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 productivity and service quality.• 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 viable product (MVP). The business model was not viable and I decided to stop.• 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 Wharton Entrepreneurship course on Coursera... In short I learned a lot!

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 data flows:• 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 model definitions and technology adoption.

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. Developed and delivered compelling presentations to executive teams.

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 UCITS regulations. Managed team of 6 persons.• 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 summer internships in 2006 & 2007 at CJMR, I:• 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