Pascal Stefan Buehrig Email & Phone Number

Zurich, Switzerland

Management consultant in the areas of Finance and Risk, member of practice group Financial Control & Strategic Planning. My specialization includes balance-sheet steering and long-term funding options for banking clients, with particular focus on green bonds𝐏𝐫𝐨𝐣𝐞𝐜𝐭 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞● RWA optimisation via synthetic securitization, including consolidation of risk data and investor reporting● Global re-org of balance-sheet management (ALM), including re-calculation of Fund Transfer Pricing (FTP) components● Re-org of funding / trading data management to accommodate for new disclosure regulations● Validation of internal bank models to forecast liquidity / availability of non-maturing deposits● Methodical review and implementation of revised Funds Transfer Pricing system ● Governance review and conceptualization of new reporting landscape as well as KPI extensions in top-management reporting tool

Zürich, Switzerland

Frankfurt Am Main, Hessen, Deutschland

● Qualitative Analysis of the investment structure in both segregated accounts as well as mutual funds held by our clients, with a distinct focus on fee cashflow ● Supporting our data specialists in transaction-cost analysis of equities, bonds, futures and FX forwards● Creating and discussing presentations on cost analysis of investment mandates with clients and asset managers - primarily equity and fixed-income but including real estate and direct-lending strategies ● Renegotiating fees charged by asset managers, fund administrators or custodians, and explicit transaction costs● Direct account management of a wholesale-investor portfolio, currently including Germany, Denmark, United Kingdom and the United States● Intrapreneurial product and process initiatives along the product value chain, including support of automations or revamping presentation strategies

Amsterdam Area, Netherlands

𝗧𝗿𝗮𝗶𝗻𝗲𝗲 𝗥𝗼𝘁𝗮𝘁𝗶𝗼𝗻: 𝗜𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗶𝗼𝗻𝗮𝗹 𝗦𝗮𝗹𝗲𝘀● Working out client presentations and other materials for the ABS fund 'Dynamic Credit Defensive Strategy Fund'● Contributing to RFIs, RFPs, and pitch presentations for mortgage loan investments and other products● Client acquisition via cold calling, participation in client meetings and providing support in the entire sales process● In-depth research and gain of product expertise in the field of structured finance● Assistance in the set-up of a new client relationship management (CRM) system with Zoho

Amsterdam Area, Netherlands

● Development of a cost-efficient interest-spread model for the risk-tailored pricing of Dutch SME loans as a new investment product● Critical analysis of existing interest-spread models by external providers ● Research on credit risk key measures in the European loan market (e.g. default and LGD rates)● Contributed to research on European crowdfunding platforms as a part of a newly developed investment fund

Amsterdam Area, Netherlands

● Assistance to the portfolio management (e.g. VBA automation of analytical tools, working out risk monitoring/surveillance for ISAE 3402)● Assistance to client coverage/sales team (e.g. market research and investment research on comparative performance within alternative asset classes)● Project lead for recurring investor publications

Amsterdam Area, Netherlands

● On-the-job introduction to valuation and rating of securitized bonds (ABS, CLO)● Research and news coverage of EU periphery structured finance markets Spain, Portugal and Greece● Research project on changes in regulatory environment and effects of IFRS 9 on structured finance markets​

Germany

Master thesis on factor investing and applied portfolio management investigating the relationship between smart-beta factors and macroeconomic risk across 10 different equity markets. Graded with "Very Good".

Frankfurt Am Main Area, Germany

● Preparation and realization of numerous investment committee meetings● Communication of tactical and strategic investment decisions to both internal and external stakeholders● Technical process optimizations with VBA● Data research on Bloomerg, and ● Creation of client publications (e.g. CIO View Quarterly)

Zürich Area, Switzerland

Macroeconomic and policy analysis at Credit Suisse Investment Solutions & Products (IS&P): ● Independent data research and analysis with Excel● Writing and publication of research reports● Assembling presentations with research insights for external stakeholders.1 out of 90 fellow interns among approx. 2500 initial candidates

Zürich Area, Switzerland

Temporary co-worker in benefit analysis:Examining customers's and health care providers's entitlements to insurance payments according to applicable health insurance regulations as well as written communication with supervising physicians

Munich Area, Germany

Research Internship at the Center for Business Cycles Analysis and Surveys:● Responsible for independent data and literature research● Econometric evaluations with regression and time series tools as well as Matlab● Explaining my research findings in German and English journal articles● Supervision by vice director Klaus Wohlrabe, PhD and associate for time series analysis at Ludwig-Maximilian University (LMU)

Zug, Switzerland

Private Banking summer internship at UBS Wealth Management Lawyers Fiduciaries Notaries (LFN): ● Independent due diligence and KYC reviews of international prospect and onboard clients● Guidance of a client data transfer project in the course of UBS compliance and regulation reforms● Introduction of a new software for the detection of further market potential among possible intermediaries● Processing of client account requests and transaction via phone and written contact

Bachelor Of Arts (B.A.), Wirtschaftswissenschaften, 3.33/4.00

Activities and Societies: sneep, erasmus student network (ESN) Major: Economics (Micro-, Macro- & Behavioural Economics, Econometrics).

Master Of Science (Msc.), Finance (Investment Management), 4.19/5.00

Activities and Societies: Class Representative MFIN 2016-2018 Member Stockholm Student Investment Fund (SSIF) Courses in asset pricing.

Exchange Msc. Finance & Investments, Investments And Securities, 8/10

ESG investing (sustainable finance), real-estate investing, financial innovation, and entrepreneurial finance (private equity)

Exchange Bsc. Economics And Business Economics, Volkswirtschaftslehre Und Finanzen, 3.50/4.00

Activities and Societies: Member of "Risk!", Finance Society Electives in Intermediate Asset Pricing, International Business.

Federal Swiss Matura (Bilingual) & International Baccalaureate (Ib), Majors: English, Latin And Biology (Higher Level), 5.06/6.00

Duration 6 years of which 2 years basic high school and 4 years specialisation. English-speaking classes in mathematics, history and biology