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Jana Josephson

Jana Josephson

Internship

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location of Jana JosephsonBratislava, Slovakia

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  • Timeline

  • About me

    Investment Analyst & Operations Manager at Sirius Investments SICAV

  • Education

    • High School of Vavrinec Benedikt Nedožerský in Prievidza

      2009 - 2013
      A-level

    • Univerzita Mateja Bela v Banskej Bystrici

      2016 - 2018
      Master's degree Finance, Banking and Investment Master thesis: A

      Specialization: BankingMaster thesis: Building an investment portfolio for a private client(This master thesis aims to create a stock portfolio for a private client using theoretical backgrounds and subsequent analysis of the portfolios based on the investment strategy of Graham, Buffett and Piotroski.)

    • Univerzita Mateja Bela v Banskej Bystrici

      2013 - 2016
      Bachelor's degree Finance, Banking and Investment First class (1st) honours degree

      Bachelor thesis: Comparing retail and private clients, within commercial banks products. (The purpose of bachelor thesis was to analyse and identify the basic differences among the particular bank products for private and retail clients.)

  • Experience

    • UniCredit Bank Czech Republic and Slovakia, a.s.

      Jun 2014 - Aug 2014
      Internship

      Field of Internship: Small Business, Affluent clients

    • UniCredit Bank Czech Republic and Slovakia, a.s.

      Jul 2015 - Aug 2015
      Loan Officer

    • UniCredit Bank Czech Republic and Slovakia, a.s.

      Jul 2016 - Sept 2016
      Mortgage Loan Officer

    • Westbridge Dental Practice

      Jul 2017 - Aug 2017
      Assistant of practice manager of dental clinic

      Internship, Oxford Dental Care Ltd., Westbridge Dental Programme of the traineeship:To work alongside the practice manager, and assist in the running of the practice, dealing with accounting, auditing, administration and risk assessments.

    • Sirius Investments SICAV

      Jan 2018 - Jan 2021
      Investment Analyst & Operations Manager

      Performance Attribution Analysis, Hedging of the Portfolio, Net Asset Value calculation, Monthly reports preparation, Liquidity analysis of the Fund, Reporting (using VBA)

    • Etops Group AG

      Sept 2021 - now
      Operations Specialist

      - Production of independent fund valuation (Net Asset Value)- Contribution analysis of different Balance sheet items- Reconciliations of investors trades- Executing investments orders with counterparty- Monitoring and reconciling investment positions in custody- Corporate actions- Data collection, system update, ensuring data quality- Cash accounts monitoring, reconciliations, payment instructions- Data revision- Reporting- Various projects to increase operational efficiency- Active communication with various counterparties (administrator, custodian, bank, auditor) Show less

  • Licenses & Certifications

    • Analytical thinking

      Challengest
      Mar 2017
      View certificate certificate

    • English Language Certificate

      City & Guilds
      Dec 2013

    • Master Microsoft Excel Macros and Excel VBA

      Udemy
      Sept 2018
      View certificate certificate