Marc Frei

Application Management for Portfolio Management Systems (PMS).

Application Management for Portfolio Management Systems (PMS).

Software Quality Engineer in the Research and Development Dept. Test result analysis based on software automated test suite. Development of tools (Java, Apache Ant, XML, Shell Script, SQL) to improve software testing/validation and deployment. Design and development of a test case recorder application (Java Swing) on top of HP Quality Center. Technical test case design (system, performance, customization, packaging and exploitation). Validation and verification of the Design Studio product line, an Eclipse

Installation, integration, customisation, maintenance and reengineering of portfolio management systems (PMS) : Triple’A Advantage (AAA) and Odyssey Component Suite (OCS). Development of on-line and batch interfaces. Tuning and optimisation of treatments, including database. Architecture design and development of a “Front-to-back” (F2B) order processing application. Configuration management (Unix and Java EE environments). Business analysis of advanced features such has advanced perf

Installation, integration, customisation, maintenance and reengineering of portfolio management systems (PMS) : Triple’A Advantage (AAA) and Odyssey Component Suite (OCS). Development of on-line and batch interfaces. Tuning and optimisation of treatments, including database. Architecture design and development of a “Front-to-back” (F2B) order processing application. Configuration management (Unix and Java EE environments). Business analysis of advanced features such has advanced performance attribution

Technical consulting for clients based on mandates. Projects include: installation (or upgrade) of various R3.51 Triple'A Advantage (TAA) to R4 TAA, implementation of « Front to back mode » for TAA R4 (order management system), implementation of Web Graphical Interface (WUI/TASC) on top of TAA, SPPS/GIPS compliance for TAA, implementation of various interfaces between TAA and mainframe system, development of monitoring tools, system maintenance and tuning, support to system administrators.

People management of a team between 5 and 8 persons, including appraisals, evaluations, salaries. Project management. Crisis management, organisation, reporting, budgets follow-up, development of tools, representation of the department inside and outside the company.

Technical and "business" problems solving. Debug. Gap analysis between client's needs and software functionalities. Databases administration and tuning. Development of administration and upgrade tools (Shell scripts and SQL scripts). Customization of clients system through scripts. (Proprietary language). System tuning and administration. Creation of interfaces between Sybase and mainframe systems. Upgrade and installation of our software solution.

Responsibility of a portfolio of "Private Banking" clients (NAV > USD 150'000.-). Relationship management. Advise the clients about investment strategy and opportunities, financial markets, investment proposal, fiscal adjustments, successions.

Responsibility of a portfolio of clients. Relationship management. Advise the clients about loans, investments and banking solutions (retail banking oriented)

Accounting of account receivables and payables, salaries. Financial reports. Auditing.

Various administrative and commercial related tasks.

Measurement and sampling, Data preprocessing, Linear models, Model evaluation, Decision trees, Neural networks, Text Data (NLP, Neural embeddings, Topic modeling), Big data storage (SQL, No-SQL), Cloud computing, Containers, VMs, Spark, Big Data Services (IoT...), Data-Driven Business Models.

Temenos WealthSuite Bronze Certification

Financial Accounting - Controlling - Corporate Tax - Principles of Finance - Financial Markets - Corporate Finance / Comptabilité financière - Contrôle de gestion - Fiscalité d'entreprise - Principes de finance - Marchés financiers - Finance d'entreprise

Finnova Certified Professional (FCP), Module Portfolio Management System (PMS)

Finnova Certified Professional (FCP), Module Stock Exchange (B2)

Odyssey Technical Consultant Silver Certification

Odyssey Triple'A Plus Bronze Certification

Swiss Federal Master Diploma in Software Engineering, specializing in Project Management (Diplôme Fédéral / Maîtrise en informatique, option gestion de projet). Switzerland highest score in 2008 # Average final score 5.8/6.0.

Java

Project Management

Swiss Federal Brevet in Software Engineering, specialized in Project management (Brevet Fédéral d’informaticien, option suivi de projet). Average final score 5.0/6.0.

Project Management

Open Source systems

Financial English

Management