Strategic decisions

Management of multi-asset AIFs• Market analysis and company valuation• Diligence and portfolio integration• Client presentationsMember of the strategic asset allocation committee for private wealth portfoliosAdvisory for investment banking transactions e.g. loan portfolio transactionsClient advisory for strategic treasury improvements

Investment responsibility of all fund solutions in the (semi-)liquid asset classes: Market Neutral Hedge Funds, Infrastructure, Leveraged Loans, Distressed Debt, Receivables, Agroforestry, Equities, Bonds and Commodities.• Implementation of the strategic investment strategy and investment controlling of the overall multi-asset portfolio (1.3 bn AuM)• Analysis of current market potentials• Fund selection (UCITS, open-ended and closed-ended AIFs) through comprehensive qualitative and quantitative due diligence• Ongoing communication and further development of strategies with external Fund Managers• Structuring and setting up German and Austrian AIFs by negotiating with fund service providers, administrators and attorneysSustainability• Overall portfolio optimization based on climate scenario analyses and climate stress tests to achieve a 1.5°C target by 2030 (PACTA, XDC Model, CO2 Footprint)• Responsible for the Sustainability Report to the Supervisory Board• Developed a climate risk rating model for illiquid assets• Designed ESG investment strategies and integrated ESG processes in all external fund strategies• Participation in the Sustainability Working Group of the Austrian Pension Fund Association• Coordination and reporting responsibility for various investor initiatives (PRI, IIGCC, CDP etc.)Project Management• Strategic support to the two members of the Executive Board• Preparation of proposed resolutions for the General Meetings• Project Manager for the custodian and investment management company switch• Coordination of various external service providers• Implementation of EU regulations• Process documentation using ADONIS NP• Set up a relational data base for the Asset Management (MS Access)• Optimized asset management and reporting processes

• Optimized processes via VBA programming• Support with the implementation of a new software for fee calculation• Compiled diverse statistics and monitored fund holdings• Calculated administration, management and performance fees

• Implemented excel data queries via Thomson Reuters and Bloomberg• Conducted a macroeconomic outlook for Moldova, Montenegro und Macedonia

• Coordinated SIBOS and IMF business meetings in Tokyo• Monitored data bases• Prepared presentations on trade flows between Europe and Africa• Drafted Letters of Credit applications• Set up a MS Access data base for client monitoring purposes