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.
• 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

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