Joanna Frontczak
Zurich,Switzerland
Summary
Dynamic professional with a proven ability to navigate complex challenges through strong analytical and problem-solving skills. Demonstrates resilience, adaptability, and endurance under pressure, complemented by creative and visionary thinking. Excels in fostering meaningful connections through outstanding interpersonal communication and empathetic listening. Proactive and results-driven, with a focus on leveraging expertise to achieve impactful outcomes.
Overview
12
12
years of professional experience
8
8
years of post-secondary education
Work History
Senior Impact Equity Analyst
Vontobel
Zurich
09.2021 - Current
- Joined to co-launch Global Impact Equities Fund (the extension of the existing environmental strategy with "social" sectors)
- Transitioned to the new sector coverage including global Healthcare and Sustainable Food
- Built the universe, investment framework and research templates for the strategy using AI tools
- Created Impact Indicators Model quantifying investments' individual social contribution and co-wrote Annual Impact Report
- Supported the internal merger of Impact and Thematic teams doubling the number of investment team members, improving the universe coverage and increasing the efficiency and coordination of resources
- Led marketing meetings with existing clients and prospects as well as consultants. Presented the strategy during Vontobel Client Investment Conferences and Internal Global Sales Forums (AMX).
- Featured in several interviews on Impact Investing and Stock ideas
- Trained interns and currently mentor an Equity Analyst
Equity Analyst and Portfolio Manager
DWS
London/Zurich, UK/Switzerland
04.2018 - 06.2021
- Responsible for portfolio construction, including strategic bucket allocation, stock selection and active risk management
- Awarded the 2nd Best In Class Global Real Estate Fund Over 5 years
- Conducted industry and company research of European real estate securities using internal and third-party research (active coverage of 45 stocks)
- Developed professional network across European markets with private equity and market agents to strengthen the information pool used in the fundamental analysis of companies covered
- Performing detailed financial analysis (indexation, market rent, occupancy rate, portfolio reversion, acquisitions/disposals, capex and asset yield forecasts) to value stocks with NAV, DCF and multiples methods
- Built close relationships with the companies and had regular, quarterly 1:1 meetings with CEOs of companies like Vonovia, URW, Gecina and PSP
- Generating investment ideas and communicating convictions to the European and global PMs (strong track record with annualised benchmark outperformance of 290 bps since July 2018)
- Qualified as EFFAS Certified ESG Analyst (CESGA) and created an ESG scoring system that is included in the portfolio ranking model
- Supporting the daily operations associated with portfolio management (trade order creation, cash balance management)
- Participating in client calls and in the preparation of periodic market commentaries and marketing materials
- Member of People Engagement Group
- Based in London until October 2020
Buy-side Equity Analyst
PGIM (Prudential Financial Investment Business)
London
09.2014 - 03.2018
- Carried out fundamental, bottom-up analysis of European real estate stocks
- Initiated research and built financial models on 20 companies
- Identifying mispriced stocks and producing investment theses for the European Fund Manager
- Ran company meetings with CEO/CFOs, participated in capital market days, international conferences and asset tours across Europe and the US
- Prepared pitch-books for client meetings and presented relevant coverage
- Lipper Award for the best performing fund in class (awarded in 2016, 2015 and 2012)
- Member of Women in Leadership Network
Seminar Teacher (Supplementary Contract Position)
The London School of Economics
London
07.2013 - 08.2017
- Teaching seminars during LSE Summer School Program in two courses: 'Business Analysis and Valuation' and 'Applied Valuation and Securities Analysis' (90 students)
Sell-side Equity Analyst
Alphavalue
Paris
02.2014 - 09.2014
- Overtook the responsibility for the Listed European Real Estate sector coverage 4 months after joining
- Maintained coverage for 17 stocks
- Built out comprehensive financial models
- Wrote buy/sell recommendations on individual stocks
- Attended and reported on corporate events, roadshows, company presentations and conferences
- Managed client data requests
Junior FTSE 100 Auditor
PwC
London
09.2013 - 12.2013
- Investigating companies' financial reports as well as highlighting and questioning any inaccuracies to assess and ensure their integrity and transparency
- Engaged with finance controllers and directors of FTSE 100 companies such as Samsung, GSK, ABInBev, Walt Disney and FT
Education
Diploma - Biomedicine and Naturopathic Nutrition
College of Naturopathic Medicine
London, UK 09.2016 - 06.2019
MSc - Accounting and Finance
London School of Economics and Political Science
London, UK 09.2012 - 06.2013
BSc - Accounting and Finance
University of Lodz
Lodz, Poland 09.2009 - 06.2012
High School - Mathematics and Physics
1st Mikolaj Kopernik High School
Lodz, Poland 09.2007 - 06.2009
Skills
- Strong analytical and problem-solving skills
- Proactive attitude
- Endurance under pressure
- Resilience and adaptability
- Creative and visionary thinking
- Outstanding interpersonal communication
- Empathetic listening
Languages
Polish
Native
English
Fluent
French
Fluent
German
Advanced
Russian
Upper intermediate
Affiliations
- Listening to podcasts with successful entrepreneurs
- Teaching Finance
- Photographing People
- Cooking Michelin Star inspired food
- Practicing Yoga and Pilates
Accomplishments
Featured in the below articles:
ESG-Kolumne: Der soziale Impact der Artenvielfalt, CityWire Deutschland, 16.01.2021
Das Investment, Dänischer Pharma-Hersteller sagt Diabetes den Kampf an, 21.01.2022
Votre Argent, NovoNordisk à la pointe de la lutte contre lediabète, L'Express, 03.02.2022
Handelszeitung, Finanzprodukte und ESG, Portfolios mit sozialen Zielen, 28.04.2022
Schweizer Personal Versorge, Das S in ESG, "Wie Anleger mit Listed Equities soziale Wirkung erzielen und messen können", 19.05.2022
Vontobel Investors’ Outlook, "How we can help to alleviate food scarcity", October 2022
PA Future, Q&A: Vontobel's Frontczak on medical aid, Ozempic and healthcare innovation, 13.06.2024
Pensions & Investments, "Europe's ambitious effort to bring transparency to sustainable investing is struggling. Can it be salvaged?", 26.07.2024
References
References available upon request.
Timeline
Senior Impact Equity Analyst
Vontobel
09.2021 - Current
Equity Analyst and Portfolio Manager
DWS
04.2018 - 06.2021
Diploma - Biomedicine and Naturopathic Nutrition
College of Naturopathic Medicine
09.2016 - 06.2019
Buy-side Equity Analyst
PGIM (Prudential Financial Investment Business)
09.2014 - 03.2018
Sell-side Equity Analyst
Alphavalue
02.2014 - 09.2014
Junior FTSE 100 Auditor
PwC
09.2013 - 12.2013
Seminar Teacher (Supplementary Contract Position)
The London School of Economics
07.2013 - 08.2017
MSc - Accounting and Finance
London School of Economics and Political Science
09.2012 - 06.2013
BSc - Accounting and Finance
University of Lodz
09.2009 - 06.2012
High School - Mathematics and Physics
1st Mikolaj Kopernik High School
09.2007 - 06.2009
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