Helene Mörtberg

I improve the business effectiveness by managing projects to achieve superior business performance by actively partnering with front office and support functions. To decrease operational and compliance risks, I am responsible for the modeling and execution of controls and continuous monitoring. I am also responsible for the budget, HR and performance oversight of Trading. My responsibility span over Europe & I'm in charge of Business Management professionals in four different locations.

represented Trading in internal as well as external projects, meetings and committees. I managed diverse projects with the goal to build a best in class trading desk, to ensure regulatory compliance and to streamline the trading organization and achieve economies of scale. An important part of my job was to pro-actively explore and propose solutions to improve business performance. I managed, coached and supported the team members / business managers and encouraged proficiency, quality and teamwork.

While executing the strategy, laid out by Senior Management, to build up a new multi asset execution team, I put a lot of focus on building a strong and competent team with focus on team work and efficiency. Since most of the processes that were assigned to my team were manual and outdated, my approach was to think out-of the box and find strategic long-term solutions that would fit the team and be aligned with bank-wide strategies.

As a Senior Risk Manager I was responsible for Credit Risk Management for all German/Luxembourg DWS/DeAM funds. Regular analyses were made to assess the risk of all counterparties facing DWS/DeAM and trading restrictions were allocated if necessary. Furthermore, I was in charge of approving all new trading counterparties.

I was one of the original managers of a Venture capital market platform (MTF under MIFID I) which organizes trading of stocks in unlisted companies. I was in contact with the listed companies as well as investors, such as Business Angels, VC funds, Wealth managers and private investors. A large part of my focus was on business development and establishing systems and procedures to ensure a profitable growth of the business, minimizing operational risk and assuring regulatory compliancy.

As the Risk Manager of the then newly started Hedge fund Sigmalog Capital, I initially set up and developed in VBA all risk monitoring, control and analysis tools. With the help of these tools, I was in charge of the daily monitoring of exposures and limits as well as the daily risk and P&L reporting. Furthermore, I worked with the portfolio managers and traders to develop execution algorithms and trade analytics.

At the Swedish Trade Council, I was managing diverse strategic and financial projects for Swedish companies to identify business oppportunities or in a process of M&A, development or settlement in France. Part of my mission was also to share expertise in world markets and the laws, regulations and cultural traditions influencing the business processes.

My Master specialisation was in Applied Mathematics, where I analysed & modeled situations where randomness and uncertainty are common (eg financial modeling). I also studied Optimisation and Systems Theory that focused on the ability to provide optimal solutions within certain restraints.

PMP validated my competences to perform in the role of a project manager, leading and directing projects and teams. Topics included Initiating, planning, executing, monitoring/controlling and closing a project. I received the PMP certification in 2012.

In 2009 I accomplished the CFA level I. Topics included Quantitative Methods, Economics, Financial reporting and Analysis, Corporate Finance, Equity Investments, Fixed Income, Derivatives, Alternative Investments, Portfolio Management & Wealth Planning and Ethical & Professional Standards.

As a visiting student at the American University, I completed my Engineering degree with Economics studies. I took classes such as Macro & Micro economics, Accounting, International Financial Markets & Business Finance. I was recognized on the Dean's List for outstanding academic performance.