Curriculum Vitae

Bridging tech and finance since 2016.

Experience

Investment Product Manager · Migros Bank AG

Strategic lifecycle management of discretionary & advisory mandates with >3bn AuM

Wallisellen, CH

Sep 2022 – Present

  • Responsibile for financial KPIs, pricing decisions, defining service scope, target audience and ensuring compliant sales and servicing processes of investment mandates
  • Conducted analyses of the market environment (competitors, trends, regulations) and the client book (assets, transactions, revenues) to derive pricing, feature, activation and sales measures.
  • Provided recommendations to and actively participated in decision-making committees (with stakeholders from Investment Office, senior management and executive board).
  • Designed, piloted and launched new investment solutions, e.g. an impact investing discretionary mandate with >100m CHF in AuM, including definition of the investment process and selection of a cooperation partner in close collaboration with the investment office.
  • Led and supported change initiatives across the investment business, ensuring compliance with FIDLEG and SBVg self-regulation on sustainable finance and minimization of legal risks, e.g. by improving the concentration risk monitoring and risk engine for advisory portfolios.
  • Selected for the internal 2025 talent pool for high-potential employees.

Selected Skills:

Product Lifecycle ManagementMarket & Competitor AnalysisSwiss Regulation (FIDLEG & Sustainability)C-Level Communication

Product Controller Private Markets · UBS Asset Management AG

Operative management & controlling of institutional FoF private equity and infrastructure mandates with >2bn AuM

Zürich, CH

Feb 2020 – Aug 2022

  • Managed the day-to-day operations, controlling and reporting of institutional private markets fund-of-funds mandates.
  • Coordinated closings, capital calls and distributions with IC, investors, custodians and target funds.
  • Analyzed financial reports and data of target funds to ensure adherence to IPS guidelines, discussing remediations with the portfolio managers.
  • Automated investment and operational reports at composite and mandate level for external and internal stakeholders using Python and VBA.

Selected Skills:

Private Equity & Infrastructure MarketsFund-of-Funds OperationsInvestment ReportingIPS Compliance & Risk Analysis

Junior Talent Trainee · UBS Switzerland AG

Rotational career starting program for high school graduates with a Matura (BEM)

Zürich, CH

Feb 2020 – Aug 2022

  • Completed the program featuring placements across various teams combined with complementary banking education at CYP.
  • Selected from the full trainee cohort as one of five trainees for a special two-month rotation to UBS AG London.
  • Supported day-to-day business of several teams in various divisions: Retail and Affluent Clients (CH), Investment Bank Technology Risk Management (UK) and Investment Bank Platforms (CH)

Education

HWZ - University of Applied Sciences in Business Administration

Zürich (CH)

Short description of your focus (e.g., quantitative finance, econometrics).

Sep 2020 – Jul 2024

Certifications

CFA Chartered Financial Analyst · CFA Institute

Nov 2024 – Present

Sat for level 3 exam. Awaiting results in April 2026

Skills

Python (NumPy, pandas)Portfolio theoryValuation & DCF