Case Studies

Real-world implementations and results

Razor Group logo
Product Management

Strategic Automation at Razor Group

Product Manager, M&A Tech

Metzler Bank logo
Asset Management

Quantitative Finance at Metzler Bank

Student Assistant

Product Management
Mar. 2021 – Jul. 2022

Strategic Automation at Razor Group

Razor Group
Product Manager, M&A Tech

Co-built M&A automation platforms that scaled Europe's fastest profitable unicorn to a $1B+ valuation and $400M+ in profitable revenue, saving over 1,000 hours of manual work monthly through intelligent process automation.

Challenge

Razor Group’s rapid growth demanded scaling M&A technology to efficiently underwrite, manage, and integrate a high volume of acquisitions while making fast, sound decisions in ambiguous environments.

Solution

Led 50+ M&A deals while building the VAR platform on AWS to semi-automate underwriting, which involved calculating P&Ls from millions of transactions and automatically generating investment committee slides.

Results

The production systems and automation delivered scaled the company to a $1B+ valuation and $400M+ in profitable revenue, with automation saving 1000+ hours of manual work monthly.

Key Achievements

  • Owned the product vision, strategy, roadmap, and technical delivery, embedding with user teams to deliver production systems that scaled the company to a $1B+ valuation and $400M+ revenue through fast, sound decisions in ambiguous environments
  • Led 50+ M&A deals while building the Vector Accelerated Reconciliation (VAR) platform on AWS to semi-automate underwriting by calculating a P&L from millions of transactions and to automatically generate investment committee slides, delivering $1M+ in value on single deals
  • Authored user stories, managed the product backlog using RICE, and led sprint planning and backlog refinement ceremonies; mentored developers, led hiring interviews, and saved 1000+ hours monthly via automation
Razor Group logo
Asset Management
Jun. 2018 – May 2020

Quantitative Finance at Metzler Bank

Metzler Bank
Student Assistant

Developed and automated complex financial models for market-beating investment strategies, enhancing portfolio analytics through object-oriented programming and custom data pipelines.

Challenge

Needed to implement quantitative investment strategies and enhance portfolio analytics by engineering and automating complex financial models to achieve market-beating performance in Fixed Income & Asset Allocation.

Solution

Engineered and automated complex financial models like the Merton Distance-to-Default using object-oriented programming and database systems, building data pipelines to enhance portfolio analytics and conducting comprehensive credit analysis of bond issuers.

Results

Automation of financial models and implementation of data-driven pipelines significantly improved portfolio analytics efficiency and supported the execution of successful market-beating investment strategies.

Key Achievements

  • Executed quantitative, market-beating strategies in Fixed Income & Asset Allocation
  • Engineered and automated complex financial models (e.g., Merton Distance-to-Default) implementing object-oriented programming and database systems, building data pipelines to enhance portfolio analytics
  • Conducted comprehensive credit analysis on bond issuers and participated directly in financial roadshows
Metzler logo