Robert Szura

Robert Szura

Adviser for Corporate Clients Assistant

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  • Timeline

  • About me

    Senior Officer at European Investment Fund

  • Education

    • Uniwersytet Ekonomiczny w Krakowie

      2008 - 2011
      Bachelor's degree Finance and Accounting
    • Uniwersytet Ekonomiczny w Krakowie

      2011 - 2013
      Master's degree Finance and Accounting
  • Experience

    • ING Bank Śląski

      Jun 2010 - Apr 2012
      Adviser for Corporate Clients Assistant

      - providing service for corporate clients- performing analysis of financial statements- updating financial data in internal systems- preparing loan applications

    • State Street

      May 2012 - Sept 2017

      - managing the daily NAV production team (10 direct reports)- overseeing NAV calculation process- setting up new team in Gdansk, transferring processes from Cracow to Gdansk- supporting team members in their development- monitoring quality of work- cooperating closely with other departments and donor sites (Switzerland, Luxembourg) - calculating NAV, reviewing completeness of fund packages, resolving issues related to NAV valuation- providing support to team members- organizing and conducting team meetings/trainings for the team- coordinating fund events- allocating job for team members- attending Ops Calls with donor site (Switzerland) - accurate and timely valuation of NAV - capstock activity verification- security transaction and corporate action review- posting and monitoring of expense and interest income accruals- monitoring of dividend income

      • Fund Accounting Team Supervisor

        Nov 2015 - Sept 2017
      • Senior Fund Accountant

        Dec 2013 - Oct 2015
      • Fund Accountant

        May 2012 - Nov 2013
    • Brown Brothers Harriman

      Oct 2017 - Feb 2023
      • Client Service Team Leader, Associate

        Jun 2020 - Feb 2023
      • Client Service Supervisor, Associate

        Mar 2020 - May 2020
      • Client Service Supervisor

        Oct 2017 - Feb 2020
    • European Investment Fund (EIF)

      Feb 2023 - now
      Senior Officer
  • Licenses & Certifications

    • Examination of CFA level 2 passed

      CFA Institute