Maciej Łagoda

Main responsibilities:
- Managing regular and ad hoc performance and risk reporting for multi-asset portfolios
- Creation of board reports and fund reviews including peer comparisons, return distributions, asset allocations, fundamental characteristics, risk decomposition, VaR and stress test reporting
- Performance attribution reporting and analysis
- Gathering and reporting relevant data for performance appraisal
- Data validation, quality assurance and problem solving
- Creating documentation and procedures of assigned processes
- Liaising with third party data providers (FactSet, BarraOne)

Main responsibilities:
- Creation and distribution of monthly, quarterly, annual reports and presentations for existing institutional clients, covering portfolio insight with fundamental characteristics, financial and economic data, stock evaluation and portfolio manager commentary , investments objectives and guidelines
- Gathering data and investment information from various departments for preparing ad hoc and scheduled investment reports
- Cooperation with international offices (mainly USA and UK) in order to ensure reports compliance and being up-to-date with company policies and procedures

Main responsibilities:
- Data processing on retail clients investment accounts
- Performing transactions processing, quality control and reporting functions
- Analysis of client documents in English and German
- Problem solving and decision making process in cooperation with company departments abroad