Welcome on the DDIM-Website of Dr. Borris Orlikowski
Dr.
Borris Orlikowski
Sustainable Projects and Processes
Real estate and IT expertise coupled with extensive AIFM/ Custody practice and know CSR-/ESG-know-how
Contact data
DOT Capital GmbH, Luzern
- Telefon Mobile
- +49 151 55576661
Social networks
Personal data
- Date of birth
- 28.06.1966 (Age:58)
Short profile
Intro
Doing the right things right: As a hands-on process expert with extensive AIFM practice and CSR-know how, I translate
strategic goals into sustainable operational processes
strategic goals into sustainable operational processes
Experience overview
Dr. Borris Orlikowski is an expert in organizational development with a special focus on the financial services sector. Above all, the organizational developer with a doctorate understands how to align processes, people and technology across departments. With a doctorate in economics and banking, he has particular expertise in risk management (UCITS and AIF) and development of sustainable organisations (according to ISO 26000). He also provides support in the processing of audit monita. Furthermore, he takes on strategic projects with a focus on continuous improvement (CIP) - from the analysis of value-added contributions to cross-hierarchical mindset alignment to CIP.
Tasks
- Project Management
- Management
- Process Optimization
- Corporate Sustainability
- Regulatorische Anforderungen umsetzen
- Entwurf und Umsetzung Target Operating Modell
- Nachhaltigkeitsmanagement nach ISO 26000
Functions
- Management / General Management / Board
- Organization
- Operations
Organisationsentwickler
Role in the company
- 1st Level / Executive Board / Management
- 2nd Level / Division Management / Department Management
- Supervisory Board / Advisory Board / Board of Directors
- Projekt Manager (Leitung)
- Coach
Industry experience
- Banks
- Financial Services
- Real Estate Industry
Kapitalverwaltungsgesellschaften und Verwahrstellen
Type of company
- Owner-managed / Family Business
- Corporation / Group
- Medium-sized Enterprise
Regions (Regions where you have proven experience)
- Europe (EU)
- Switzerland
Languages
- German (Mother tongue)
- English (Conversational)
Special certificates and awards
PRINCE2 Parctitioner + Foundation
ISO 27001 Informationsischerheitsbeauftragter/CISO
SCRUM Master
Business Coach & Mediator
Certified Real Estate Analyst
Certified Business Process Professional
CSR-/Nachhaltigkeitsmanager (DEKRA) -> ab 04/2024
Special skills
Business Process Fitness Checks
IM projects (self employed)
08/2019 - 10/2019 Duration: 3 months
Implementation KAIT (regulatory affairs), Project management
Mittelständische Kapitalverwaltungsgesesllschaft
Mittelständische Kapitalverwaltungsgesesllschaft
Company description
Fully licensed capital management company with focus on open-ended special real estate funds
- Number of employees in company
- 50
- City / place
- Hamburg
Initial situation at the client
Vorhandene Ressourcen brauchten methodische und inhaltliche Unterstützung bei der Umsetzung von Projekt- und regulatorischen Anforderungen
Area of responsibility (sales and employees)
Risk management, organization
Risk management, organization
Special challenges
Substitution of the sick Managing Director Risk Management
05/2019 - 07/2019 Duration: 3 months
Accompanying internal audit
Mittelständische Wirtschaftsprüfiungsgesellschaft
Mittelständische Wirtschaftsprüfiungsgesellschaft
Company description
Auditor
- City / place
- München
Initial situation at the client
Ausgelagerte Interne Revision Geschlossener Immo-AIFs brauchte Unterstützung in
• Erstellung Prüfungskatalog
• Interviews führen und Abgleich mit Datenraum
• Prozessdokumentation
• Prüfungsdokumentation erstellen
Mission
- Outsourced internal audit of closed-end real estate AIFs
- Preparation of audit catalogue
- Conduct interviews and reconciliation with data room
- Create process documentation Audit documentation
Special challenges
Almost fully remote
08/2018 - 02/2019 Duration: 7 months
Interim Head of Operations Processing
Mittelständische Depotbank für Versicherungskunden
Mittelständische Depotbank für Versicherungskunden
Company description
Medium-sized custodian bank for insurance clients
- City / place
- Nürnberg-Area
Initial situation at the client
Interimistische Leitung der Abteilung Processing, 62 Mitarbeiter
• Fachlicher Schwerpunkt: Depotkontenverwaltung
• Workshops zu agilem Arbeiten
• Projektmitarbeit (Digitalisierungsthemen)
• Nachhalten von Terminen
Mission
Interim head of the Processing department, 62 employees
- Technical focus: deposit account management
- Workshops on agile working
- Project collaboration (digitalisation topics)
- Keeping track of deadlines
- Technical focus: deposit account management
- Workshops on agile working
- Project collaboration (digitalisation topics)
- Keeping track of deadlines
01/2014 - 08/2014 Duration: 8 months
Interim Management due to closing down Custody activities / Implementation AIFM-D
Verwahrstelle für OGAW und AIF
Verwahrstelle für OGAW und AIF
Company description
- City / place
- Köln
Initial situation at the client
Interimistische Gruppenleitung/Projektarbeit in der Verwahrstelle
Fachlicher Schwerpunkt:
• Konzeption und Umsetzung des Prozesses Anlagegrenzprüfung nach KAGB für Immobilien Spezialfonds,
• Beratung zur Auslagerung von Verwahrstellen- und KVG-Aufgaben,
• Prozessdokumentation, Mitwirkung an NPP-Prozess „Verwahrstelle Geschlossene Fonds“
Mission
Interim group management/project work in the depository.
Technical focus:
Technical focus:
- Design and implementation of the investment limit review process according to KAGB for real estate special funds,
- Advice on outsourcing depositary and KVG tasks
- Process documentation, participation in NPP process "Depositary for closed-end funds
Work history (permanent employment)
01/2022 - 06/2023 Duration: 18 months
Inhouse Consultant Fondsservices
Mittelständischer Immobilienentwickler (S-Dax)
Mittelständischer Immobilienentwickler (S-Dax)
AIFM Real Estate
- City / place
- Augsburg
Remarks
Project management for the reorganization of the European Asset Management using ASANA (hybrid project management, PRINCE2 and agile), execution of process optimization workshops (face-to-face and online) using CONFLUENCE and MIRO to improve the SAP master data quality, review and quality assurance of the documentation of process optimization measures as well as business process modeling in SIGNAVIO, Transformation of consultant recommendations for organizational development into operationally i
Project management for the reorganization of the European Asset Management using ASANA (hybrid project management, PRINCE2 and agile), execution of process optimization workshops (face-to-face and online) using CONFLUENCE and MIRO to improve the SAP master data quality, review and quality assurance of the documentation of process optimization measures as well as business process modeling in SIGNAVIO, Transformation of consultant recommendations for organizational development into operationally i
11/2019 - 12/2021 Duration: 26 months
Head of Organisational Development
Mittelständische Immobilien KVG
Mittelständische Immobilien KVG
AIFM Real Estate
- City / place
- Hamburg
Remarks
Representation of the Managing Director Risk Management, Head of Organization/ Expert Services/ CISO, technical and disciplinary management of 5 employees, Procuration
Project management for the implementation of KAIT in accordance with ISO 27001 ff., business process optimization and digitalization of business processes, introduction of process database (ViFlow), CRM (ARGO), portfolio management system (Synapplix), monitoring and ensuring the evaluation processes and the process for appointing
Representation of the Managing Director Risk Management, Head of Organization/ Expert Services/ CISO, technical and disciplinary management of 5 employees, Procuration
Project management for the implementation of KAIT in accordance with ISO 27001 ff., business process optimization and digitalization of business processes, introduction of process database (ViFlow), CRM (ARGO), portfolio management system (Synapplix), monitoring and ensuring the evaluation processes and the process for appointing
01/2016 - 06/2018 Duration: 30 months
Head of Risk Management and Reporting
Hansainvest
Hansainvest
Service AIFM
- City / place
- Hamburg
Remarks
Leading and developing of all processes related to risk management and reporting, organizational development including workflow development, developing risk catalogues, implementing processes and structures to implement reporting routines for Bundesbank-/BaFin-/ESMA reporting-requirements for closed-end funds (Real estate) according to the requirement of German and European law (KAGB, AIFM-D etc.)
Management responsibility for 16 employees
Head of BI Project, PMO, Project Planning, Scrum
Leading and developing of all processes related to risk management and reporting, organizational development including workflow development, developing risk catalogues, implementing processes and structures to implement reporting routines for Bundesbank-/BaFin-/ESMA reporting-requirements for closed-end funds (Real estate) according to the requirement of German and European law (KAGB, AIFM-D etc.)
Management responsibility for 16 employees
Head of BI Project, PMO, Project Planning, Scrum
11/2014 - 08/2015 Duration: 10 months
Managing Director Risk Management
Mittelständische Immobilien-KVG (geschlossene Fonds)
Mittelständische Immobilien-KVG (geschlossene Fonds)
AIFM Real Estate (closed Funds)
- City / place
- Bremen
Remarks
Leading and developing of all processes related to risk management and organizational development including workflow development, developing risk catalogues, implementing processes and structures to implement reporting routines for Bundesbank-/BaFin-/ESMA reporting-requirements for closed-end funds (Real estate) according to the requirement of German and European law (KAGB, AIFM-D etc.)
Leading and developing of all processes related to risk management and organizational development including workflow development, developing risk catalogues, implementing processes and structures to implement reporting routines for Bundesbank-/BaFin-/ESMA reporting-requirements for closed-end funds (Real estate) according to the requirement of German and European law (KAGB, AIFM-D etc.)
Education
11/2023
- 03/2024
CSR-/Nachhaltigkeitsmanager
WBS/DEKRA, Berlin
WBS/DEKRA, Berlin
10/1999
- 06/2002
Promotion
Christian Albrechts Universität Kiel
Christian Albrechts Universität Kiel
07/1993
- 06/1994
European Studies
University of Keele
University of Keele
10/1990
- 05/1995
Wirtschafts- und Sozialwissenschaften
Universität Lüneburg
Universität Lüneburg
Documents and files
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Infodatei / Präsentation