Jean Philipp Hofmann

Experience

• 

  Deutsche Bank

  Aug 2019 - Sept 2022

  • Responsible for making process documentation more accessible for international colleagues, thus assisting in ongoing change processes • Initiated and covered the onboarding processes E2E for New Client Adoptions (full KYC review required) or New Product Extensions of our Investment Bank’s institutional clients as well as managing resulting CDD procedures• Managed upcoming requests related to specific types of account setups which had not been implemented before and gathered intelligence from several teams on how these setups could be realized in the future• Handling of bulk requests for Tier 1 clients • Supported our primary institutional clients with issues they faced during the transaction process of a product• Prepared a strategy presentation in collaboration with colleagues concerning the restructuring of our responsibilities on a global scale

  • Project Manager Cash Management

    Jun 2022 - Sept 2022

  • KYC Case Manager

    Sept 2020 - May 2022

  • Client Relationship Manager

    Aug 2019 - Aug 2020
• 

  EY

  Oct 2022 - Jan 2023

  Intern | M&A Financial Services

  • Prepared company profiles, serving as teasers• Created a long list, researching financial investors for a debt fundraiser• Lead the creation of a buy-side proposal as well as a deck outlining M&A opportunities for a leading European bank • Part of a buy-side deal time regarding a German insurance broker

• 

  Aareal Bank AG

  Mar 2023 - Jun 2023

  Intern | Structured Property Finance

  • Built DCF models for assessing the value of office and hotel properties• Lead the creation of credit applications for different refinancing projects of office and hotel properties• Visited sites to assess the plausibility of borrowers' business plans