Researching and analyzing financial data extracted from financial applications and platforms to develop illustrative content for use in marketing and sales materials,
Delivering high-quality, accurate data, and data visualizations to business partners during regular production cycles or in response to ad-hoc queries,
Partnering with Franklin Templeton investment management teams to enhance their capacity by delivering high-quality top-down research support,
Collaborating to produce original, in-depth analysis and insights based on capital market, economic, capital/sales flow, and product/portfolio data.
Assistant Insights Analyst
Franklin Templeton Investments
02.2022 - 12.2023
Researching and analyzing financial data extracted from financial applications and platforms to develop illustrative content for use in marketing and sales materials,
Originating investment and financial content rooted in quantitative theory and rigor,
Providing direct support and assistance to global business partners.
Analyst, Data Management & Quantitative Analysis
BNY Mellon HedgeMark
01.2020 - 01.2022
Processing and assuring quality of monthly hedge fund portfolio data for performance and risk analysis,
Providing analytical review of financial instruments' valuation and accompanying risk statistics,
Automation of data preparation for further processing,
Working with different market risk measurement approaches such as: Value at Risk, Stress Testing, Scenario Analysis.
Education
Master's Degree - Major in Quantitative Finance
Alma Mater Studiorum - Università Di Bologna
10.2019
Master's Degree - Major in Quantitative Asset And Risk Management
University of Economics in Katowice
10.2019
Bachelor's Degree - Major in Finance And Accounting For Business
University of Ljubljana
Bachelor's Degree - Major in Finance And Accounting For Business
University of Economics in Katowice
07.2017
Skills
Statistical analysis
Analytical skills
Computer skills ( Microsoft Office - in particular Excel)
Good working knowledge of Bloomberg terminal
Good working knowledge of Macrobond application
Good working knowledge of Morningstar Direct application
Certification
05/2023 FRM Program - Passed FRM Exam Part II
07/2021 FRM Program - Passed FRM Exam Part I
Timeline
Associate Insights Analyst
Franklin Templeton Investments
01.2024 - Current
Assistant Insights Analyst
Franklin Templeton Investments
02.2022 - 12.2023
Analyst, Data Management & Quantitative Analysis
BNY Mellon HedgeMark
01.2020 - 01.2022
Master's Degree - Major in Quantitative Finance
Alma Mater Studiorum - Università Di Bologna
Master's Degree - Major in Quantitative Asset And Risk Management
University of Economics in Katowice
Bachelor's Degree - Major in Finance And Accounting For Business
University of Ljubljana
Bachelor's Degree - Major in Finance And Accounting For Business
Senior Associate Consultant at Franklin Templeton Investments/ Putnam InvestmentsSenior Associate Consultant at Franklin Templeton Investments/ Putnam Investments
Vice President-IT Head of Technology Quality Assurance at Franklin Templeton InvestmentsVice President-IT Head of Technology Quality Assurance at Franklin Templeton Investments