Umiejętności
Business Transformation
Bankowość inwestycyjna
Microsoft Excel
Microsoft Office
PowerPoint
Project Management
Negocjacje
Zarządzanie zespołem
Bankowość
Bankowość inwestycyjna
Obsługa klienta
Zarządzanie
Audyt
Investment Funds
Języki
angielski
biegły
niemiecki
dobry
włoski
podstawowy
Doświadczenie zawodowe
Fund Data Analyst in Transfer Agent department
• Successfully migrated a process of setting up funds from Luxembourg to Warsaw.
• Fund Set up changes in the internal systems of the bank.
• Preparing the Implementation of new clients.
• Maintaining daily contact with international TA teams network.
• Treatment of the external requests and escalation of errors.
• Analyse fund documentation needed for fund creation in one of the main BNP Paribas databases.
• Participation in the weekly Business Implementation meetings.
• Investigation and proposing solutions concerning operational issues.
• Participation in the procedures creation /update.
• Leading the team in the absence of a Team Leader.
• Fund Set up changes in the internal systems of the bank.
• Preparing the Implementation of new clients.
• Maintaining daily contact with international TA teams network.
• Treatment of the external requests and escalation of errors.
• Analyse fund documentation needed for fund creation in one of the main BNP Paribas databases.
• Participation in the weekly Business Implementation meetings.
• Investigation and proposing solutions concerning operational issues.
• Participation in the procedures creation /update.
• Leading the team in the absence of a Team Leader.
Szkolenia i kursy
11/2016
Project Management Training
Course completed at BNP Paribas Securities Services.
10/2016
Introduction to Securities and Investment
Certificate of Chartered Institute for Securities & Investment (CISI)
10/2016
Investment funds, ETFs, private equity and hedge funds
Course completed at EY Academy of Business.
10/2016
Forwards, futures, swaps and options
Course completed at EY Academy of Business.
05/2016
Equity investments and equity corporate actions
Course completed at EY Academy of Business.
Project Management Training
Course completed at BNP Paribas Securities Services.
10/2016
Introduction to Securities and Investment
Certificate of Chartered Institute for Securities & Investment (CISI)
10/2016
Investment funds, ETFs, private equity and hedge funds
Course completed at EY Academy of Business.
10/2016
Forwards, futures, swaps and options
Course completed at EY Academy of Business.
05/2016
Equity investments and equity corporate actions
Course completed at EY Academy of Business.
Edukacja
Specjalizacje
Bankowość
Bankowość inwestycyjna
Finanse/Ekonomia
Audyt/Podatki
Finanse/Ekonomia
Doradztwo/Konsulting
Zainteresowania
Investment Funds, Process improvements/transofrmation, Project Managment, Sports (snowboarding, tennis, sprint running,), Jazz Dance
Organizacje
Toastmasters International, Warsaw
Member of public speaking club
Developing communication and leadership skills.
Member of public speaking club
Developing communication and leadership skills.
Inne
10/2016
Champion of the Quarter II
Prize awarded to the five best employees at BNP PARIBAS SECURITIES in Warsaw.
Champion of the Quarter II
Prize awarded to the five best employees at BNP PARIBAS SECURITIES in Warsaw.