Aleksander Bobic

Experience

• 

  DFM (Financial Management Group)

  Apr 2014 - now

  Board Member & Co-Founder

  A non-profit organization to improve financial literacy of students.

• 

  KPMG

  Nov 2015 - Feb 2016

  Intern

  Advising on OECD BEPS Guidelines Implementation and VAT Fiscal Verification;Preparation of monthly Market Report materials.

• 

  Salviol Global Analytics Ltd.

  Mar 2016 - Oct 2016

  Sales Consultant

  Preparation of market research and country reports;Client outreach to EMEA and Asia-Pacific markets (financial intermediaries);Preparation of proposals and assistance to sales leaders and CFO.

• 

  PwC

  Jul 2017 - Oct 2018

  Consultant

  - First point of contact in largest financial due diligence projects in Slovenia (cyclical consumer goods)- Preparation of RFPs on timeline and scope of work performed for respective phases, budget evaluation, and preparation of EL- Cross-border M&A structuring from accounting, tax and legal perspective (pharmaceuticals)- VAT optimization (financials), Benchmarking, CIT (automotive) & Transfer Pricing reviews (consumer goods)

• 

  UniCredit

  Oct 2018 - Jul 2021

  Lead Trader

  Trade Execution | Treasury FX Position & Liquidity Management | Banking Book Portfolio Management (~0.5b EUR)Financial Instruments Dealing List:- FX – Spot, Swap, Outright Forward, Time Option, Option (Am, Eu)- Fixed Income – Deposit/Placement, T-Bills, Bonds, Eurobonds- Interest Rate – IRS, CCS, Option (Cap, Floor, Collar), Swaption- Commodity – Swap, Option- Institutional sales to financial intermediaries across CEE- DCM market-maker for Slovene sovereign fixed income securities (MTS member)- Awarded Joint Lead Manager role for bond issue SLOREP 1/2030 & SLOREP 2050- Coordination and implementation of the bank’s annual and multiyear Investment Strategy with Head of Markets and CIB Head- Migration plan of FVOCI bond/hedge portfolio to Treasury/ALM as part of Trading and Treasury/ALM reorganization- Approving daily distributed P/L and open Futures/FX position and monthly reconciliation sign-off between controlling and risk P/L- Leading the bank’s rates list automation project from VBA to SQL solution with internal ITAA/ITDV teams- Monthly ALCO Markets Report Presentation to the Management Board, including preparation of materials and holding Q&A- Product test environment of FO-BO interface related to envisaged Murex upgrades- MiFID II coordination, including automation efforts relating to PTT reporting of securities and derivative contracts (IR futures)- Delegated by PMO to coordinate and prepare the solution of integrating TOMS-traded securities deals (MTF/OTC), and EMSX-traded futures to Murex FO TSY with external development teams- Nominated for HR corporate initiatives: Digital Leaders Talent Team | Five Fundamentals PMS | AmCham Young Professionals Show less

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  Accenture

  Jul 2021 - now

  Leading U.S.-based Japanese Banking Group / Business Analyst & PMO- Overseeing CDS / CDX implementation from functional perspective, coordinate FO-BO trade workflow activities and manage WBS, NPC and BRD- PMO lead for ION implementation of fixed income securities market-making, including IA coordination, oversight of functional requirementsMajor European Investment Banking Group / Project Manager - Clearing Derivatives Utility Oversight Initiative- Overseeing two parallel programs, to conclude a derivatives utility oversight, and to mobilize client clearing services exit, respectively- Managing senior management governance content, and setup of program structure, including terms of reference, work-streams, scope, roles & responsibilities, project governance charter & coordination diagram- Defining high level aspects related to utility risks, metrics and underlying oversight processes, and establish a target operating modelLeading Securities Exchange in Middle East / Business Analyst - Digital Transformation Initiative- Gathering of functional requirements for all external stakeholders and defining the scope of work (MVP and post-MVP stage)- Oversight of workshops and BU discussions related to all stakeholder-facing activities and platforms- Compilation of a consolidated requirements list for integration of all services under a unified web and mobile app platforms Show less

  • Strategy Manager

    Sept 2024 - now

  • Management Consulting Manager

    Nov 2022 - Nov 2024

  • Senior Management Consultant

    Jul 2021 - Nov 2022