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Steffen Ullmann, CFA

Steffen Ullmann, CFA

IT Specialist for Application Development

Followers of Steffen Ullmann, CFA3000 followers
location of Steffen Ullmann, CFAFrankfurt, Hesse, Germany

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  • Timeline

  • About me

    portfolio manager specializing in global credit

  • Education

    • Bond University

      2014 - 2014
      Business, International Relations

    • Justus-Liebig-Universität Giessen

      2015 - 2018
      Master of Science (M.Sc.) Economics with distinction

      M.Sc. Thesis: Factor Investing - Alternative: Risk Premia in the credit market (cooperation with Nikko Asset Management)Research paper: Qualitative Forecasting Models - Introduction to Composite Leading Indicators and practical application for AustraliaResearch paper: Sovereign Risk Channel- Implications for fiscal policyEconometric analysis: Risk & Return Relationship - Evidence from the German Stock Market

    • University of Wisconsin-Milwaukee - Lubar School of Business

      2016 - 2017
      Master of Business Administration (MBA) GPA 4.0

      MBA with Major in Investments

    • Justus-Liebig-Universität Giessen

      2012 - 2015
      Bachelor of Science (B.Sc.) Business and Economics very good

      Major: Financial Markets and Institutions & International EconomicsBachelor thesis: Old-age provision of households: Financial Literacy an important factorResearch paper: Commodities as an Asset Class

  • Experience

    • CSC Deutschland Solutions

      Aug 2010 - Jul 2012
      IT Specialist for Application Development

    • R+V Versicherung

      Jul 2012 - Apr 2014
      Investment Controlling

    • Lazard Asset Management

      Sept 2014 - Oct 2014
      Fixed Income - Quantitative Strategies and Overlay

    • University of Wisconsin Milwaukee

      Aug 2016 - May 2017
      Graduate Assistant

    • Nikko Asset Management Group

      Sept 2017 - Jul 2018
      Global Fixed Income

    • ODDO BHF

      Aug 2018 - Jun 2021
      Junior Portfolio Manager / Analyst High Yield

    • Helaba Invest Kapitalanlagegesellschaft mbH

      Jul 2021 - Nov 2022
      Portfolio Manager Emerging Market Debt

    • HAGIM - H&A Global Investment Management

      Dec 2022 - now
      Senior Portfolio Manager Investment Grade

      Responsible for the Investment Grade Credit capabilities within HAGIM's Credit Income Opportunities for Solvency I & II clients, including redefinition of the investment process and development of an credit analytical framework for evaluating investment-grade corporates. Currently managing EUR 1.5bn in benchmark-oriented mandates.

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Steffen Ullmann, CFA
      Best Graduate for the Master's program 2018 Justus-Liebig-Universität Giessen. Nov 2018 Named as Best Graduate for the Master's program 2018 at the Justus Liebig University Giessen.
    • Awarded to Steffen Ullmann, CFA
      Wisconsin ACG Cup Winner Association of Corporate Growth - Wisconsin Feb 2017 The ACG Cup is a case study competition designed to give students from leading MBA programs across the country real world experience and invaluable insights into mergers and acquisitions, investment banking, financial advisory and private equity. Each case study provides students with a unique opportunity to present valuation, capital markets and M&A strategic advice to a panel of seasoned M&A professionals from within the ACG community. The competition is carried out through a series of… Show more The ACG Cup is a case study competition designed to give students from leading MBA programs across the country real world experience and invaluable insights into mergers and acquisitions, investment banking, financial advisory and private equity. Each case study provides students with a unique opportunity to present valuation, capital markets and M&A strategic advice to a panel of seasoned M&A professionals from within the ACG community. The competition is carried out through a series of intra-school and regional competitions, with regional winners awarded the prestigious ACG Cup title and cash awards.Link: https://uwm.edu/business/lubar-students-win-2017-acg-cup/ Show less
    • Awarded to Steffen Ullmann, CFA
      Top 3 Graduate of B.Sc. Business and Economics Class 2015 Justus Liebig University Giessen Jan 2016 Among the best three graduates of the B.Sc. Buisness and Economics at the Jusuts Liebig University Giessen of the Class 2015
    • Awarded to Steffen Ullmann, CFA
      UWM – MBA Scholarship Justus Liebig University Gießen Dec 2015 Selected Student for an MBA Degree from the Lubar School of Business by the Justus Liebig University Gießen
    • Awarded to Steffen Ullmann, CFA
      Germany Scholarship Justus Liebig University Giessen Oct 2014 Scholarship by the Justus Liebig University Gießen for outstanding students for the periods 2014/2015, 2015/16 and 2017/2018. The Germany Scholarship supports highly talented students at all participating universities in Germany.
    • Awarded to Steffen Ullmann, CFA
      DAAD-PROMOS Justus-Liebig-University Giessen May 2014 Scholarship by the Justus Liebig University Gießen for 2014 and 2016. The scholarship program of the German Academic Exchange Service to support outgoing students.
    • Awarded to Steffen Ullmann, CFA
      Hessen-Queensland Exchange Program 2014 State Hessen Aug 2013 Scholarship for one semester abroad in Queensland, Australia in 2014