The first six months of the year is the busiest time for operations, with a multitude of transactions to process. We go behind the scenes with Global Head of Operations Carlo Metz.
How long have you worked for Equatex?
I joined Equatex just over ten months ago. When I think about the projects and the various initiatives I’ve been involved in with my team, it feels like I’ve been working here for much longer, but on the other hand, time has flown by which is a very good sign! I have a lot of experience of working in the financial industry, and before joining Equatex, I worked for UBS in banking operations as well as for a consultancy firm for start-ups and the federal authorities.
What does your role as Global Head of Operations involve?
Global Operations at Equatex provides cash transfer and securities transaction services for our corporate clients and plan participants, who are located across Europe, Asia and America. For tax and regulatory purposes, we conduct various reporting activities for our clients. Operations also manages various business and workflow processes including, for example, the contact centre.
There are a wide range of activities connected to my role, involving three parts: responsibility for day-to-day operations of the business and ensuring that internal and third-party organisations are aligned to meet those requirements; supporting change and transformation projects and preparing the team and organisation for future growth; and a strong focus on commercial terms and risk and quality management.
What are you and your team currently working on?
We are managing day-to-day operations, while at the same time working on different projects. I’m very proud of the Operations team; the first half of the year is peak season for us in terms of the volume of complex transactions we are handling. It has been a big success and gone very smoothly.
What are your priorities for the next six months?
The implementation of the new reconciliation tool is a really big achievement. We are also supporting operational and regulatory activities in the UK, Germany, the US and Singapore by implementing new processes and establishing quality controls within the organisation here.
What do you enjoy most about your role?
I enjoy working in a team with people of different backgrounds. Operations has 20 people onshore in Zurich and around 40 people in our call centre in Berlin, and I’m very much involved in the operational activities as well as the change and transformation of Global Operations. I like the fact that there is no line between the strategic conceptual work and the work in the field.
When you’re not working, what are your hobbies and passions?
I have many interests, particularly around European language and culture. Over the last three years, I’ve also invested much of my spare time in education. I’ve been studying mediation and conflict resolution, and I qualified as a certified mediator a couple of weeks ago. In my previous roles, I used to be approached by individuals who were not always under my responsibility to help them manage difficult situations. I always wanted to do this in a more structured form and this course has given me the tools and knowledge I required. I will now also do some voluntary work for a public competence centre in Zurich, which supports people who have got into financial difficulties.
If you could be anywhere else in the world right now, where would it be and why?
A little restaurant in Italy for a homemade lunch. I’m very passionate about Italy because of my Italian grandmother. I try to visit a different province each year to discover more of the diverse country while practising my Italian.
If you were shipwrecked on a desert island, what would you take with you?
I think about the truly important things in life – I would take my partner and extended family and friends.