and documentation of mainframe based applications
• Design of interfaces to backend applications as well as to other (I)CSD’s via SWIFT, File Transfer and MQ-Series
• Analysis and documentation of ISO 15022 and ISO20022 related requirements, changes and enhancements and mapping of the related message types, fields and functions to backend applications

06/2010 – 01/2012 T2S Connectivity Senior Business Analyst
Project ”Clearstream2013”
• Consultant to product management and business strategy
• Creating a Single Access Window for all products and services
Responsibilities
• Program and project reporting, Stakeholder Management (Construction and presentation of business plan, project plan, steering committees presentations, executive committee presentations, finance toolkit, etc…)
• Full competitive analysis and profiling of its 6 largest competitors
• Conceptualization of target ʺUser-2-systemʺ and ʺSystem-to-systemʺ operating model and target infrastructure for Clearing&Settlement, Custody, Cash, Tax services, Tripartite Collateral, Securities Lending and reference data
• Requirements gathering of issuing, asset servicing and asset optimization products/services (e.g. to determine design principles for safekeeping, custody, global securities financing, investment funds, credit claims and issuer services)
• Reviewing business requirements and architecture from other strategic programs (e.g. lifecycle management, position management, liquidityHUB, order routing, global value added services, cash forecasting, etc…)
• Creating and reviewing of RfI, POC and RfP for SOA, BPM and Portal providers
• Design for target SOA, BPM, Portal infrastructure with a single user management and dynamic security model (Service catalogue, UI design, business process modeling, etc…)
Applications, disciplines and techniques and Software
• CreationConnect (JREE), CASCADE (Mainframe/VMS), Vestima+ web application
• SOA, ESB, BPM, Portal and Asset Management for IBM Websphere, Oracle Websuite, Software AG and Redhat
• Management Information Systems, Business Intelligence, SAP, CRM, Dashboard, BAM and CCA, Business Process Modeling, Content Management and Collaboration tools, Competitive analysis and Profiling, Porter. McKinsey7S, Strategic Management, Strategic Program Management
• Visio, Microsoft Office, Microsoft Project, Metastorm for enterprise architecture, SAP BW for data mining

01/2009 – 06/2009 T2S Business Analyst Central Bank
Project ”TARGET2-Securities”
• External advisor to Stakeholder Management and Process efficiency subgroup of the T2S program
• Design of a European Settlement Engine providing harmonized settlement in central bank money in a variety of currencies for almost all heavily traded securities circulating in Europe
Responsibilities
• Advice to the project management on securities settlement issues such as scope and schedule of settlements, lifecycle management, matching, Static data, Settlement engine, Interfaces specifications, testing and migration
• Drafting and proposing to future users of T2S (e.g. board members of EU exchanges, clearers and securities services providers) European harmonized functionality for the subjects of (partial) settlement, auto–collateralization, liquidity transfers, taxation and registration, Corporate Actions, Cross–CSD settlement and settlement finality
• Stakeholder management, migration, quality assurance, business process modelling
Applications, disciplines and techniques and Software
• Visio, Microsoft Office, Microsoft Project

2008 KBL – Custody Integration (Wealth Management)
Initiation of order and custody migration of a Dutch Private Bank on the mother company’s OMS and Custody platforms. As such assist in negotiations, resolution of key issues, organizing of workshops, preparation of financial and statistical data, construction of roadmap (including AUM/Transaction and processing volumetric, Application Architecture, HUB-Spoke operating model description, Service map etc…).

01/2008 – 06/2008 Euroclear
Project ” “Single Platform/CCI”
• Design of Euroclear’s Single IT Platform from which all (I)CSDs services will be delivered to customers
Responsibilities
• Based on the overall service map and key business processes, identify EU business requirements of Euroclear single platform for I(CSD) services “Registration and Holder Identification” (From business model to business components, roles activities and diagrams)
• Organization and animation of workshops for industry experts on these issuer services in order to identify key business requirements
• Liaising with senior management of business, operational and IT staff (and SWIFT standards) to identify and document efficiency improvements and key requirements to registration and holder-identification
• Using derived UML, transpose and model business requirements and generate XML files
• Producing the project plan and high-level business analysis document
Applications, disciplines and techniques and Software
• Euclid,(Webapplication), Common Communicator Interface
• Visio, Microsoft Office, Rational Rose (business analysis, requirements analysis, logical analysis, logical design, technical design)

06/2006 – 12/2007 ING Lead Analyst (Brussel)
Project ” “OMS/C&S/General Ledger”
Re-engineering C&S, OMS/EMS and General ledger
Responsibilities
• Scope, risk assessment, business case and financial sheets in initiation phase
• Compiling of high-level business and technical requirement by assessing MiFID’s legal requirements impact on the processing of retail brokerage orders (project successfully implemented)
• Delivery of functional specification documents related to funds (data maintenance, routing and processing between retail customer, ING and transfer agent), brokerage accounting schemes, data interchange specifications, reconciliation workflows, test-strategy and project initiation documents
• Setting up of document library and document content compliancy for all projects for an international financial services company for Sarbanes Oxley. Ensuring Sox controls are followed and reviewed as a result of changes to the brokerage and clearing and settlement application portfolio.

Eingesetzte Qualifikationen

Business Intelligence (BI), Data Mining, Reporting, Oracle-Anwendungen, Access, SAP CRM, SAP Sicherheit (allg.), IT Sicherheit (allg.), Virtual Memory, Testen, Qualitätsmanagement / QS / QA (IT), SAP BW, SAP AM, SAP CMS, SAP FI-GL

Ausbildung

Wirtschaft
Wirtschaft

Amsterdam, Netherlands

Über mich

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Weitere Kenntnisse

Business expertise:
Market infrastructures, Custodian landscape (Agent, local and global Custody) and operating models, Clearing&Settlement, TARGET2-Securities, Network Management, Asset Services products, Asset Optimization products, Order Management, Interoperability, General Ledger, Fund Distribution, Transfer Agency, Fund Accounting, Payments (Issuing&Acquiring), ISO15022&ISO20022 (Including modeling).

Software/Applications:
BridgeTradingRoomSystem, IntelliMatch, Rational Rose, Charles River Trader, MetaStorm Provision, Way4, SwiftAlliance, CreationConnect, Mercury, Vestima+, CRM-SAP, Euclid, FundSettle…

Methodologies and disciplines:
Business and Competitive Analysis, Competitive Positioning, Business and Operating Model design, Benchmarking Analysis, Value Chain analysis, SWOT, Business Process Modeling, RfI/RfP processes, Due Diligence, Package Selection, Service Level Agreements, Customer Segmentation, Client Integration/Onboarding, IT (IT Strategy, Portfolio Management, Organization and Governance, Enterprise Architecture, Master Data Management, etc…), ITIL, SUMMIT, UML, BMPN2.0, Prince2 and generic project and program techniques…

Persönliche Daten

Sprache
  • Deutsch (Fließend)
  • Englisch (Fließend)
  • Niederländisch (Muttersprache)
  • Französisch (Fließend)
  • Spanisch (Grundkenntnisse)
Reisebereitschaft
Weltweit
Arbeitserlaubnis
  • Europäische Union
Profilaufrufe
2315
Alter
53
Berufserfahrung
25 Jahre (seit 12/1999)
Projektleitung
15 Jahre

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