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
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.

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)
02.2017 - Current

Equity Research Analyst

MetLife PTE
09.2008 - 01.2017

Equity Research Analyst

SEB Asset Management
10.2005 - 08.2008

Equity Research Analyst

Erste Securities Polska
01.2005 - 08.2005

Equity Research Analyst

PKO BP Securities
07.2003 - 12.2004

Equity Research Analyst

Bank Handlowy Brokerage House
11.1995 - 04.2003

Broker Assistant

Powszechny Bank Gospodarczy Brokerage House
01.1994 - 10.1995

The University of Łódź

Master of Science from Economics
Robert Sobieraj