Paul Baezner

available for short and interim projects.
Recommend effective solutions to borrower needs such as mortgage, credit structuring, hedging, option
strategies or risk concentration and portfolio diversification. Provide Internal and regulatory risk reporting, from
project development to system design and data collection. Manage technical and organizational middle-office
projects, including budgeting, contract management and liaison with internal and external clients.

Analysis of credit requests (Lombard, Mortgage, Credit cards, Guarantee/Standby letter of credit) and advice to
relationship manager as well as project management related to credit needs. In charge of updating credit
procedure.
Key Achievements:
 Collateral and Risk analyst during

Analysis and structuring of credit requests across a broad range of markets and instruments. General advice to
relationship managers both in Switzerland and offshore. Responsible for internal and external credit training.
Update of credit procedures, maintenance of the Credit Intranet Web site. Business analysis related to credit
needs.
Key Achievements:
 Analysis and implementation of a module to manage options strategies involving the integration of a
reporting and management tool calculating the risks related to the underlying securities.
 Extraction from Bloomberg of Delta and Gama values, transaction volume and market capitalisation.
 Analysis and delivery of credit data for the Group’s reporting in compliance with Basel III regulations,
as well as for the interface for the FiRe application (banking reporting for large credits, Basel III).
 Analysing, testing and implementing system application for managing fixed-term loans, credit limits,
loan-to-value ratios, concentrations, margin calls, standby letters of credit, as well as security pricing
criteria (frequency, transaction volume, etc.).
 Delivery of a user-friendly platform (“What if”) to the asset managers in order to simulate the impact
of new transactions in the credit valuation (new concentrations, margin calls and limits violations).

director of Back Office & Administration for Geneva, Zurich and Lugano Institutional Offices
Team Management of 20 staff, including performance management, training, career planning, bonus allocation.
Supervision of wire and order room transactions, securities settlements, cash transfer, mailing and general
services.
Administrative Management of budgeting, supplier relationship, IT maintenance, purchase of new equipment &
furniture, and approval of travel and expenses.