Monika Guzy
About Monika Guzy
Monika Guzy is an Associate Officer in Investment Reporting and Accounting for Client and Tax Servicing at UBS Business Solution AG, where she has worked since 2016. She has extensive experience in data management and financial services, having held various roles at Credit Suisse in Poland prior to her current position.
Current Role at UBS
Monika Guzy serves as an Associate Officer in Investment Reporting & Accounting for Client & Tax Servicing at UBS Business Solution AG. She has held this position since July 2016, focusing on the CH/EMEA region. Her responsibilities include ensuring accurate investment reporting and accounting processes, as well as maintaining up-to-date process documentation. Monika collaborates closely with data control, reconciliation, and reporting teams to deliver precise static data and pricing for institutional clients.
Previous Experience at Credit Suisse
Monika Guzy has extensive experience at Credit Suisse (Poland) Sp. z o.o., where she held various roles from 2009 to 2016. She began as a Global Operation Specialist in Reference Data Product Production PB, Valuation Prices Switzerland from 2009 to 2011. She then advanced to Team Leader in Reference Data Product Production PB, Fund Data & Hedge Fund Pricing from 2014 to 2015, and later served as Head of Data Management Asset Management in Wrocław for one year. Her roles involved managing data processes and ensuring data accuracy within the organization.
Educational Background
Monika Guzy holds a Master's degree in General Business Management with a specialization in Investment and Finance, Production Planning from the International Graduate School Zittau (IHI), Germany, where she studied from 2003 to 2007. Additionally, she earned a Master's degree in Economics with a specialization in Banking and Insurance from Uniwersytet Ekonomiczny we Wrocławiu, where she attended from 1997 to 2002. She also completed Postgraduate Studies in Accounting and Financial Control at the same university from 2002 to 2003.
Early Career Experience
Monika Guzy began her career with a brief tenure as a Trainee at Schering Deutschland GmbH in 2005, where she worked for three months in the Berlin region. This early experience contributed to her foundational knowledge in business operations and management.