MIKOLAJ BAK *** *st Avenue

New York, NY *****

ad031b@r.postjobfree.com 908-***-****

EDUCATION

New York University - Leonard N. Stern School of Business Bachelor of Science in Business Administration; Finance Major New York, NY

Class of 2019

• Cumulative GPA: 3.45/4.0; Major GPA: 3.53/4.0

• Honors: Dean’s Scholarship, Dean’s List Spring ’16 - 18, Fall ’18, President’s Council Scholar-Athlete Team

• Coursework: Financial Accounting, Foundations of Financial Markets, Corporate Finance, Financial Statement Analysis, International Financial Management, Real Estate Investment Markets, Equity Valuation WORK EXPERIENCE

Citadel

Analyst: Market Data Management

• Assisted with the set-up and maintenance of all vendors, services, contracts, owners, alerts, cost allocations in Citadel’s data inventory system

• Contributed in developing processes to reduce the cycle times in identifying, evaluating, and onboarding new data sets

• Participated in vendor management workflows around invoicing, billing, and A/P requirements

• Reconciled and processed invoices in a timely manner to update the data inventory accordingly

GoldenTree Asset Management

Analyst: Business Management, Analytics, & Reporting

• Working with Business Development and Investment teams in analyzing individual fund offerings, revenues, expenses, profitability, scalability, margin, and operating leverage

• Assessing and benchmarking against peer/competitor industry data

• Establishing a framework of measurements, metrics, and reports to enhance and track operating efficiency

• Monitoring efficient managerial accounting and overall investment management offerings to better understand product and fund mix, fundraising priorities, and infrastructure/technology resource allocations

New York, NY

Dec. 2022 – March 2023

New York, NY

Nov. 2021 - June 2022

American International Group (AIG)

Analyst: Corporate Valuations & Capital Management

• Responsible for assigning a fair market value to subsidiaries as part of AIGIH’s annual impairment testing by valuing them using both an (1) Income (DCF) and (2) Market Comparable Approach

• Utilized Excel and Capital IQ functions to perform due diligence through comparable analysis and legal entity research

• Coordinated rating business presentations for the rating agencies while collaborating with various business and functional groups

• Performed stress testing processes for AIGIH entities and evaluated companies’ balance sheet and capital position strength

Analyst: Financial Planning & Analysis (FP&A)

• Tracked quarterly performance and executed trend analyses against prior actual/budget/forecast periods

• Produced reports on a product and regional level using BPC to be provided to Finance managing directors

• Compiled commentary from regional & international leads for monthly/quarterly CFO business review

New York, NY

July 2019 - Sep. 2021

ADDITIONAL INFORMATION

Skills:

Certifications:

Microsoft Excel, PowerPoint & Word, Capital IQ, Bloomberg Terminal, SAP, BPC, Excel BOBJ FITS, CorCentric,

CFA Level 1 November 2022, Bloomberg Certification Program July 2018

Contact this candidate