image/svg+xmlExperienceRoman Walter is an investment management, financial and banking expert with more than 30 years of work experience. He gained in-depth product knowledge (securities, mutual and hedge funds, structured products, derivatives, currencies etc.) as well as extensive project management experience in the asset management and private banking industry by working for a global bank, several private banks, independent asset managers and his own independent enterprise.In addition, he diversified his businesses and projects also into the real estate management and holiday home rental industry.EducationMBA Master of Business Administration, University of Rochester, NY, USAEMBA Executive Master of Business Administration, University of Bern, BE, CHCAIA Chartered Alternative Investment Analyst, MA, USACEFA Certified European (EFFAS) Financial Analyst, ZH, CHBusinesses & Projects Current (extract) Investment Management management of exclusive investment portfolioReal Estate Management acquisition, renovation, realizationHoliday Home Rental management, marketing, servicesBusiness Consulting external consulting on selective basisBusinesses & Projects Past (extract) Regulatory Change Management Project (WMC for Global Bank)Business concept and requirements specifications (business specs) for regulatory documents (PRIIPs KIDs, UCITS KIIDs) distribution implementation in all relevant order entry, proposal and viewer systems & Conception and specification of changes in relevant backend systems (product master data system)Coaching and project tracking of IT business analysis and development & Testing of all above mentioned implementations in the relevant bank applications (business test manager and tester)Business/IT Change Management Project (WMC for Asset Manager/Securities Dealer)Change of business model, outsourcing of back office to external partner and introduction of new universal banking system as well as separate dedicated portfolio management system & Modification of business processes, particularly entire investment process including investment strategy, asset allocation, model portfolios, trading, documentation, reporting etc.Stakeholder management including communication with management and business partners & Training for employeesLaunch and Management of new Multi Asset Investment Funds (WMC & Asset Managers)Setting up new multi asset businesses as well as launch, management and marketing of new multi asset investment funds taking all investment management decisions and covering all administrative and regulatory tasks and obligationsDevelopment of Investment Process, Heading Investment Strategy & Leading Project Management (Private Banks)Developing and running investment management processes, setting up and heading new portfolio management departments, leading project management including introduction of new portfolio management systems, consolidating product range of merged private banks etc.WMC Walter Management & Consulting Roman Walter, MBA, CEFA, CAIA Via Fuldera Daint 11, CH-7533 Fuldera, Val Müstair +41 79 218 24 35WMC Walter Management & ConsultingWMC WALTER MANAGEMENT & CONSULTINGRoman WalterMBA, CEFA, CAIACH, 1969, married