MATEUSZ WAŁKOWSKI
Kraków
Summary
Dedicated professional with extensive experience gained over various roles within Operations. Strong leader with drive to proactively initiate positive change.
Overview
10
10
years of professional experience
Work History
Service Delivery Manager - Client Data Maintenance
UBS Business Solutions Poland
07.2021 - Current
- Supervision over Client Data Maintenance Teams supporting KYC/AML process, account onboarding and maintenance, data controls.
- Ongoing support to change initiatives such as: T+1 Settlement, EMIR REFIT, PBM & SBM relevant to CLM area.
- Ensured compliance with industry standards and company policies by supporting regular audits (both internal and external).
Service Delivery Manager - Regulatory Maintenance
UBS Business Solutions Poland
06.2020 - 07.2021
- Supervising CLM Regulatory Teams that are part of Maintenance department
- Regulations in scope: EMIR, DoddFrank, MarketAccess, FinfraG, FATCA
- Acting as a point of escalations for Business Partners from US/UK
Service Delivery Team Leader - Client Mainteance
UBS Business Solutions Poland
03.2018 - 05.2020
- Managing work allocation and overseeing Team’s performance ensuring KPIs and SLAs fulfillment
- Acting as Subject Matter Expert and supporting ad hoc projects
- Identifying and remediating process gaps, recommending and implementing process improvements
Data & Docucment Analyst - Client Account Data
UBS Business Solutions Poland
05.2014 - 02.2018
- Maintenance of Clients’ Accounts, Standard Settlement Instructions (SSI) and Trade Confirmation Instructions (CI) for all types of assets: Equities, Fixed Income, Prime Brokerage, FX/MM, OTC & ETD
- Leading investigations and Root Cause Analysis (RCA) for data issues across Operations
- Managing Data Projects requiring wide operations involvement and developing relationships across Investment Bank and Group Operations
Education
Master's - Finance And Accounting
University of Economics
Kraków2013
Bechelor's - Managment And Finance
Małopolska School of Economics
Tarnów2011
Skills
- Data Analytics
- Risk Mitigation
- Performance Improvement
- Project Implementation
- Teamwork and Collaboration
- Problem-solving abilities
- Attention to Detail
- Time and workload Management
Timeline
Service Delivery Manager - Client Data Maintenance
UBS Business Solutions Poland
07.2021 - Current
Service Delivery Manager - Regulatory Maintenance
UBS Business Solutions Poland
06.2020 - 07.2021
Service Delivery Team Leader - Client Mainteance
UBS Business Solutions Poland
03.2018 - 05.2020
Data & Docucment Analyst - Client Account Data
UBS Business Solutions Poland
05.2014 - 02.2018
Master's - Finance And Accounting
University of Economics
Bechelor's - Managment And Finance
Małopolska School of Economics
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