Sascha Englert

Manage a multi-year front office derivatives transformation program for a key account. Designed and implemented complex front-to-back operating models for the Derivatives Business of HSBC AM with a strong focus on Derivatives Investments, Margin Management, Margin Forecasting, Cash and Securities Collateral and UMR Regulation (Uncleared Margin Rules)

Lead the Front Office Workstream to ensure harmonised requirements and to deliver a global front-to-back target operating model for Portfolio Managers and Traders in all regions (Paris, Düsseldorf, Hongkong, London, New York) for all asset classes. The outsouring project delivers a single global middle office and operations platform for the HSBC Global Asset Management.

Delivered high profile multimillion-dollar programs for a global Wealth Management Client Change/Release Projects Wealth Core Platform (8000+ Person days) Increased program profitability Increased Offshoring activities to Philippines Established global standards and procedures

Defined a Target Operating Model for a global CRM Implementation (including Client Onboarding, KYC, Client Relationship Management, Sales Lifecycle Management, Event Handling, Client Service) Designed and Implemented a German CRM Pilot to leverage global roll out

Senior Business Analyst and Project Manager - Represented HSBC GAM in global multimillion-dollar initiatives (MiFID, EMIR, GDPR, Bloomberg AIM Integration) Delivered Operational excellence and business process improvements

Full P&L responsibility Designed & developed Sustainable investment rating and reporting solution Build strong and sustainable professional client and partner networks Co-Founded a HR startup (Company name “Softskills”) Extended the client base with strategic major Asset Management firms (DWS, Union Investment, Deka Investment, etc.) Delivered strategic projects such as multi-million post-merger implementation (Deutsche Bank), Front-to-Back Target Operating Model (National Institutional Asset Manager).

Relationship responsibility for the institutional fund implementation and ongoing restructuring for Platform Clients with a total amount of approx. 20 Billion EUR Assets under Management. Restructured workflows to meet Investor, Senior Management, Portfolio Management and Sales requirements in a cost-efficient way. Managed up to 30 internal and external resources during implementation projects.