Agnieszka Kurek
Krakow
Summary
Qualified Manager with extensive background in advanced management processes and knowledge of treasury products and exposure to regulatory reports (FATCA/EMIR/Dodd Frank/MIFID II) with good understanding of Risks , Controls and Risk Management.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
2025
2025
years of professional experience
1
1
Certification
Work History
Chief Control Office Manager ( Maternity Cover)
HSBC Continental Europe
11.2023 - Current
- Raising awareness and understanding of risks, controls and risk management
- Identifying key risks and controls across HBEU and performing risk control assessment,
- Conducting high quality and efficient reviews of control performance,
- Monitoring of reported issues to check if actions are on track and followed through to ensure risk mitigation,
- Embedding the bank’s Risk Management Framework
- Formalizing results of the reviews by preparing Final Reports and updating dedicated tool,
MO SUPERVISOR
Hedgeserv
09.2022 - 10.2023
- Displayed proactive problem-solving and query-resolution skills to provide superior customer service
- Work closely with the various middle office, NAV, IT, risk, and investor service teams
Senior Middle Office Administrator
State Street
06.2018 - 09.2023
- Communication with client, brokers and prime brokers - assisting with trade related queries via email or over the phone
- Errors reporting, liaising with responsible parties to resolve issues
- Processing trades, checking the accuracy of bookings
- Cash/position reconciliation - reviewed on daily basis
- Trained staff to review and reconcile daily transactions to apply best management practices
Senior Associate
State Street
06.2018 - 09.2023
- Senior Associate, APAC clients, ensuring the accurate and timely processing of all trade input with adherence to market and custodian deadlines
- Close monitoring of automated electronic trade confirmation process and systems: verification of trades against counterparty instructions
- Authorizing and dispatching trades via SWIFT messaging system to custodians, clients, and fund accountants
- Ensuring all trades have been sent successfully by checking appropriate queues and reports
- Advising management of potential risk items and any exposures which may involve a claim against State Street
- Service all aspects of trade confirmation i.e
- Monitor Clients' inbound trade notifications and tie back included economical against broker confirmation
- Managing critical internal relationships with dependent units, clients, cross functional operational colleagues and global counterparts (brokers and custodians)
Support Team Leader, Senior Associate
State Street
06.2018 - 09.2023
- Team management and talent development
- Acting as point of escalation for counterparties including portfolio managers traders, clients middle office, brokers, custodians and internal contacts
- Supervision of ETC (Electronic Trade Confirmation) team daily operations by ensuring timely and accurate confirmation of trade fundamentals in CTM, dispatch of settlement instructions in a standardized swift format with respect to relevant market and custodian deadlines
- Support of middle to back office functions within IMS Transaction Management
Case Management Specialist
- Manage the International and domestic Account Opening Journey and Customer Onboarding Experience for the CMB Customers, from end to end perspective, including defining formal requirements, verification of onboarding documentation, single point of contact for the Customer and Business Partners, account opening activities, Fatca, CRS and CDD and KYC activities
- Taking ownership of on-boarding problems and ensuring transparency and regular updates to key stakeholders
- Providing guidance and accurate/ regular status updates to the business in terms of on-boarding requests and other related issues/ events
- Demonstrated outstanding product knowledge to achieve high customer satisfaction levels
Client On-boarding Specialist
- Processing all new business requests (new clients and new products) within agreed timeframe
- Cooperation with Relationship Managers in London and with different departments within HSBC
- Taking ownership of on-boarding problems and ensuring transparency and regular updates to key stakeholders
- Verification of onboarding documentation, single point of contact for the Customer and Business Partners, account opening activities, Fatca, CRS and CDD and KYC activities
Education
Master of Arts - Classical Philology
Jagiellonian University
Skills
- Experience in controls, risk, and policy implementation,
- Experience working on financial crime risks,
- Experience working with stakeholders ,
- Cooperating with 2nd Line of Defense for regulatory compliance matters,
Certification
- CERTIFIED HIRUDOTHERAPIST, Non-invasive beauty treatments using a variety of species of Hirudo Medicinalis
- CELTA, CERTIFICATE IN TEACHING ENGLISH TO SPEAKERS OF OTHER LANGUAGES
Languages
Polish
English
Italian
German
Japanese
Latin
Greek
Timeline
Chief Control Office Manager ( Maternity Cover)
HSBC Continental Europe
11.2023 - Current
MO SUPERVISOR
Hedgeserv
09.2022 - 10.2023
Senior Middle Office Administrator
State Street
06.2018 - 09.2023
Senior Associate
State Street
06.2018 - 09.2023
Support Team Leader, Senior Associate
State Street
06.2018 - 09.2023
Case Management Specialist
Client On-boarding Specialist
Master of Arts - Classical Philology
Jagiellonian University
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