Walter Kaminski
Sydney,NSW
Summary
Well-qualified fund management professional with collaborative approach to asset management, investor relations and performance monitoring. Good listening, team-building and data analysis skills. Attentive in directing financial operations, developing policies and maintaining compliance. Background includes directing investment strategies for funds with over $3 Billion in total assets. Knowledgeable about market conditions, regulatory changes and new geopolitical developments. Assesses and plans for potential impacts to maintain fund performance. Seasoned Business Director offering 30+ years' experience in field and demonstrated track record of accomplishment. Successful at developing and implementing procedures, directing trades and reviewing security valuation policies. Gifted communicator, presenter and negotiator with diplomatic and personable nature. Strong relationship-building, organizational and decision-making skills.
Overview
39
39
years of professional experience
Work History
Senior Fund Manager
Sumo Fund Management
Sydney , Australia
03.2020 - Current
- Raising funds and checked transactions reporting for compliance with regulatory standards and investigated discrepancies.
- Discussed goals and strategies with potential investors and implemented corrective actions to enhance performance.
- Researched market trends and developed strategies to capitalize on emerging opportunities.
- Kept close eye on financial and operational performance of investment funds to maintain portfolio targets.
- Managed investment funds to maximize return on client investments.
- Selected specific investments or investment mixes for purchase by investment fund.
- Juggled multiple projects and tasks to ensure high quality and timely delivery.
- Met with investors to determine investment goals or discuss investment strategies.
- Managed assets in excess of $ 3 Billion on behalf high-value clients.
- Developed and implemented strategies to increase customer satisfaction and loyalty.
- Created monthly reports for senior management summarizing operational performance metrics.
- Coached, mentored and trained team members in order to improve their job performance.
- Conducted regular meetings with staff to discuss progress and identify areas of improvement.
- Established processes to ensure efficient workflow throughout the organization.
- Analyzed financial statements, balance sheets, cash flow statements, income statements, and other documents associated with potential investments.
President Director (CEO)
PT Sugih Energy Tbk
Jakarta, Indonesia
10.2019 - Current
- Liaise with Regulators and the Stock Exchange IDX and OJK
- Planned and implemented strategies to increase funding through various approaches.
- Cultivated and maintained positive relationships with employees and freelance personnel.
- Liaised with stakeholders to address issues and implement solutions.
- Built strong community referral network.
- Developed department performance goals and methods for achieving milestones.
- Prepared annual budgets for business.
- Collaborated with staff members to ensure operational efficiency of the organization.
- Established fundraising strategies to increase financial support for programs and services.
- Created a marketing plan to increase awareness of the organization's activities in the community.
- Provided leadership and guidance on budgeting decisions to maximize resources available.
- Managed personnel issues including recruitment, hiring, training, performance evaluation, and termination.
President Director
PT Digital Capital Indonesia
Jakarta, Jakarta
06.2011 - 11.2018
- Collaborated with staff members to ensure operational efficiency of the organization.
- Established fundraising strategies to increase financial support for programs and services.
- Negotiated contracts with vendors for services such as IT maintenance or event catering.
- Reviewed reports submitted by department heads to assess progress towards meeting objectives.
- Maintained effective communication channels with all stakeholders involved in the organization's activities.
- Acted as an ambassador of goodwill for the organization by engaging positively with external parties.
- Analyzed financial statements and forecasts to improve programs, performance and policies.
- Researched underlying issues, regulatory compliance status and processes to resolve complex business issues and recommend strategic corrective actions.
- Managed and oversaw leadership team to meet established KPIs and achieve objectives and key results.
President Commissioner (Chairman of the Board)
PT Indoexchange Tbk
Jakarta, Indonesia
03.2001 - 03.2011
- Thoughtfully contributed to committee plans and strategic decision making.
- Led discussions regarding proposals put forward by executive teams addressing strategies, risk management and financial reporting.
- Set board agendas and schedules and oversaw performance and progress.
- Cultivated favorable stakeholder relationships for strategic progress and mutually beneficial business agreements.
- Recruited and hired talented professionals with drive and dynamic skills to build success within organization.
- Devised strategic improvements to resolve issues and spearhead necessary operational updates.
- Developed and maintained strong business relationships between departments.
- Designed, managed and maintained company website by writing content, directing video designs and designing email, HTML and in-text email promotions.
- Fostered collaboration and development of new practices by business leaders.
- Implemented strategic offerings to enhance company's suite of products and services.
- Hired, trained and mentored sales and marketing staff dedicated to employing Google AdWords, Google Analytics and other SEO techniques and metrics sources.
- Established fundraising strategies to increase financial support for programs and services.
- Represented the organization at community events and public forums to promote its mission.
- Maintained effective communication channels with all stakeholders involved in the organization's activities.
Head of Foreign Exchange
Wardley HSBC Group
02.1985 - 12.2000
- Developed and implemented operational strategies to ensure compliance with regulatory requirements.
- Managed the daily operations of the Forex Trading Desk, including pricing, liquidity and hedging activities.
- Provided guidance on best practices for trading operations, risk management and trade settlement.
- Monitored foreign exchange market trends to identify opportunities for profitable trades.
- Performed analysis of financial data to develop actionable insights into current market conditions.
- Coordinated with internal stakeholders such as traders, sales personnel, back-office staff and other departments to ensure smooth flow of trading operations.
- Developed policies and procedures related to forex trading operations for better control over risks associated with currency trading.
- Optimized workflow processes for faster execution of transactions while minimizing costs associated with it.
- Designed training programs for new employees on forex market dynamics as well as foreign exchange regulations.
- Maintained relationships with external partners such as brokers and counterparties involved in FX transactions.
- Participated in global meetings related to foreign exchange markets and provided valuable input based on market research findings.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
Education
Some College (No Degree) - Diploma of Applied Finance
The Securities Institute of Australia
Sydney Stock Exchange Skills
Bloomberg expertise
- Due Diligence
- Financial Statements
- Financial Markets
- Investment Strategies
- Client Relationship Building
- Document Analysis
- Report Writing
- Market Research
- Financial Statement Review
- Fundraising skills
- Client relationship building
- Asset management
- Investor relations
- People skills
- Strategic development
- Customer service
- Analytical
- Critical thinking
- Training & Development
- Organization
- Reliable and trustworthy
Languages
English
Professional
German
Native/ Bilingual
Indonesian
Native/ Bilingual
References
References available upon request.
Timeline
Senior Fund Manager
Sumo Fund Management
03.2020 - Current
President Director (CEO)
PT Sugih Energy Tbk
10.2019 - Current
President Director
PT Digital Capital Indonesia
06.2011 - 11.2018
President Commissioner (Chairman of the Board)
PT Indoexchange Tbk
03.2001 - 03.2011
Head of Foreign Exchange
Wardley HSBC Group
02.1985 - 12.2000
Some College (No Degree) - Diploma of Applied Finance
The Securities Institute of Australia
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