Katarzyna Sawicka

Fund Data Analyst in Transfer Agent department
Warszawa, mazowieckie

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

BNP Paribas Securities Services
Deputy Team Leader (Transfer Agent Department)
Bank BNP Paribas
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.
PwC Polska
Associate at Audit Department
• Audits and reviews of financial statements and consolidation packages prepared in accordance with Polish Accounting Standards, International Financial Reporting Standards.
• Audits of internal controls systems.
PwC Polska
Process Specialist
• Supporting PwC audit engagement teams in Germany, Austria, Switzerland.
• Verification of financial statements, preparation of business and market analyses.

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.

Edukacja

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Finanse I Rachunkowość, magisterskie
Szkoła Główna Handlowa w Warszawie
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European Studies and Modern Languages, licencjackie
University of Bath

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.

Inne

10/2016
Champion of the Quarter II
Prize awarded to the five best employees at BNP PARIBAS SECURITIES in Warsaw.

Grupy

Szkoła Główna Handlowa w Warszawie
Szkoła Główna Handlowa w Warszawie
Szkoła Główna Handlowa w Warszawie