06.09.2022 aktualisiert
100 % verfügbar
Freelancer for securities and payments assignment
Frankfurt, Deutschland
Weltweit
Bachelor EconomicsSkills
Methodologies and disciplines: Business and Competitive Analysis, Competitive Positioning, Business and Operating Model design, Business Process Modeling, 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 programs techniques
Business expertise: Asset Services products, Asset Optimization products, Order Management (Incl. FIX), Interoperability, General Ledger, Fund Distribution, Transfer Agency, Fund Accounting, Payments (Issuing&Acquiering), Market Infrastructures, Custodian landscape (Agent, local and global Custody) and operating models, Clearing & Settlement, TARGET2-Securities (including ECMS and T2 processes), Network Management, ISO15022&ISO20022 (Including modeling), EMIR, CSDR, SFTR, MiFIDI&II and TARGET
Software/Applications: 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, BridgeTradingRoomSystem, IntelliMatch, IBM Rational Rose, Charles River Trader, MetaStorm Provision, Way4, SwiftAlliance, Mercury, Vestima+, CRM-SAP, SAP BW, Euclid, FundSettle, CASCADE (Mainframe/VMS), Vestima+ web application, CreationConnect (JREE), 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, Asset Liability Management, Backbase Digital Platform, Informatica power.
Business expertise: Asset Services products, Asset Optimization products, Order Management (Incl. FIX), Interoperability, General Ledger, Fund Distribution, Transfer Agency, Fund Accounting, Payments (Issuing&Acquiering), Market Infrastructures, Custodian landscape (Agent, local and global Custody) and operating models, Clearing & Settlement, TARGET2-Securities (including ECMS and T2 processes), Network Management, ISO15022&ISO20022 (Including modeling), EMIR, CSDR, SFTR, MiFIDI&II and TARGET
Software/Applications: 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, BridgeTradingRoomSystem, IntelliMatch, IBM Rational Rose, Charles River Trader, MetaStorm Provision, Way4, SwiftAlliance, Mercury, Vestima+, CRM-SAP, SAP BW, Euclid, FundSettle, CASCADE (Mainframe/VMS), Vestima+ web application, CreationConnect (JREE), 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, Asset Liability Management, Backbase Digital Platform, Informatica power.
Erfahrung
Berufserfahrungmehr als 10 Jahre
Sprachen
DeutschMutterspracheEnglischMutterspracheFranzösischMutterspracheNiederländischMuttersprache
Projekthistorie
- Eurosystem Market-Infrastructures Securities/Payments and Financial Regulation related to Custody, Settlement and Payments in Europe
- Business and Functional analyst (and some Program/Project work)
- From design to implementation and BAU, the consultants delivered business and functional documents related to custody, settlement and payments (including account models, processes, message flows
- Produce functional analysis documents for Eurex to implement the ISO2022 payment messages for all Eurex entities, and create SWIFT ISO20022 architecture supporting documents for proposal to Deutsche Boerse entities and Eurex clients
- Global Working group member to deliver strategic (risk)-assessment of all Central Securities Depository Regulation articles on UBS global businesses. And Lead analyst for Settlement Discipline and Internalized Settlement Reporting (ISR) impact to deliver high level business requirements to UBS Group business processes and application landscape for the countries UK, IT, LU, ES, AT, FR and DE. Other key deliverables included a Clearing&Settlement stakeholder mapping, End2end settlement flows for all UBS entities and volumetric analysis for business case input
- Implementing MiFIDII requirement of “Safeguarding of client assets and funds” for all Deutsche Bank subsidiaries and branches worldwide. Construction of program planning deliverables (Charter, stakeholder maps/governance framework, senior mngt. reporting, RACI charts, program management plan etc..). Facilitation of workshops for legal, network management and implementation workstreams
- Product Design Documentation for the T2S SettlementHUB, whereby securities settlement and some asset servicing services are targeted to be centralised from the individual T2S countries to the re-engineered platform in Frankfurt. Responsible for the creation and design of the services “Cancellations”, “Linking”, “Prioritisation”, “Restrictions”, “Instruction Types” and “Settlement Day”. 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 captured and incorporated into Deutsche Bank offering
- Kurt Salmon Luxembourg, Management Consultant (Manager)
- Leading Securities Team and executing Custody and Securities assignments
- For Clearstream Luxembourg, design for a Single Access Window for all Clearstream products and services. 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. 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)
- For Cetrel Luxembourg Migration planning, document strategy, test strategy and advise to CIO on IT transformation Implementation of ETL and EDI solution for transferring payments information. Program reporting and roadmap creation for issuing and acquiring payments platform.
- For Société Generale Luxembourg OMS Package Selection for trading desk, I.e. construction of Target Operating Model, key business processes, Implementation Plan and Finance sheets. Construction and execution of RFI/RFP to OMS/EMS software providers (i.e. Bloomberg-PomsAI, Charles River IMS, BNYConverge Ezecastle, Fidessa Latentzero, Linedata Longview, Odysis/Bridge and GLStream)
- For ECB in Frankfurt, drafting and proposing of T2S harmonized functionality for the subjects of (partial) settlement, auto–collateralization, liquidity transfers, taxation and registration, Corporate Actions, Cross–CSD settlement and settlement finality to ECB members for workgroup discussions
- For RBC Dexia Initiation and preparation of Due Diligence pack (Preparation of Target Operating Model, key business processes, Implementation Plan, Finance sheets, key risks and issues relation to products of Transfer Agent, Fund Distributor, Fund Accountant, Custody and IT). Assisting in optimizing PMO department for migration of global Swiss asset manager (TA, FA, Custody &IT) by identifying key success factors related to due diligence, lift-out preparation and conversion lift-out and propose according project plan and new governance model.
- For Kurt Salmon constructing market offers, designing and giving training, and responding to RFIs and RFPs (Multiple EU and ECB RFPs won).
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• Dates (from – to) |
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From 2000 to 2006 |
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• Name of company |
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Clearstream Banking Luxembourg |
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• Occupation or position held |
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Customer Support |
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• Main activities and responsibilities |
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Support on Creation Platform and Vestima. Roll-out of CreationConnect
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