Oguzhan Kerim Erol

- Preparation of P&L, financial and liquidity plans for our clients' portfolio companies, including investment and capacity planning as well as scenario and sensitivity analyses - Rolling forecasts with ongoing budget-to-actual and variance analysis - Assessment of debt service capacity and preparation of decision papers for shareholders and lending banks - Structuring of assets, holdings and real estate from an economic, tax and liability perspective, in coordination with the families' tax advisors and law

Conducting special audits pursuant to Section 44 of the German Banking Act (KWG) in the area of prevention of money laundering and terrorist financing - Validation of customer risk profiles within the framework of internal guidelines - Validation service of customer data based on internal documents - Preparation of specific reports to the steering committee - Coordination of a project to reissue an employee handbook - Creation and management of the project plan - Control and coordination of project pl

- Successfully collaborated in a tandem approach with a highly experienced colleague to accomplish tasks. - Acquired knowledge of various project management approaches and methodologies, including agile methods based on adapted SAFE as well as waterfall/classical approaches, both in theory and practice. - Gained practical understanding of the fundamentals of project work in regulatory domains through hands-on application. - Developed expertise in business analysis methodology and proficiency in utilizing st

Market research and analysis of alternative asset classes with focus on Absolute Return Funds, Private Debt and Real Assets and their domestic and foreign Investors

Development of strategies, concepts and optimization proposals in the areas of business model development, IT system landscape and regulatory affairs

Preparation and plausibility check of investment committee meeting documents and ad-hoc reports for institutional portfolios

Consulting as well as the demand-oriented sale of broadly diversified financial products