Agata Anna Kaleta

Agata Anna Kaleta

Credit Suisse Fund Services, Internship

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location of Agata Anna KaletaCracow, Małopolskie, Poland

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  • Timeline

  • About me

    Project Management Office | PMO | Project Manager

  • Education

    • Cracow University of Economics

      -
      Bachelor's degree Corporate Finance and Accounting
    • Akademia Leona Koźmińskiego (Kozminski University)

      -
      Master's degree Finance and Accounting
  • Experience

    • 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

    • Brown Brothers Harriman

      Nov 2016 - Feb 2017
      Fund Accounting, Internship
    • 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

    • 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

    • 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

    • 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

  • Licenses & Certifications

    • Mental Health First Aider

      MHFA England®
      Aug 2023
    • Zero BS Projects (Project Management)

      Zero Bullshit Management
      Dec 2022
      View certificate certificate
    • House of PMO™ – Essentials for PMO Administrators™

      Inprogress
      Jun 2023