Julien Schmid

Julien Schmid Email and Phone Number

Client Solution Architect | Expert in Asset Management Operations | Driving Operational Excellence and Digital Transformation @ Avanterra
Julien Schmid's Location
Bertrange, Luxembourg, Luxembourg, Luxembourg
Julien Schmid's Contact Details

Julien Schmid work email

Julien Schmid personal email

n/a
About Julien Schmid

With a proven track record as a Client Solution Architect, I bring a blend of innovation, strategic vision, and operational acumen to the forefront of asset management.My career is marked by a passion for developing scalable solutions and driving digital transformation that delivers tangible results. I like to build things that grow. I am committed to analyze problems under different angles, leverage technology to create value and enhance client experiences.Connecting technology, knowledge and people in new ways is inspiring me.

Julien Schmid's Current Company Details
Avanterra

Avanterra

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Client Solution Architect | Expert in Asset Management Operations | Driving Operational Excellence and Digital Transformation
Julien Schmid Work Experience Details
  • Avanterra
    Client Solution Architect
    Avanterra Jan 2021 - Present
    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.
  • Team For The Planet
    Shareholder
    Team For The Planet Dec 2022 - Present
    Team for the Planet® is a non-profit company raising €1 billion to create 100 companies that will address climate change🔥 🌏Anyone can become a shareholder.We are the last generation able to prevent the climate collapse.Let's act together!Learn more and join us here: https://www.join-time.com/
  • Nyuko
    Entrepreneur
    Nyuko Sep 2020 - Dec 2020
    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!
  • Fe Fundinfo
    Integration Manager
    Fe Fundinfo Dec 2018 - Sep 2020
    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.
  • Kpmg Luxembourg
    Manager | Investment Services
    Kpmg Luxembourg Nov 2017 - Nov 2018
    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.
  • Kpmg Luxembourg
    Manager | Investment Services
    Kpmg Luxembourg Jun 2016 - Nov 2017
    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.
  • Deloitte Luxembourg
    Manager | Advisory & Consulting
    Deloitte Luxembourg Sep 2015 - May 2016
    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.
  • Deloitte Luxembourg
    Senior Consultant | Advisory & Consulting
    Deloitte Luxembourg Sep 2013 - Sep 2015
    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.
  • Deloitte Luxembourg
    Consultant | Advisory & Consulting
    Deloitte Luxembourg Dec 2011 - Sep 2013
    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.
  • Suez France
    Project Manager Internal Control
    Suez France Sep 2008 - Dec 2011
    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.
  • Carrick James Market Research
    Junior Researcher Executive
    Carrick James Market Research Jun 2006 - Aug 2007
    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.
  • Les Apaches D'Echirolles
    Roller In Line Hockey Trainer
    Les Apaches D'Echirolles 2002 - 2005
    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.

Julien Schmid Education Details

Frequently Asked Questions about Julien Schmid

What company does Julien Schmid work for?

Julien Schmid works for Avanterra

What is Julien Schmid's role at the current company?

Julien Schmid's current role is Client Solution Architect | Expert in Asset Management Operations | Driving Operational Excellence and Digital Transformation.

What is Julien Schmid's email address?

Julien Schmid's email address is ju****@****oia.com

What schools did Julien Schmid attend?

Julien Schmid attended Skema Business School, Hochschule Reutlingen, Rutgers University - Newark, Lycée Champollion - Grenoble, France, Lycée Marie Curie - Echirolles, France.

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