Lenart Gruskovnjak

After over two years in the Junior Allrounder Academy I am continuing as part of the Transformation Operations team. The main focus of my new role is supporting our Investment Reporting and Accounting service, helping maintain its stability, improve and automize processes, and help with integration efforts. The other two services I support are Client Servicing Management where I provide monthly performance reports, and CAIP reporting. I am also part of part of projects that extend to other services, mainly focusing on automatization.

Part of a talent development program in the Global Wealth Management department. Completed rotations in: 1. Notifications - Corporate Actions & Income Processing - gathered and organized data from Swifts - coordinated with custodians and offshore teams - worked on projects and process improvement 2. Risk & Transformation - Investment Reporting & Tax Services - lead project to create overview of skills and processes within the department - worked on project to create overview of risks for teams 3. Outbound Asset Transfers - in charge of transfer of different asset types in internal and outbound transfers - in contact with Front Office to deliver the best client experience to the clients - communicated with custodians to facilitate more complex transfers 4. Partner Interface: - lead a project providing digital solution to Front Office improving client experience - supported team on a variety of other projects - presented progress and updates in different meetings - managed stakeholders - designed a training website for Front Office 5. Transformation Operations - supporting service owner of Investment Accounting and Reporting - supporting service owner of Client Service Management - leading my own projects for both topics - helping the integration effort for both services

Supporting the Ambassador team by taking part in motivational day activities including group work and interviews as well as training new ambassadors.

DISEO is a Swiss startup developing a new revolutionary social media ecosystem that is decentralised, will be democratised, and enables users to effectively control their data. We believe user’s data rights are human rights. The interconnected ecosystem also allows users to share their data with advertisers, brands, sellers, etc., and get compensated for their engagement. As an intern I helped with market research, marketing, on-boarding of users, update of presentations for different industries, and business development.

Heima is a hospitality startup based in Ticino. With sustainable modular cabins and great service, they aim to provide the best hospitality experience in remote locations around the world. As an intern I assisted the founders with market and competition research. I was also part of business development and marketing.