Michal Žofaj, CFA

Portfolio Manager at ČSOB Asset Management, a.s., investiční společnost
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Contact Information
us****@****om
(386) 825-5501
Location
Prague, Czechia, CZ
Languages
  • Slovak Native or bilingual proficiency
  • Czech Full professional proficiency
  • English Full professional proficiency
  • German Limited working proficiency

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Credentials

  • Capital market/investment exam - ZPKT - Capital Markets II. (accredited by the Czech National Bank)
    Česká bankovní asociace (Czech Banking Association)
    Dec, 2019
    - Sep, 2024
  • Chartered Financial Analyst (CFA)
    CFA Institute
    Sep, 2015
    - Sep, 2024
  • Broker examination Category I. focused on trading
    Česká národní banka
    Nov, 2005
    - Sep, 2024
  • State exam from English
    E-KU Institute of language and inter-cultural communication
    Jun, 2002
    - Sep, 2024

Experience

  • ČSOB Asset Management, a.s., investiční společnost
    • Portfolio Manager
      • Mar 2013 - Present

      - Fund & Portfolio Management - actually responsible for Czech, Slovak short term bond funds, balanced fund of funds, and group client assets (Slovak insurance entity), as well as CEE equity funds (KBC Equity Emerging Europe since 2020) - until 2015 having managed funds of qualified investors (FKI´s) - focused mainly on Czech, EUR denominated government, corporate bonds, asset allocation, and CEE equities - Fund & Portfolio Management - actually responsible for Czech, Slovak short term bond funds, balanced fund of funds, and group client assets (Slovak insurance entity), as well as CEE equity funds (KBC Equity Emerging Europe since 2020) - until 2015 having managed funds of qualified investors (FKI´s) - focused mainly on Czech, EUR denominated government, corporate bonds, asset allocation, and CEE equities

  • Allianz pojistovna a.s.
    • Slovakia
    • Insurance
    • 400 - 500 Employee
    • Investment specialist
      • 2007 - Mar 2013

      - responsible for the front office in the asset management department - totally 900 million EUR under management - planning and execution of transactions on securities markets (focused mainly on European fixed income instruments, small part consisting of equity ETFs) - support in creating new unit-linked investment products - treasury operations - local and international reporting - analytical and administration operations

    • Investment specialist
      • 2007 - Mar 2013

      - responsible for the front office in the asset management department - totally around 800 million EUR under management (growing from around 300 million in 2007) - planning and execution of transactions on securities markets (focused mainly on European fixed income instruments, small part consisting of equity ETFs) - the most successful pension fund in the Czech republic in 2009, 2010, 2011, and 2012 according to various awards from Fincentrum, Zlatá koruna, and Zlatý měšec - treasury operations - local and international reporting - analytical and administration operations Show less

  • Zofa Namestovo
    • Advisor for strategic planning
      • Sep 2004 - Jun 2007

      - founded e-shop www.zofa.sk - guaranteed continuous improvement by implementing new functions for the e-shop - administration operations - founded e-shop www.zofa.sk - guaranteed continuous improvement by implementing new functions for the e-shop - administration operations

Education

  • University of Economics in Prague
    Ing., Finance
    2005 - 2007
  • University of Economics in Prague
    Bc., Finance
    2002 - 2005

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