Bloomberg Terminal Experts

Project, Strategic Consulting – building the Data Strategy and Data Governance Policy for the German branch, client (private bank Julius Bär, headquarters Zurich), March 2026 – present

• Design and negotiation of the data strategy with key stakeholders, including obtaining board sign-off (strategic consulting) – in this context, regulatory advice on data regulations in the EU and specifically for Germany. The data strategy includes: Data Lifecycle Management: data capture, data storage, data usage, data retention policy, data quality incident management
• Definition of milestones and technical feasibility for implementing TOM for the data strategy, data quality checks, metrics, and a metadata inventory to ensure the bank’s compliance with DORA, BCBS239, and MaRisk requirements.

Core project data change, client: (ING Bank, Frankfurt am Main), March – December 2025

• Concept development and solution design for new end-to-end processes including technical interfaces
• Definition of synchronization logic and data flows between legacy and target systems (decommissioning of legacy systems)
• Analysis and validation of data models
• Stakeholder communication with product owners, feature engineers, UX designers, and operational teams for decision-making
• Analytics and impact assessments, e.g. to assess downstream effects and regulatory requirements
• Documentation and comments on technical and business requirements to support implementation in agile squads

Project digitalization of a user group, client: (ING Bank, Frankfurt am Main), as Interim Product Owner, Jan 2025 – present

• Co-shaping key decisions on data architecture and process logic in the context of historized data and user login functionality
• Development of business solution concepts for migration to the target system, including system integration and data flows
• Support with analytics and impact analyses, especially regarding the ability to provide information to law enforcement authorities
• Active coordination with stakeholders from different squads to support decision-making and ensure regulatory requirements are met
• Creation of test scenarios for operational teams and backend systems in the area of API management using Postman and Bruno.

Delivered commercial strategy engagements for global pharma clients across oncology; market access, GTM, and competitive landscape focus.

• Built patient-based and epidemiology-led forecasting models across oncology, rare disease, and women's health assets, converting prevalence, treatment-flow, and persistence assumptions into demand views that informed portfolio and investment decisions.
• Shaped a go/no-go market entry decision for a top-20 pharma client’s oncology asset by disaggregating the client’s business question into an 8-week epidemiology-based forecast using IQVIA MIDAS, sizing a $400 Mn+ addressable opportunity
• Reduced analysis turnaround by 20% by codifying research workflows into reusable knowledge assets, strengthening the team’s knowledge infrastructure
• Acted as thought partner to client commercial teams, translating ambiguous market access questions into structured workstreams and client-ready deliverables

• Designing processes for implementing regulatory IT requirements (VAIT, BAIT, DORA, MaGo) and establishing them within the IT organization
• Monitoring the execution of these processes, quality assurance and adaptation to new requirements
• Support and coordination of the annual audit regarding regulatory IT requirements (PwC)
• ITK governance
• Software lifecycle management
• Documentation and control of the IDV development process
• Process support and policy creation when setting up test management with regard to DORA and VAIT
• Policy creation for IAM processes
• Tools/Applications: ServiceNow, Confluence, Jira, M365, Loop, Connect, Omada

• Lead a cross-functional squad of backend, frontend, and ML/data engineers, balancing hands-on contribution (architecture, coding, reviews) with team leadership (mentoring, backlog prioritization, roadmap alignment).
• Designed and delivered ML-powered search and discovery features, including Learning-to-Rank (LTR), query expansion, and vector search, improving result relevance and user engagement.
• Implemented personalization and recommendation pipelines, using behavioral data and segmentation to increase customer retention and lifetime value.
• Established data-driven practices, building A/B testing and experimentation workflows (Odyn, MLflow) to measure feature impact on CTR, NDCG, and conversion.
• Owned the squad’s architecture and delivery roadmap, modernizing services with cloud-native microservices and event-driven systems (AWS, Pulumi, Terraform) to improve scalability and reliability.
• Improved reliability and operational excellence, introducing observability (Prometheus, Grafana, NewRelic), incident management, and postmortems that reduced downtime for customer-facing services.
• Mentored and supported engineers, fostering technical growth, collaboration, and a customer-first mindset through regular feedback, coaching, and code reviews.
• Worked closely with product managers, researchers, and business stakeholders to translate customer insights into technical solutions that improved discovery, engagement, and retention.
• Explored Generative AI/LLM use cases (GPT-4, LangChain, RAG), prototyping intelligent assistants and personalized discovery workflows that increased user satisfaction.
• Delivered tangible results: boosted engagement through personalization, contributed to revenue uplift, and reduced incidents by embedding resilience and observability.

• DORA consulting and system optimization
• Process analysis of existing business processes that are complex from both a business and technical point of view
• Analysis of the individual business processes in the relevant business areas Trading, Back Office, Settlement, Custodian Bank
• Interface between the business units and IT to understand and define requirements
• Creation of a business concept incl. adjustments and implementation of software applications and their interfaces to the systems
• Preparation of a decision template for the management board for project approval
• Setting up and running project meetings with the relevant stakeholders and documenting them
• Close collaboration with the stakeholders
• Coordination and control of the analysis
• Creation and planning of resources and budget
• Onboarding of large banks (Asia and Eastern Europe) for Depot B
• Migration of portfolio holdings (volume around EUR 70-100 million)

• Designed and specified the technical network integration of a new business-critical application system (MUREX) in the capital markets area in a complex interface and outsourcing environment.

• Created component specifications, a catalog of measures and an implementation plan.

• Ensured proper integration of the developed results in line with the bank’s framework: IT compliance, IT security, change and release management.

• Selected and integrated a new service provider for the bank; moved critical bank applications to the provider.

• Designed, implemented and supported the new Cisco network and Fortinet security setup at the service provider data center.

• Acted as technical interface between the bank, service providers and consulting partners.

• Supported and further developed the network and security infrastructure (clients, servers, networks); performed error analysis and implemented solutions within agreed service levels.

• Analyzed and diagnosed all security and network failures, glitches and malfunctions.

• Initiated continuous improvements to ensure efficient resource use and acceptable response times for users.

• Provided network support in a financial services organization and prepared operational changes on production banking network infrastructure for both large and small projects within strict change management discipline.

• Designed, defined, tested, governed and improved engineering standards.

• Performed the role of network architect for medium to large projects involving team resources.

• Project Manager for banking projects
• Management and coordination of the projects 'XONTRO T7 Migration' and 'UNO – Unified for New Opportunities'. Management of international stakeholders, preparation and leadership of steering committees, and coordination between departments, exchanges, and external partners.
• Project management of the strategic projects 'XONTRO T7 Migration' and 'UNO – Unified for New Opportunities'
• Management of international stakeholders including exchanges, custodians, and external project partners
• Coordination of functional and technical test activities at the exchanges between trading, IT, accounting, and mid-/back office
• Facilitation of steering committees at management level
• Preparation of decision papers, status reports, and risk analyses
• Conduct analyses in the areas of reporting (compliance, regulatory reporting, etc.), taxes on securities transactions & custody accounts, process analysis
• Enforcement of required requirements/specifications
• Coordination between business, IT, operations, and external market participants
• Coordination and alignment with external market participants, service providers, exchanges, and other project stakeholders

• Configured and automated data extracts from Oracle databases, achieving 100% data accuracy in a critical migration project, significantly reducing manual errors and accelerating the migration timeline.

• Designed and implemented interfaces with Order Management Systems (OMS), enabling seamless and automated data exchange and improving operational efficiency through faster, error-free order processing across business units.

• Developed and deployed data extraction workflows to support regulatory compliance and customer reporting, ensuring timely delivery of key reports, reducing manual effort, and increasing customer satisfaction.

• Responsible for business development, sales, partnerships, and marketing
• Project management and business analysis for regulatory and strategic projects
• Test management
• Expert in digitalization strategies
• Expert in new EU regulations and legislative changes
• Expert in client-related projects
• Implementations in asset management and in the banking sector

• Built the entire accounting function from organizing bank and wallet accounts to preparing CEO statements
• Prepared group financial statements and coordinated with authorities
• Advised shareholders in Dubai
• Recommended reorganization of the group
• Managed liquidation after spin-off
• Built and managed the finance team
• Created a project plan for HK statements
• Collected bank and wallet accounts (five-figure number, millions of records)
• Structured and processed all legal transactions (technology agreements, power plant acquisitions, SPVs, spin-off, investment/disinvestment structures, profit sharing)
• Set up chart of accounts by profit centers
• Built and managed fixed assets
• Introduced accounting in the US system QuickBooks and posted all entries (millions)
• Cleared accounts
• Handled intercompany reconciliations with major subsidiaries including permanent establishments
• Reconciled all transactions (B2B, B2C, self-mining, wallets/exchanges/credit cards)
• Negotiated settlements of receivables (double-digit millions)
• Engaged auditors and tax advisors

Results:

• Established the accounting function with all associated subsystems and built the team
• Prepared group and subsidiary financial statements as well as tax returns and coordinated with authorities
• Coordinated auditors
• Advised shareholders in Dubai
• Recommended group reorganization
• Managed liquidation after spin-off

• Setting up and growing the business unit
• Stakeholder management
• Conducting and facilitating workshops to gather requirements
• Requirements analysis and solution design
• Backlog management
• Project planning and management
• Resource planning

• Creation and implementation of a multilingual, relational MariaDB database to reflect the requirements of a booking system designed for safaris in Africa
• Testing the front- and backend functionality, registration of clients and suppliers, the editorial system and the payment workflow
• Defect management and documentation via BugHerd
• Implementation of an automatic internal deployment of deliveries provided by an external company via bash scripts
• Coordination of external companies in the function of a project manager (Stakeholder Management)

• Led digital transformation initiatives for global clients, achieving $5M in annual cost savings in logistics and supply chain operations
• Defined growth strategies, pricing models, and revised mission/vision statements for mid-market technology firms entering new markets
• Translated complex business needs into actionable user stories, facilitated Agile sprints, and ensured timely feature delivery across functions
• Directed a team of 7 in designing KPI dashboards, running usability tests, and conducting onboarding workshops for digital tool adoption
• Built a comprehensive Go-to-Market strategy, including persona mapping, segmentation, and sales enablement plans, increasing qualified leads by 25%

• Implementation of guideline monitoring systems, migration projects, analysis and implementation of contractual and regulatory investment guidelines.

• Migrate funds from MIG21 to SimCorp Dimension, designing, testing, and implementing templates in FundDesigner and SimCorp.

• Utilize the AI-driven Dakota program in FundDesigner to analyze documents and implement client-specific changes.

• Actively collaborate with cross-functional, international teams to support ongoing projects and initiatives.

• Design, test, and refine AI prompts based on client requirements to optimize accuracy and consistency of regulatory and investment guideline outputs.

• Analyze client-provided prompts and source documents, translating complex requirements into effective prompt structures and reusable templates.

• Work with multiple large language models hosted on AWS, evaluating model behavior and output quality for compliance-related use cases.

• Coordinate with international teams to support cross-border investment compliance initiatives.