Finance & Risk Related Experience
Risk Organization
- Completed a risk function cost effectiveness review and process improvement for a European universal bank
- Reviewed a major North American bank's risks and risk management framework associated with the exotic derivatives embedded in their retail structured notes
- For a Brazilain FS group, created a comprehensive inventory of risks across the conglomerate. This was a key input to develop a 2-year strategic plan for a newly created integrated risk unit.
- Since 2003, Oliver Wyman Financial Services has completed over 400 Basel II-related engagements for leading financial institutions across the globe
- Supported the Basel II program for an emerging markets regulator, including development of a multi-year master plan for both the regulator and the industry as a whole
- Helped a global investment bank to meet advanced internal moelling requirements for Basel 2, 2.5, and 3 with simultaneous approvals from host and host regulators
Treasury/ALM
- Designed Treasury functionality and organization for a leading Russian bank, including target processes across the entire FTP and ALM space
- Fully reorganized a major US bank's Treasury/ALM function, drafting an ALCO mandate and implementing an FTP methodology
Balance Sheet Strategy
- Acted as strategic balance sheet and capital structure advisor for newly-merged European banking group
- Upgraded liquidity and funding management for global universal bank, resulting in reduced funding costs and optimized Basel III liquidity ratios and buffers
Non-Financial Risk
- Implemented a country and transfer risk framework with special focus on African countries for a large South African bank
- Crafted a framework for management of non-financial risks at a leading Scandinavian bank
- Implemented country, sovereign and transfer risk frameworks for a major Singaporean bank