Jan Barta
Member Of Board
Prague
Summary
Experienced banker, asset manager and investment advisor. Instrumental in implementing several essential projects in investments and asset management. Hard-working – being able to bring projects into business and winning strategy into sales reality. Behavioral finance experience based on long-term market development during both good and bad times – talking to clients and investment advisors.
Overview
31
31
years of professional experience
8
8
years of post-secondary education
Work History
Member of Board
(Czech) National Development Fund SICAV
Prague, 10
1 2019 - Current
- Responsible for setting-up SICAV fund – specific project between government (Czech Republic) and top commercial banks participating in th Czech banking market supporting national development
- Member of board (since 2021) of SICAV fund responsible for product development, clients, risk-management and finance
- Prior approval by Czech National Bank of personal board position based on my long-term management fund experience.
- Evaluated market trends to identify potential risks or opportunities that could impact organization''s strategic positioning
Investment Business Advisor
01.2017
- Advisor to financial institutions on major business development projects
- Fund distribution in Poland (2017-2019) – business and product - Czech asset management company (CONSEQ)
- Implementing EU platform/financial instrument into local stock-exchange market (Prague stock-exchange START market) (2019-2020) – National development bank (governmental financial institution)
- National development bank - Research on Venture Capital Funds and support by Czech Government, European Investment Fund (EIF), etc.
CEO, Member of the Board and several other senior executive positions
Investment and mutual funds in ČSOB Bank (KBC Group), Czech Republic
01.1998 - 01.2016
- Creating and developing investment products and concepts of financial advisory in the Czech Republic and ČSOB from scratch
- Putting together winning strategy in investments: Improving ČSOB market position in mutual fund industry from zero (4%) to leading position (34% market share); bringing new concepts into products and personal financial investment advice (e.g
- Structured products
- Handling serious situation during 2000 and 2008 (and other) financial crisis
- Widely recognized person/member of industry association executive board
- Speaking at industry conferences around world (London, Amsterdam, Luxembourg, Vienna, Hong Kong, Warsaw, Milano).
Director, Capital Market Trading Desk
ČSOB Bank, Czech Republic
01.1998
- Responsible for equity and bond trading desk
- Proprietary and client trading arms.
- Managed purchasing, sales, marketing and customer account operations efficiently
Account manager, director of department Custodian and securities settlement services
CSOB, Czech Republic
01.1993 - 01.1997
- Account manager responsible for major global banks, later director of the custody department
- Instrumental in building securities custody service business in CSOB Bank – taking leading position in the market (in the Czech Republic and in emerging markets).
Education
Banking And Financial Support Services
Graduate School of Banking
Dallas, Texas, USA 01.1996 - 05.1998
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Training USA
01.1995 - 04.1995
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English speaking board (international)
01.1994 - 04.1994
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Charles University Prague, Faculty of Mathematics and Physics
01.1987 - 05.1992
Skills
Financial market experience
Organizational skills
Analytical Skills
Relationship and Team Building
Board Development
Business Development
Sales Growth
Executive Leadership
Client Relationship Management
Goal Setting
Personal Information
Nationality: Czech Republic
Timeline
Investment Business Advisor
01.2017
CEO, Member of the Board and several other senior executive positions
Investment and mutual funds in ČSOB Bank (KBC Group), Czech Republic
01.1998 - 01.2016
Director, Capital Market Trading Desk
ČSOB Bank, Czech Republic
01.1998
Banking And Financial Support Services
Graduate School of Banking
01.1996 - 05.1998
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Training USA
01.1995 - 04.1995
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English speaking board (international)
01.1994 - 04.1994
Account manager, director of department Custodian and securities settlement services
CSOB, Czech Republic
01.1993 - 01.1997
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Charles University Prague, Faculty of Mathematics and Physics
01.1987 - 05.1992
Member of Board
(Czech) National Development Fund SICAV
1 2019 - Current