Michał Jakubowski
Solutions Specialist at KBC Asset Management- Claim this Profile
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English Professional working proficiency
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Polish Native or bilingual proficiency
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Spanish Elementary proficiency
Topline Score
Bio
LinkedIn User
I had the pleasure to work with Michal for about 1,5 year. All this time he provided "top-level" service for Citi's branch clients and maked an extraordinary effort to meet his sells target. He's a good person to work with. That's for sure.
Ewelina Długosz-Płaneta
I was studing with Michał at University of Economics in Krakow. He is really hardworking and smart person. Always willing to develop and improve his skills. We have been doing a lot of projects together, so I could see he is a reliable partner with deep knowledge; what is more with a good sense of humour!
LinkedIn User
I had the pleasure to work with Michal for about 1,5 year. All this time he provided "top-level" service for Citi's branch clients and maked an extraordinary effort to meet his sells target. He's a good person to work with. That's for sure.
Ewelina Długosz-Płaneta
I was studing with Michał at University of Economics in Krakow. He is really hardworking and smart person. Always willing to develop and improve his skills. We have been doing a lot of projects together, so I could see he is a reliable partner with deep knowledge; what is more with a good sense of humour!
LinkedIn User
I had the pleasure to work with Michal for about 1,5 year. All this time he provided "top-level" service for Citi's branch clients and maked an extraordinary effort to meet his sells target. He's a good person to work with. That's for sure.
Ewelina Długosz-Płaneta
I was studing with Michał at University of Economics in Krakow. He is really hardworking and smart person. Always willing to develop and improve his skills. We have been doing a lot of projects together, so I could see he is a reliable partner with deep knowledge; what is more with a good sense of humour!
LinkedIn User
I had the pleasure to work with Michal for about 1,5 year. All this time he provided "top-level" service for Citi's branch clients and maked an extraordinary effort to meet his sells target. He's a good person to work with. That's for sure.
Ewelina Długosz-Płaneta
I was studing with Michał at University of Economics in Krakow. He is really hardworking and smart person. Always willing to develop and improve his skills. We have been doing a lot of projects together, so I could see he is a reliable partner with deep knowledge; what is more with a good sense of humour!
Credentials
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Learning Data Analytics
LinkedInAug, 2021- Nov, 2024 -
CERTIFIED SIMCORP PROFESSIONAL
SimCorpDec, 2021- Nov, 2024
Experience
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KBC Asset Management
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Investment Management
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200 - 300 Employee
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Solutions Specialist
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May 2022 - Present
Helping organization to prepare/onboard new back office system. Helping organization to prepare/onboard new back office system.
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Freelance Consultant
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Jan 2022 - Present
Freelance Consultant for Simcorp Dimension ABOR solution with range of service from testing to Solution Architecture Freelance Consultant for Simcorp Dimension ABOR solution with range of service from testing to Solution Architecture
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Capco
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United Kingdom
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Financial Services
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700 & Above Employee
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Senior Business Analyst
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Jan 2022 - Mar 2022
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SimCorp
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Denmark
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Software Development
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700 & Above Employee
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ABOR Specialist
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Apr 2020 - Dec 2021
-Requirements gathering-ABOR solution designing and building-Process improvement-Setting up Standard Platform-Testing-Trouble shooting-Documentation creating-Mentoring-Training others
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Business Consultant
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Jul 2017 - Mar 2020
ABOR (mostly accounting) focused.
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State Street
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United States
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Financial Services
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700 & Above Employee
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Senior Associate
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Apr 2015 - Jun 2017
Introducing new technologies.Project work.Standardization.Process improvement.Tasks migration.Stakeholders meetings.Data analysis.Conducting interviews and performance evaluations.Technical support.
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SME/Senior Fund Accountant
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Jan 2015 - Mar 2015
Transition of centralized task for country groupSupporting transition in other country groupConducting meetings with local staffManaging country group of SME expatsPerforming on the job trainingWorking in multicultural environment (3 months spent in India)
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Senior Fund Accountant/SME
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Sep 2014 - Dec 2014
Designing of unified income model for country group.Implementation of designed modelManaging small teamPreparing for task transition to IndiaTraining of Indian SMEsConducting meetings/calls with multicultural attendantsHelping with deployment of trades centralized model for country group
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Fund Accountant/Senior Fund Accountant
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Mar 2011 - Aug 2014
ReconciliationIncome validation (interests from bonds, short terms, dividends including FoF dividends)Fund Pricing (Bond, Equity, FoF’s, Dual Priced, Property, Multi Manager funds)Bond checkYield calculationTraining other employeesOverseeing other Fund AccountantsOn Boarding and mentoring other team membersTransistion of tasks/funds in and out of the "county"Month End reportingAbove and Beyond team award winner for successful transition of new client into State Street.On The Spot awards. Show less
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Alior Bank SA
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Poland
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Banking
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700 & Above Employee
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Individual Client's Bankier
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Jun 2010 - Feb 2011
Advising on and selling of bank products (including credit and investment products), prepering initial creditworthiness check, cach handling, building long-term relations with customers Advising on and selling of bank products (including credit and investment products), prepering initial creditworthiness check, cach handling, building long-term relations with customers
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Citi
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United States
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Financial Services
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700 & Above Employee
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Sales & Service Advisor
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Oct 2008 - May 2010
Seling bank products, building long-term relationships with customers (especially english speaking), helping with complains, money withdrowals, deposits, transfers, backuping Quality & Control Manager and Senior Cash Manager Seling bank products, building long-term relationships with customers (especially english speaking), helping with complains, money withdrowals, deposits, transfers, backuping Quality & Control Manager and Senior Cash Manager
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Education
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2005 - 2010
Akademia Ekonomiczna w Krakowie
Master's, Economics, International Economic Relationships
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