Marcel Gerber Email & Phone Number

Zurich, Switzerland

Zurich, Switzerland

Switzerland

Bespoke Whisky Tastings

Zürich Area, Switzerland

Zurich, Switzerland

Asset Data Transformation: Delivery of a broad range of asset- and market data related improvements such as Business- and IT process re-engineering, designing an end-to-end target operating model for regulatory data (e.g. MiFID II costs & charges) incl. subsequent vendor assessments and successful implementation of a regulatory document hub. Architectural simplifications by decommissioning (MS Access based) end user developed applications (build in Avaloq).

Zurich, Switzerland

Senior Manager in the Financial Services area, building a performance team of 15 consultants, engagement management of up to 5 projects, key account management of the Asset Management division of a globally operating Swiss bank, acquisition and contract negotiations, trainer at internal trainings, business development of focal topics such as digitisation in Asset & Wealth Management, Client Data Governance and various regulations (AIFMD, PRIIPs, MiFID II, FIDLEG etc.) Selected projects: • PRIIPs for Funds Project lead for the implementation of the regulatory required ‘Key Information Document’ (KID) for ‘Packaged Retail and Insurance-based Investment Products’ (PRIIPs) for all fund types in the Investor Services area of a globally operating Swiss bank, impact analysis and documentation of business requirements, specification/parametrisation of a prototype for the KID production• PRIIPs regulation Project lead for the regulatory compliant calculation of the PRIIPs ‘Summary Risk Indicator’ (SRI) and the ‘performance scenarios’ for a globally operating Swiss bank, impact analysis and documentation of the business requirements per product category (structured products and funds), creation of a bankwide operational readiness- and communication concept• Digitisation BlueprintVendor selection and user journey definition in view of the digitisation of the relationship management process of a globally operating German bank, definition of business requirements and gap analysis of IT architecture (target operating model)• Decommissioning of a portfolio management systemProgram lead for the migration/decommissioning of a portfolio management-, investment guidelines monitoring- and client performance reporting application in the Asset Management division of a globally operating Swiss bank, target operating model definition, specification/implementation of the affected functionalities in target systems, migration of positions and further data (e.g. benchmarks)

Mid-/backoffice with 23 employees, securing operational day-to-day business (trade execution, settlement, corporate actions, static data, reconciliation, hedge fund administration and collateral management), corporate actions process re-engineering and reorganisation, coordination of contributions in kind to institutional funds, network management of custodians and other financial service providers, client reporting process re-engineering, evaluation and implementation of a new investment management system architecture (SimCorp Dimension), SWIFT implementation, evaluation of a new custodian incl. asset transfer and establishment of new processes

Deputy Head Investment Administration (3 employees), securing daily provision of 3’500 securities’ data incl. price feeds from various sources (Telekurs, Bloomberg and transfer agents), mutation of client- and account data, execution of month-end closings (local and IFRS), coordination and optimisation of settlement- and corporate action processes incl. funds, collaboration with various projects (new SAP releases, daily up-to-datedness etc.)

20 employees, securing the daily business (securities transfers for institutional clients) in some 50 markets globally, reorganisation and optimisation of numerous processes (esp. funds custody and Forex), setup of knowledge database, Business representative for the development and testing of a new proprietary settlement application, collaboration with various other working groups and projects

Deputy Head, securing the daily business (corporate actions in Switzerland and parts of Europe), planning and execution of task forces and special investigations in collaboration with Legal, internal course instructor (for corporate actions and securities operations), securities representative in various working groups and projects

Yearlong assignment with CSFB’s London midoffice, handling of CFDs (contracts for difference, anglo-saxon product for hedge funds) in direct customer contact, generating daily reports, initiation and monitoring of trades and (margin) payments, migration of the CFD Business to a new platform incl. testing, also performing pricing tests for a collateral management project

Master Of Business Administration (Mba)

Completed modules: o Strategy o Business operations: delivering value o Creativity, innovation and change o Making a difference, master.

Professional Diploma In Management, Managing Performance And Change

Diploma thesis on MIS (Management Information Systems)

Executive Program

Diploma thesis “Whisky as an Asset Category – Strategy of a Whisky Fund”, presented at the World Whisky Conference 2007 in Glasgow (UK)

Bachelor, Business Administration