Open to opportunities

Rafał Mach

@rafamach

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Experienced investment adviser passionate about machine learning and data science.

Poland

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What I'm looking for

I am looking for opportunities that allow me to leverage my financial expertise and machine learning skills in a collaborative environment focused on innovation and growth.

With over 12 years of experience in financial services, I have honed my skills in portfolio and risk management, investment advisory, and equity research. My journey has taken me through various roles, including equity analyst and junior portfolio manager, where I managed funds totaling $250 million in assets under management. I am passionate about leveraging machine learning and data science to drive investment decisions and enhance financial strategies.

Currently, I am involved in investment advisory at Everest Investment Management, where I prepare stock recommendations. My educational background includes a Master's in Economics from the Warsaw School of Economics and ongoing studies in machine learning and quantitative finance. I hold several professional certifications, including CFA and FRM, which reflect my commitment to excellence in the finance sector.

Experience

Work history, roles, and key accomplishments

Current

Investment Adviser

Current

Everest Investment Management

Jan 2024 - Present (1 year 5 months)

As an Investment Adviser, I prepare stock recommendations to guide investment decisions, leveraging my extensive experience in financial services and portfolio management.

Investment Recommendations Financial Analysis Portfolio Management Risk Assessment

Equity Research Analyst

Pekao Brokerage House

Jan 2023 - Feb 2023 (1 month)

Conducted equity research focusing on the CEE Banking sector, developing financial models and analyses to support investment strategies.

Equity Research Financial Modeling DCF Analysis Banking Sector Analysis Data Analysis

Equity Analyst

Investment Fund Companies

Jan 2016 - Jan 2023 (7 years)

Managed and co-managed multiple funds totaling $250MM AUM, prepared stock recommendations, and actively participated in investment committees.

Investment Committee Equity Analysis Risk Management

Senior Market Risk Specialist

PKO Bank

Jan 2016 - Feb 2016 (1 month)

Responsible for market risk monitoring and reporting for significant portfolios, ensuring compliance with risk management standards.

Financial Compliance Risk Assessment

Senior Tax Analyst

Citigroup Inc.

Jan 2008 - Jan 2016 (8 years)

Standardized tax processes across EMEA and successfully migrated tax return preparations for UK entities, enhancing operational efficiency.

Tax Compliance EMEA Taxation Tax Preparation Financial Analysis

Education

Degrees, certifications, and relevant coursework

The Python Quants GmbH

Certificate in Python for Finance, Machine Learning

2023 - 2024

Participated in a program focusing on Machine Learning, Data Science, Algorithmic Trading, and Quantitative Finance, enhancing skills in financial modeling and data analysis.