Patrick Bruelisauer

Business Change Lead / Product Owner / Scrum Master

UBS•  May 2018 - Present

 Drive product development (BPaaS) with a risk methodology and software/data base engineering (e.g. Cloud Transformation, Climate Risk adoption)  Collaborate cross functionally with other areas of the business and tech  Define, monitor and analyse key metrics for launched features and feed back into our learning process  Provide a strong agile mind-set and lead by example in both the squad and the organisation  Develop detailed requirements that define the user capabilities, specific functional specifications, data and analytics details; partner with IT to ensure alignment and realization of business requirements during the development process  Apply knowledge of UX best practices and ability to empathize with users, using a user-centred design process to create efficient and user friendly processes  Participate in user research using industry accepted methodologies and documentation including: user personas, user journeys, scenarios, card sorting and interviews

Business Project Leader

UBS•  February 2014 - April 2018

In my role as Project and Test Manager  Successfully executes across multiple small to medium projects in a cross-functional environment (e.g. process outsourcing, process re-platforming and alignment)  Managing all aspect of projects, including scheduling, ensuring milestones are met, tracking issues, and making design recommendations  Acquire a mastery of Agile / Lean UX methodologies and work as an embedded part of an agile product team In my role as Business Analyst  Developing workflows, user task analysis, personas, interaction flows and wireframes that realize the vision from product and user research gathered  Working in close collaboration with software engineers and product managers in the framework of agile and waterfall software development processes to frame design problems & negotiate trade-offs  Manage inputs from your product management, program management and engineering departments  Building knowledge across the team – Participate in regular design reviews and other team-wide design efforts

Quality Manager Fund Distribution (AECB)

GAM•  March 2010 - March 2013

In my role as Vendor Manager  Develop and improve end to end vendor (Custodian Bank, Transfer Agent and Distribution Partners) life-cycle management processes  Monitor and report on the performance and operational risks of vendors to ensure delivery in line with contractual obligations and performance metrics  Coordinate all vendor management tasks inclusive of working with external vendors and distribution partners  Execute global vendor management programs including vendor optimization (reduced spend), 3th oversight, and vendor relationship management  Executive management status reporting (MIS) across all relevant vendor management activities In my role as Project Manager  Develop/execute/contribute to enterprise-wide strategic initiatives, including savings initiatives, cost reduction and outsourcing strategies incl. willingness to challenge the status quo (innovation)  Responsible for a pragmatic and solution-oriented stakeholder management and project communication based on the required communication channels  Lead on-boarding of new services/contracts to the team and ensure correct transition with adherence to standard consumption management processes  Lead upcoming projects and on-demand tasks such as subscription and redemption in kind, fund distribution support, savings initiatives, audits or data requests  Present business case to senior management to obtain sign-off and project funding

Investment Fund Accountant

Plenum Solutions Trust•  August 2008 - January 2010

 create innovative strategies and implement processes in accountant functions  organize, analyse and evaluate financial statements and reports  prepare timely accurate balance sheet reconciliations, accurate Net Assets Values, yields, distributions, and other fund accounting  perform reconciliation of customer balances and bank accounts  prepare periodical financial statements and records for the management  participate in regular rotation of trade processing and other accounting processes to prepare the fund accounting system for the next day  assist and support audit, tax and compliance teams in evaluating and assessing the accounting systems

Various Banking Positions

Various•  October 1999 - July 2008

Various Banking Positions – Details up on request  Accounting Fund- and Portfolio-Accounting  Back-office Payment Service & Securities Settlement