Critical-thinking Equity Research Analyst with 28 years of experience assessing the stock market and identifying potential trends to provide sound investment advice.
Overview
28
years of professional experience
Work History
NN TFI (prev. MetLife TFI)
Equity Research Analyst
02.2017 - Current
Job overview
Analyzed information to determine viability and rebalance portfolio.
Created financial models for buy and sell recommendations within financials, retail & wholesale, industrials, food & agri, oil & gas.
Generated ideas within various countries (Poland, Czech Republic, Turkey, Hungary, Russia).
Conducted in-depth analysis for upcoming offerings.
Monitored and analyzed financial, statistical and operational data trends.
Presented oral and written reports on general economic trends, individual corporations and entire industries.
Valued and priced securities and companies based on historical, current and forecasted information.
MetLife PTE
Equity Research Analyst
09.2008 - 01.2017
Job overview
Generated ideas within various sectors.
Utilized screening tool to identify bottom-up stock idea identification.
Conducted in-depth analysis for upcoming offerings.
Created financial models for buy and sell recommendations within financials, real estate, metals/mining.
Presented oral and written reports on general economic trends, individual corporations and entire industries.
Valued and priced securities and companies based on historical, current and forecasted information.
SEB Asset Management
Equity Research Analyst
10.2005 - 08.2008
Job overview
Created financial models for buy and sell recommendations within financials, real estate.
Valued and priced securities and companies based on historical, current and forecasted information.
Spearheaded comprehensive presentations for management and clients.
Generated ideas within various countries (Poland, Czech Republic, Hungary, Russia, Turkey).
Conducted in-depth analysis for upcoming offerings.
Erste Securities Polska
Equity Research Analyst
01.2005 - 08.2005
Job overview
Comprehensive presentations for clients.
Created financial models for buy and sell recommendations within financials (CEE).
Developed reports for clients.
Developed spreadsheet models for diverse projects and analysis.
Provided investors with detailed information.
Utilized screening tool to identify bottom-up stock idea identification.
PKO BP Securities
Equity Research Analyst
07.2003 - 12.2004
Job overview
Provided investors with detailed information.
Comprehensive presentations for clients.
Created financial models for buy and sell recommendations within financials.
Conducted in-depth analysis for upcoming offerings.
Utilized screening tool to identify bottom-up stock idea identification.
Developed reports for clients.
Bank Handlowy Brokerage House
Equity Research Analyst
11.1995 - 04.2003
Job overview
Provided investors with detailed information.
Spearheaded comprehensive presentations for clients.
Created financial models for buy and sell recommendations within financial industry.
Conducted in-depth analysis for upcoming offerings.
Developed reports for clients.
Powszechny Bank Gospodarczy Brokerage House
Broker Assistant
01.1994 - 10.1995
Job overview
Prepared orders to orchestrate transfers, tracked transactions and documented activities with detailed records.
Conferred with customers to assess market fluctuations and correct account problems.
Organized securities sales and purchases on behalf of customers and companies.
Input transfer data and manually updated accounting and certificate records.