Malgorzata Szczyrbowska
Summary
Highly organised and reliable professional with a strong background in data collection and analysis. Demonstrates exceptional problem-solving skills and proficiency in MS Office. Known for responsibility, reliability, and a good organisational approach. Committed to leveraging analytical skills to drive data-informed decisions and enhance operational efficiency.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Senior Fund Analyst in Agent Servicing Team
JPMorgan Chase - Transfer Agency
01.2017 - Current
- Responsible for the entire retrocession fees process for multiple clients,
- Resolving and responding to ad hoc queries from client
and other internal and external stakeholders, - Preparing/verifying reporting for the fund promoters and agents,
- Handling internal and external communications, including email correspondence, phone calls, "Zoom" conferences and face-to-face meetings,
- Managing tasks automation projects,
- Preparing documents, keeping databases and statistics up-to-date,
- Occasionally assisting Registration Team with call-backs to verify investors' details and translation of documents,
- Supported AML Team in an accounts screening project,
- Identified room for process improvements and automations to increase operational accuracy and efficiency.
- Collaborated with cross-functional teams to enhance operational workflows and improve client service delivery.
- Implemented quality control measures that improved the reliability of financial reporting and analysis.
Reconciliation Supervisor
JPMorgan Chase - Transfer Agency
06.2013 - 12.2016
- Daily reconciliation of transactions,
- Offshoring activities - reallocation of Transfer Agency tasks to other JP Morgan sites,
- Training and supervising new personnel regarding company operations, policies and services,
- Oversight.
Fund Accounting Specialist
JPMorgan Chase - Fund Accounting
07.2012 - 05.2013
- Net Asset Value calculations, review and oversight
ensuring accurate calculations within tight timeframe, - Price release.
Dealing Transactions Processing Specialist
JPMorgan Chase - Transfer Agency
06.2010 - 06.2012
- Assisting manager in daily business issues,
- Processing daily transactions - subscriptions, redemptions and switches,
- Processing monthly, quarterly and annual dividends,
- Performance of procedures and checklists.
Education
Bachelor's Degree - German and English in Business
College of Business Language - Silesian University
2003
Master of Arts - Psychology
University of Silesia
2000
Skills
- Responsibility
- Reliability
- Good organisation
- Analytical problem-solving
- Data gathering and analysis
- Proficient in MS Office
- Advanced Excel skills
- Detailed compliance review
Certification
London Chamber of Commerce & Industry (LCCI) certificate
Zertifikat Deutsch als Fremdsprache (Goethe Institut)
Sproochentest Letzebuergesch (Institut National des Langues)
Languages
Polish
Native language
English
Master or proficient
C2
German
Upper intermediate
B2
French
Elementary (A2)
Luxembourgish
Elementary
A1
Timeline
Senior Fund Analyst in Agent Servicing Team
JPMorgan Chase - Transfer Agency
01.2017 - Current
Reconciliation Supervisor
JPMorgan Chase - Transfer Agency
06.2013 - 12.2016
Fund Accounting Specialist
JPMorgan Chase - Fund Accounting
07.2012 - 05.2013
Dealing Transactions Processing Specialist
JPMorgan Chase - Transfer Agency
06.2010 - 06.2012
Master of Arts - Psychology
University of Silesia
Bachelor's Degree - German and English in Business
College of Business Language - Silesian University
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