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Kazimierz Orlowski

Kazimierz Orlowski

Deputy Head Operations

Credit Suisse Group

Technologies

My Portfolio Highlights

My New Course

Introduction to SQL

My New Track

Associate Data Analyst in SQL (previously Data Analyst in SQL)

My New Course

Introduction to SQL

Data sensei, guiding others on the path of analytical enlightenment.

My Work

Take a look at my latest work.

course

Introduction to SQL

course

Introduction to ChatGPT

course

Intermediate Python

course

Introduction to SQL

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

Courses

Introduction to Python
Introduction to SQL
Introduction to ChatGPT
Intermediate SQL

My Work Experience

Where I've interned and worked during my career.

Credit Suisse | Mar 2018 - Present

Vice President, Deputy Head Operations, ILS

Working with internal (Portfolio Managers, Underwriters, Modelers, Investor Services, COO Office, Product Specialists, IT, Legal and Risk Departments), and external parties (Fund Administrator, Fronting and Captive Mangers, Banks, Lloyds syndicate managers) to manage various deliverables. • Oversee valuation and Net Asset Value processes relating to the funds managed by the investment manager. • Providing leadership, training, staff development and managing Ops team. • Preparation and analysis of investor weekly estimates and monthly reporting and liaising with CEO to answer questions regarding any larger deviations. • Organizing and coordinating meetings with underwriters, portfolio managers, CEO to analyse from contractual and relationship perspective locked collateral. • Actively managed multi-billion collateral to achieve optimal interest from US T-Bill’s and Money Market Funds. • Established key cash management and liquidity controls to combat the current environment of buffered losses and trapped collateral. • Preparation and analysis of cash flow forecast provided to portfolio team regularly to assess deployable funds. • Oversee FX hedging process to mitigate currency exposure. • Creation, realization and active management of developmental share classes. • Improving control processes and efficiencies through automatization using SQL, Python, VBA and excel. • Developing new in-house tools to improve various key processes like collateral management, cash forecasting or FX hedging.
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MUFG Investor Services | Apr 2013 - Mar 2018

Manager, Reinsurance Fund Accounting

* Reviewing/preparing of NAV for reinsurance hedge funds. * Review of attribution MTD, YTD PnL by product by risk category (geographical, cat type); * Investor relations- preparation/review of estimates, final earnings (broken down by nature of PnL etc), rate of returns, transaction history, fee recalculation, operating fee details, currency exposure, audit confirmations. * Regulatory reporting review and coordinate with the client FORM PF filing, assist with AIFMD and CPO-PQR filings. * Providing training to other team members. * Preparation/review of platform trust collateral reconciliation. * Preparation and review of US GAAP/ IFRS Financial Statement and engagement with external auditors. *Review of Post NAV reports for client's senior management platform reporting of MTD, YTD mgmt. fees, incentive fees, capital activity, ERISA tracking, lock up, liquidity, and composite return.

MUFG Investor Services | Jul 2012 - Mar 2013

Senior Fund Accountant

• Preparing valuations for Open Ended, Private Equity, Real Estate funds. • Delivery of various kinds of ME/QE/YE reporting obligations. • Providing training to other team members. • Improving daily work processes and involved in process of business transformation. • Taking part in the production of year-end financial statements and preparing year-end financial audit. • Products: Futures, Repos, CFDs, Equities, Private Equities, Forwards.

State Street | Mar 2008 - Jul 2012

Fund Accountant Associate 2

• Calculating Month End NAV and preparing ECDIs of Hedge Funds. • Helping with answering yearend financial audit queries. • Mentoring and reviewing junior team member's work. • Providing training to new team members in Dublin and Poland. • Liaise with shareholder services department to ensure the accurate processing of subscriptions and redemptions. • Involved in process of testing new reporting platform. • Performing reconciliations of cash and assets of Hedge Funds. • Reconciliation and investigation of corporate actions such as dividend payments and stock splits. • Daily pricing of portfolios and investigation of any PnL discrepancies. • Involved in process of automation of daily workflows. • Liaise with clients to resolve any discrepancies. • Undertaking training courses to improve knowledge of asset types, derivatives and fund compliance etc. • Products: Repos, Bank Debt, CDS, Futures, Fixed Income, TRS, MBS, Equities, CFDs, Forwards, SPVs, Swaptions.

Bank of Ireland | Sep 2007 - Mar 2008

Customer Advisor

• Responsible for cash differences in daily reconciliation. • Cold calling of high worth network clients to sell additional products. • General customer service duties.

ACO | Jan 2006 - Jun 2007

Marketing Associate

• Creating and developing web pages for different international projects using Content Management System. • Providing training about Content Management System to company workers. • Preparing promotional materials. • Translating confidential documents for management reporting (German – English – Polish).

My Education

Take a look at my formal education

Passed CFA level 2. CFA Institute | 2017
Chartered Global Management Accountant (CGMA), Management accountingThe Chartered Institute of Management Accountants | 2014
Master's degree, EconomicsUniwersytet Marii Curie-Skłodowskiej w Lublinie | 2006
Exchange program, Marketing and FinanceUrbana University | 2005

About Me

Kazimierz Orlowski

Master of Economics with many years of experience in Hedge Funds industry with passion for improving/automating processes using technologies like SQL, Python, VBA and excel.

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