Dawid Bobro
Chicago,IL
Summary
Multi-tasking Team Lead well-known for successfully leading projects from beginning stages to completion. Increased productivity by 40% by leading a migration of significant part of daily work to an offshore team. Started a brand new team which handles investor capital activity for 12 major clients, increasing capacity on each client service team. Mentor for fellow team members as well as for summer interns.
Overview
6
6
years of professional experience
Work History
Team Lead
Northern Trust
02.2019 - Current
- Built and cultivated a cohesive team of 5 professionals to accomplish capital activity process for 12 clients
- Devised and implemented processes and procedures to streamline the investor services team.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Cross-trained existing employees to maximize team agility and performance.
- Worked on end-to-end process for client’s capital activity process including notice generation and mailing of notices.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Senior Consultant
The Northern Trust Company
02.2019 - Current
- Trained 6 new hires on departmental processes and procedures
- Created Capital Activity procedure and trained team members on different clients’ capital activity processes
- Took on Capital Activity Process for one of the largest clients in PCA which resulted in positive feedback from the client service team
- Ensures that capital activity templates are accurate in the process that is being used, i.e
- Capital Call or Distribution
- Works on end-to-end process for client’s capital activity, i.e
- Calculation Workbook, Notice Generation, and Mailings
- Works closely with Manager to ensure that appropriate resources are available to handle any upcoming capital activity
- Prioritizes projects and project tasks depending upon key milestones and deadline dates.
Education
MBA -
University of Illinois At Urbana-Champaign
Urbana, IL12.2025
Bachelor of Science - Finance
University of Illinois At Chicago
Chicago, IL12.2018
Skills
- Flexibility
- MS Office
- Critical Thinking
- Interpersonal Skills
- Data Entry
- Regulatory Compliance
- Coaching and Mentoring
- Talent Acquisition
- FIS Investran
Accomplishments
- Supervised team of 5 staff members.
- Coordinated with senior management to organize department gatherings
- Led on the implementation of key departmental initiatives, i.e. Fenergo, Microsoft Dynamics
Timeline
Team Lead
Northern Trust
02.2019 - Current
Senior Consultant
The Northern Trust Company
02.2019 - Current
MBA -
University of Illinois At Urbana-Champaign
Bachelor of Science - Finance
University of Illinois At Chicago
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