Michał Zębala
Equity Research Associate, DI Investors
Sydney / Australia
UNSW Australian School of Business 2014 - 2015
Funds Management
Warsaw School of Economics 2013 - 2014
Finance and Accounting
Warsaw School of Economics 2009 - 2013
Quantitative Methods and Information Systems
Northeastern Illinois University 2012 - 2012
Equity Research Associate, DI Investors 11/2013 - 05/2014
- Collected, organized and analyzed economic, industry and company, data and trends, sourced through various channels, including specialized research firms,
interviews with industry sources, experts and databases, trade publications and on-line sources
- Assisted in creation of initiating coverage reports of Budimex, Erbud, Trakcja, Mostostal Zabrze, Unibep – the biggest Polish construction companies
- Assisted in creation of Altus TFI IPO report – the fastest growing investment manager in Poland
- Assisted in creation of initiating coverage report of ZWG
- Helped building and maintaining company-specific financial models (DCF, price multiples)
- Coordinated preparation of daily reports by equity research team
- Prepared quantitative analysis of Open Pension Funds reform scenarios and prepared econometric model forecasting index return
- Attended results conferences of listed companies
Capital Markets Department Intern, IPOPEMA Securities 09/2013 - 11/2013
- Assisted in valuation of Comperia.pl – the largest Polish company which compares prices of financial products
- Prepared materials for pitch books, delivered numerous company profiles, researched of potential clients, analyzed financial statements
- Independently prepared an investors’ presentation for the international Mergers Alliance conference
- Participated in due diligence, market and industry research, review of technical, commercial and legal documentation
Investment Column Journalist, Bloomberg Businessweek 03/2013 - 04/2013
- Conducted interviews with top economists, investment managers, politicians from Poland and wrote articles describing current economic situation
Castle Café Manager/ Owner, Castle 05/2009 - 10/2010
- Won a public tender for a café license in a courtyard of a medieval castle and established a seasonal café in one of the town landmarks using own savings
- Managed staff of six, controlled costs, monitored sales and inventory, negotiated with suppliers and contractors, maximized business opportunities, organized
concerts, film projections, sightseeing tours and other cultural events, kept the books and reported to tax and licensing authorities.