Experience

easyfolio GmbH

• Germany
• Financial Services
• 1 - 100 Employee

• CEO (Geschäftsführer)

  • Nov 2018 - 5 years 2 months

  Hamburg, Deutschland - Managing Director of Germany's oldest bank-independent robo advisor - Restructuring of companies financial and operating structure as basis for long-term growth - Search for new partner/owner of easyfolio GmbH to continue long term growth story - Initiation and successfull closing of sale of easyfolio GmbH to Netfonds AG - Pivot of easyfolios business focus from the end customer market to the B2B2C investment advisory market. - Development and establishment of an portfolio… Show more - Managing Director of Germany's oldest bank-independent robo advisor - Restructuring of companies financial and operating structure as basis for long-term growth - Search for new partner/owner of easyfolio GmbH to continue long term growth story - Initiation and successfull closing of sale of easyfolio GmbH to Netfonds AG - Pivot of easyfolios business focus from the end customer market to the B2B2C investment advisory market. - Development and establishment of an portfolio management partnership with NFS Hamburger Vermögen and launch of two highly successfull ETF portfolio management strategy families (easyfolio Classic and easyfolio Green) Show less



NFS Netfonds Financial Service GmbH

• Germany
• Financial Services
• 1 - 100 Employee

• Business Development & Investor Relations

  • May 2020 - 3 years 8 months

  Hamburg, Deutschland



The NAGA Group AG

• Germany
• Financial Services
• 1 - 100 Employee

• Head of Asset Management

  • Nov 2018 - May 2020

  Hamburg Area, Germany • Management and improvement of the existing product range to increase the firm’s Assets under Management • Project lead for the development of new investment management products to increase the clients share of wallet • Conception & definition of the new product group NAGA Wealth and implementation of its first product the NAGA Interest-CFD • Creation of feasibility & profitability analyses for each product and cost monitoring from conception until Post-MVP phase • Coordination… Show more • Management and improvement of the existing product range to increase the firm’s Assets under Management • Project lead for the development of new investment management products to increase the clients share of wallet • Conception & definition of the new product group NAGA Wealth and implementation of its first product the NAGA Interest-CFD • Creation of feasibility & profitability analyses for each product and cost monitoring from conception until Post-MVP phase • Coordination and alignment of IT-, design-, and marketing-teams for each project Show less



Accenture

• Ireland
• Business Consulting and Services
• 700 & Above Employee

• Manager

  • Jun 2016 - Oct 2018

  Frankfurt Am Main Area, Germany Capital Markets specialist for Robo advisory solutions. Stream lead of project team that developed, successfully delivered and further enhanced the first Robo Advisor for a German universal bank. - Management of a high complex project along different units & various stakeholders involved with high political attention - Definition of business & project requirements and coordination of implementation with IT development teams in agile mode - Design of trading & portfolio management… Show more Capital Markets specialist for Robo advisory solutions. Stream lead of project team that developed, successfully delivered and further enhanced the first Robo Advisor for a German universal bank. - Management of a high complex project along different units & various stakeholders involved with high political attention - Definition of business & project requirements and coordination of implementation with IT development teams in agile mode - Design of trading & portfolio management processes and creation of operational readiness concept - Responsible for the creation of the target operation model and its corresponding roles for the Robo Advisory operating team - Creation of a scoring model and execution of due diligence process to select instruments for the product universe Show less



Berenberg

• Germany
• Financial Services
• 1 - 100 Employee

• Electronic Trader Equities

  • Nov 2012 - Dec 2014

  Hamburg • Cash trading and electronic trading of equities for institutional clients in Europe • Advising institutional clients on, and offering of Direct Strategy Access (DSA) & Direct Market Access (DMA) services • Responsible for market making, designated sponsoring and share buyback programs • Responsible for FIX-Onboarding of new clients • Planning, coordinating and managing of several IT-projects to implement new features and tools into the order-management-system • Conceptual… Show more • Cash trading and electronic trading of equities for institutional clients in Europe • Advising institutional clients on, and offering of Direct Strategy Access (DSA) & Direct Market Access (DMA) services • Responsible for market making, designated sponsoring and share buyback programs • Responsible for FIX-Onboarding of new clients • Planning, coordinating and managing of several IT-projects to implement new features and tools into the order-management-system • Conceptual design and development of various analysis tools based on Excel/VBA including Post-Trade & Share-Buyback Reporting and Transaction Cost Analysis

• Trainee

  • Oct 2009 - Mar 2013

  Hamburg, London Dual study program in cooperation with FH Nordakademie; Banking program in business areas Investment Banking, Asset Management, Corporate Banking & Private Banking

• International Private Banking

  • May 2012 - Jul 2012

  London • Formulation of investment proposals for German sportsman living in the UK • Market research on various investment fund structures to build a fund database • Supporting the client managers in the day-to-day business

• Institutional Asset Management

  • Mar 2012 - May 2012

  Hamburg • Analysis of the effects of regulatory requirements (BaFIN & MiFID) on the client acquisition process of the Asset Management department • Supporting the overlay management on the optimization of its EUR/YEN pricing model

• Fixed Income Research

  • Jan 2012 - Mar 2012

  Hamburg • Analysis of company reports and collaboration on research notes • Background research on company products and provision of summaries

• Corporate Banking

  • Jun 2011 - Aug 2011

  Hamburg • Assisting the Corporate Banking and Debt Capital Markets professionals in relationship management, origination and execution across a diverse set of product areas • Providing of market-informed judgments on a broad array of financing strategies to address clients' specific needs

• Wealth Management

  • May 2010 - Jul 2010

  Hamburg • Providing financial services tailored for high net-worth individuals • Preparation of materials and presentations for clients and prospects • Supporting the client managers in the day-to-day business