Patrick Haeberli Email & Phone Number

Zurich, Switzerland

Lucerne, Switzerland

Switzerland

• Toro Consulting is a management consulting firm which focuses exclusively in the asset management and finance industry. Toro Consulting is dedicated to create tailored business solutions to manage your company’s.
• Business Optimization: CRM processes with new CRM solution
• Legal & Compliance: GDPR
• M&A: Private Debt investment manager
• Tax: Swiss stamp duty
• Business Optimization: Fund of Hedge Fund management processes

• Blue Diamond Asset Management is a privately held hedge fund manager headquartered in Switzerland. Since 2011, a team of investment professionals have developed the Non-Directional investment strategy (AuM $1.4.
• FUND AND TRADING OPERATIONS: Daily reconciliation of investment and cash positions, prices, profit and loss, broker commissions and exchange fees. Communicated, solved problems and aligned with external service.
• CLIENT SERVICES: Answered client requests. Updated AIMA due diligence questionnaire and coordinated external investor due diligences, including providing detailed answers to due diligence questionnaires. AuM growth.
• RISK MANAGEMENT: Controlled daily the exchange and broker margin requirements and limits, including providing cash to cover margin calls. Organized, prepared and attended quarterly risk management and compliance.
• PROJECTS: Managed various projects to improve operations and reduce risk.

Zurich

• Performed ad-hoc analysis and problem solving for head of investment banking and mgmt. committee.
• Created research, market analysis and statistics for Vontobel structured products.
• Represented investment bank on Vontobel group wide projects and steering committees.
• Supported strategic and operational projects within investment banking area.
• Created management information (MIS/KPI) and reporting.
• Wrote concept for IB graduate trainee program involving financial products, brokerage, corp. finance.

Zurich (Pfaeffikon SZ)

• Worked for Investment Manager of the Man Group:- Pemba Credit Advisers from 08/2007 until 03/2009 as a Business Project Manager for Business Managementa) Lead and managed various projects to grow the business and.
• Established a UK presence for Pemba in London.
• Setup investment management between the investment vehicles, Pemba Switzerland and Pemba UK.
• Acquired relevant licenses from the financial regulators in Switzerland and UK.
• Integrated with Ore Hill in inv. research sharing, chinese walls, IT integration.
• Optimized business processes, incl. setup of business continuity management.

Zurich

• Managed a business analyst team on a large strategic solution project
• Developed business specifications for an integrated customer asset and liability information platform.
• Launched and UBS internally marketed services of new customer asset and liability information platform.

Switzerland, Germany, Netherlands

• Defined improved business model and processes that enabled the insurance company to market new products quickly for medium sized corporate customers, handle operations efficiently and increase profit.
• Streamlined managerial accounting month-end processes supported by a SAP system of a major bank to decrease time and staff involved by one third.
• Established project management and reporting to stakeholders of a business process team within an overall project at an investment bank. Designed and managed business processes that were necessary to open new.
• Advised client about the impact of the Economic and Monetary Union (Euro) on its business and on the consequences and changes on their SAP system.
• Developed competitive client proposals in the areas of balanced scorecard and SAP implementation.

Switzerland, Germany, UK, Ireland

• Consulted for PwC’s European Center of Expertise as an expert for the currency changeover to the Euro. Researched and analyzed relevant information about the Euro currency changeover and how it affects a company and.
• Managed project set up and analyzed Euro changeover compliance issues that allowed the consumer product firm to become Euro compliant.
• Set up and instructed client/consultants for a pharmaceutical firm to become Euro compliant.
• Assisted project manager in a large SAP implementation project for an insurance company.

Zurich

Mba, Global Finance, Global Marketing

Activities and Societies: Teaching assistant to professor of "Managing Projects" class, President of Project Management Club

Cfa Level I Passed, Finance

Pmp, Project Management

Bba, General Management

Aa, Business Data Processing Engineering

Aa, Business Administration, Accounting