Simone Fessler, Cfa Email & Phone Number

Zurich, Switzerland

Zurich, Switzerland

• Maintaining trading and portfolio management platform Charles River
• Overseeing matching and settlement of transactions and managing claims
• Onboarding counterparties and portfolios to investment infrastructure
• Managing Corporate Actions and corporate restructurings
• Supporting corporate requirements like operational risk management
• Leading a team

Zurich, Switzerland

• Secured maximum value from Emerging Markets corporate financial restructurings
• Coordinated complex transactions / corporate actions with portfolio managers, trading desk and external stakeholders
• Ensured the portfolio management platform is correct and complete
• Drove process improvements
• Consulted department head on setup and process changes

Zurich, Switzerland

• Supported go-live of the international rollout of the new portfolio management model for more than 400 portfolios
• Led custodian reach-out and ManCo authorization and enabled onboarding of operational services to State Street
• Co-ordinated functional onboarding, e.g. transaction management, reconciliation services, collateral management, Corporate Actions
• Drove the setup of interfaces for the booking of external cash flows
• Supported testing, managed Migration Committee agenda and Jira tickets

Zürich Area, Switzerland

• Supported the Group Chief Operating Officer (COO) as member of his immediate staff
• Coordinated projects for the implementation of the Group Operations strategy
• Realized double digit cost reductions and efficiency gains

Central Singapore

• Supported the PMO and deputized the China workstream lead of the Swiss Re in Asia infrastructure project

Zurich

• Acted as first point of contact of equity and bond analysts and investors, built systematic and trusting relationships, influenced investment recommendations
• Counselled senior management of financial market feedback, investor demands and preferences, as well as best, value-maximizing shareholder practices
• Improved my ranking as the European insurance IR professional in the Thomson Reuters Extel Survey to 24 of 132

Zurich

• Prepared consolidated US-GAAP financial statements and disclosure notes for external regulatory reporting
• Researched accounting issues, supported the development of internal accounting policies and external reporting processes
• Reflected changes of corporate operational model

Dublin

• Centralized role from Karlsruhe to Dublin
• Responsible for accounts and reporting to the US during and after the project phase
• Supported project to migrate from SAP to Oracle

Dublin

• Centralized role from Stuttgart to Dublin
• Responsible for accounts and reporting to the US during and after the project phase
• Acted as first point of contact of internal clients

Stuttgart

• Global Financing Accounting
• Fixed Asset Center Accounting

Bad Waldsee, Baden-Württemberg, Germany

• Purchase department for wholesale

Bad Schussenried, Baden-Württemberg, Germany

• Sales department

Bad Waldsee

Education record

Asset valuation, portfolio management, wealth planning and ethical competencies

Acca Diploma In International Financial Reporting, Accountancy

Concepts, principles and application of IFRS

Association Of Chartered Certified Accountants (Acca) Qualification, Accountancy

Activities and Societies: Fellow since 2011 Financial & management accounting, reporting, taxation, audit & assurance and ethical.

Diplom-Betriebswirtin Fh, Business Administration And Management, General

Breites betriebswirtschaftliches Fachwissen. Zusätzlich werden Kenntnisse in den Bereichen IT, Recht, VWL und Methodenkompetenz vermittelt

Semester Abroad, Business

Ipma (International Project Management Association)

Methodical and structural project management competencies