Talk to sales Try for Free
Adam Maćkowiak, CFA

Adam Maćkowiak, CFA

Intern, Equity Research

Followers of Adam Maćkowiak, CFA571 followers
location of Adam Maćkowiak, CFAWarsaw, Mazowieckie, Poland

Connect with Adam Maćkowiak, CFA to Send Message

Connect

Connect with Adam Maćkowiak, CFA to Send Message

Connect

  • Timeline

  • About me

    Investment Manager, Structured Investments Department w PZU

  • Education

    • Uniwersytet Ekonomiczny w Poznaniu

      2016 - 2018
      Magister (Mgr) Finance and Accounting in Business

      Activities and Societies: Students' Investment Association PROFIT Master thesis: "Identification of the relationship between macroeconomic factors and financial performance of companies in Poland"Supervisor: dr hab. Jarosław Kubiak

    • Uniwersytet Ekonomiczny w Poznaniu

      2014 - 2017
      Licencjat (Lic.) Informatics & Econometrics, Informatics in Administration and Economy

      Bachelor thesis: "Virtual investment identity"Supervisor: Agata Filipowska Ph. D.

    • Uniwersytet Ekonomiczny w Poznaniu

      2013 - 2016
      Licencjat (Lic.) Finance & Accounting, Investment and Corporate Finance

      Activities and Societies: The President of Students' Investment Association PROFIT 2015/2016 Active member since 2014 Bachelor' thesis: "Analysis of the relationship between PMI and returns from major Warsaw Stock Exchange' indices"Supervisor: Adam Zaremba Ph.D.

  • Experience

    • IPOPEMA Securities

      Jul 2015 - Sept 2015
      Intern, Equity Research

      Daily contribution (daily news summary in English)Ipopema portfolio performance calculationFinancial modelling and valuationData researchSupport for Ipopema' analysts

    • Dom Maklerski INC S.A.

      Oct 2016 - Jul 2017
      Junior Analyst, ECM & DCM Department

      Financial and business analysis for DCM and ECM (NewConnect) transactions.Analysis of corporate bonds market.

    • BNP Paribas Bank Polska

      Aug 2017 - Jun 2018
      Financial Markets Analyst, Investment Advisory

      Investment advisory regarding mutual funds (Polish and foreign) for retail and private banking.Construction of portfolio allocation models for private banking clients.Equity research.

    • PZU

      Jul 2018 - now

      • Investment Manager, Structured Investments Department

        May 2022 - now

      • Senior Investment Analyst, Structured Investments Department

        Mar 2020 - May 2022

      • Investment Analyst, Structured Investments Department

        Jul 2018 - Mar 2020

  • Licenses & Certifications

    • CFA Level II Passed

      CFA Institute
      Jun 2018
      View certificate certificate

    • Certificate in Advanced English

      Cambridge English Language Assessment
      Jul 2013

    • CFA Level I Passed

      CFA Institute
      Jun 2017
      View certificate certificate

    • Polish Investment Advisor Licence

      Polish Financial Supervision Authority
      May 2025
      View certificate certificate

    • CFA Level III Passed

      CFA Institute
      Jun 2019

    • CFA Institute Charterholder

      CFA Institute
      Aug 2024
      View certificate certificate

    • Polish Stockbroker Licence no. 2985

      Polish Financial Supervision Authority
      Jun 2015

    • Kompetenz in Deutsch 2

      Österreich Institut GmbH
      Jun 2010

  • Honors & Awards

    • Awarded to Adam Maćkowiak, CFA
      The PUE Chancellor' Scholarship for Best Students The PUE Chancellor October 1, 2017 Top 5% of students received such scholarship.
    • Awarded to Adam Maćkowiak, CFA
      Winner of "Finansomania" financial competition Uniwersytet Ekonomiczny w Poznaniu, Wydział Ekonomii Apr 2016 Competition subject encompassed public and corporate finance, insurance and taxes.
    • Awarded to Adam Maćkowiak, CFA
      The PUE Chancellor' Scholarship for Best Students Uniwersytet Ekonomiczny w Poznaniu Oct 2015 Top 10% students received such scholarship.
    • Awarded to Adam Maćkowiak, CFA
      The PUE Chancellor' Scholarship for Best Students Poznan University of Economics Oct 2014 Top 5% of students received such scholarship.