Vlad Chezan, CFA

Experience

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  Raiffeisen Bank Romania

  Sept 2014 - Jun 2017

  Financial Analyst - Business Lines Controlling

  - perform monthly analyses of financial results with the objective of identifying key trends and developments for business lines, describe the main reasons for variations vs. previous periods/budgeted figures, and monitor profitability measures and margins for business lines.- estimate the financial impact of business lines initiatives, emphasizing final profitability by accounting for all relevant pricing components (margins,costs, FTP and risk based pricing elements)- use Business Intelligence tools (Cognos, SQL) to extract and analyze data in order to provide suitable information to business lines and management and support the decision-making process -work on building and reporting the annual budget and quarterly forecasts of the Bank's financial figures Show less

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  BCR

  Jun 2017 - Feb 2020

  Analyst - Research Department

  - Prepare sector analysis and reports on the Romanian banking sector and strive to identify major trends impacting the sector- Prepare banking market-wide forecasts on the evolution of lending, deposits and other major balance sheet items, in cooperation with Research Department, Strategy Division and Business Lines within BCR- Provide input during budgeting process, based on banking market forecasts- Participate in the preparation of reports, together with responsible entities, regarding major evolutions within BCR Show less

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  Erste Asset Management România

  Feb 2020 - now

  Fund Manager / Investment Analyst

  ▪ Managing three multi-asset funds and responsible for formulating investment strategy and tactical allocations for two of them▪ Using fundamental and quantitative analysis to monitor and propose investment opportunities across Romanian asset classes▪ Monitoring macroeconomic trends and capital markets developments impacting the funds and portfolios▪ Performing market operations related to investment activity, including portfolio rebalancing, trading of fixed income, ETFs and foreign exchange instruments▪ Assisting in data gathering and analysis of fund performance/ turnover/ trading/ market cap analysis▪ Monitoring funds' position weights and risk analytics compared to benchmarks and targets▪ Develop tools and instruments to analyze sovereigns, corporate bonds and currency markets Show less