Agata Anna Kaleta

Experience

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  Credit Suisse

  Jul 2016 - Sept 2016

  Credit Suisse Fund Services, Internship

  Private Equity / Real Estate Funds at Credit Suisse - Internship- Private Equity and Real Estate Team- Fund services: transaction bookings; NAV calculation- Reconciliations: cash, portfolio, and transfer agent

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  Brown Brothers Harriman

  Nov 2016 - Feb 2017

  Fund Accounting, Internship
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  State Street Global Advisors

  Aug 2017 - Jan 2018

  Fund Oversight

  - Administrative Officer, Fund oversight: point of contact for fund administrators, participation in monthly service reviews, board meetings and due diligences- Operational processes: coordination and implementation of new processes in operations, daily work with custodians - Fund set up: support of the fund launches, terminations, transitions, mergers, and supervision of fund documentation

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  Perfect Media

  May 2018 - Dec 2019

  Project Manager

  - Exposition and promotion at the ICFF 2018, New York - Maintenance of effective communication and client relationships- Identification of potential new companies to engage as clients

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  ABB

  Mar 2020 - Sept 2022

  ABB, Master Data Specialist

  Acting as Master Data Project Coordinator (09.2021 - 09.2022)- SME role in projects related to mergers and acquisitions- Operational system deficiencies identification to ensure enhanced business continuity - Coordination of M&A project data in close collaboration with FO and MD sub-teams (PL, BNL, DE, BG, FR, IT, CH, TR) Accounts Receivables and Junior Master Data Specialist (03.2020 - 09.2022)- SAP database input quality control; vendors and customers data maintenance - Internal and external audits preparation - Primary point of contact and in-house representative for the implementation of a new data governance tool for DACH region Show less

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  IG Group

  Oct 2022 - now

  Project Manager Program Management Office

  PMO:-Ensures smooth project operations and high-quality deliverables-Analyzes projects, identifies optimizations, and leads implementations-Implements innovative solutions, contributing to organizational successActing as Project Manager:-Oversees project lifecycles from initiation to completion and collaborates with stakeholders to define project scope and requirements- Manages project teams, ensuring clear communication and alignment with objectives- Monitors project progress, mitigates risks, and ensures timely delivery Show less