Robert Barnjak, CFA

Experience

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  IntReal International Real Estate Kapitalverwaltungsgesellschaft mbH

  Dec 2013 - Mar 2016

  Part-time Intern - Tax & Corporate Investment Management

  ☞ At this juncture, I improved processes while writing a 400-page process handbook and achieving the best possible grade for it from internal audit

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  EY

  Nov 2015 - Dec 2015

  Intern – Financial Services

  ☞ I designed an excel application that assisted in winning a flagship pitch from a billion’s euro fund.

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  KPMG US

  Jul 2016 - Sept 2016

  Intern – Financial Services

  ☞ Here, I examined financial statements as well as prepared accounts of multi-million US dollar investment companies.☞ I won the intern mock trial and achieved best feedback from office head.

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  UniCredit

  Dec 2017 - Mar 2018

  Intern – Corporate & Investment Banking – Equity Capital Markets

  ☞ As a Corporate & Investment Banking Intern, I facilitated the origination and execution of multibillion euro IPOs by creating pitch decks and client reports.

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  Lloyd Fonds AG

  May 2018 - now

  While working as a Junior Fund Manager, I co-managed our LF – Active Value Selection fund and executed fund trades through direct market access as well as broker-mediated channels. I continued to perform deep-dive research to identify long and short opportunities as well as create and maintain financial models.A few key achievements in this tenure include:☞ Achieved a fund performance of 55% cumulatively and 34% p.a. as well as a sharpe ratio of 1.62 and a sortino ratio of 2.26 in the fund management team☞ Executed the trading of an equity volume worth in the triple-digit million euros, utilising direct market access and broker-mediated channels. Show less

  • Fund Manager

    May 2024 - now

  • Junior Fund Manager

    Nov 2022 - Apr 2024

  • Equity Analyst

    May 2018 - Oct 2022