Bloomberg Terminal Experts in Frankfurt

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.

• 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.

• 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.

• 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)

• 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.

• Ad-hoc support in settlement for derivatives

• Settlement of ETD (futures & options), OTC (DTGs), give-up/take-up etc.

• Position and account reconciliation

• Coordination with trading, Eurex, UBS AG and asset management

• New setup of classes for options and series

• Support of the Securities & Operations unit for EMIR REFIT

• Advisory for project management of EMIR REFIT and support for implementation

• Communication and coordination with the software vendor to clarify business issues

• Main responsibility for creating the test concept for go-live on 29.04.2024 (Phase I) and bug fixes/cleanup actions (Phase II)

• Active support during go-live: creation of transaction, valuation and collateral reports; migration of the position report; defect management and bug fixing

• Inventory of cleanup Phase II

• Business test case creation for EMIR REFIT functionalities and coordination with IT teams and the business unit

• Creation and updating of training documents and work instructions for OBS modules WPS and GDH

• Conducting fit-gap analysis and defining business functionalities related to IT interactions, territory alignments, sampling, and post-call follow-ups
• Collaborating with client stakeholders and teams to ensure alignment on solution design, compliance, and standards
• Providing guidance on integration architecture, including inbound/outbound connectors and third-party system interfaces
• Driving continuous improvement and optimization of ERP solutions post-implementation
• Working closely with project teams to author, edit, and review quantitative and qualitative content, ensuring relevance, quality, and accuracy
• Creating new content, with particular emphasis on writing multiple choice format IT skills questions
• Engaging in continuous improvement exercises to increase the value of products by suggesting improvements and/or additions to existing content
• Customer services support

• Analyzed core investment terminology to enhance team understanding ahead of the different workshops.
• Organized case-study preparation for upcoming FS Real Estate events.