Michał Lewandowski, Cfa Email & Phone Number

Vienna, Austria

Wiedeń, Austria

Wiedeń, Austria

Warszawa, Woj. Mazowieckie, Polska

Achievements: Successfully supported 2 portfolio companies in obtaining funding up-rounds; led the process of preparing portfolio company for a potential transaction; co-created a new procedure for internal portfolio monitoring meetings, regular interactions with the founders and board meetings; led process of building enhanced due diligence procedure. Responsibilities: Generating deal flow through maintaining network with leading VC funds in Poland and within CEE region; evaluating and preparing business due diligence of potential investments; controlling current progress of portfolio companies by coordinating business and financial reporting; supporting Managing Partners in building value of portfolio companies.

Warszawa, Woj. Mazowieckie, Polska

Achievements: Together with the team developed strategy and built value of one of the biggest family offices in Poland, specifically the portfolio of global equities, high-yield bonds, direct PE and VC investments, private debt, hedge and private equity funds; generated trade ideas and recommendations that significantly enhanced portfolio return; efficiently coordinated launch of a closed-end fund from registration and fundraising to creating investment portfolio; prepared an in-depth market research, identified and valued potential acquisition targets, formulated an offer for a direct PE investments; introduced a screening and research framework for bottom-up idea generation, valuation templates and checklist to evaluate potential and monitor existing investments that saved the company time (3-4h daily) and money; recruited and supervised one analyst.Responsibilities: Controlling direct PE and VC investments; reviewing and identifying opportunities in private equity, private debt and start-up deals; overseeing investments in world’s best hedge and private equity funds; generating trade ideas in the area of liquid equities (mainly tech sector) and high yield bonds (mainly special situations) using own screening tools and analyzing company fundamentals; recommending investment strategy and allocations based on a short, medium, and long term view of the world markets; monitoring and recommending actions for companies owned in portfolio; executing trades for stocks, bonds and derivatives; day-to-day management of cash assets.

Poznań, Woj. Wielkopolskie, Polska

Promoted from AnalystAchievements: Automated and implemented interactive dashboards in reporting to portfolio managers using BI tools: QlikView and Tableau; created interactive tool for mobile devices to compare mutual funds and simulate hypothetical investment; accomplished interactive dashboard to manage strategies covered by fund of hedge funds; developed innovative approach to visualization of macroeconomic indicators and investment portfolio diversification for Templeton Emerging Markets Team.Responsibilities: Discovering and sharing insightful trends in global demand for meetings with portfolio managers; leading the team of analysts; coordinating the process of CRM system integration; regular reporting to portfolio managers using Business Intelligence tools: QlikView and Tableau.

Weather Derivativies Department and Commodities Market Analysis DepartmentReponsibilities: Preparing report on polish energy market; Creating report on correlation between CO2 Emission Allowances, equities and commodities; Supporting the team in CO2 Emission Allowances prices forecasting.

Transaction Advisory DepartmentResponsibilities: Creating valuation models using comparable companies and NAV methods; supporting the team in creating DCF valuation models; searching for potential M&A targets.

Poznań, Woj. Wielkopolskie, Polska

Supporting the team in every day duties in the area of accounting, audit and bookkeeping.

Master'S Degree, Computer Science And Econometrics

Specialization: Financial Engineering Thesis: Optimization and research on effectiveness of alternative investment portfolio.

Bachelor'S Degree, Computer Science And Econometrics

Activities and Societies: Financial Engineering Student Association, Poznan University of Economics Tennis TeamSpecialization: Financial.

Bachelor'S Degree, Accounting And Finance

Specialization: Accounting and Treasury Thesis: Effectiveness of technical analysis for forecasting USD/JPY exchange rate. (Grade B)