Szymon Idzikowski Cfa

Served as a multi-asset portfolio manager on target date and target risk discretionary and advisory portfolios.
 Performed daily fund management tasks, including handling client flows and rebalancing (tactical and dynamic asset allocation, portfolio optimization, risk management).
 Ensured all mandates conform to investment guidelines, risk parameters, and regulatory requirements.
 Supported CIO and Head of Investment Strategy in developing strategic and tactical asset allocation
 Performance and risk attribution, oversight and evaluation.

Product strategy and process design:
 Worked with commercial and investment teams to review existing products, product positioning, identify channel demand drivers, client needs and develop business cases for new strategies.
 Designed, constructed and implemented wealth solutions and multi-manager funds.
 Worked with compliance and legal to prepare client contracts, investment management agreements, advisory agreements, service level agreements, fund prospectus.
 Utilized analytical tools and technology to drive scale, efficiency and consistency.

Responsible for evaluation (quantitative and qualitative) and recommendation of external investment managers and funds (active and passive) within equity, fixed interest, multi-asset classes and alternative investments. Raised 300+ Million USD with newly on-boarded funds.
 Led sourcing, research, term negotiation and promotion of new investment opportunities.
 Introduced alternative investments to the bank's platform, including primary and secondary private equity funds, private debt, real estate and liquid hedge funds.
 Developed a guided architecture proposition.

Engagement with internal and external stakeholders and clients:  Provided investment advice, investment outlook and updates to private clients.
 Drafted portfolio and market commentary.
 Chaired the Asset Management Investment Committee.
 Collaborated with marketing to support campaigns and media activity.

Launched and established a qualitative research and a rating service on UK closed-end funds/ investment trusts.
 Analyzed fund's investment philosophy, process, positioning, performance, fee structure, team and the parent firm.
 Assigned 150+ Morningstar Analyst Ratings and authored 150+ Morningstar Research Reports (for both closed-end and open-end funds within equity, fixed interest and multi-asset classes).
 Co-managed three risk-profiled model portfolios and consulted on a fund panel for a private bank client.
 Authored white papers and thought pieces about new market trends and products, articles and featured in live video interviews.
 Presented at conferences, seminars and meetings.

 Co-ordinated operations for the team of 30+ analysts spread across Europe and Asia.
 Initiated projects that simplified and improved monitoring, tracking and reporting of the team's coverage, which contributed to 30% increase in a number of published research reports in the year.
 Designed and led implementation of a quantitative monitoring tool to assign Morningstar Categories.

 Built Morningstar UK database on full holding portfolios; improved portfolio coverage and data quality for UK market by 50% over target.
 Managed project of creating one of the biggest Morningstar licensed tools in 2008 for Skandia International; supervised adding new investments to the system, auditing data.
 Co-ordinated projects between Morningstar offices in the US, UK and India.
 Trained, coached and mentored team members.