Umiejętności
Bloomberg
Microsoft Office
Reuters
Języki
angielski
biegły
niemiecki
podstawowy
Doświadczenie zawodowe
Senior Derivatives Specialist
• Ensuring that transactions are processed accurately and on time for our clients’ funds.
• Managing sub team responsible for servicing one of key clients.
• Onboarding new clients, setting up new processes within department
• Training and mentoring staff members.
• Point of expertise for complex transaction processing.
• Reviewing all reporting produced by the Associates on as needed basis.
• Introducing and contributing new ideas/procedures to further streamline the operational process.
• Assisting with internal/external related audit queries.
• Managing sub team responsible for servicing one of key clients.
• Onboarding new clients, setting up new processes within department
• Training and mentoring staff members.
• Point of expertise for complex transaction processing.
• Reviewing all reporting produced by the Associates on as needed basis.
• Introducing and contributing new ideas/procedures to further streamline the operational process.
• Assisting with internal/external related audit queries.
Derivatives Specialist
• Reconciling client’s instructions versus clearing broker statements.
• Daily communication with Investment Manager and Broker on outstanding items.
• Participating in cross department training program.
• Resolution of outstanding issues from other departments, e.g. Fund Accounting, Financial Control.
• Setting up new financial instruments in internal system
• Daily communication with Investment Manager and Broker on outstanding items.
• Participating in cross department training program.
• Resolution of outstanding issues from other departments, e.g. Fund Accounting, Financial Control.
• Setting up new financial instruments in internal system
Szkolenia i kursy
Szkoła Giełdowa - "Podstawy inwestowania na giełdzie" przeprowadzona przez GPW w Warszawie oraz UEK w Krakowie
"Zasady inwestowania w fundusze" - Centrum Finansowe mBank w Krakowie
"Praca w zespole" - PricewaterhouseCoopers
kurs LCCI III
kurs obsługi programów Symfonia i CDN Optima
"Zasady inwestowania w fundusze" - Centrum Finansowe mBank w Krakowie
"Praca w zespole" - PricewaterhouseCoopers
kurs LCCI III
kurs obsługi programów Symfonia i CDN Optima
Specjalizacje
Finanse/Ekonomia
Kontroling
Zainteresowania
Salsa, Muai Thai, Krav Maga, pływanie, jazda na rowerze, chodzenie po górach, gra na giełdzie
Organizacje
Niezależne Zrzeszenie Studentów UEK w Krakowie
koło rewizji finansowej "Audyt"
koło rewizji finansowej "Audyt"