Specialist of securities post-trading processes: settlements, corporate actions, income collection, in international environment of global investment banking with Custody in focus.
Expert of related ISO compliant Swift messages.
Highlights
20+ years' professional experience
Permanent member in development projects.
6 years of team leadership.
Projects planning, execution, implementation
Business development, regulatory requirements, efficiency needs.
Functional enhancements, streamlining processes, new system implementation.
Business insight
Client requirements and expectations.
Request for Proposals, Service Level Agreements, industry workshops.
Design and run processes
Back-office solutions.
End-to-end approach, quality control.
LEAN // Agile
Drive for continuous improvements in agile development environment.
Idea management, small developments.
Core skills
Business analysis.
Back-office operations.
Process improvements.
Investment banking.
Capital markets.
Work experience
Corporate actions specialist
@ RSC Raiffeisen Service Center GmbH, Vienna, Austria
– present
Operations expert, business analyst in development projects in corporate actions.
Focused on international investment environment.
Handling mandatory and voluntary corporate action events, including splits, mergers, conversions, tender and buy-back offers, priority and rights issues, general meetings, proxy voting.
Head of custody operations
@ Raiffeisen Bank Hungary Ltd., Budapest, Hungary
–
Coordinating 3 teams:
- Net Asset Valuation Team responsible for Investment and Pension Funds,
- Corporate Actions Team processing all occurring event types, and
- Cross-border Settlements Team handling post-trading processes of both domestic and foreign securities.
Organising day-to-day cooperation with other departments, e.g., tax department, Custody front office.
Servicing clients as escalation point of contact.
Designing and executing a massive internal project aiming at developing core services of the business line.
Taking part in the Hungarian T2S local working group.
Head of cross-border securities settlements
@ Raiffeisen Bank Hungary Ltd., Budapest, Hungary
–
Heading the cross-border securities settlements team handling foreign securities.
Raising the team's performance and transparency by developing and maintaining streamlined processes for post-trading international securities settlements.
Taking part in the reorganisation of the department, introducing change management tools.
Cross-border securities settlements officer at Custody department
@ ING Bank N.V. Hungary Branch, Budapest, Hungary
–
Ensuring proper settlement of international securities transactions.
Calculating Net Asset Values for domestic Investment and Pension Funds.
Taking part in roll-out of new core system in network banks from testing to go-live.
Trainings, courses
Swift ISO 20022 for corporate actions
Swift, Vienna
Digital onboarding
RSC, Vienna
Negotiations
Limerence Trust, Budapest
Communication in leadership
Flow Group, Budapest
Consciousness in leadership, Assertive communications, Time management
and before
Education
Economy and management
@ Heller Farkas College of Economics and Tourism, Budapest
–
Three semesters finished, have not graduated.
Main subjects: Corporate governance, Governing bodies in the European Union, Economical geography.
General banking
@ Károlyi Mihály High School of Economics, Budapest
– June 2002
Main subjects: General Banking, Micro and macroeconomics principles, Statistics, Accounting.
Attitude
Approachable, constructive, tactful
Towards clients, counterparts and colleagues
Visionary, supportive
In quick goals and long-term targets
Perceptive, analytical thinker and improver
Work the system of systems
Languages
Hungarian
▰▰▰▰▰▰ native
English
▰▰▰▰▰▱ fluent, C1
German
▰▱▱▱▱▱ beginner, A1
Italian
▰▱▱▱▱▱ beginner, A1