Tomasz Bartminski, CFA

Członek Zarządu ds. ryzyka at PFR TFI S.A.
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Contact Information
us****@****om
(386) 825-5501
Location
PL

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Credentials

  • AgilePM® Foundation
    APMG International
    Feb, 2018
    - Nov, 2024
  • Chartered Financial Analyst (CFA)
    CFA Institute
    Sep, 2008
    - Nov, 2024
  • Investment Advisor
    Polish Financial Supervision Authority᠎
    Apr, 2000
    - Nov, 2024
  • Securities Broker
    Polish Financial Supervision Authority᠎
    Oct, 1994
    - Nov, 2024

Experience

    • Poland
    • Investment Management
    • 1 - 100 Employee
    • Członek Zarządu ds. ryzyka
      • Jul 2021 - Present

    • Poland
    • Investment Management
    • 1 - 100 Employee
    • Investment Risk Management
      • Dec 2013 - May 2021

      NN Investment Partners (up to 2015 - ING Investment Management) is a global investment management organization, providing service to both retail and institutional customers in 16 countries with AuM more than 200 bil USD. Its Warsaw office was established in 1997 and is the fourth biggest investment fund (UCITS) manager in Poland with 3,4 bil USD of AuM. Risk Management Department is responsible for operational and investment risk management and investment performance assessment. NN Investment Partners (up to 2015 - ING Investment Management) is a global investment management organization, providing service to both retail and institutional customers in 16 countries with AuM more than 200 bil USD. Its Warsaw office was established in 1997 and is the fourth biggest investment fund (UCITS) manager in Poland with 3,4 bil USD of AuM. Risk Management Department is responsible for operational and investment risk management and investment performance assessment.

    • Poland
    • Financial Services
    • 1 - 100 Employee
    • Investment Adviser / Head of Compliance
      • Nov 2011 - Nov 2013

      TMS Brokers S.A. is local brokerage house, established in 1997, specializing in FX instruments and CFD (contracts for difference) derivatives electronic trading. Based on wide scope of products available via. electronic platforms offered to clients, in 2011-2013 there was a plan to launch a new Investment Fund Company (TFI) with forex and commodity fund as a main innovative engine of that business. This plan was rejected in 2011. Compliance Department was responsible for compliance of all brokerage house activity with legal requirements and market standards. Investment Advisory Department was responsible for Investments in currencies, commodities and equity indices. Show less

    • Germany
    • Financial Services
    • 700 & Above Employee
    • Head of Risk Management
      • Oct 2008 - Jun 2011

      Deutsche Asset Management as an owner of DWS Investments with more than 840 bil USD of AuM is a one of the world’s leading investment management organizations. Its Warsaw office, established in 1997 was one of the biggest investment fund manager in Poland, but due to some reorganization in Deutsche Bank Group, the company was sold in 2011.Risk Management and Compliance Department was established in 2008. The main responsibility was managing of operational and investment risk and preparing performance analysis to Management Board. Other achievements: implementation of ERM system, implementation of MiFID requirements Show less

    • Portfolio Manager
      • Apr 2000 - Sep 2008

      Managing of FI/MM investment funds and individual client discretionary portfolios.DWS MM Funds were the best MM fund in Poland in 2001 and 2003.

    • Investment Department Director
      • Mar 2006 - Dec 2007

      Investment Department was responsible for managing of investment funds and discretionary portfolios. Responsibilities:- supervision over investment decision making process- supervision over trading and trades settlement process- preparation of performance attribution analysis- preparation of market situation presentations- meetings with the key clients- introducing of investment procedures and internal regulations- team management (recruitment, training and onboarding team members, periodical employee evaluation and bonus system implementation)Investment Department Director position was liquidated at the end of 2007. Show less

    • Head of FI/MM
      • Mar 2001 - Dec 2007

      Fixed Income and Money Market unit was responsible for managing of Fixed Income/Money Market investments in investment funds and discretionary portfolios. Unit prepared periodic information for clients about macro and debt situation as well.Head of FI/MM position was liquidated at the end of 2007.

    • Poland
    • Investment Management
    • 1 - 100 Employee
    • Analyst/Junior Portfolio Manager
      • Dec 1997 - Mar 2000

      macro & sector anaysis and co-managing of first Polish closed-end investment fund macro & sector anaysis and co-managing of first Polish closed-end investment fund

  • Bank Handlowy w Warszawie S.A.
    • Lublin, Lublin District, Poland
    • Independent Risk Estimating Unit
      • Dec 1995 - Nov 1997

      analysing of the major institutional clients of the Branch analysing of the major institutional clients of the Branch

Education

  • Uniwersytet Marii Curie-Skłodowskiej w Lublinie
    Magister (Mgr), M.Sc. Economics
    1991 - 1996
  • Unii Lubelskiej Secondary School in Lublin
    1988 - 1991

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