BIO
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.
- Consulting Engagement: undertaking short term consulting mandates in specialized areas such as Asset Management, Derivatives, Investment Advisory, Sales and Risk Management and Control. By offering my insights and guidance, I can assist organizations in optimizing their operations and strategies. This not only aligns with my existing proficiency but also provides an opportunity to extend my influence and mentorship.
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.
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.
That comes to the benefit of the Quant based Investment Advisory / Roboadvising (conceived and realised, including programming) and Professional Finance Education services he currently runs. For the later, a series of recommendations is available on his LinkedIn profile. He also is currently delivering a dedicated Risk Management course at EDHEC.
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