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- Worked directly with project managers and assisted in deal execution being responsible

for financial statement analysis and multiple-based valuation (market and transaction-
based) preceded by own selection of the peer companies
- preparation of transaction-related documents (pitch, teaser, information memorandum)
- assistance in deal execution (indentifying and contacting investors, managing flow of
information between parties, VDR management)

Pro-active problem-solver who demonstrated abilities during several case competitions


and internships in leading companies. As both team member and leader in students’
clubs she excelled in communication and leadership skills by managing a group of 12
people and leading several public presentations up to 100 people.

Participants attend 2-week summer school on capital markets and soft skills, rich in
workshops and case studies provided by key financial and professional institutions such
as: Montagu Private Equity, Innova Capital, Bridgepoint, CEE Equity Partners,
Rothschild, JP Morgan, Goldman Sachs, McKinsey and many others.

Preparation of KPI reports and analysis for the company management (including partly
monthly
reporting package)
Regular monitoring and analysis of operational figures against budgets/forecasts
Analysis of financial data and preparation of financial reports, statements and projections
Implementation of effective benchmarking process for the whole region – KPI
benchmarking
Preparation of ad hoc financial estimates and analyses

- Diverse industries projects including: energy, TMT, healthcare, industrials, FMCG


- Delivered valuation multiples - comparable companies and precedent transactions
analysis’
- M&A teasers, pitch books and proposal offers presentations
- Industry research (Bloomberg, Reuters, EMIS Pro, Mergermarket)
- Produced concise daily morning M&A market wrap-ups
- Updated financial models to facilitate Manager’s analysis
- Financial statements introductory analysis (both private and listed companies)

- Full ownership of 8 Reckitt Benckiser brands in terms of community, customer


complaints, adverse events reporting & consumer queries.
- Development of monthly reports including: content performance, engagement levels,
insight generation and touching on social KIPs.
- Full understanding of the Facebook Business Dashboard, media investments and
performance metrics.
- Created candid FAQ list and influencer question kits.
- Participated in competitive performance evaluation exercise and quarter & half-year
reviews.
- Developed a full social media channel checklist.
- Participated in creative brainstorms and initiated ideas for new and existing campaigns.
- Utilized tools such as: Business Dashboard and Engagor.
- Providing research on various companies for meeting preparations.
- Contacting and visiting different hotels to follow-up on the installation of “Welcome To
Dubai” documentary.
- Creating captions on Social Media campaign for Globally Great EXPO 2020 project.
- Utilized tools such as: Pipeline for contact list
Prezi for presentations.

Customer complaints, adverse events and consumer queries of 8 Reckitt Benckiser


brands.
- Development of monthly report.
- Weekly alert report of competitor activities.
- Utilized tools such as: Engagor and Socailbakers to develop analysis.
- Analysis of Facebook Shop deck.
- Created a full influencer database.

Solved numerous case studies concerning valuation and general strategy, organized e.g.
by Deloitte, KPMG, McKinsey, A.T. Kearney and Ernst & Young

Najważniejszym elementem rozwój, jest to nauka przez zabawę. Z każdym etapem czuliśmy, że
można to była zrobić lepiej. Było to dla nas dobre doświadczenie, idealna forma nauki, bo
praktyczna, przez to, że jest tworzona przez praktyków, to pomaga w rozwoju. Trzeba być dobrze
zorganizowanym i nastawionym na cel.

onkurs daje pewność siebie. Utwierdziłem się, że chcę się tym zajmować zawodowo: fuzjami,
przejęciami, transakcjami, wycenami. – dodaje Karol Marczewski z „Warsaw Słoics”.

· Participation in a number of on-going M&A; projects incl. support in such tasks as data room
preparation and management, transaction documentation drafting etc.
· Supporting business valuation
· Conducting industry research and analysis
· Market screening for potential targets and investors
· Assisting in pitch books preparation and participation in deal pitches
· Co-operation with other DC Advisory teams across Europe, Asia and US

My main responsibilities at Transaction Advisory Services (TAS) included:


- integrating an Excel VBA macro for due diligence team, increasing team's work
efficiency on a financial information database
- participating in due diligence for an international food industry client and vendor due
diligence of sales department for a leading energy company
- gathering and summarizing company data using EMIS, Amadeus and industry portals,
- populating and checking data in financial databook prepared for the purpose of due
diligence of target companies,
- assistance in preliminary financial analysis of companies,
- support in preparation of proposals for prospective clients.
Student with a need for constant self-development and expanding her skills, strongly determined
to pursue a career in investment banking. Extremely serious about her duties yet does not trust
anyone who doesn't like a good laugh.

Additional Honors & Awards


- McKinsey Strategy Development in Practice course - preparing the strategy for the Royal
Castle in Warsaw with cooperation with McKinsey Consultants (Warsaw, 2016)
- Finalist of the Roland Berger Consulting Challenge - received an internship offer (Warsaw,
2016)
- Selected to participate in the exclusive meeting with the global CEO of The Boston
Consulting Group (Warsaw, 2015)
- Selected for the Female Futures event, hosted by Bank of America Merrill Lynch (London,
2013)
- Selected for the Women in P&G Sales Conference (Warsaw, 2013)

One-year mentoring programme consisting of workshops, lectures, training courses,


personal mentoring and meetings with the BCG consultants for the most outstanding
students.
Providing support for M&A Department (Market Research, Working with Bloomberg
Terminal, Advanced Excel Tools and Databases - Merger Market, ORBIS, Notoria,
EMIS) and Risk Department (Working with Credit Rating Models).

- Team member participating in M&A, ECM and DCM projects


- Engaged in preparing valuations, market researches (industries: CEP, consumer
finance, food), equity stories (retail, internet), teasers, prospectus and various analysis
(e.g. influence of buyback programmes or potential buy-ins on WSE), as well as other
materials

Sector analysis, research and market screening for potential targets/investors;


- Working on various assignments as part of the Investment Banking team;
- Development of financial models;
- Preparation of company valuations;
- Active participation in deal origination and execution (preparation of pitch books, presentations
and transaction documentation).

Analysed panel data for top Electronic companies and prepared reports for managers
• Developed extensive presentations on subject of panel research and its main
properties for top FMCG companies
• Acquired business partners (participants of panel data surveys) and kept contact with
clients

 - Involved in 2 sell-side mandates (leading digital marketing services provider and railway
logistics services company)
- Prepared proposals for sell-side and buy-side lead advisory services (companies from
various industries such as fintech,TMT, consumer goods, agriculture and medical
equipment)
- Identified and evaluated potential investors/investment targets and analysed
companies’ business models
- Worked directly with project managers and assisted in deal execution being responsible
for financial statement analysis and multiple-based valuation (market and transaction-
based) preceded by own selection of the peer companies
- Prepared comprehensive industry and company analysis based on performed market
research using EMIS and CapitalIQ platforms

- Involved in indication of key market drivers, legal aspects and forecast prospects for the
industry within the following: Pitch book for a leading FX broker (ECM project) and
Management Presentation for a Real Estate company (M&A project)
- Prepared profiles of self-identified CEE-based investment opportunities and descripted
their business model
- Analysed and gathered appropriate data sets obtained in Bloomberg and EMIS
platforms

Capital Market Leaders Academy (ALKR) is the most prestigious Polish program
established by the Foundation in 2006 with aim to educate future capital market leaders
in Poland. Each year 30 enthusiasts of capital markets including outstanding students
and graduates are admitted to the program out of more than thousand applications.

During two-week program they are educated by top business practitioners and are given
special leadership trainings. All the participants are entitled to internships in top
companies with exposure to local and international market. They form a unique
community which works to develop the Polish capital market and support each other
professionally and personally.

- Conducting financial due diligence process for PE funds and leading companies
- Preparing teasers and presentations to attract potential clients
- Searching the market for new business opportunities, using EMIS, mergermarket.com
and other tools

Lukasz worked as an intern for KPMG where I was Manager. He worked for
the first half of 2017 on the Deal Advisory - Transaction Services team and
was a welcome addition. He proved to be dedicated and committed person
with the great approach to work. His contribution to the due diligence process
for leading companies from various industries was substantial in the success
of those projects. I gladly endorse Lukasz for any position he is qualified.

Goal-oriented and well-rounded investment banking professional, experienced in


execution of M&A transactions for a variety of clients and in diversified sectors. Always
enthusiastic about new challenges, open minded with good technical as well as people
skills and proven track record.

Bilingual M&A / Corporate Finance professional with an Investment Banking / BIG 4 /


private equity international background. Exposed to the whole cycle of deal origination
and execution as well as valuation and modelling assignments.

Member of two dedicated CEE M&A advisory focus groups: 1) FMCG (sector) and 2)
Private Equity (deal flow). Participated in a number of local and cross-border M&A buy-
and sell-side advisory engagements (focus on EV EUR 10-100m, covering FMCG
(consumer business), manufacturing, healthcare and TMT).

Heavily involved in cross-selling and a number of extracurricular activities (i.a.


representation, recruitment).

ZALETY:

Cierpliwość - dzieci

Dokładność

Dociekliwość

Determinacja

Spostrzegawczość
Transakcje na rynkach kapitałowych, fuzje, przejęcia, transformacje, restrukturyzacje, due dilligence,
wyceny spółek, przeglądy strategiczne i negocjacje. Jeśli podczas czytania powyższych haseł Twoje
serce zaczęło bić odrobinę szybciej – pasujesz do nas.
I am an open-minded and ambitious person who always perseveres to achieve the best
results. I am a CFA Level III Candidate with strong analytical skills, attention to details
and the ability to collect data and solve quickly complex issues. I enjoy overcoming
challenges, I am eager to learn and I have genuine interest in financial markets and
alternative investments. I am also amateur sportsman persistent in achieving long-term
goals.

I envision myself in roles involving strategy planning, business development, and


financial advisory. My aspiration is to work in an international environment where I can
gain exposure to diversified markets. I am also highly passionate about women
empowerment.

Goal oriented, very well organised, keeping words and deadlines, comunicative, self-
confident, do not trustanyone who doesn't laugh.

Highly motivated student aspiring to pursue a career in investment banking industry.

regional Huawei Hub and was focused on strategic consulting for Huawei CEE & Nordics PR
Manager, as well as local PR agencies. The agency was responsible for product campaign
strategies, creation and implementation, including content planning and creation.

I am hard-working student with a constant need of setting new challenges and strong
determination to succeed in capital markets sector. Achieving ambitious goals triggers
me for better work performance and motivates me for efficient time management.

I am pro-active, eager to learn Warsaw School of Economics student. I enjoy challenging


myself and believe that my strong analytical skills, ability to cooperate with multinational
teams and positive attitude towards work makes me good a candidate.

My main responsibilities at Transaction Advisory Services (TAS) included:


- integrating an Excel VBA macro for due diligence team, increasing team's work efficiency
on a financial information database
- participating in due diligence for an international food industry client and vendor due
diligence of sales department for a leading energy company
- gathering and summarizing company data using EMIS, Amadeus and industry portals,
- populating and checking data in financial databook prepared for the purpose of due diligence
of target companies,
- assistance in preliminary financial analysis of companies,
- support in preparation of proposals for prospective clients.

One of Poland's largest PE events featuring case studies, workshops and lectures relating to
Private Equity, Venture Capital and M&A.
My main responsibilities included:
- developing and updating extensive presentations on subject of panel research and its main
properties for top FMCG companies
- implementing a statistical algorithm with use of Gnu R programme, and conducting a
customer retention analysis for a major Polish energy company, streamlining its customer
services operations
- incorporating SPSS analytical software for data mining and statistical analyses on ca. 8000
households panel data

am an ambitious law and finance student with constant need of setting new challenges and
achieving those targets. Diversity of my activities motivates me in creative thinking and better
results of my work. I can be described as open-minded, hard-working and conscientious
person with strong determination to succeed.

I am deeply convinced that my enthusiasm, analytical skills and dedication could


be positive contributions I could offer as a member of your team.

I am young, ambitious man who wants to start the career in business consulting and analyze
the companies to help them in facing with their troubles. It is a great pleasure for me, when I
see, that my advices are working. During my life I have crossed the borders of possibility
many times - and I want to do it again. Not only I am the one of the best students in Poland
(awarded by Polish Ministry of Education) but also I have crossed every borders connected
with my disability. I am highly determined to do my best and still improve my skills.
Playing chess by over ten years (on self-professional level) caused, that I have great analytical
and prediction skills. What's more, playing chess developed my creativity and flexibility what
allows me to react immediately when situation changes. In addition, I think that my strategic
thinking and long-term-planning skills are also highly developed.
Fascination with history has also improved my memory and analitycal skills.
What is more, I have graduated the class with extended programme of computer sciences,
what gives me additional advanced skills in MS Office and the basic skills in progamming.
Presently, I am ready to cooperate with everybody who will offer me an interesting
experience.

• Why did you decide to apply for this position?


• Why would you like to become a Business Development & Legal Assistant?
• What would you like to learn on this position?
• What are your expectations from this position?
• Why are you an ideal candidate?
• What is your professional goal?
A very-close to graduation student who during her degree successfully combined studies with
3 works, student
projects and other commitments showing to be self-motivated, organised and capable of
working under pressure.

Monthly internship. Responsibilities:

- review and analysis of private medical sector in


order to select potential acquisition targets
- preparing presentations and translations for
clients
- collection of financial data from available databases (Bloomberg platform,
securities.com)
- analysis of selected Private Equity portfolios and construction market

Internship at EY Transaction Advisory Services, in Transaction Support Services department.


Scope of responsibilities:

- assistance in due diligence projects and spin-off project


- provision of research on TMT sector
- preparing presentations on investment opportunities

Investment banking analyst at Vienna Capital Partners, a leading corporate finance and M&A
advisory company in Poland. Scope of responsibilities:

- research and analysis of various companies and industries


- assistance in the preparation of valuation assignments (DCF, comparable companies
methods)
- preparation of transaction-related documents (pitch, teaser, information memorandum)
- assistance in deal execution (indentifying and contacting investors, managing flow of
information between parties, VDR management)

or last 4 years, beside my studies, I have been working in many different places in
multinational teams. All of those experiences let me become more self-reliant and motivated.
I got to know rules that obtain in enterprises where I had to manage a small team of people
and set up schedules for them, which made me well organized. I am highly motivated to learn
new things. I have a good contact with customers. Multitasking is my other advantage and I
am eager to work as much as it is required.
A determined and self-disciplined, intuitive and communicative, enthusiastic and curious, I
have never ceased to enhance my professional and personal pro le, therefore I’m able to
provide the highest quality level of customer service.

• Participating in preparation of financial models for valuation
• Conducting industry


research and analysis
• Compiling project documentation (presentations, teasers,
translations)
• Market screening for potential targets and investors
• Taking part in
meetings with management board of a client
Thesis: "Key drivers influencing methods of payments and sources of M&A's financing with
special reference to the capital structure in the corporates involved."

- Team member participating in M&A, ECM and DCM projects


- Engaged in preparing valuations, market researches (industries: CEP, consumer
finance, food), equity stories (retail, internet), teasers, prospectus and various analysis
(e.g. influence of buyback programmes or potential buy-ins on WSE), as well as other
materials

Supported the team in conducting buy-side and sell-side transaction processes,


researched targets
- Prepared information memorandum (CEP sector) and proposals (consumer finance,
packaging, railway)
- Researched various markets and created analysis of them (industrials, meat,
confectionery, etc.)

- Made market analysis and gathered data about different business sectors
- Researched potential acquisition targets or investors for firm’s clients
- Prepared company teasers and other transaction documentation, supported company
valuation process

- supported analysts in making investment recommendation reports


- prepared the part about companies not covered by the brokerage house for daily
reports

 Conducting market research and benchmarking; analysis and synthesis of data.

 Pomoc w prowadzeniu projektów w zakresie doradztwa na rynku kapitałowym – emisje akcji i


obligacji na GPW, Catalyst i NewConnect
 Pomoc w prowadzeniu transakcji fuzji i przejęć oraz pozyskiwania finansowania na rynku
prywatnym
 Pomoc w prowadzeniu projektów inwestycyjnych – Seed i Venture Capital oraz restrukturyzacji
spółek
 Pomoc w ocenie działalności, wyników finansowych oraz perspektyw biznesowych
funkcjonowania przedsiębiorstw
 Pomoc przy tworzeniu oraz weryfikacji biznes planów i wycen przedsiębiorstw
 Research i pomoc w przygotowywaniu dokumentów na potrzeby prowadzonych procesów –
modele, prezentacje, Info Memo, teasery, itp.

Working in a small M&A advisory team. Responsible for preparing teasers and
information memorandums. Taking part in the process of valuation's model preparing.
Assisting in the implementation of projects in the field of capital market advisory -
issue of shares and bonds on the WSE, Catalyst and NewConnect

Assistance in conducting mergers and acquisitions and raising funds in the private
market
Assistance in running investment projects - Seed and Venture Capital and
restructuring of companies
Help in the assessment of companies’ overall performance, financial position and cash
flows
business activities, financial performance and business prospects of businesses

overall performance
cash flows

Help in creating and verifying business plans and business valuations

Research and help in preparing documents for the purpose of projects - models,
presentations, information memorandums, teasers, etc.

of executed investment projects,

to support specificprojects conducted b


een for purposes of projects with a general

to support project preparation and implementation

and support in problem solving as well as in implementation


of development strategies.

to assessing the company performance

financial position, performance and cash flows,

 - Preparation of Pitch Books for DCM, ECM & M&A projects.


- Creation of valuation slides and football fields.
- Help in preparation of IPO prospectuses.

- Participation in a cross-border deal in Slovenia.


- Preparation of Pitch Books for M&A activities.
- Creation of bidder universe for several potential transactions.
- Venture Capital research for potential investment opportunity.
My main responsibilities at Transaction Advisory Services (TAS) included:
- gathering and summarizing company data using EMIS, Amadeus and industry portals,
- populating and checking data in financial databook prepared for the purpose of due diligence
of target companies,
- assistance in preliminary financial analysis of companies,
- support in preparation of proposals for prospective clients.

+ Exploring & developing new business Opportunities (e.g. Strategic Partnerships)


+ Establishing & managing Corporate relationships
+ Initiatives Cost/Benefits evaluation
+ Business model sensitivity analysis
+ Business Requirements consultation
+ Project execution support
+ Providing market Research
+ Cooperating with a broad range of departments
+ Working with UK HQ subject matter experts

Investment Banking Analyst Intern


Nazwa firmyUniCredit CAIB
Okres zatrudnienialis 2014 – kwi 2015

Czas zatrudnienia6 mies.


LokalizacjaWarszawa, woj. mazowieckie, Polska

- Involved in IPO of Wirtualna Polska and acquisition of Goodfood.


- Peer group selection for relative valuation purposes.
- Preparation of Pitch Books for ECM & M&A activities.
- Extensive research based on databases such as Bloomberg, ISI, Mergermarket,
Dealogic and Capital IQ.

- member of analyst team working on Wirtualna Polska M&A transaction,


- preparing market analysis for companies and definite industries (mainly TMT and FIG),
- supporting Due diligence process as part of a project,
- VDR administration,
- current contact with sides of a project,
- preparing presentations for internal as well as external needs,
- assistance in organizing meetings between sides of a project (including management
presentations),
- support on preparing multiple valuations and DCF valuations,
- analysis team support on the ongoing activities.

Investement banking | M&A transactions | Valuations | TMT |


- Conducting a wide merchandising research within polish drugstore market.

- Managing the process of collecting and coding data at the local office of one of the
biggest insurance companies in the CEE region.

- Gathering data and creating an excel benchmark model, comparing 130 products from
13 banks, based on 33 variables.

- Creating excel tools (e.g. CC script generator, merger’s facebook) and conducting
various analysis.

- Monitoring the implementation of a new call center campaign of one of the largest
banks in Poland. - Preparing qualitative analysis of recordings and creating reports
based on SPSS analysis.

- Conducting analysis of polish and european BPO market, calculating indicators for
companies, learning the principles of selected industry sectors, searching for innovations
and trends within industry.

- Preparing PowerPoint presentations and translations.

- Creating online surveys.

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