
oliver hasler
manager bei pragmatica ag
About
* 11 years of Project Management: Proven experience in leading of multi-million, multi-year projects * Diverse Project Experience: Efficiency/Automation, Regulatory/tax, market standards, Client requirements, customer relationship management (CRM), client data confidentiality, process/organizational improvement (Lean Six Sigma) * 19 years in Banking: Deep understanding of banking processes and financial instruments
switzerland
zurich
financial services
bankwesen, projektmanagement, customer relationship management, unternehmensberatung, agile, unternehmensanalyse, management, stakeholder management, wertpapiere, anforderungsanalyse, scrum, agile und wasserfallmodell, management informationssysteme, big data
Experience

manager bei pragmatica ag
pragmatica ag

processing corporate actions
ubs

business analyst
ubs
* Support WM UK with rollout of new project methodology * Development of enhanced project status reporting and visualizing with dashboard * Creation of new E-Learning modules for local client advisors including assessments

talent program, investment reporting
ubs
* Coordination and implementation of the project Institutional Portfolio Modules (IPM) in the * Investment Reporting area (new product for professional clients) * Leading of a new employee (training and assignment of tasks to achieve goals) * On-boarding of IPM clients (configuration of mandate in the reporting systems)

talent program, account management bank europe
ubs
* Single point of contact for allocated customers (banks with custody mandate) * Support customers with all topics / issues in their daily Business * Ensure high customer satisfaction through competent and customer-oriented processing of inquiries within timeframe of the defined client SLA * Coordination with relationship management for on-boarding of new customers, preparation of review meetings and support of SLA and RFP processes

talent program, settlements global custody
ubs
* Initialization of securities deliveries for domain and foreign markets * Review of customer orders (e.g. right of disposal, credit rating) and ensure correct definition of delivery path * Monitoring of pending settlements, investigate delays and ensure information to client advisor / customer

talent program, income processing
ubs
* Responsible for dealing with any proceeds / capital repayments for UBS safekeeping account customers * Independent processing of allocated securities in the various foreign markets

apprenticeship
ubs
Learning banking in all major areas of a bank (from back office to client advising)

business manager
ubs
* Lead of MIS automation Project for Global Custody area * Creation of Business Requirement Specification in collaboration with end users * Rollout of new reporting application to end users (Business Integration) * Creation of Management Report for Global Custody Management (e.g. Net New Asset Reporting) * Main contact for Cost/Revenue and Asset Analysis * Ensure data Quality in collaboration with IT and Accounting and drive improvements forward * Responsible for hard cost transfer to UBS Branches which is covered by a Service Level Agreement (SLA)

project manager
ubs
* Project to create new Group holding structure (one of the biggest projects in the history of UBS) * Project lead for Implementation stream for area Securities: Responsible for realization and delivery of all requirements in defined time and quality with allocated resources * Responsible for implementation roadmap and coordination of releases with Testing stream * Performing role of troubleshooter in case of delays/issues in specific areas * Creation of requirements specifications for Corporate Actions & Income Processing * Testing of requirements in coordination with business and IT * Treasury Repo: * Enabling of new company to perform full spectrum of repurchase agreements (repo) with all required counterparties (e.g. bilateral, triparty repo Euroclear) * Preparation and coordination of pilot trades in production with Legal, Tax, Risk Management, IT and the Trading Desk as proof of concept of the delivered functionality * Lead for completion of reconciliation concept for LCH Clearnet Repo trades in collaboration with business analysts in London, Zurich an Krakau
Education
business administration
cfa institute
kv zurich business school
business administration
oliver hasler's Contact Information
Phone
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