KZkacper ziolo
@kacperziolo
Investment operations professional
PolandWhat I'm looking for
Highly experienced investment operations and middle office professional with extensive background in trade lifecycle management, investment oversight, and driving operational improvements. Proven expertise in client relationship management, team leadership, and providing key insights for strategic decision-making.
Recognized for outstanding performance and contributions to achieving organizational goals, with a strong focus on process efficiency, regulatory compliance, and risk management. Skilled in leading cross-functional teams, driving productivity, and fostering a culture of excellence.
Proficient in a range of technical skills, including Microsoft Office, Excel, and VBA for process automation. Strong understanding of financial operations, securities clearance and settlement, and investment product oversight, with a focus on adherence to industry regulations.
Experience
Work history, roles, and key accomplishments
Vice President, Investment Operations
Citi
Oct 2021 - Present (3 years 9 months)
Oversaw investment operations, ensuring adherence to SLAs and operational metrics. Led initiatives to enhance efficiency in client journeys and provided training for regulatory changes. Maintained procedural documentation and identified opportunities for continuous improvement.
Middle Office Supervisor
Citi
Jan 2021 - Oct 2021 (9 months)
Supervised a team of analysts in processing securities transactions, ensuring compliance and accuracy. Led recruitment and training efforts while managing client interactions and addressing escalations.
Middle Office Senior Analyst
Citi
Jan 2020 - Jan 2021 (1 year)
Facilitated clearance and settlement of securities transactions, collaborating with front office teams to resolve discrepancies. Led projects to optimize middle office functions and improve processing times.
Middle Office Associate
Citi
Apr 2019 - Jan 2020 (9 months)
Managed trade confirmations and settlement instructions, ensuring alignment with broker confirmations. Supported external relationships and resolved discrepancies in trade confirmations.
Education
Degrees, certifications, and relevant coursework
kacper hasn't added their education
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Availability
Location
PolandAuthorized to work in
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