пропозиції роботи
Olaf Bolek
CFA, CAIA
Gdynia,
pomorskie
Dołącz do GoldenLine i obejrzyj pełny profil tego użytkownika
Zobacz pełny profil
Języki
angielski
ojczysty
polski
ojczysty
francuski
dobry
niemiecki
dobry
chiński
podstawowy
Doświadczenie zawodowe
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
- 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
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
- 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
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
- 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
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
- Mutual funds data control and refinement, resolutions for data discrepancies
- Methodology research, fast decision making within tight quality levels
Szkolenia i kursy
CFA
Edukacja
Ekonomia / Finanse Międzynarodowe i Bankowość, magisterskie
Uniwersytet Gdański
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
Organizacje
CFA Institute
CAIA Association
CAIA Association
Grupy
Uniwersytet Gdański
Studia na Uniwersytecie Gdańskim to konkurencyjność na rynku pracy. Pożądane wśród pracodawców kierunki studiów, praktyczne umiejętności dzięki nowoczesnym pracowniom oraz stażom.
