12.12.2025 aktualisiert

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Senior Financial Services Consultant & Project Manager

Lugano, Schweiz
Weltweit
Diplom-Volkswirtin
Lugano, Schweiz
Weltweit
Diplom-Volkswirtin

Profilanlagen

CV_Julia Petry_112025.pdf

Über mich

Positiv denkende, ziel-orientierte Projektmangerin und Beraterin mit Fokus auf Financial Services und Technologie (AI , Blockchain, Digital Decoupling). Erfahren in der Leitung von komplexen Projekten, wie Transformationen, Post-Merger Integrationen, Prozessoptimierungen und IT-Implementierungen.

Skills

APIsAgile MethodologieKünstliche IntelligenzAtlassian ConfluenceAtlassian JiraBankingBusiness AnalysisWirtschaftliche EffizienzBusiness ModelProzessoptimierungUnternehmenstransformationKapitalmärkteChange ManagementComplianceKonfliktlösungForensikFinanzenFührungskräfteentwicklungVerhandlungOrganisationsentwicklungQuantum ComputingCloud-ServicesBlockchainHandelStakeholder ManagementTechnologie-IntegrationVerwaltungstätigkeitenTarget Operating ModelV-modellCoaching und MentoringRisikomanagement
Project Management
Agile and V-model methodologies with extensive experience in leading complex transformation programs and organizational change initiatives

Financial Services Expertise
Deep knowledge in clearing & settlement, trading, fund industry, and front-to-back banking processes with proven track record in capital markets

Compliance & Risk Management
Comprehensive understanding of KYC, KYB, AML regulations and forensic analysis with focus on regulatory compliance topics

Business Analysis
Strategic and organizational management capabilities with experience in stakeholder management and business model development

Process Optimization
Target operating model design and implementation with focus on operational efficiency and business transformation

Technology Integration
JIRA/Confluence administration, Co-Pilot & Gemini tools, CASCADE, Xemac, Vestima, T2/T2S systems experience

Emerging Technologies
Artificial Intelligence, Digital Decoupling/API/Cloud solutions, Blockchain, and Quantum Computing knowledge

Negotiation & Coaching
Business & Executive Coaching certification with conflict resolution and negotiation skills

Erfahrung

Berufserfahrungmehr als 10 Jahre
Freelancer seit2021

Sprachen

DeutschMutterspracheEnglischverhandlungssicherFranzösischgutHebräischGrundkenntnisse

Projekthistorie

Project Manager and COO

Self-Employed, Switzerland
Initial COO for NFT Startup, data strategy development for US stock exchange merger, project lead for endpoint security in payments at Swiss bank, harmonization of core banking systems after merger

Associate Director, Technology Financial Services - Head of Finance Risk & Compliance

Accenture, DACH region
Strategic and organizational management in AFC, data visualization, managed sales, hiring, and product development, culture change coach, sub-project manager for post-merger integration, project manager for Aladdin implementation

Senior Manager, Capital Markets, Head of Post-Trading

Deloitte, Germany
Built up post-trade practice, dynamic strategy modeling, hosted Future of Post-Trade Intelligence and Vision industry workshop, project lead for IT visioning workshops and forensic analysis of system vulnerability

Head of IT Competence Center Asset Management (MEAG/ Munich RE)

ITERGO, Germany
Strategic, administrative, and financial management of the center, system operation & maintenance, reporting and statement responsibility, development of innovative ideas for real estate & infrastructure using AI, blockchain, and virtual reality

Senior Principal, Financial Services, Head of Post-Trading

Infosys Lodestone, Germany
Built up German Post-Trading Business, strategy development, business case, sales, hiring, and training, hosted Post-Trade Forum in Zurich, project manager for business design, TOM, process modeling, and implementation of global financial messaging hub, KYC & AML risk application implementation

Managing Consultant, Capital Markets

IBM Deutschland GmbH, Germany
Lead of German Post-Trading Practice, head of European T2S activities, design and management of IBM T2S strategy and offerings, stakeholder management, hosted European Talk and Dine Post-Trading Event, SME for T2S target operating model design, functional design authority and sub-project manager for global custody platform, project manager for online banking platform development

Trade Compliance Officer

PIMCO/ Allianz GI, Germany
Post- and pre-trade approval of trades for different fund types and regular fund controlling, classification, implementation of new regulations and client requirements

Sales Trading Structured Products

Société Générale CIB, France
Sales Trading of structured products for Germany, Austria and Switzerland, support roll-out of new products

Zertifikate

Generative AI & Blockchain

INSEAD

2025

AI Governance

Oxford University

2025


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