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
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