Umiejętności
Bloomberg Data License
System Windows
MS Office (Word, PowerPoint, Excel)
Reuters Eikon
Reuters Power Plus Pro
Reuters Terminal
Reuters Data Scope
FT IDC
Języki
angielski
biegły
niemiecki
podstawowy
Doświadczenie zawodowe
Manager in Global Operations, Officer, Securities Valuation CoE
• Managing team supervisors in meeting their individual and team objectives;
• Coordinating accurate and timely completion of deliverables and review of KPIs;
• Develop and maintain communication with cooperating sites and oversight on regular basis;
• Foster collaboration with colleagues, clients and with internal and external counterparties
• Leading team and departmental projects and efficiency gain initiatives on local and global levels;
• Managing accurate and timely completion of the fund market value on team level;
• Review of team pricing daily processes for accuracy improvements;
• Responsible for training and development of team supervisors;
• Resolving complex queries,
• Leading regular calls with donor site and counterparties
• Leading team and departmental projects and efficiency gain initiatives,
• Creating, implementing and periodical review of internal controls and procedures,
• Leading and monitoring international and local work transitions;
• New business/client on-boarding;
• Recruitment and hiring on associate and supervisor levels;
• Subject Matter Expert.
• Coordinating accurate and timely completion of deliverables and review of KPIs;
• Develop and maintain communication with cooperating sites and oversight on regular basis;
• Foster collaboration with colleagues, clients and with internal and external counterparties
• Leading team and departmental projects and efficiency gain initiatives on local and global levels;
• Managing accurate and timely completion of the fund market value on team level;
• Review of team pricing daily processes for accuracy improvements;
• Responsible for training and development of team supervisors;
• Resolving complex queries,
• Leading regular calls with donor site and counterparties
• Leading team and departmental projects and efficiency gain initiatives,
• Creating, implementing and periodical review of internal controls and procedures,
• Leading and monitoring international and local work transitions;
• New business/client on-boarding;
• Recruitment and hiring on associate and supervisor levels;
• Subject Matter Expert.
Securities Valuation Team Manager
State Street Services (Poland) Limited Sp. Z o.o.
• Managing team of Pricing Analalysts
• Planning, allocating and supervising daily business tasks
• Maintain team KPIs at the highest level
• Motivating and developing Direct Reports
• Coordinating new business transitions / new Clients onboarding
• Close collaboration with other departments’ Managers
• Leading and contributing to departmental projects and initiatives
• Leading Continuous Improvement team on department level
• Conducting interviews
• Planning, allocating and supervising daily business tasks
• Maintain team KPIs at the highest level
• Motivating and developing Direct Reports
• Coordinating new business transitions / new Clients onboarding
• Close collaboration with other departments’ Managers
• Leading and contributing to departmental projects and initiatives
• Leading Continuous Improvement team on department level
• Conducting interviews
Senior Securities Valuation Administrator - Team Leader
State Street Services (Poland) Limited Sp. Z o.o.
- Reviewing and controlling pricing processes of other administrators in the team.
- Completing all tasks including the handling of all complex calls and queries to meet client requirements in a timely and accurate manner.
- Assist in the delivery of on the job training and development of other administrators.
- Ensure business standards and deadlines are met on a consistent basis.
- Actively initiate Error analysis.
- Raise the priority of client issues where necessary.
- Liaise with other departments in an effective manner.
- Administration of Clients/Investors correspondence.
- Display awareness of daily work levels and overall business needs by identifying and taking prompt action on priority items.
- Adhere to procedures in relation to all tasks.
- Identify efficiency of the process in the course of other administrators work on daily basis and propose to line managers.
- Gain broad expertise of company products.
- Completing all tasks including the handling of all complex calls and queries to meet client requirements in a timely and accurate manner.
- Assist in the delivery of on the job training and development of other administrators.
- Ensure business standards and deadlines are met on a consistent basis.
- Actively initiate Error analysis.
- Raise the priority of client issues where necessary.
- Liaise with other departments in an effective manner.
- Administration of Clients/Investors correspondence.
- Display awareness of daily work levels and overall business needs by identifying and taking prompt action on priority items.
- Adhere to procedures in relation to all tasks.
- Identify efficiency of the process in the course of other administrators work on daily basis and propose to line managers.
- Gain broad expertise of company products.
Securities Valuation Administrator
State Street Services (Poland) Limited Sp. Z o.o.
- Assisting in the accurate and efficient pricing of a range of securities held by investment funds.
- Pricing of a number of exchange traded and non-exchange traded securities and validation to sources such as Bloomberg, Reuters and Financial Times IDC.
- Daily research of securities which have not been validated during the pricing process.
- Research on securities for which prices have remained static or suspended; securities for which a single source can only be obtained and maintenance of the Pricing Database and spreadsheets.
- Reviewing Corporate action that occur on funds on daily basis.
- Validation of prices for a range of financial instruments held by investment funds.
- Performing cross vendor comparison on Securities.
- Pricing OTC securities based on models.
- Performing reasonability check on valuations.
- Pricing of a number of exchange traded and non-exchange traded securities and validation to sources such as Bloomberg, Reuters and Financial Times IDC.
- Daily research of securities which have not been validated during the pricing process.
- Research on securities for which prices have remained static or suspended; securities for which a single source can only be obtained and maintenance of the Pricing Database and spreadsheets.
- Reviewing Corporate action that occur on funds on daily basis.
- Validation of prices for a range of financial instruments held by investment funds.
- Performing cross vendor comparison on Securities.
- Pricing OTC securities based on models.
- Performing reasonability check on valuations.
Szkolenia i kursy
• Corporate Action training
• Impact of errors training
• Bloomberg terminal training
• Conducting appraisal conversations
• Conducting difficult conversations
• Negotiations
• Impact of errors training
• Bloomberg terminal training
• Conducting appraisal conversations
• Conducting difficult conversations
• Negotiations
Edukacja
Specjalizacje
Bankowość
Bankowość korporacyjna/SME
Finanse/Ekonomia
Rynki kapitałowe
Zainteresowania
- sports(basketball, bowling, formula 1, football), traveling, history, cinema, Stock exchange, finance.
Inne
- Knowledge of applications: MS Office 2003 (including very good knowledge of Word and Excel), Windows, Internet,
- Pricing sources: Bloomberg and Reuters terminals – high literate in usage, FT-IDC, Reuters-Datascope, Telekurs.
- Abilities to work as a Lifeguard and Basketball official.
- Driver license (B category)
- Pricing sources: Bloomberg and Reuters terminals – high literate in usage, FT-IDC, Reuters-Datascope, Telekurs.
- Abilities to work as a Lifeguard and Basketball official.
- Driver license (B category)
Grupy
UEK
Uniwersytet Ekonomiczny w Krakowie, założony w 1925 roku, to jedna z najlepszych państwowych uczelni ekonomicznych w Polsce, a jednocześnie największa uczelnia ekonomiczna w Europie Środkowej.
Asertywność i Komunikacja
Nie daj sobie wejść na głowę i zawsze bądź sobą! Grupa dla osób, które w swoim życiu chcą stosować postawę asertywną opartą się na wzajemnym szacunku.
Formula 1 i Robert Kubica
F1 to najbardziej prestiżowe wyścigi na świecie, a wsród nich nasz kierowca.