Michał S. Email and Phone Number
Versatile, ambitious senior project manager and senior analyst working for major provider of investment management and investment services in the world. Holding a strong interest in Economics and Banking (particularly in Listed Derivatives, OTC and REIM products). Delivering top client service. Proven to be able to work under pressure, immense workload and tight deadlines. Thinking big, expecting big things for himself and ready to make tough decisions. Unacquainted with the word “impossible”.
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Vice President - Senior Project Manager In Ais Client Implementation TeamBny Mellon Oct 2023 - PresentWrocław, Woj. Dolnośląskie, PolskaThe Client implementation team is focused on the client journey at BNYM post the sales process. The team ensures that the clients is ready to go live after a controlled launch process. Key Tasks: • By working closely with BNYM operations/functional units, responsible for the delivery and implementation of new business for either new or existing clients through the provision of project management within project parameters and deadlines.• The role includes managing the launch of new funds which require some or all of the services AIS provide by engaging with the Client and Operational, Legal and KYC/Account Management teams involved in ensuring BNY Mellon are fully prepared to deliver required quality services within agreed timescales including post implementation support.• The function also includes active support to particular work streams of larger programs.SPM makes an impact in the following ways: • Leads and controls complex onboarding projects following all governance standards.• Effective client relationship management through a comprehensive understanding of the client’s business needs and expectations. Positively contributes to the client relationship through an open and constructive approach.• Maintains strong working relationships with the service delivery teams within BNYM. Works with them to ensure the operating model is clearly defined and is suited to meeting the client’s needs.• Facilitates internal discussions around changes to the operating model and following up with the internal teams to ensure all required sign offs are received. Escalates appropriately and manage same until resolved.• Ensures delivery of high quality and timely output by maintaining and monitoring project plans, Action logs etc, identifying issues and ensuring they are resolved• Assists Senior Management in identifying and assessing risks and efficiencies, recommends suitable solutions and implements plan, once agreed. -
Vice President - Client Service Manager In Real Estate Investment Management Team (Corporate Trust)Bny Mellon Oct 2021 - Sep 2023Wrocław, Woj. Dolnośląskie, PolskaKey Roles & Responsibilities- Day to day oversight of the portfolios (Real Estate Investment Management) to ensure high Client Experience Levels- Cash & Trade (Loans, Bonds. Interest Rate and Cross Currency Swaps, FX Forwards) Management Oversight – ability to engage with Clients to ensure timely execution - Report Review and preparation on Portfolio’s Performance, Monitoring of Service Level Agreements, creation of KPI reports- Collaboration: Continuous dialogue and open communication with Lead Manager and Group Manager on status of work being completed by supporting teams- Leadership in Client Meetings and ensuring minutes and follow up items are closed out- Development of strong working relationships with Front Office Relationship Managers- Identification and resolution of issues while serving as a high-level escalation point for complex situations and ensuring that they are brought to a successful resolution- Employee Development: Key role in training of support team on Client and deal specific requirements - Partnership within Global Group Managers to identify and streamline business operations. Support the efforts to enhance controls by standardizing relevant business processes and consistently managing/monitoring those activities to ensure quality and accuracy. Support key business programs, including business and process improvements which drive greater operational efficiencies and superior client service- Serving as an escalation point and communicate effectively with other internal shared services, external investment managers, brokers and clients. This role sets the directions and tones for the client service administration elements of our business and therefore drives overall client relationships and risk management- Active assistance the Group Manager with developing and driving new strategic plan initiatives- Monitoring and managing the activities performed within our business partners - Holding regular meetings & escalating concerns. -
Assistant Vice President, Manager Of Listed Derivatives Client Services TeamCredit Suisse Jan 2019 - Sep 2021Wrocław, Woj. Dolnośląskie, PolskaManager (AVP) for 500+ account base including several billion dollar hedge fund accounts. Cultivating and maintaining top level client relationships.Manager & supervisor for Client Services Wrocław Team counting 4 product specialists.Quickly moved up in a corporate hierarchy – in 3 years from entry level to #1 in Wrocław’s Client Prime Services Team becoming its leader.Manager responsibilities :- responsible for account managers in a group, - responsible for ensuring that all Credit Suisse and regulatory daily, weekly, monthly and annual procedures and reporting tasks are adhered to, breaches of controls etc. are reported to the appropriate parties,- working with VP manager to develop staff through effective communication, delegation, motivation, mentoring, coaching and other techniques,- managing overtime requirements and staff availability during holiday and other peak periods,- ensuring all team members have clear objectives and up to date job descriptions relevant to their current role,- responsible for prompt identification, escalation and resolution of any performance issues within the team,- identifying and communicating new staffing requirements to line-management,- responsible for assisting with recruitment and completion of staff performance & development plans,- responsible for continuous development and mentoring of staff,- working with line-management, sales and marketing, chief operations officer and outsourced ops teams on ad-hoc / long term projects and initiatives to ensure agreed client service levels are met.Account manager responsibilities :- Roles and responsibilities in the attachment -
Team Leader Of Listed Derivatives Client Services TeamCredit Suisse Jun 2017 - Jan 2019Wrocław, Woj. Dolnośląskie, PolskaTeam leader for 500+ account base including several billion dollar hedge fund accounts. Cultivating and maintaining top level client relationships.Manager & supervisor for Client Services Wrocław Team counting 4 product specialists (including myself as an account manager).Quickly moved up in a corporate hierarchy – in 3 years from entry level to #1 in Wrocław’s Client Prime Services Team becoming its leader.Account manager & team leader responsibilities in the attachment -
Listed Derivatives Client Service RepresentativeCredit Suisse Sep 2016 - Jun 2017Wrocław, Woj. Dolnośląskie, PolskaFrom mid-September 2016 until November 2016 (6 weeks) worked from Credit Suisse London office, undergoing profound training from experienced fellow CSR's & management.After training period, I was instrumental in extending client services team (UK CSR team was extended to Polish location in Wrocław).On top of the above, I was a single point of contact to broad client base delivering top service every single day. -
Senior Banking Operations Specialist, Experienced In Listed Derivatives & Otc ProductsCredit Suisse Mar 2016 - Sep 2016Wrocław, Woj. Dolnośląskie, PolskaBanking Operations Specialist at Client Cleared Margin Services team. Responsible for:- settlement of margin calls resulting from the trading of exchange traded derivatives and listed OTC contracts,- the management of risk associated with settlement process by owning the investigation and liaising with clients to resolve Nostro account differences and the settlement of client related foreign exchange transactions (FX),- managing and reconciling clients’ collateral portfolio,- extensive interaction with internal and external clients, other operational areas globally and the Prime Services front office teams in London,- Process handovers/deployments from another Credit Suisse legal entities. -
Banking Operations SpecialistCredit Suisse Jun 2014 - Mar 2016Wrocław, Woj. Dolnośląskie, Polska -
Intern At Listed Derivatives Operations Client Middle OfficeCredit Suisse Oct 2013 - Dec 2013Wrocław, Woj. Dolnośląskie, Polska• Maintaining business relationship with clients and consulting their trading activity,• Booking profits and losses directly to clients’ ETD accounts,• Monitoring correctness of bookings on clients’ ETD accounts,• Responding to client’s enquiries,• Booking of non-cash collateral directly to clients’ ETD accounts (securities),• Preparing reports for supervisors.
Michał S. Education Details
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A (Bardzo Dobry) -
Economics
Frequently Asked Questions about Michał S.
What company does Michał S. work for?
Michał S. works for Bny Mellon
What is Michał S.'s role at the current company?
Michał S.'s current role is Vice President - Senior Project Manager | AIS Client Implementations.
What schools did Michał S. attend?
Michał S. attended Uniwersytet Ekonomiczny We Wrocławiu, Uniwersytet Ekonomiczny We Wrocławiu (Daw. Akademia Ekonomiczna Im. Oskara Langego We Wrocławiu), Uniwersytet Wrocławski.
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