Katarzyna Kucharczyk

Delivered technical, strategic, and process oriented solutions within the financial industry. Skilled in process optimization, project planning, operation assessment and strategy development enabling business transformation.

Projects :

Stanford Financial Group, American Private Wealth Management and Investment Banking - 3 months – Houston, United States of America
- Assisted in the development of a new investment model within Wealth Management involving implementation of the Triple’A Portfolio Management System permitting consolidation of product catalogs spanning multiple business units and companies that are under the SFG
- Provided both advisory and project management services
- Conducted estimates and forecasts of project resources
- Defined and edited the requirements and specifications with the client
- Prepared test plans, and directed the validation of the results

Itaú Private Bank International, Second largest Brazilian Private Bank - 2.5 months - New York and Miami, USA
- Assisted in the implementation of the Triple’A Portfolio Management System
- Conducted business requirement gathering and analysis
- Analyzed, resolved, tracked and accurately documented various business and technical problems

Ineum Consulting - 1 month – Paris and Luxembourg
- Prepared sales presentations and market surveys
- Supported internal training programs
- Studied outsourcing and offshoring tendencies in the financial industry


Fortis Investment Management - 2 weeks – London, United Kingdom
- Studied investment strategies and their implementation in the Triple’A portfolio management system

BNP International Private Banking - 3 months – Paris
- Identified strategic opportunities for business advancement for the bank
- Studied and evaluated operational planning to identify outsourcing and offshoring opportunities for improving efficiency and cutting
- Analysed and optimized various business processes


Algerian Ministry of Finance (Financed under European Union’s MEDA programme) - 4 months – Alger
- Involved in reorganization and modernization of the Algerian public banks
- Implemented a new company structure for the front and back office
- Re-designed front to back processes to enhance their efficiency
- Identified and outlined new business objectives for the banks

Sector: Finance

SG Corporate and Investment Banking - Internship within the Direction of Operations (SGCIB Middle and Back Office)
- Identified the particular training needs of each department
- Studied the existing training programs attended by MO/BO personnel and proposed improvements and specific training paths
- Created a ‘Training Navigator’ tool for all the Operations personnel – over 2000 people (Trophy for the best invention within HR of Corporate and Investment Banking, 2nd prize, September 2005)
- Helped in creation of a interactive ‘Welcome Guide’ for all new recruits

Sector: Finance

Human Resources - Direction of Recruitment - Internship within Campus Manager team
- Organized and participated in recruitment events (fares, forums, conferences …)
- Developed new tools for the planning and organization of events and projects. Used the tools to successfully manage over thirty projects simultaneously
- Created marketing materials (catalogues, recruitment flyers, press-insertion, …)
- Conducted weekly CV selections and participated in collective recruitment sessions

Sector: Finance

- Advised on, marketed and sold financial products (particularly: funds)
- Advised on and sold insurance products (life, real estate, car insurances, business …)
- Developed communication and analytical skills while interviewing customers
- Solicited and established strong customer relationships and managed insurance and financial portfolios
- Consistently met with sales managers to ensure successful strategy implementation

Sector: Insurance