Summary
Overview
Work History
Education
Skills
Languages
Timeline
Hi, I’m

Robert Sobieraj

Warsaw,Poland

Summary

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
2017.02 - Current (7 years & 7 months)

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
2008.09 - 2017.01 (8 years & 4 months)

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
2005.10 - 2008.08 (2 years & 10 months)

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
2005.01 - 2005.08 (7 months)

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
2003.07 - 2004.12 (1 year & 5 months)

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
1995.11 - 2003.04 (7 years & 5 months)

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
1994.01 - 1995.10 (1 year & 9 months)

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.

Education

The University of Łódź , Łódź

Master of Science from Economics
06.1992

Skills

  • Financial Modeling
  • Market Evaluation
  • Report Preparation and Presentation
  • Data Interpretation
  • Securities Comparisons
  • Statistical Trends
  • Business Forecasting
  • Quantitative and Qualitative Analysis
  • Investment Recommendations

Languages

English
Professional Working
Russian
Limited Working

Timeline

Equity Research Analyst

NN TFI (prev. MetLife TFI)
2017.02 - Current (7 years & 7 months)

Equity Research Analyst

MetLife PTE
2008.09 - 2017.01 (8 years & 4 months)

Equity Research Analyst

SEB Asset Management
2005.10 - 2008.08 (2 years & 10 months)

Equity Research Analyst

Erste Securities Polska
2005.01 - 2005.08 (7 months)

Equity Research Analyst

PKO BP Securities
2003.07 - 2004.12 (1 year & 5 months)

Equity Research Analyst

Bank Handlowy Brokerage House
1995.11 - 2003.04 (7 years & 5 months)

Broker Assistant

Powszechny Bank Gospodarczy Brokerage House
1994.01 - 1995.10 (1 year & 9 months)

The University of Łódź

Master of Science from Economics
Robert Sobieraj