Nick Steinmann Email & Phone Number

Lausanne, Vaud, Switzerland

Onboarding Stream Leader overseeing the migration and integration of new Private Banks on S2i core banking system.In charge of the following key business lines:- Securities Trading- Securities Management- External Asset ManagersLeading the coordination efforts to ensure seamless transition and alignment with organizational objectives:➤ Gap analysis: driving workshops with key stakeholders to assess the out-of-the-box processes of the target solution from an… Show more Onboarding Stream Leader overseeing the migration and integration of new Private Banks on S2i core banking system.In charge of the following key business lines:- Securities Trading- Securities Management- External Asset ManagersLeading the coordination efforts to ensure seamless transition and alignment with organizational objectives:➤ Gap analysis: driving workshops with key stakeholders to assess the out-of-the-box processes of the target solution from an adoption perspective.➤ Business Process Modeling with cross-functional teams for definition of Target Operating Models related to every business case, until validation by business units.➤ Solution Design and Implementation: creating detailed specs for specific business & tech needs, with cost analysis and ongoing monitoring until customer acceptance.➤ Configuration and parametrization of the target system involving data collection to align with the organization's business goals and needs.➤ Static data migration: engaging actively in the establishment of migration strategies and providing assistance for migration checks conducted by subject matter experts.➤ Interfaces between core banking and peripherals software: monitoring and testing for seamless integration and optimal performance of the application ecosystem.➤ System Integration Testing: ensuring evaluation pre-delivery, with ongoing compliance assessments.➤ Change Management: offering training and support to end-users on the functionalities and features of target solutions.➤ User Acceptance Testing: developing test cases with acceptance criteria, and providing support to business units throughout the end-to-end execution process.➤ Defect Management: primary troubleshooting contact for deliverables, with formal process documentation.➤ Regulatory requirements: verifying the regulatory compliance of proposed solutions (EMIR/LIMF, MiFID/FinSA, SWX, SRD2)➤ Post-Go Live support: answering 3rd level requests, when specific knowledge is required. Show less

Lausanne, Vaud, Switzerland

Active in the following business domains:- Capital Markets- Securities- Regulatory- External Asset Managers (EAM)In charge of the deployment of new products or functionalities for S2i private bank clients:➤ Accumulated Boosted Forwards (ABF): structured products on FX;➤ Triple Currency Options (TCO) and Investments (TCI): structured products on FX;➤ Target Redemption Forwards (TRF/TARF): structured products on FX;➤ Dual Currency Investments (DCI):… Show more Active in the following business domains:- Capital Markets- Securities- Regulatory- External Asset Managers (EAM)In charge of the deployment of new products or functionalities for S2i private bank clients:➤ Accumulated Boosted Forwards (ABF): structured products on FX;➤ Triple Currency Options (TCO) and Investments (TCI): structured products on FX;➤ Target Redemption Forwards (TRF/TARF): structured products on FX;➤ Dual Currency Investments (DCI): structured products on FX;➤ Accu/decumulators: structured products on Equity;➤ M2 engine: FinSA (LSFin) pre-trade suitability controls;➤ S2i for EAM: review of the overall Azqore offering for EAM and presentations to clients and prospects, before deployments including:➤ Automated stock order injection process from EAM into S2i.➤ Automated static and dynamic data transmission to EAM, including transactions, positions, pricings, etc., on a daily basis.Major assignments:• Lead and supervise projects from initiation to implementation review.• Ensure all work is based on a signed specification with clients.• Manage and coordinate contractual deliveries to clients, ensuring control of deadlines, costs, and quality.• Own and develop relationships with key stakeholders, collaborating with them to optimize and enhance integration.• Assist in change initiatives by preparing training materials and facilitating user adoption.• Prepare test cases and support User Acceptance Tests.• Verify implemented solutions adhere to business requirements, review with sponsors, and obtain sign-off. Show less

Lausanne, Vaud, Switzerland

➤ 9 streams to be coordinated, in relation to mutual funds, hedge funds and private equity funds:- subscriptions/redemptions;- payments & accounting;- private equity servicing;- corporate actions;- income;- in/out transfers;- trailer fees;- equalizations;- funds data collection;➤ 240'000 operations per year to be overseen in respect of duly updated procedures and compliance requirements + numerous organizational and functional enhancements to be… Show more ➤ 9 streams to be coordinated, in relation to mutual funds, hedge funds and private equity funds:- subscriptions/redemptions;- payments & accounting;- private equity servicing;- corporate actions;- income;- in/out transfers;- trailer fees;- equalizations;- funds data collection;➤ 240'000 operations per year to be overseen in respect of duly updated procedures and compliance requirements + numerous organizational and functional enhancements to be leaded in a constant effort to optimize processing flows and increase user satisfaction;➤ 30 bank clients to be served in line with highest quality expectations and agreed SLA, within the framework of the back-office outsourcing service provided by the firm+ relationship management to be supported in order to consolidate and develop each partnership;➤ 22 staff members to be supervised, supported and promoted.➤ 4 managers to be mentored, coached and developed in keeping with the company's values, vision and objectives.Appointed Vice-president and member of the Management Committee of the firm. Show less

Région De Lausanne, Suisse

➤ Ignition and lead role of a brand new service responsible for the processing of buy/sell orders on investment funds for Crédit Agricole’s international Private Banking network.➤ Up to 140’000 orders per year (40 bn CHF traded) for 13 bank clients.➤ Design of a funds dedicated order book.➤ Implementation of straight through processes.Appointed responsible of internal trainings on investment funds for front-officers.

Région De Lausanne, Suisse

Funds data collection + Payments & accounting.

Région De Lausanne, Suisse

Région De Lausanne, Suisse

Music producing