Beschreibung

• 10+ years work experience in the insurance sector through various roles in Investment Management and Finance

• Experience in different financial and regulatory frameworks (e.g. CHGAAP, IFRS, FINMA Tied Assets, SST, Solvency II)

• Experience in both carrier-level and headquarters-level priorities and challenges

• Chartered Financial Analyst® charterholder and member of the Swiss CFA Society

• Postgraduate economist with corporate master’s degree in insurance management

• Python and AI savvy

Sprachen

Englisch
Muttersprachlich oder zweisprachig
Griechisch
Verhandlungssicher
Französisch
Muttersprachlich oder zweisprachig
Deutsch
Muttersprachlich oder zweisprachig

Arbeitsortpräferenzen

Vor Ort möglich

Zurich (bis zu 50 km)

Protoporos GmbH
Managing Director
August 2025 - Heute (10 Monate)
Oberwil-Lieli, AG, Switzerland
Through Protoporos GmbH I cater to insurers' investment functions through:
◦ Consulting services
◦ Project management
◦ Interim / temp missions
◦ Tools and solutions development
◦ Technical trainings
Project Management Administrative and Financial Manager Bloomberg Microsoft Excel Python
Generali Switzerland
Senior SAA & ALM Expert
Juni 2021 - August 2025 (4 Jahre und 2 Monate)
8134 Adliswil, Switzerland
• SAA & ALM │ Development of analyses, recommendations, management presentations for Generali Switzerland insurance carriers (ca. 17bn CHF AuM, from two Life and two P&C carriers)
• Restructuring of UL Funds │ SAA, ALM and investment quant services in the overhaul of a multi bn CHF UL with guarantees run-off book, moving from a Volatility Control to a Target Date Funds approach
• Continued contribution to investment planning software project │ Defining valuation models, SAA module specifications, carrying out UAT, serving as quant expert for the client
Generali Switzerland
Investment Controlling Expert
Januar 2020 - Juni 2021 (1 Jahr und 5 Monate)
8134 Adliswil, Switzerland
• Investment analysis, reporting and strategic planning │ Investment result monitoring and reporting, economic and financial planning and stressing of financial instruments including various derivatives
• Procurement of investment planning software │ Requirements specification, vendor discussions, shortlisting, committee presentations, implementation