Thorsten Schulz
Head of Operations & Control at FundShare Fund Management B.V. / InDelta- Claim this Profile
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Bio
Experience
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FundShare Fund Management B.V.
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Netherlands
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Financial Services
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1 - 100 Employee
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Head of Operations & Control
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Jun 2019 - Present
Amsterdam, Nordholland, Niederlande • Heading the Operations & Control department with a size of up to three employees. • Coordination and planning of day-to-day, short-, mid- and long-term activities and requirements. • Leading the monthly Risk and Compliance Committee and reporting directly to Board of Directors. Representation of the company risk function within the Investment Committees. • Responsibility for Fund Stress Test Modelling and execution. • Credit analysis for fixed income investments. • Ongoing… Show more • Heading the Operations & Control department with a size of up to three employees. • Coordination and planning of day-to-day, short-, mid- and long-term activities and requirements. • Leading the monthly Risk and Compliance Committee and reporting directly to Board of Directors. Representation of the company risk function within the Investment Committees. • Responsibility for Fund Stress Test Modelling and execution. • Credit analysis for fixed income investments. • Ongoing liquidity analysis of funds and fund holdings.
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Operations & Control Professional
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Apr 2018 - Jun 2019
Amsterdam und Umgebung, Niederlande FundShare Fund Management B.V. is a fund management company based in the Netherlands, operating in the AIFMD, UCITS and MMFR product universe. Established back in 2006, the company holds an expertise in trading activities and fund management, while providing access to a diversified selection in funds and services. Equally offering their services to retail and institutional investors, FundShare Fund Management manages 23 Investment Funds, covering the Equity-, Fixed Income- as well as Money… Show more FundShare Fund Management B.V. is a fund management company based in the Netherlands, operating in the AIFMD, UCITS and MMFR product universe. Established back in 2006, the company holds an expertise in trading activities and fund management, while providing access to a diversified selection in funds and services. Equally offering their services to retail and institutional investors, FundShare Fund Management manages 23 Investment Funds, covering the Equity-, Fixed Income- as well as Money Market Funds universe. The Operations & Control department within FundShare Fund Management is an interdisciplinary field requiring expertise in tasks located in the areas Operational Risk Management, Compliance and Data- as well as Credit Analysis. On a daily basis, our team monitors and assures the compliance of the Funds' within the existing regulatory framework as well as the given Investment Policies. Besides product related monitoring activities, Operations & Control implemented procedures to deal with the regulatory requirements resulting from the existing legal frameworks in AML/CTF- and Market Abuse prevention. The tasks require working automated with Excel and VBA-based applications and processing vast amounts of trading data, usually Excel/MySQL linked connections. Further the periodical reporting obligations require the creation of multiple KPI reports, to be distributed internally to superiors and committees as well as externally to stakeholders, auditors or regulators.
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DEGIRO
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Netherlands
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Financial Services
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100 - 200 Employee
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Trading Assistant DACH Countries
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Jan 2016 - Apr 2018
Amsterdam und Umgebung, Niederlande Young and fast growing Fintech-company based in Amsterdam, offering full range of online brokerage services. • Launching the business activities of the cheapest and fastest-growing online brokerage firm in Europe. • Within a compliant and transparent framework, monitoring the effective running of the trading system, providing clients with various financial instruments and market data solutions, executing trades, and monitoring portfolios with a high standard of customer service. •… Show more Young and fast growing Fintech-company based in Amsterdam, offering full range of online brokerage services. • Launching the business activities of the cheapest and fastest-growing online brokerage firm in Europe. • Within a compliant and transparent framework, monitoring the effective running of the trading system, providing clients with various financial instruments and market data solutions, executing trades, and monitoring portfolios with a high standard of customer service. • Distributing and developing a wide range of financial instruments on equities, funds, derivatives (options, futures, leveraged products, certificates, and warrants), and bonds on more than 65 worldwide markets; enhancing functionality and features of the trading platform. • Corporate Actions Representative. Assisting the middle and back office in joint projects. • Developing and implementing the business strategy based on market research and data analysis, creating various communication and marketing supports (brochures, mailings, newsletters, press releases, TV commercials), and dealing partnerships. • Acquisition of clients as well as maintaining short-, mid- and long-term client relationships. • Receiving and processing clients oders in securities. • Development and implementation of marketing measures as a process contantly evaluated and improved, to strengthen and widen companies success and level of awareness. Show less
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HypoVereinsbank - UniCredit - Deutschland
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Germany
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Banking
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700 & Above Employee
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Internship
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Nov 2014 - Apr 2015
Düsseldorf und Umgebung, Deutschland Six-month Intern in Corporate Treasury Sales at HypoVereinbank , Division of Unicredits Investmentbanking. The Internship covered working in FX- and Interest Rate-Derivatives as well as Investment Advisory for Corporate Clients. Daily work required fundamental knowledge in characteristics of hedging instruments like options, fowards and swap contracts as well as the broad range of investment products. Assisted in product pricing, sales activities. Long term project, which was… Show more Six-month Intern in Corporate Treasury Sales at HypoVereinbank , Division of Unicredits Investmentbanking. The Internship covered working in FX- and Interest Rate-Derivatives as well as Investment Advisory for Corporate Clients. Daily work required fundamental knowledge in characteristics of hedging instruments like options, fowards and swap contracts as well as the broad range of investment products. Assisted in product pricing, sales activities. Long term project, which was successfully completed and implemented, included development of a .xls- and vba-based internal revenue controlling and evaluating system. Show less
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Commerzbank AG
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Germany
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Banking
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700 & Above Employee
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Intern Institutional Sales & Marketing
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Aug 2013 - Apr 2014
Frankfurt am Main und Umgebung, Deutschland Six month Internship at Commerzbank's Corporate & Markets division, Equity, Markets & Commodities, based in Frankfurt/Main. I was specifically supporting the passive and active Asset Management, primarily including Commerzbanks ETF brand ComStage ETF. Major tasks involved generating documents supporting sales and marketing activities. Besides, to high extent, the position involved the acquisition, analysis and processing of hugh amounts of data, meaning an intense use and advanced… Show more Six month Internship at Commerzbank's Corporate & Markets division, Equity, Markets & Commodities, based in Frankfurt/Main. I was specifically supporting the passive and active Asset Management, primarily including Commerzbanks ETF brand ComStage ETF. Major tasks involved generating documents supporting sales and marketing activities. Besides, to high extent, the position involved the acquisition, analysis and processing of hugh amounts of data, meaning an intense use and advanced handling of MS xls functions. Additionally, since it was a sales department, I was able to sucesfully support the company and act as a representative during roadshows and client events Show less
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Education
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Bergische Universität Wuppertal
Diplom-Ökonom, Bank- und Finanzdienstleistungen