Julien Schmid Email & Phone Number

Luxembourg, Luxembourg

• Orchestrate a cross-boarder team of Business Analysts and Project Managers in London and Luxembourg, focusing on delivering client solutions within the asset management industry.
• Lead strategic projects to understand and address complex client issues, integrating innovative technology solutions (hybrid SaaS) that substantially increase operational efficiency and client satisfaction.
• Drive internal digital transformation projects to transform internal processes, knowledge management and leverage SaaS solutions (PowerBI, PowerAutomate, Copilot, Odoo) to enforce a culture of data first, increase.
• Initiated and led customer satisfaction programs to enhance client loyalty, increase in referral business and accelerate organic growth.
• Cultivate a culture of excellence, mentoring new talents and fostering collaboration across teams.

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Luxembourg, Luxembourg

• Entrepreneurship break to explore new ideas in the digital and data management spaces.Building and testing business model at the Nyuko incubator - www.nyuko.lu - talking to customers, partners, and building a minimum.
• Built lean canvas and established a cohesive economic model.
• Interviewed 20 potential customer to define and re-fine customer archetype.
• Validated sales channel and MVP with potential B2B partners.
• Failed to find the right legal structure to generate sufficient buy-in from B2B partners while retaining enough margin.Tested Microsoft Power Platform, red Lean Startup & Running Lean (among other books), followed.

Esch-sur-Alzette, Luxembourg

• Creation, scaling and management of a business analysts and on-boarding team - 7 people - located in Luxembourg and Czech Republic whose goal is to integrate the below services into the asset manager’s operations and.
• Regulatory reporting: PRIIPs KIDs, EPT, EMT, UCITS KIIDs and KFS
• Static data dissemination to data vendors & distributors such as FE fundinfo based on openfunds standard, UBS, Allfunds, Crédit Suisse, Julius Baer, Swisscanto…
• Dynamic data dissemination: daily NAVs & dividends dissemination to media such as Bloomberg, Morningstar, Refinitiv, Six Financial…Fostered a culture of data analysis & innovation, encouraging new target operating.

• Divestment Project ManagementCoordinated the sales of multiple subsidiaries at a Private Bank:
• Assessed IT environments and carve-out issues.
• Reviewed synergies and dis-synergies (e.g. IT, vendor contracts, front, middle and back-office...).
• Redacted & coordinated Transitional Service Agreement in cooperation with internal resources and lawyers for the IT and operational services.Effective communicator across all organizational levels, ensuring alignment..

Luxembourg

• PRIIPs Solutions
• Developed PRIIP KID solutions for insurers and asset managers covering KID, EPT, LPT and EMT using Agile and Scrum methodologies. Managed team of 4 persons.
• Responsible for defining business specifications and data model to ensure compliance with the PRIIPs regulation.
• Participant to PRIIPs working groups at Alfi and ACA.

Luxembourg

• Manager, UCITS KIIDs & Factsheets solutions
• Managed the UCITS KIIDs and factsheet compliance, assembly, publication & dissemination service. More than 100 000 KIIDs under management for 20 clients. Responsible for client on-boarding and ensuring compliance with.
• Launched the investor factsheet service in 9 months. Responsible for all project streams, i.e. vendor selection, legal, technology, knowledge and go-to-market.
• Prepared business specifications and target operating model for PRIIPS KIDs. Conference speaker. Evaluated, selected and prepared key technology modules.

Luxembourg

• Senior Consultant, Fund Registration Projects
• Created and managed the fund registration project team, responsible to on-board new clients and develop new fund registration services. Managed team of 4 persons.
• Integration of > 20 clients in fund registration and KIID services. Define registration processes, controls and KPIs. On-board clients and train clients on Fundsquare e-file light www.e-file.lu/notification/.
• Launched fund documents dissemination and publication services. Established relations and set-up automatic exchange of data with distribution & publication platforms such as Fundinfo, Morningstar…
• Launched KPIs, dashboard and website to follow fund distribution in real-time www.frs-deloitte.lu in cooperation with Fundsquare.

Luxembourg

• CFO Services
• Conducted fast-close project for a leading logistic company to save 10 working days per closing.
• Defined internal and budget control framework.
• Automated budget and KPIs reporting.

Netherlands & Germany

• Integration responsibilities in a post-merger project impacting more than 6000 people:
• Designed and implemented a new internal control framework compliant with SOX, resulting in an 80% decrease in control efforts.
• Organized strategy review and roadmap to create a shared services centre.
• Optimized processes and supported SAP implementation, achieving for example a 50% time reduction in financial closure. More than 500 business processes analysed, (re)designed and implemented.

London, United Kingdom

• Carrick James Market Research (CJMR) was a family company which developed a leading position in the youth market research over the last 40 years in the UK and counted customers such as BBC, Orange and Disney. Over 2.
• Proposed, designed and sold new survey about the usage of new technologies among the youth and teenagers.
• Organized employee evaluation and conducted it using a 360 degree feedback survey resulting in one depart.
• Carried out cost accounting analysis and pricing analysis.

France

• Following 5 years of competition at a national level (with the Yeti's, Grenoble), I became roller in line hockey trainer and a founding member of a newly created club, les Apaches d'Echirolles. There, I:
• Trained the youth team of 25 players aged 4-6 and broke into the top 3 from the first year of existence onward.
• Trained group of 20 adults aged 25-55 into rollerblading.

International Master In Management - Lille, France, Project Management And Strategy

• Graduated from the International Master in Management (IMIM) taught in English by international professors. • Specialized in Project.

Exchange Semester - Reutlingen, Germany, European School Of Business (Esb): Production Management, Monetary Macroeconomy, Emerging Markets

Exchange Semester In Mba - Newark, Usa, Innovation Management, Scm, International Capital Markets

Business Classe Préparatoire Aux Grandes Ecoles (Cpge), Economics, History, Mathematics, Philosophy, Litterature

Baccalauréat Economique Et Social (Es), Economics, Social Sciences, History, Mathematics