Jan Kowalski
Date of birth: 7th April 1988
Martial status: single
Citizenship: Polish
Address: ul. Mokotowska 13, 00-640 Warszawa
Mobile: 606 432 234
e-mail: jan.kowalski@gmail.com
Formal education:
2001 - 2006 Warsaw School of Economics, Master's studies,
Obtained degree - MA;
Master thesis on the implementation of corporate governance in Poland;
Faculty - International Relations;
Major - International Finance Management;
Path - Negotiations;
Final grade - very good;
Professional experience:
II 2011 - currently Ernst & Young GmbH, Frankfurt am Main, Germany
EMEIA Financial Services
Advisory Services
Performance Improvement
Senior Consultant
Ongoing - Project manager for implementation of front-end banking system and DWH in multiple countries for a leading banking group.
VIII 2007 - I 2011 ING Bank Slaski, Private Banking Department (former Personal Banking and Small Enterprises Market Management Department)
Business Manager
Project manager for building private banking segment from scratch;
co-responsible for building Discretionary Portfolio Management services in the bank from scratch;
co-responsible for implementation of investment management system (SimCorp - for the first time in Polish bank);
Project Leader of the Private Banking market research conducted with the BCG in order to asses development opportunities;
Preparation of Mid Term Plans for the segment and KPIs for RMs;
product offer development (Product Manager for Dual Currency Deposit, FX Spot, Structured Deposit);
cooperation with the transfer agent;
participation in international development projects within the ING Group (i.e. Global Product Management project);
in charge of development and implementation of reporting application (COGNOS environment) and setting-up requirements for CRM system.
Achievements:
LEO award 2008 (Long-term Equity Ownership program);
special award for building private banking segment.
II 2007 - VII 2007 ING Bank Slaski, Mass Market Management Department,
Junior Business Manager
sales monitoring and competition analyses;
concept thinking and implementation of products (cooperation by implementation of Direct current account), creation of sales;
preparation of quantitative and value analyses.
I 2006 - VI 2006 The Boston Consulting Group, Warsaw, Poland
Trainee - participation in 6 different projects
data gathering, market research, conducting interviews;
preparation of quantitative and value analyses;
providing preliminary recommendations.
X 2004 - IX 2005 Warsaw Stock Exchange, Market Promotion Department,
Junior Marketing Analyst
in charge of the Exchange School, a WSE educational project, run in 10 academic centers nationwide;
cooperation with the Institute for Business Development and The Polish Securities and Exchange Commission in organizing a conference series on corporate governance;
coordination of various educational projects run together with
non-governmental organizations and student associations.
- building databases and market analysis;
Achievements:
commitment in projects was highly valued by partners and received numerous written commendations.
Other experience:
I 2003 - XI 2004 Students Society of Advertising of the Warsaw School of Economics,
in 2003 and 2004 co-organizer of the annual conference “Days of Advertising”, that takes place at WSE.
2004 - 2005 Royal Danish Embassy, Scandinavian-Polish Chamber of Commerce,
interpreter and guide to Poland for Scandinavian firms.
Seminars and trainings:
I 2009 - III 2009 Broker course - Polish Association of Brokers & Investment Advisors (ZMiD)
VI 2007 SAS Institute - OLAP Reporting techniques using SAS Enterprise Guide
Foreign languages:
English - very good (Certificate of Proficiency in English, University of Cambridge);
German - good.
Computer literacy:
- MS Office Professional - very good;
- Bloomberg - good, SAS (SQL) - good.
Other skills:
Driving license - category B;
Personal interests:
- windsurfing - staunch windsurfer with 12 years' experience;
- soccer - keen player, during studies a member of the football team of the University
Sports Association, the captain of Warsaw championship team winner for high school;
- mountain biking, reading books, Rock'n Roll music.
I hereby agree for processing the following personal information strictly for recruitment purposes in accordance with the regulation regarding the protection of personal data passed on the following date: 27.08.1997, Dz.U. nor 101 poz. 923.
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