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Nick Steinmann is listed as Senior Consultant | Wealth Management Services at AZQORE SA, a company with 30 employees, based in Lausanne, Vaud, Switzerland. AeroLeads shows a matched LinkedIn profile for Nick Steinmann.
Nick Steinmann previously worked as Senior Consultant at Azqore Sa and Senior Project Manager at Azqore Sa. Nick Steinmann holds Propaedeutic, Political Science from Université De Lausanne.
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18 years of experience in the Wealth Management Services domain with proven track record of successfully orchestrating and managing complex projects, operational run and staff.➤ Specialized in acting as the primary interface between technology and specific business areas, identifying business unit requirements, process specifications, collaborating with program management, and ensuring adherence to schedules and budgets.➤ Strong overall understanding of applications such as Core Banking System, Portfolio Management System (PMS), Order Management System (OMS), Customer Relationship Management (CRM), DataHub, reporting tools and others.➤ Specific knowledge of several business domain: Portfolio Management, Advisory, Securities and Forex Trading, Compliance and Regulatory, Risk, Credit, Treasury, Finance & Accounting, Back-Office.➤ For Private Banks based in Switzerland, Europe, United Kingdom and Asia.
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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.
Lausanne, Vaud, Switzerland
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.
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.
Région De Lausanne, Suisse
Funds data collection + Payments & accounting.
Région De Lausanne, Suisse
Région De Lausanne, Suisse
Music producing
Other employees you can reach at azqore.com. View company contacts for 30 employees →
Patrick Lumonadio
Colleague at Azqore Sa
Lausanne, Vaud, Switzerland, Switzerland
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EJ
Eddy Janikowski
Colleague at Azqore Sa
France, France
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NS
Natalia Sanchez Idrobo
Colleague at Azqore Sa
Geneva, Geneva, Switzerland, Switzerland
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CB
Cesário Barata Severino
Colleague at Azqore Sa
Vaud, Switzerland, Switzerland
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YM
Yino Martinez
Colleague at Azqore Sa
Lausanne, Vaud, Switzerland, Switzerland
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AS
Aubry Soanirina
Colleague at Azqore Sa
Greater Lyon Area, France
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MS
Mimmo Scotto Di Vetta
Colleague at Azqore Sa
Lausanne Metropolitan Area, Switzerland
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LB
Laurent Bortoluzzi
Colleague at Azqore Sa
Annecy, Auvergne-Rhône-Alpes, France, France
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SA
Sandra Antonijevic
Colleague at Azqore Sa
La Tour-de-Peilz, Vaud, Switzerland, Switzerland
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JC
Jordi Cabré
Colleague at Azqore Sa
Geneva, Geneva, Switzerland, Switzerland
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Quick answers generated from the profile data available on this page.
Nick Steinmann works for AZQORE SA.
Nick Steinmann is listed as Senior Consultant | Wealth Management Services at AZQORE SA.
Nick Steinmann is based in Lausanne, Vaud, Switzerland while working with AZQORE SA.
Nick Steinmann has worked for Azqore Sa, Indosuez Wealth Management, Free Agent, and Dmb Alliance.
Nick Steinmann's colleagues at AZQORE SA include Patrick Lumonadio, Eddy Janikowski, Natalia Sanchez Idrobo, Cesário Barata Severino, and Yino Martinez.
You can use AeroLeads to view verified contact signals for Nick Steinmann at AZQORE SA, including work email, phone, and LinkedIn data when available.
Nick Steinmann holds Propaedeutic, Political Science from Université De Lausanne.
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