Stephan Knobel

Member of the Executive Board Additionally my responsibilities include the management and the development of a team of 5 specialists, and several interns, who are responsible for: - Fixed Income Analysis - Advisory Portfolio Management - Private Equity - Macroeconomic Analysis

Manage hiring and recruiting task for the Wealth Management Advisory Desk Represent the Advisory Desk on external events and executive committee meetings Present market strategy & product solutions to clients and Relationship Managers in different degrees of complexity Supervise quarterly discretionary portfolio management risk committee meetings Manage and supervise multi asset portfolios in particular a single line global equity mandate

Managed multi asset portfolios using bonds, equities, funds, commodities and structured products for afluent clients and institutions Analyse risk/return profile and prepare effective asset allocations of our clients' portfolios Analyse the macro environment and assess its impact on investment strategies Presented market strategy & product solutions to clients and Relationship Managers in different degrees of complexity

Main responsibilities included the conduction of needs analyses, financial advice and investment strategies for a substantial portfolio of clients. Investment strategies included stocks, bonds, active and passive investment funds as well as REITs (Real Estate Investment Trusts).

lecturing about the topics, stocks, bonds, investment philosophy and investment mentality

Completed the one year Trainee-Program prematurely Working mainly in the Financial Consulting departement, supporting financial advisors with the prequalification of clients, analysis of client portfolios and the creation of investment strategies for wealthy clients with assets in the millions. Furthermore advising these clients independently in various financial situations including corporate actions, taxation and product descriptions. Alongside recieving training and performing stock trades

Recruited interview partners, conducted interviews, analysed them as well as prepared final reports and the corresponding presentations for clients ranging from pharmaceutical companies to small and medium sized intermediates in Germany, Switzerland and the United Kingdom. Prepared annual financial statement and analysed the P&L of revenues and margins on a project base.

Focused primarily on the preparation of tenders. Analysed and gleaned the key components of the prospective project thoroughly in order to find appropriate, completed projects as comparator for the tender.

Dealt intensively with clients while supporting them in the evaluation of their business, prior to a merger or acquisition. Analysed the clients’ balance sheets and reviewed their tax bills.

Completed the mandatory civil national service, worked together with patients and managed purchase decisions

Worked as a desk researcher, analyzing professional pharmaceutical journals and internet databases.

Bank- and Riskmanagement Bachelor Thesis:Measurement of systemic risk