Dr. Markus P.H. Bürgi Email & Phone Number

Zurich, Switzerland

Zürich Area, Switzerland

- Manage the processes for financial forecasting and budgets as well as overseeing the preparation of all financial reporting.- Building the operational strategy and implementing it.- Provide strategic recommendations to the CEO and the members of the Foundation Board as well as advising them on long-term business and financial planning as well as on the impact of new strategies and regulatory actions.- Establish and maintain strong relationships with senior management of Swiss banks, with the institution's stakeholders in the industry as well as in the academia, with Swiss politicians, and with media representatives.- Develop and establish operating policies consistent with the CEO’s and the Foundation Board’s broad policies and objectives and insuring their adequate execution.- Setting up the standards and leading operations in the fields of corporate communications, human resources, legal and compliance as well as IT.- Initiate and lead of as well as actively contribute to special projects, such as major industry-oriented studies and international projects, which are of primary interest to the Swiss banking industry and Swiss politics.- Report directly to the CEO (Managing Director).

Zürich, Switzerland

- Evolved and inaugurated operating policies consistent with the CEO’s and the Foundation Board’s broad policies and objectives and ensuring their adequate execution.- Preserved continuous lines of communication, keeping the CEO and the CFO informed of all critical issues regarding SFI operations.- Steered the development and establishment of adequate and equitable personnel policies throughout the organization.- Arranged and supervised sales activities of all SFI activity areas.- Administered the corporate communications department including the coordination of all internal and external stakeholders.- Engaged in institute-wide IT responsibility, budgeting, and contracting of external IT providers.- Liaised with the COO and the management board in the case of new / changing IT requirements.- Handled a team and held budget responsibility.- Reported directly to the CFO.

Zürich, Switzerland

- Supervised all academic degree offerings, various non-degree offerings, and selected in-house programs.- Outlined and executed various national and international in-house training programs.- Serve as project lead to initiate SFI of learning management system.- Facilitated key account management and coordination of the SFI program offering with the HR departments and business schools of the largest Swiss banks.- Partnered with management and advisory boards regarding the institute’s market positioning and key initiatives. - Handled a team and held profit and loss responsibility.

Zürich, Switzerland

- Conceptualized and delivered new "SFI Degree Offerings” (modular offering of academic further education programs with a total of more than 140 participants per year).- Negotiated contracts with partner university and further sub-contracted suppliers.- Facilitated transition of the former "SFI Executive Program"​ into the "Diploma of Advanced Studies (DAS) in Banking.”- Initialized three "Certificate of Advanced Studies (CAS)"​ programs (on corporate banking, financial analysis and valuation, and real estate finance) as well as the "Master of Advanced Studies (MAS)"​ offering.- Administered programs on-site, giving presentations on selected topics (approx. 30% travel).- Guided and coordinated teaching faculty (>90 lecturers; mainly university professors and banking executives).- Handled a team and held profit and loss responsibility.- Oversaw accounts and coordinated the SFI program offering with the HR departments and business schools of the largest Swiss banks.- Drew up and installed various national and international in-house training programs.- Steered project concept and building of "SFI e-Finance Series"​ (global, tablet-based e-learning initiative) and authoring various e-books.

Zürich, Switzerland

- Headed the "SFI Executive Program"​ (flagship program targeted to banks’ middle management; 80-100 participants per year).- Supervised programs on-site and presented on selected topics (approx. 40% travel).- Guided and mentored teaching faculty (>70 lecturers; mainly university professors and banking executives).- Arranged program offering with HR departments and business schools of the largest Swiss banks.- Delivered training consultancy to prospective participants.- Handled profit and loss responsibility.- Evolved small in-house offerings. - Handled a team and held profit and loss responsibility.- Led projects for the strategic repositioning of Swiss Finance Institute.

Adliswil, Switzerland

- Head the City of Adliswil's Department of Education and evolve as well as inaugurate strategies and policies consistent with superordinate law and the mandate granted by the legislature as well as superordinate authorities.- Actively manage the operations of the department in close collaboration with the administrative director of the department.- Steer public and political communication of the department.- Hold budget responsibility over CHF 45+M- Handle one direct report, covering a workforce of 500+ headcounts.

Adliswil, Switzerland

- Inspect estimates and invoices, securities and cash assets, and budget (approx. CHF 140M) and annual reports of the municipality in accordance with the legal requirements.- Scrutinize petitions from other authorities.

Adliswil, Switzerland

- Direct the executive board.- Vote on the budget and elect other officials.- Negotiate between the people and the executive.- Drive toward classic liberal policies.

Zürich, Switzerland

- Composed market reports for inclusion in various internal and external publications.- Analyzed products and produced global interest-rate forecasts.- Generated various mathematical and econometric models.- Programmed VBA-Excel-programs/macros.- Assessed investment recommendations (corporate credit).- Assisted client advisors and fielded client requests (HNWI and Key Clients).- Assisted the department head in management duties.

Zürich, Switzerland

- Managed data for the recruitment tool NetMedia,- Relayed information to candidates by telephone.- Corrected and edited job advertisements.- Provided management support to the department head.

Rivera, Switzerland

- Commanded, trained, and led 50 members of the army.- Coordinated and organized parts of the San S 42 Mte Ceneri and several civil employees.- Ideated training materials for the Transportation Troops department in the context of the Armeerevision Armee XXI.

Dr. Oec. / Ph.D., Finance, Summa Cum Laude

Banking regulation, contingent capital, information economics

Master Of Arts (M.A.), Banking & Finance, Magna Cum Laude