Achim Gschwend (Consultant indépendant)

Banking, Sustainable Finance, Regulatory Reporting, Fintech, Regtech and IT consultancy services

How can I help you?

 

Key Experience Summary

 

My skills in software quality assurance include project management, business analysis and requirements engineering, change and test management, test execution, and software programming.

More than two decades of operational experience and expertise in the financial industry and IT form my foundation. I have supported international banks, private financial institutions, and governmental financial institutions of the EU in various locations. My range of expertise includes financial management, investment fund administration, treasury, credit, risk management, controlling, regulatory reporting (MiFID II, MiFIR, EMIR, AIA, FATCA, QI, KAGB), audit, compliance, controlling, sustainable development (UN PRI, UN PRB, SDG, ESG), sustainability management and sustainable finance.

Characteristic values of mine are structured work methods, systematic problem solving, professionalism, integrity, trustworthiness, reliability, punctuality, positive attitude, sound judgment, stress resistance, pragmatism, efficiency, positive thinking, interpersonal empathy, team spirit, respect for diversity, internationality, multilingualism, intercultural awareness, diplomatic business conduct with discreet communication.

 

 

Roles: Requirements Engineer, Business Engineer, Business Analyst, Project Manager, Test Manager, Product Owner,

 

Core Services

 

Project Management

Digitalization initiatives, Workflow Optimization, Client migrations, Fund mergers, System implementation, and -upgrades, Test Management, Project Coordination, Operations Outsourcing, Product launches, and Process Implementation.

 

Business Analysis

Requirements management, UML, Use case, Process Analysis, Functional- and Technical Analysis, SDLC, SEM, Sprint Planning, Scrum-Master, Test Management, Test concept and –scenario definition, Defect management, IST, SIT, UAT.

 

Interim Management

Operations interim management (Fund Accounting, Legal Reporting, Static data, Pricing, Corporate Actions, Transfer Agency, Custody Banking).

 

Skills
Languages
German (mother tongue), English (business fluent), Luxembourgish (business fluent), French (advanced).

 

Programming
SQL (Oracle, DB2, Microsoft), Microsoft VBA (Excel, Access).

 

Methodology
SDLC, CMMI, ITIL, PMBOK, Waterfall, Prince2, HERMES, Agile, Scrum, SAFe, Kanban, BPM, ISTQB, BABOK.

 

Operating system
IBM-AS400, Windows 10, Unix, Mac OSX 10.11, Linux.

 

Software
Avaloq, PowerDesigner, SAP FSDP (CDM|PDM), ServiceNow, ZKB-Connect, Olympic, PM1e, KUNO, ORS, TUKAN, DOLL, Murex, SimCorp Dimensions, MultiFonds FA, MultiFonds TA, MultiFonds Infocenter (FA/TA), SunGard GP3, MIG21, FinanceKit, Charles River, EngageOne, SAP SaaS, DocBridge, BusinessObjects, TOAD, Squirrel, Adonis, MS Visio, Jira, Confluence, Bitbucket, Bugzilla, Micro Focus ALM Octane, HP ALM, HP Open View, HP Quality Center, HP Quality Tester, Mercury Test-Director, CoolTester, DB2, Oracle, Query Builder, Tableau, Cognos, Report Builder, Crystal Reports, Informatica, SQL-PLUS*, PL SQL Developer, Actuate, WM DATEN, Bloomberg (+Excel AddIn), Reuters (+Excel AddIn), Telekurs, WVS, MS Project, Cosofin, SWIFT, XML, Adobe Creative Suite, Grammarly, Zotero, Zoom, Lotus Notes, Office-365-Office-Suite Enterprise Edition, Word, Excel, PowerPoint, Access, MS Query, Power Query, Microsoft Teams, SharePoint, Exchange, Skype, OneDrive, OneNote.

 

Client references

  • Deutsche Bank Wealth Management, Deutsche Bank Luxembourg S.A.
  • Norddeutsche Landesbank - Girozentrale -, Hannover, Germany
  • Baader Bank AG, Unterschleißheim, Germany
  • Zürcher Kantonalbank, Zürich, Switzerland
  • DekaBank Deutsche Girozentrale Luxembourg S.A., Luxembourg
  • European Stability Mechanism (ESM), Luxembourg
  • HSBC INKA Internationale Kapitalanlagegesellschaft mbH, Düsseldorf, Germany
  • BNP Paribas Securities Services, Luxembourg
  • ING Investment Management, The Hague, Netherlands
  • UBS Fund Services S.A. Luxembourg

 

Please do not hesitate to contact me for a detailed list of missions, projects, duties, and tasks.