BIO
MY BACKGROUND
SKILLS
- Passionate and dedicated
- Client needs focused
- Quick and strategic thinker - also in the context of a Board of Directors
- Real entrepreneur spirit
- Strong capacity to work under pressure
- Persevering nature
- Efficient and effective Project Management
SHORT BIOGRAPHY OF PATRICK OBERHAENSLI
Patrick started his career at a large Swiss Bank with Senior Positions in Internal Audit (covering in particular Investment Banking activities on an ex-post but also ex-ante basis with large and very large projects), Investment Banking (Interest Rates Derivatives & beyond) and complex Large Institutional Investment Advisory.
He also was Head of Institutional Sales Switzerland for a leading Dutch Global Asset Manager: with a particular focus on distinctive strategies in Equities, Fixed Income and Managed Futures (one of the largest investment solution).
Moreover, he has been a member of the Board of Directors of the CMT ASSOCIATION (www.cmtassociation.org, Technical Analysis) for 3 years, enhancing brand recognition, shaping exam content, and enriching discussions with a unique European perspective. His insights extended to comparisons with similar organizations in advanced education.
Throughout his well more than 25 years of professional experience, Patrick has acquired extensive cross-asset class expertise in multiple domains such as Derivatives/Structured Products, Quantitative Strategies and Valuation Techniques and Alternative Investments including the ESG dimension. He developed a very extensive, multi-language, network of Asset Owners - especially in the institutional domain - in Switzerland and beyond.
His expertise greatly contributes to the success of the Quant-based Investment Advisory and Robo-advising services, which he not only conceptualized but also brought to fruition through hands-on programming. Additionally, he spearheads Professional Finance Education services, offering a wealth of insights and knowledge. A comprehensive list of recommendations showcasing his proficiency can be found on his LinkedIn profile.
Furthermore, he is actively engaged in delivering specialized Derivatives and Risk Management courses at SKEMA and EDHEC. His commitment to education extends beyond traditional boundaries, providing students with valuable insights into these critical areas of finance.
Patrick holds a master's degree from the Swiss Federal Institute of Technology and is also a CFA, CMT, FRM, PRM, ACI Diploma and ERP charter holder. Moreover, he newly received his CFA Institute's CERTIFICATE IN ESG INVESTING
POSSIBLE COMPLEMENTARY ACTIVITIES: THEY NOT ONLY RESONATE WITH MY ESTABLISHED CAPABILITIES BUT ALSO PROMISE TO WIDEN MY IMPACT BY SHARING MY INSIGHTS BEYOND MY OWN COMPANY
- Board Membership: serving as a Member of the Board of Directors for a reputable Financial Institute or Asset Manager. This role would capitalize on my extensive expertise, particularly within the Swiss Institutional and B2B (investor) markets. Furthermore, my proficiency in Risk Management and Control and Audit would contribute to sound governance and strategic decision-making