Professional Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline

Malgorzata Szczyrbowska

JP Morgan Bank SE Luxembourg Branch
Schuttrange
Malgorzata Szczyrbowska
1
Certification
15
years of professional experience

Experienced Fund Analyst with a strong focus on Agent Servicing, particularly in retrocession fees, and a comprehensive background in cash management, dealing, and reconciliation within the Transfer Agency domain. I have comprehensive experience in financial roles and throughout my career I developed a strong skill set in client services, communication, and financial reconciliation. I consistently ensured accuracy in financial transactions, maintained clear communication with clients, and played a crucial role in various aspects of fund management and transaction processing.

Work History

Senior Fund Analyst

8 Years 9 Months
JP Morgan Bank SE Luxembourg Branch | 01.2017 - 10.2025
  • Conducted due diligence on potential investments, ensuring compliance with regulatory standards.
  • Implemented automated reporting tools, reducing manual processing time and increasing accuracy of data analysis.
  • Facilitated clear communication among team members by organizing weekly meetings where each analyst presented their findings on assigned sectors or stocks under consideration.
  • Built strong professional networks within the industry through active participation in conferences, seminars, webinars, and other relevant events.
  • Calculated trailer fees, prepared statements and reports.
  • Led client on- and offboarding.

Reconciliation Team Supervisor

3 Years 6 Months
JP Morgan Bank Luxembourg | 06.2013 - 12.2016
  • Supervised daily operations ensuring compliance with regulatory standards and company policies.
  • Led team performance evaluations to enhance employee development and operational efficiency.
  • Streamlined workflow processes, resulting in improved service delivery and customer satisfaction.
  • Mentored junior staff, fostering a collaborative environment that encouraged professional growth.
  • Led offshoring activities to different locations.
  • Collaborated with upper management to establish performance goals for the team and develop strategies for achieving them.

Fund Accounting Specialist

10 Months
JP Morgan Bank Luxembourg | 07.2012 - 05.2013
  • Reconciled financial statements to maintain accurate records and compliance.
  • Improved financial accuracy by performing detailed account reconciliations and resolving discrepancies.
  • Prepared NAV calculation and price release.

Dealing Transactions Processing Specialist

2 Years
JP Morgan Bank Luxembourg | 06.2010 - 06.2012
  • Streamlined transaction processing workflows to enhance operational efficiency.
  • Implemented quality control measures to ensure compliance with regulatory standards.
  • Updated existing and performed new procedures and checklists.

Education

- Business Sustainability Management

University of Cambridge | Cambridge, United Kingdom

Master of Arts - Psychology/Pedagogy

University of Silesia | Katowice, Poland
  • Thesis Statement: "The Relationship Between Locus of Control and Creative Intellectual Attitudes Among University Students"

Bachelor of Arts - Economics, Marketing, Finance, Psychology

University of Silesia / College of Business Language | Katowice, Poland

Final project: "Psychologische Aspekte der Werbung am Beispiel ausgewählter Zeitschriften"

Skills

Teamwork and collaboration
Customer service
Problem-solving
Time management
Attention to detail
Reliability
Self motivation
Analytical thinking
Effective communication

Certification

  • Zertificat Deutsch als Fremdsprache
  • Sproochentest Lëtzebuergesch
  • LCCI London Chamber of Commerce
  • ACAMS pending Anti-Money Laundering Specialist course

Languages

English
Full Professional
Polish
Native or Bilingual
German
Professional Working
French
Elementary
Luxembourgish
Elementary

Timeline

Senior Fund Analyst

JP Morgan Bank SE Luxembourg Branch
01.2017 - 10.2025Read More

Reconciliation Team Supervisor

JP Morgan Bank Luxembourg
06.2013 - 12.2016Read More

Fund Accounting Specialist

JP Morgan Bank Luxembourg
07.2012 - 05.2013Read More

Dealing Transactions Processing Specialist

JP Morgan Bank Luxembourg
06.2010 - 06.2012Read More

University of Cambridge

from Business Sustainability Management
Read More

University of Silesia

Master of Arts from Psychology/Pedagogy
Read More

University of Silesia / College of Business Language

Bachelor of Arts from Economics, Marketing, Finance, Psychology
Read More
Malgorzata Szczyrbowska