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Jakub Plotka
Portfolio Manager-Aktien bei
Santander Towarzystwo Funduszy Inwestycyjnych SA
Finance
Profil
Mr. Jakub J.
Plotka, CFA, is a Fund Manager at Erste Towarzystwo Funduszy Inwestycyjnych SA. He joined the firm in 2011, initially as an Analyst and a Junior Manager.
Mr. Plotka started his professional career in 2009 in the Audit Department of Grant Thornton.
He is a Graduate of the Department of Management and Marketing of the Poznan University of Economics.
Majors: Capital investments and corporate finance strategies.
Mr. Plotka holds an investment advisor's license and the prestigious CFA (Chartered Financial Analyst) certificate.
Aktive Positionen von Jakub Plotka
| Unternehmen | Position | Beginn |
|---|---|---|
Santander Towarzystwo Funduszy Inwestycyjnych SA
 Santander Towarzystwo Funduszy Inwestycyjnych SA Investment ManagersFinance Erste TFI performs in-house research to invest through their funds in equities and fixed income including treasury and corporate bonds and in Polish and international equities. For equities and bonds, the firm’s analyst team conducts fundamental analysis of companies based on their macro and microeconomic environment, competitive advantage and financial situation. They build portfolios with the approval of investment recommendations and strategic decisions concerning portfolios from the investment committee. Their fund managers decide on the shares of investments in portfolios. | Portfolio Manager-Aktien | - |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
6
Beziehungen ersten Grades
1
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Santander Towarzystwo Funduszy Inwestycyjnych SA
Santander Towarzystwo Funduszy Inwestycyjnych SA Investment ManagersFinance Erste TFI performs in-house research to invest through their funds in equities and fixed income including treasury and corporate bonds and in Polish and international equities. For equities and bonds, the firm’s analyst team conducts fundamental analysis of companies based on their macro and microeconomic environment, competitive advantage and financial situation. They build portfolios with the approval of investment recommendations and strategic decisions concerning portfolios from the investment committee. Their fund managers decide on the shares of investments in portfolios. | Finance |
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