Olaf Bolek

CFA, CAIA
Gdynia, pomorskie

Języki

angielski
ojczysty
polski
ojczysty
francuski
dobry
niemiecki
dobry
chiński
podstawowy

Doświadczenie zawodowe

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Consultant, Global Business Consulting
Refinitiv
- Excel+VBA bespoke financial modelling that guides Investment Banking, Sell Side research and Asset Management clients activities
- Supporting Investment Management privileged clients on remote channels (chat, telephony, webex)
- Providing world class pre & post sales experience in the use and interpretation of Refinitiv products, plaftorms and data
- Collaborating in a team of 100 cross-asset client-facing professionals
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Hedge Fund Accounting Team Supervisor
State Street, Alternative Investment Solutions
- Providing NAV accounting reconcilliation services for Alphadyne Asset Management, end-to-end NAV controlling & reporting
- Managing a group of 20 accountants on tight daily deadlines, leading motivating & coaching sessions, recruitment assistance, annual performance appraisal, planning efficient employee task allocation
- Management reporting in PowerBI, assisting VPs' efficiency gain projects
Thomson Reuters
Senior Markets & Applications Specialist
- Project Management: financial modelling displacing Bloomberg, Haver,Factset; customer retention in Eikon / Datastream products
- Coordinating pre-sales with with Account Managers, Client Specialists and Sales Specialists
- Leading on-site migration projects in London (Goldman Sachs)
- Offering tailor-made Datastream / Eikon Excel models solutions with VBA
Thomson Reuters
Fund Analyst , Lipper Team
- Maintaining cooperation with Fund Management Companies from Germany, Luxembourg, Liechtenstein and Switzerland
- Mutual funds data control and refinement, resolutions for data discrepancies
- Methodology research, fast decision making within tight quality levels

Szkolenia i kursy

CFA

Edukacja

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Ekonomia / Finanse Międzynarodowe i Bankowość, magisterskie
Uniwersytet Gdański
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Ekonomia / Finanse Międzynarodowe i Bankowość, licencjackie
Uniwersytet Gdański

Specjalizacje

Bankowość
Analiza/Ryzyko
Bankowość
Bankowość inwestycyjna
Finanse/Ekonomia
Doradztwo/Konsulting
Finanse/Ekonomia
Zarządzanie finansami

Zainteresowania

szachy,narciarstwo biegowe, kolarstwo górskie, książki S-F
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Guru Meditation:

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Grupy

Uniwersytet Gdański
Uniwersytet Gdański
Studia na Uniwersytecie Gdańskim to konkurencyjność na rynku pracy. Pożądane wśród pracodawców kierunki studiów, praktyczne umiejętności dzięki nowoczesnym pracowniom oraz stażom.