Anna Schuster Email and Phone Number
Anna Schuster is a Finance ManagerFidelity Investments at Fidelity Investments.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
-
Finance ManagerFidelity Investments 2021 - PresentNew York, United StatesDevelop, implement and monitor the company's financial budget. Collaborate with other departments to ensure that budgets are aligned with the company's strategic objectives and financial plans. Develops and implements the company's financial policies and procedures to ensure that the company operates financially in compliance with regulations and company standards. Participate in the development of investment strategies, evaluate potential investment projects and provide financial advice to the company to help make informed investment decisions. Perform financial analysis to assess the company's financial performance and provide recommendations on profitability and efficiency improvements. Ensure that the company complies with all applicable regulations and guidelines in terms of finance and accounting -
Senior Finance ManagerDeutsche Bank 2017 - 2020Frankfurt Am Main, GermanyEnsure that Deutsche Bank is the service provider of choice for clients and explore all avenues of collaboration with clients across geographies and productsWork with product teams to build and manage client service teams, establish key relationships, provide creative solutions and follow up as neededCoordinate with other Deutsche Bank colleagues to ensure clients receive seamless global banking servicesAssist team leaders in developing viable business strategies, implementation plans and adjusting workflows from time to time to adapt to changes in the market/regulatory environmentManage client credit risk and coordinate capital allocation processProvide effective deal execution and career development guidance/mentoring to junior staffHelp build and maintain DB's image in the local business and banking industry through active participation in selected professional organizations and government funding agenciesWork closely with Group Sustainability to enable product partners to build sustainable financial solutions + Internal/external sustainable/green finance validationMaster internal/external policies/procedures on sustainable finance and transfer knowledge of sustainable finance to the companyCoverage Team Skills:Finance - Trade Finance - Personal Finance -
Investment CounselorDje Kapital Ag 2014 - 2017Munich, Bavaria, GermanyBuild relationships with clients to understand their financial goals, risk tolerance and investment timeframe. Based on this information, develop an investment program that is tailored to the client's needs. Evaluate clients' risk tolerance and develop risk management strategies to ensure that the investment portfolio matches clients' risk appetite. Assist clients in developing comprehensive financial plans, including retirement planning, education funds, and tax planning, to meet their long-term financial goals. Comply with the regulations and code of ethics of the financial services industry to ensure that the advice and services provided are legal, transparent and fair. Establish and maintain good relationship with clients, communicate with them regularly to answer their financial concerns and provide personalized services -
Financial AnalystDje Kapital Ag 2012 - 2014Munich, Bavaria, GermanyAnalyze company financial statements, including balance sheets, income statements and cash flow statements, to assess the company's financial position and performance. Research financial markets and industry trends, and collect and analyze relevant data to provide fundamental support for investment decisions. Evaluate the potential value of companies, stocks, or other investment instruments using a variety of financial models and valuation methods to help investors make informed investment decisions. Analyze the company's business model, competitors, and market positioning to provide management with recommendations regarding business strategy. Comply with financial services industry regulations and rules to ensure that analysis is in compliance with relevant legislation. -
Financial Accounting SpecialistDeutsche Postbank Group 2010 - 2012Bonn, North Rhine-Westphalia, GermanyEnsure that the company's financial activities are in compliance with international or national accounting standards and stay updated on the latest accounting regulations. Assist auditors in reviewing the company's financial records for accuracy and compliance in the event of an internal or external audit. Handle day-to-day financial transactions, including paying bills, managing invoices, processing reimbursements, etc -
Assistant Manager FinanceDeutsche Postbank Group 2008 - 2010Bonn, North Rhine-Westphalia, GermanyAssist senior leadership in leading the origination of corporate banking sustainable finance pipeline/authorization for the coverage area through direct client coverage or in partnership with peer coverage bankers, and facilitate and develop client conversations on ESG/sustainable transformationProvide support for day-to-day required asset write-ups for interbank money market/liquidity positions. Provide support for forecasting of liquidity risk related ratios and limits. Provide support for daily reporting and local KOP/policy/report translation as required. Assist with LCC preparation and any ad hoc B/S, funding or liquidity related projects. Assist team members with trading and cash pooling procedures. Skills:Communication - Customer Service
Anna Schuster Education Details
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International Finance -
Economics
Frequently Asked Questions about Anna Schuster
What company does Anna Schuster work for?
Anna Schuster works for Fidelity Investments
What is Anna Schuster's role at the current company?
Anna Schuster's current role is Finance ManagerFidelity Investments.
What schools did Anna Schuster attend?
Anna Schuster attended Freie Universität Berlin, University Of Cologne.
Who are Anna Schuster's colleagues?
Anna Schuster's colleagues are Theodora Jean Fernando, Stefanie Lattanzio, Paul Laskey, Jake Hood, Sadia Abdul Rauf, Martyn Brown, Marty Sartin, Cfp®, Msfs.
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