---
title: Roland Walter Schmidt – Corporate Actions Specialist & Business Application Owner, ex UBS | Open to work
url: https://rwschmidt.ch/en/
lang: en
translation-of: https://rwschmidt.ch/index.md
updated: 2026-10-17
---

# Roland Walter Schmidt

![Portrait of Roland Walter Schmidt](https://rwschmidt.ch/roland-walter-schmidt.jpg)

**Corporate Actions · Dividends · Withholding Tax · Application Owner**

Corporate actions specialist and Business Application Owner with more than 36 years at Credit Suisse and UBS, most recently as Associate Director. **I am looking for a new role in the Zurich area.**

- **Status:** Open to work (availability by arrangement)
- **Based in:** Tägerig, Aargau, Switzerland
- **Work location:** Zurich area, hybrid or on-site
- **LinkedIn:** https://www.linkedin.com/in/roland-walter-schmidt-0216b0128/

## At a glance

| Metric | Value |
|---|---|
| Years in corporate actions at Credit Suisse and UBS | 36+ |
| Years as Business Application Owner | 18 |
| Years as withholding tax / DTT Tax Steward | 11 |

## Open to work

After more than 36 years at Credit Suisse and UBS, I am looking for a new permanent role in securities operations at a bank, custodian, asset manager or financial services provider in the Zurich area, hybrid or on-site. Availability by arrangement.

Target roles:
- **Corporate Actions Specialist:** income, dividends, interest, redemptions
- **Business Application Owner (BAO):** securities and corporate actions systems
- **Tax at Source Specialist:** withholding tax, double taxation treaties, US withholding tax
- **UAT / Regression Test Specialist:** securities operations, migrations
- **Second-Level / Application Support:** income & corporate actions
- **Subject Matter Expert / Knowledge Partner:** training, knowledge transfer, outsourcing

## Profile

With more than 30 years of experience, I bring in-depth knowledge of dividends, redemptions, derivative product processing, tax reclaims and corporate actions, most recently as Business Application Owner and second-level support at UBS (formerly Credit Suisse).

I analyse and resolve technical and business queries and work closely with other teams to improve processes. My aim is to keep raising quality and effectiveness through sound problem solving and knowledge transfer.

As a knowledge partner and trainer for outsourcing teams, I actively help improve internal processes and teamwork. At UBS I supported the Credit Suisse corporate actions systems through migration and wind-down.

## Skills

- **Corporate Actions & Dividends:** income, dividends, interest, capital repayments, redemptions, distributions in kind, liquidation payments, event monitoring
- **Withholding Tax & DTT:** Tax Steward, tax at source, double taxation treaties, US withholding tax and US regulations, tax vouchers, tax reclaims
- **Business Application Owner:** business ownership of applications, user acceptance testing, regression testing, migration and wind-down, SWIFT MT messages
- **Support & Reconciliation:** second-level support, IT service management, client position reconciliation, general ledger, accounts payable and receivable
- **Knowledge Transfer:** training new staff and outsourcing teams, work instructions, reference guides, presentations
- **Leadership:** led a team of 5, onboarding, performance reviews and objective setting

## Experience

### Associate Director – UBS, Opfikon/Zurich (06/2025 – 06/2026)
- Tax Steward for withholding tax and double taxation treaties: tax system maintenance, knowledge partner between Tax Operations and Income/Corporate Actions
- Business Application Owner for the capital repayment system, deputy BAO for the dividend/interest system
- UAT and regression testing for income and redemption events during migration and wind-down
- Second-level support, client position reconciliation and knowledge transfer to outsourcing teams

### Assistant Vice President – Credit Suisse, Zurich (01/2008 – 06/2025)
- Tax Steward for withholding tax / double taxation treaties (from 12/2014)
- Internal second-level support, point of contact for outsourcing, including training (from 10/2011)
- Business Application Owner for capital repayment, paying agent and vault systems (from 04/2007)
- Business UAT for all treaty countries, US withholding tax and US regulations; SWIFT MT test messages

### External Second-Level Support, Income & Redemption – Credit Suisse (05/2003 – 10/2011)
- First point of contact in Global Custody for selected key clients (banks, external advisers)

### Subject Matter Specialist, Income, Redemptions, Tax at Source – Credit Suisse (10/2002 – 04/2007)
- Coordinated training of new staff; presentations on dividends, interest and capital repayments
- Internal documentation (risk manual, department instructions) and intranet content

### Team Leader – Credit Suisse (06/2001 – 10/2002)
- Led a team of 5; cash and nominal bookings, client and street side
- Troubleshooting in settlement and accounting

### Operations Monitoring – Credit Suisse (10/1994 – 06/2001)
- Event monitoring and security master data for dividends, interest, capital repayments and derivatives
- Clarifications with SIX/SIS/Telekurs and custodians worldwide; remittance of treaty withholding tax to the Swiss Federal Tax Administration
- 04–09/1998: fund administration for unit-linked life insurance

### Operations Processing, Income – Credit Suisse (01/1989 – 10/1994)
- Processing of dividend events including securities lending & borrowing
- Street-side cash receipts, FX transactions and reconciliation of payables and receivables

## Education

- Limania Schulen Baden (now Minerva Schulen Baden)

## Contact

Looking for support in corporate actions, income/dividends, withholding tax or a Business Application Owner? Contact via LinkedIn: https://www.linkedin.com/in/roland-walter-schmidt-0216b0128/

German version: https://rwschmidt.ch/index.md