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Jan Nalbert

Jan Nalbert

Equity Research Intern

Followers of Jan Nalbert2000 followers
location of Jan NalbertWarsaw, Mazowieckie, Poland

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  • Timeline

  • About me

    Growth Equity Investor (4-15m EUR) | Warsaw Equity Group

  • Education

    • Case Studies

      -
      Participant

      McKinsey - Introducing fashion brand into the Chinese market (2016)Bank of America Merrill Lynch - Global Corporate and Investment Banking Case Study (2015)BCG - IT and financial services, how to transfer a traditional bank to XXI century? (2015)Private Equity Academy - Case studies in the field of M&A and PE - workshops with companies like: Penta Investments, Azimutus, Ipopema, Experior Venture Fund (2015)PZU - Portfolio company during M&A process - challenge for the assset… Show more McKinsey - Introducing fashion brand into the Chinese market (2016)Bank of America Merrill Lynch - Global Corporate and Investment Banking Case Study (2015)BCG - IT and financial services, how to transfer a traditional bank to XXI century? (2015)Private Equity Academy - Case studies in the field of M&A and PE - workshops with companies like: Penta Investments, Azimutus, Ipopema, Experior Venture Fund (2015)PZU - Portfolio company during M&A process - challenge for the assset manager (2014)KPMG - Process of selling company's shares (2014)Leaders in Investment Banking (Singapore 2014)Deloitte's Teamworking Academy (2013)Fallweek - PZU (2013) Show less

    • SGH Warsaw School of Economics

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      Master’s Degree Finance and Accounting

    • SGH Warsaw School of Economics

      -
      Bachelor's degree Quantitative Methods in Economics and Information Systems

      Topic of the bachelor thesis: "Modern market risk models", graded with "5" (top grade)

    • National University of Singapore

      2014 - 2014
      Business School Exchange Program

  • Experience

    • BZ WBK Brokerage

      May 2014 - Jun 2014
      Equity Research Intern

    • FinCo Capital S.A.

      Oct 2014 - Apr 2015
      Intern

    • EY

      May 2015 - Aug 2015
      M&A Intern

    • MCorporate Finance S.A.

      Dec 2015 - May 2016
      Investment Banking Intern

    • CAG

      Feb 2017 - Aug 2019
      M&A Analyst

    • Warsaw Equity Group

      Sept 2019 - now

      Warsaw Equity Group (WEG) is an independent Warsaw-based private equity / venture capital focused on small market investments up to €10m, targeting companies offering innovative B2B solutions in the High-Tech/Industry 4.0 space. With a >20-year track record of successfully empowering business ventures, we use our own capital, expertise and network to be a supportive partner to our portfolio companies and maximise growth.

      • Investment Director

        Mar 2025 - now

      • Investment Manager

        Dec 2022 - Mar 2025

      • Senior Investment Analyst

        Apr 2021 - Nov 2022

      • Investment Analyst

        Sept 2019 - Mar 2021

    • Nethansa

      Apr 2023 - now
      Advisory Board Member

    • Piwik PRO

      Jun 2023 - Oct 2023
      Member of The Supervisory Board

    • 3SOFT S.A.

      Feb 2024 - now
      Member of The Supervisory Board

    • Xopero Software

      Sept 2024 - now
      Member of The Supervisory Board

  • Licenses & Certifications

    • Passed Level III of the CFA Program

      CFA Institute
      May 2021

    • CAE

      University of Cambridge
      Dec 2011

  • Honors & Awards

    • Awarded to Jan Nalbert
      Winner of the CFA Institute Research Challenge hosted by CFA Society Poland CFA Society Poland Mar 2017 The CFA Institute Research Challenge is a global competition which tests the analytic, valuation, report writing, and presentation skills of university students. Our task was to evaluate footwear retailer CCC, prepare investment recommendation and present our findings in front of jury.
    • Awarded to Jan Nalbert
      Smart Deal M&A Challenge Finalist Penta Investments Nov 2016 One of 6 finalists of international M&A competition organized by PE fund Penta Investments and held in Prague. The task was to prepare presentation for investment committee, as well as valuation of a potential target, add-on to a portfolio company.