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Bartosz Z. is a seasoned finance professional with expertise in financial modeling, corporate finance, and banking. He holds a Master's degree in Finance from SGH Warsaw School of Economics and Norwegian School of Economics (NHH). With 10+ years of experience in the finance industry, he has worked with top companies such as Santander Bank Polska and PwC Polska.

Credentials

  • Chartered Financial Analyst
    CFA Institute
    Jan, 2023
    - Apr, 2026
  • LCCI English for Business Level 4
    LCCI International Qualifications
    Mar, 2015
    - Apr, 2026
  • Stockbroker license
    Polish Financial Supervision Authority
    Mar, 2015
    - Apr, 2026

Experience

    • Poland
    • Banking
    • 700 & Above Employee
    • Senior Specialist | Structured Finance - Corporate & Investment Banking
      • Sep 2022 - Present

    • Specialist | Structured Finance - Corporate & Investment Banking
      • Jul 2021 - Oct 2022

    • Poland
    • Business Consulting and Services
    • 700 & Above Employee
    • Senior Associate, Structured Debt and Capital Advisory
      • Jan 2021 - Jun 2021

    • Associate, Structured Debt and Capital Advisory
      • Sep 2018 - Jan 2021

      Main responsibilities:• Financial modelling - creates, manages and updates analytical tools for finance raising processes, performs various types of analyses and valuations.• Participates in the preparation of documents related to finance raising (term sheets, information memorandums, presentations, reports etc.).Key projects:• Chemical sector company – advisory services related to finance raising in an intricate process in project finance formula. Project in progress.• Petrochemical company – assessment of changes introduced into a contractual structure of the investment project.• EPC services company – prefeasibility study of a potential investment project.

    • Intern, Structured Debt and Capital Advisory
      • Feb 2018 - Sep 2018

  • THE SWEATER SHOP
    • County Dublin, Ireland
    • Warehouse assistant
      • Jul 2016 - Aug 2017
      • County Dublin, Ireland

      Stock reception and dispatchShipping

    • Editor
      • Jul 2014 - Sep 2016

      Articles translations from Spanish to PolishEdition of articles

  • CDM Pekao SA
    • Warszawa, woj. mazowieckie, Polska
    • Trainee
      • Oct 2015 - Oct 2015
      • Warszawa, woj. mazowieckie, Polska

      Assistance in daily tasks of other employees

  • BNP Paribas Securities Services
    • Warszawa, woj. mazowieckie, Polska
    • Reconciliation trainee
      • Jul 2015 - Sep 2015
      • Warszawa, woj. mazowieckie, Polska

      Stock reconciliationContact with clients, transfer agents and other internal teams

Education

  • 2015 - 2018
    SGH Warsaw School of Economics
    Master's degree, Finance and Accounting
  • 2017 - 2017
    Norwegian School of Economics (NHH)
    Master's degree, Finance, General
  • 2012 - 2015
    SGH Warsaw School of Economics
    Bachelor's degree, Finance and Accounting

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking”

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