Roman Vitasek, CFA

Experience

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  Tatra banka

  Feb 2012 - Nov 2012

  Private banker associate
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  Tatra Leasing s.r.o.

  Nov 2012 - Aug 2014

  Risk analyst

  - Analyzing financial statements and preparing financial analysis of a company (SME's and Corporates)- Preparing CF projections and feasibility analysis of different projects especially in trucking and manufacturing industry- Cash management tasks such as calculating swap rates, volatility to interest rates and liquidity position- Communication with European Investment Bank on a regular basis about new credit facilities, conditions of repayment and monthly reporting.

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  Deloitte Slovakia

  Sept 2014 - Apr 2018

  Three years of experience in corporate finance and financial advisory with an expertise in the following areas:Corporate Finance- Experience with projects in the transportation industry and healthcare- Assistance in preparation of materials related to the investment process for the project manager (investment proposal, information memorandum, fact book etc.). - Business plans preparation, Modeling of projected financial statements, Company analysis Valuations and business modelling- experience with valuations of small and medium privately held businesses in real estate and retail (shopping malls)- knowledge with standard valuation methodologies such as : Income approach (DCF method, CAPM model), Market approach (market multiples) or Cost approach - Knowledge of other supplementary tasks related to valuations such as: preparation of comparable firms and peer groups within the industry, analysis of company value and business models Due diligence- Experience with due diligence in several real estate projects -The scope of work consisted of supporting tasks for senior manager such as: Preparation of rent - roll and validation of lease contracts Show less

  • Senior Associate

    Sept 2017 - Apr 2018

  • Financial Advisory Associate III

    Sept 2014 - Aug 2017
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  IAD Investments

  May 2018 - now

  Portfolio Manager

  AUM: 40 mil. EURResponsibilities:- Management of equity and fixed income portfolios concentrated on central and eastern european assets.- Management of money market fund - Selection of investments based on the criteria of predefined investment strategy, using equity and fixed income valuation methods- Responsible for ensuring compliance with policy statement of the funds and regulatory requirements.