Oliver Hasler Email & Phone Number

Zürich, Schweiz

Zürich, Schweiz

Zürich Und Umgebung

Pragmatica Responsibilities (in addition to client mandates):- Lead of Capability "Project Management and Agile Transformation" as part of the Pragmatica Competence Center- Service development for Agile Transformation: Organize trainings and community events, identification of talents in collaboration with recruiting, conducting of interviews, identification of suitable partners (Software and Resources), publish articles etc.Mandate 1 (8 months) - Project Assessment for a global Stock Exchange:- Conduct a Project Retrospective analysis with a global team which is using Agile Methodology- Identify Improvement Measures to support the project turnaround- Perform Health Checks to ensure the implementation of the improvement measures and to measure the effectiveness- Review of a second project with focus on Scope Management- Support the client share the lessons learned across the organization as part of the PPM (Project Portfolio Management)

Zurich, Switzerland

Zurich, Switzerland

Zurich, Switzerland

Zürich Und Umgebung, Schweiz

Global PMO for initiative using Agile Development Methodology:- Setup of the Global PMO structures in Confluence/JIRA- Establishing aligned standards for status reporting, task management, monitoring of project progress, risk mgmt., use of project logs etc.

Horgen, Zurich, Switzerland

Zurich

Pragmatica Responsibilities (in addition to client mandates): - Development of own Agile Course: Leading of 50+ workshops to enable participants to certify as Scrum Master or Product Owner- Lead of the Practice Project Management for the Competence Center- Enabled the company to win a new client in the banking industry. Subsequently I was able to take over the role of the Key Account ManagerMandate 1 (6.5 months) - Epic Owner (SAFe) for a leading provider of Payment Solutions in CH:- Implementation of new regulatory AML (Anti Money Laundering) requirements in a fully agile setup (Framework: SAFe). GwV-FINMA and Rev. GwG.- Evaluation of external Software provider for a new strategic Compliance Solution (RfP, Vendor Pitch, Deep Dives and supporting of Decision-making process)- Business Analysis for regulatory topics in the area of AML (e.g. Compliance Risk Scoring concept, KYC/GmeR, KYT/TmeR etc.)Mandate 2 (11 months) - Global PMO with PM Responsibilities for a non-CH Universal-Bank:- Implementation of a CRM solution based on Salesforce with agile methodology- Support the implementation of new data protection laws (DSGVO, GDPR) in a mobile app solution- Setup of the Global PMO structures in Confluence/JIRA incl. standards for status reporting, task management, monitoring of project progress and risk mgmt.- Preparation and organization of Steering Committees, Global Design Authority meetings etc.- Supporting the Overall Project Lead in yearly project and budget planning- Business Analysis for various CRM and Mobile App topics- Test Management and Test Execution (with HP ALM - Quality Center)Mandate 3 (15 months) - Senior Consultant at Swiss Universal-Bank:- Project with the goal to improve the Identity and Access Management (IAM) setup in the context of the segregation of the company into multiple Legal Entities (too big to fail)- Orchestrate the required access right changes for Front-Units without business disruption (by using Risk Mgmt.)

Zurich, Switzerland

Zurich, Switzerland

Zurich

• Strategic project to implement one Wealth Management IT platform in Singapore and Hong Kong• Leading a global team of 8 business analysts on a project basis with a change portfolio of > CHF 5m• Conduct meetings and workshops with APAC to identify process and system gaps and agree on solutions• Manage team of business analysts to complete requirement specifications in time and with required quality• Present stakeholder requests to senior management in design authority board to get budget approvals• Involved in all topic areas required for a project of this size (e.g. realization, testing, migration, training, rollout)

Zurich

• Project to create new Group holding structure (one of the biggest projects in the history of UBS)• Project lead for Implementation stream for area Securities: Responsible for realization and delivery of all requirements in defined time and quality with allocated resources• Responsible for implementation roadmap and coordination of releases with Testing stream• Performing role of troubleshooter in case of delays/issues in specific areas• Creation of requirements specifications for Corporate Actions & Income Processing• Testing of requirements in coordination with business and ITTreasury Repo:• Enabling of new company to perform full spectrum of repurchase agreements (repo) with all required counterparties (e.g. bilateral, triparty repo Euroclear)• Preparation and coordination of pilot trades in production with Legal, Tax, Risk Management, IT and the Trading Desk as proof of concept of the delivered functionality• Lead for completion of reconciliation concept for LCH Clearnet Repo trades in collaboration with business analysts in London, Zurich an Krakau

Zurich

• Leading of up to five employees on a project Basis• Responsible for costs, time and quality of the agreed deliverables (milestones)• Ensure project controlling as well as stakeholder Management• Presentation of current project status to senior management as part of the Steering Committee and provide them with solutions for major project decisions• Identification of project risks and issues and initiate the necessary actions to mitigate them as part of an active risk managementProject Lead ProSES (Processing Securities Event Services):• Leading of project end to end from initiation to implementation and benefit review (3 years, > CHF 4m budget)• Introduction of new scanning software (digitalization) for automated reading and archiving of client instructions using Optical Character Recognition (OCR)• Rollout to users and successful proof of concept during largest transaction (Task Force for UBS-exchange offer) • Implementation of automated market restriction checks and processing (Global Compliance Market Rules)• Realization of changes related to new tax regulations (e.g. French Financial Transaction Tax) to ensure correct tax processing and reporting in the Systems• Enhancement of systems to support improved customization of service level agreements (SLAs) with Clients• Development of Management Information Systems (MIS) as a management tool and database for optimizationProject Lead Client Data Confidentiality:• Leading of the project team to create requirement specifications in time and with good quality to enable near- or offshoring of processes • Conduct workshops to understand the needs of the processing units with respect to client identifying data in the IT systems • Collaboration with design Authority for client data, to identify undesirable combinations of client-identifying data in early stage • Define appropriate measures to anonymize the data, such as encryption of customer numbers or “green views” without sensitive data

London, Uk

• Support WM UK with rollout of new project methodology• Development of enhanced project status reporting and visualizing with dashboard• Creation of new E-Learning modules for local client advisors including assessments

Zurich

• Development of Customer Relationship Management (CRM) system for custody banks and institutional Clients• Implementation of customized sales module to support sales activities in the mandate-acquisition of institutional clients and family offices (asset servicing)• Roll out of the CRM functionalities to new user groups (e.g. investment reporting and investment accounting) including training and supportProject Lead MIS Securities Services:• Business project lead for all MIS system of Securities Services area• Leading of requirement approval board and alignment of roadmap with management and other stakeholders

Zurich

• Automation of Global Custody Management Information System (MIS) as project lead (Evaluation of user needs, requirements specification, rollout and training)• Responsible for creation of monthly Global Custody reporting which is used to assess the performance of the area (e.g. net new money, performance, P+L)• Lead over SLA which covers hard cost transfer to international UBS branches• Realize efficiency gains by automating manual processes with MIS capabilities

Zurich

• Coordination and implementation of the project Institutional Portfolio Modules (IPM) in the• Investment Reporting area (new product for professional clients)• Leading of a new employee (training and assignment of tasks to achieve goals)• On-boarding of IPM clients (configuration of mandate in the reporting systems)

Zurich

• Single point of contact for allocated customers (banks with custody mandate)• Support customers with all topics / issues in their daily Business• Ensure high customer satisfaction through competent and customer-oriented processing of inquiries within timeframe of the defined client SLA• Coordination with relationship management for on-boarding of new customers, preparation of review meetings and support of SLA and RFP processes

Zurich

• Initialization of securities deliveries for domain and foreign markets• Review of customer orders (e.g. right of disposal, credit rating) and ensure correct definition of delivery path• Monitoring of pending settlements, investigate delays and ensure information to client advisor / customer

Zurich

• Responsible for dealing with any proceeds / capital repayments for UBS safekeeping account customers• Independent processing of allocated securities in the various foreign markets

Zürich Und Umgebung, Schweiz

Zürich Und Umgebung, Schweiz

Learning banking in all major areas of a bank (from back office to client advising)

Bachelor Of Science In Business Administration (Bba) With Major In General Management

Cfa (Level 1 Exam Passed)

Swiss Federal Diploma In Business Administration

Professional Scrum Master I

Certified Safe® 5 Agilist