Jakob Ramsenthaler

• Owned relationships with key accounts, driving client satisfaction, retention, and alignment with business objectives
• Supporting the company’s expansion into the Swiss market, partnering with key financial institutions and developing integrated interfaces between wealth management platforms and banking systems to enable seamless operations and client service
• Owned daily reconciliation of bank and portfolio data, proactively identifying discrepancies and driving resolution to maintain accurate, audit-ready financial records across integrated banking and wealth management platforms
• Led knowledge sharing and mentored colleagues on data management best practices, enhancing team performance in reconciliation, data quality, and system integrations
• Led internal projects to implement digital asset functionality within the software, translating business requirements into scalable solutions and coordinating cross-functional stakeholders

Data Acquisition & Data Processing
• Daily and periodic aggregation, processing, and updating of capital markets and portfolio data
• Monitoring and processing of automated and manual data feeds from custodian banks, brokers, KAGs, and other data sources
• Import and validation of transaction, booking, and valuation data
• Maintenance and updating of master data (securities, accounts, assets, corporate actions)

Data Quality & Plausibility Checks
• Performing quality checks to ensure complete and accurate data
• Identifying, analyzing, and correcting data discrepancies, inconsistencies, and error messages
• Reconciliation of data with external sources such as price providers, custodian bank reports, or market information systems
• Documentation and tracking of errors as well as structured incident handling

Support of Portfolio Reporting
• Preparation, consolidation, and validation of the data basis for performance, risk, and exposure reports
• Provision of accurate data for monthly, quarterly, and annual financial statements
• Ensuring completeness of all relevant bookings for reporting deadlines
• Collaboration with consultants to support client-specific reporting requirements

Process Automation & Technical Collaboration
• Active participation in the further development of the automated data pipeline
• Close coordination with software development and product teams on interface issues or feature requirements
• Testing new data features before production deployment
• Optimization of existing data processes to increase stability, speed, and data quality

• Sub-project management for onboarding new international clients
• Software configuration for complex structures
• Training clients on various aspects of the software
• Collaboration with the development department on designing new features for the platform – in this context, leading a working group on the implementation of cryptocurrencies
• Financial education for students in collaboration with the Stock Exchange and Capital Markets Association at the University of Bamberg

• Business and Sustainability analyses for the creation of the new emission of sustainable funds by ESG criteria
• Customer service for private customers

• Verification of the functionality of ICE's on behalf of Deutsche Bahn

• New customer acquisition in the B2B sector
• Structuring and leading the 3-person sales team
• Advising potential customers on the use of app-based, digital mobility solutions and related sustainability issues.
• Development of sales strategies
• Database maintenance

• Supported teaching and research activities in the areas of personnel and change management, assisting in the preparation of course materials and academic content
• Conducted literature reviews and summarized key insights on topics such as organizational change, leadership, and HR practices
• Assisted in organizing and facilitating lectures, workshops, and seminars, including preparing presentations and coordinating logistics
• Provided support to students by answering questions, reviewing assignments, and offering guidance on course-related topics

• Topic: "Investigation of the usability and user experience of a web application applied on the example of the carpooling startup movaco GmbH"

• Support in the organization and implementation of trade fairs
• Preparation of strategic information for competition and trend analyses
• Support in marketing controlling
• Creation of company and product presentations
• Collaboration in the development of digital media content