Stefan Oehner Email & Phone Number

New York, Ny, Us

New York, New York, United States

(1) Head Commodity Risk Management within Global Trade Solutions Group in the US.(2) Proactively assess all risk factors including credit, counterparty, market, macro, S&D and enterprise risk for new-to-bank- and existing energy, agricultural- or metals traders.(3) Oversee and analyze collateral reports provided by clients to the Transactional Management Unit.(4) Manage internal commodity policies to ensure compliance and liaison with internal and external stakeholders including Board, Credit Approvers, and regulators.

New York, New York

COMMODITY FINANCE: (1) Senior Transactional Risk Manager responsible for the entire structured commodity finance book with currently above 20 clients. (2) Heavily involved in building HSBC presents in the commodity market and growing the book from $90MM in 2018 to above $1BN in 2022.(3) Establish best practice policies, processes and systems efficiently whilst addressing operational and credit risk.(4) Implement effective usage of the local Collateral Management System and subsequently monitoring, analyzing, and presenting collateral levels, as well as provide funding approvals to the operational teams.(5) Prepare risk support statements outlining potential client risks at onboarding, renewal, and amendment of facilities.RECEIVABLE FINANCE: (1) Client manager for a book of 15 Receivable finance clients monitoring operational risks of non- or late payments, credit risk, as well as financial crime and reputational risks. (2) Prepare and present monthly and quarterly risk profiles on the client book and discuss action plans if required.(3) Adhere to internal controls and procedures by keeping appropriate records and the timely implementation of internal and external audit points.

New York, New York

FINANCIALS/BOOKKEEPING: Prepare monthly and annual books, review statements and keep/review the general ledger. Generate required reports for tax purposes, as well as financial reports to present to the Board.BUDGETING: Draft and approval annual operating budget, as well as budgets for activities along side the annual Gala.BALL ORGANISATION: Prepare and organize the annual charity event with around 300-400 guests, as well as a smaller Kick-Off event in fall.The Viennese Opera Ball is a 501(c)(3) Non-Profit Organization

Asia, Oceania & South/ Central America

PERSONAL GROWTH: Traveled 23 countries, experienced and gained deep insights in new cultures and broadened my global horizon. Left my comfort zone, took risks, went on adventures and pursued personal growth.GLOBAL COMMUNICATION: Gained intercultural awareness and understanding. Learned first hand about new cultures, traditions, food and specialties. Collaborated with locals and exchanged experiences with fellow travelers.

New York, New York

PORTFOLIO MANAGEMENT: Managed a portfolio of up to 20 clients (mainly investment grade and non-investment grade energy, metals and agricultural trading companies) which included preparing credit reports based on company and industry analysis, as well as financial modeling. Maintained portfolio reporting including deal flows, exposure tracking, watch-list reports and other generally required reports.CREDIT RISK ANALYSIS: Responsible for the due diligence and financial analysis and internal rating procedures of investment grade and non-investment grade energy, metals and agricultural trading companies.CREDIT MANAGEMENT: Coordinated the credit process and managed deadlines as the lead contact point for all client related activity. Effectively coordinated among all internal stake holders to deliver timely credit proposals.CLIENT RELATIONSHIP: Managed client meetings to prepare briefings for stakeholders in the organization as well as developed internally used credit profiles of privately owned clients.SENIOR LEVEL REPORTING: Maintained close contact to the risk- and structured debt departments to schedule upcoming risk events. Managed problem loans on a monthly or quarterly basis (financial updates, collateral monitoring).INDUSTRY DEVELOPMENT: Attended industry conferences to prepare internally used industry evaluations and trends.

New York, New York

CREDIT RISK ANALYSIS: Performed client due diligence, obtained global business analyses and assessed credit ratings, as well as executed risk participations in financing structures. Effectively presented credit applications to the local committee as well as the board located at HQ in Vienna, Austria.BUSINESS DEVELOPMENT: Originated/ structured financing opportunities with customers; researched on potential US and international clients. Explored Cross Selling opportunities to bond clients to the bank on an international scale.COMPLIANCE MANAGEMENT & DOCUMENTATION: Ensured accuracy of all KYC information and documentation for new and existing clients. Assisted in structuring and facilitating documentation of financing with lawyers.WATCH LIST REPORTING: Managed problem loan reporting to senior risk management (financial and business updates on a quarterly basis, collateral monitoring on a bi-weekly/monthly basis).RB International Finance (USA) LLC is a part of Raiffeisen Zentral Bank (RZB) with major business in Central & Eastern Europe; headquartered in Vienna, Austria.

Linz, Austria

TRANSLATION: Translated (German/English) and prepared key data for the implementation of EMAS Certifications (Eco Management and Audit Scheme) and subsequent implemented safety programs and multi-language compliance plans.PRESENTATION: Summarized and presented “Quality Management Systems (ISO-9001)” reports to the company’s Eastern European branch managers.Dussmann Service provides services for building technology & maintenance, catering and security in Europe and parts of Asia.

Yinchuan, China

FINANCIAL PROJECT MANAGEMENT: Assisted the founder and CEO in establishing a start-up language school in rural China.ENGLISH/GERMAN TEACHING: Taught English and German seminars to beginner and intermediate students with an age range between 4 - 15 years. TEAM LEADER: Led a team of 3 to create a medium term financial plan for the language school.MARKETING: Developed a market study on future adult customers.

Master'S Degree, Business Finance, International Management

Activities and Societies: Member and Discussion Leader at the Austro American Society Linz, Austria; Kepler SocietyExtra Curriculum.

Master'S Degree, International Finance & International Management

Activities and Societies: Financial Management Association, Aggie Global InteractionForeign Exchange Year

Engineer'S Degree (Bachelor Equivalent), Mechatronics, Robotics, And Automation Engineering, Magna Cum Laude