Robert Zabludowski, CFA, CAIA

Experience

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  The Gdansk Institute For Market Economics

  Jun 2012 - Jun 2012

  Summer Analyst Internship

  o Pension fund market research and analysiso Analysis and research of the car insurance market

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  Warsaw Stock Exchange

  May 2013 - Sept 2013

  Research Analyst Intership, (University of Gdansk-Warsaw Stock Exchange project)

  Participant of summer internship in various departments of The Warsaw Stock Exchange and The Bond Spot to gain depth knowledge about debt marketTask Description:o Identification of barriers in the Corporate Bond Market and generation of proposals to overcome these barrierso Meetings with external Corporate Bond Market’s expertso Meetings with senior management to discuss development solutionso Participating in daily tasks of various departments during the internship

• 

  European Financial Congress

  Mar 2014 - Sept 2014

  Member of the organizing committee for the “EFC Academy"​ (Pro publico bono)

  Member of the steering committee for the “EFC Academy”, aimed at connecting top Polish students from Polish and abroad universities, e.g. Harvard, Cambridge, Oxford, and top Polish schoolsScope of work: -recommendation for Polish government and business society under EFC Think Tank, -coordination of promotion activities, -co-organization of discussions and debates,-providing assistance to the EFC’s panelists

• 

  CFA Society Poland

  Mar 2014 - Sept 2014

  Project Manager (Pro publico bono)

  o Representation of the interests of CFA society Polando Establishment of business relationships and negotiations o Organization of promotional events

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  Franklin Templeton Investments

  Feb 2015 - Sept 2015

  Research Analyst Associate Internship

  US, UK and PL markets Worked on: -Preparing financial models in Bloomberg, FactSet, Morningstar and Excel, -Participating in development of new product in Poland and US, as well as preparation of various presentations for managers

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  Brokerage House of Bank Polskiej Spółdzielczości S.A.

  Jul 2016 - Oct 2017

  Reporting directly to CEO and Supervisory BoardMember of Investment Committee and Management Committee-Overlooking risk monitoring of EUR 1bn volume of annual proprietary investments -Providing various investment-oriented research and opinions - a member of Investment, Strategy and New Product Committees-Day-to-day monitoring of fixed-income investments in the portfolio and advising senior management on potential risk issues -Responsible for the development of internal risk models, as well as conducting ICAAP processes and stress tests -Supporting the development of new business, e.g. launch of new investment platform and investment strategy for dealing room-Actively cooperating on restructuring plans, financial & capital plans, and strategy-related tasks Show less Real Estate and Construction Sector -Performing financial modeling and valuations with extensive industry/market research, company strategic and financial analyses-Daily cooperation with clients and senior management of covered companies listed on Warsaw Stock Exchange – WIG NRCHOM-Responsible for daily commentary of the covered sector to investors and senior management -Full completed reports: real estate company (Market Cap: EUR 250m), infrastructure construction company (Market Cap: EUR 5m) -Preparing documents and analyses for the internal investment/risk committee Show less

  • Risk Advisor to Head of Brokerage House

    Nov 2016 - Oct 2017

  • Equity Analyst

    Jul 2016 - Oct 2016
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  Franklin Templeton

  Oct 2017 - now

  Conduct comprehensive capital market research to formulate investment ideas concepts for global equity and fixed income markets, including factors such as country analysis, sector, valuations, duration, etc. Conduct comprehensive capital market research to formulate investment ideas for global equity and fixed income markets, including factors such as country analysis, sector, valuations, duration, etc. Design advanced quantitative models for multi-asset allocation purposes

  • Research Manager

    May 2022 - now

  • Research Analyst

    Jul 2020 - May 2022

  • Research Solutions Analyst | Multi-Asset Research & Investment Data Science

    Oct 2017 - Jul 2020