Ilija Protic, CFA

Ilija protic, cfa

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  • Timeline

  • About me

    Head of Asset Management

  • Education

    • University of belgrade

      1995 - 2000
      Master's degree faculty of economics - finance, banking and insurance
  • Experience

    • Delta broker ad beograd

      Dec 2001 - Apr 2004
      Broker

      Key responsibilities and achievements:• Provided brokerage services to clients as authorized floor broker on Belgrade Stock Exchange;• Participated in getting this organization ranked among top three brokerage houses by turnover with a maximum market share reaching 15.90%.

    • Broker dealer company hypo alpe-adria securities ad beograd

      May 2004 - Jan 2006
      Broker

      Key responsibilities and achievements:• Provided brokerage services to clients - developing and maintaining strong working relationships with clients and providing them with market information, advising clients with respect to trading decisions (order types, trading tactics etc.), as authorized broker representing clients’ orders to the market;• Played one of principal roles in getting the newly founded company second-ranked on the Belgrade Stock Exchange in all securities trading and to a leading position in trading Serbian government securities with a market share of 12.5%. Show less

    • Hypo alpe-adria rent doo

      Feb 2006 - May 2008
      Deputy director of investment banking sector

      Key responsibilities and achievements:• Advised clients on corporate, strategic and financial opportunities (advising on a range of investment solutions – M&A, corporate restructuring, privatizations, IPOs, SPOs, company analysis and valuation); • Ran various internal and external projects (business plans, financial modeling, scenario analysis);• Provided corporate finance services to the clients - drafting all necessary documents (take-over bids, prospectuses, etc.) and representing clients in capital market transactions (representing clients in front of the regulatory bodies, stock exchange, etc.);• Team leader for establishing of Bank’s asset management line of the business – foundation of pension fund and mutual fund management companies; • Managed one of the principal roles in the most prominent capital market transaction in Serbia of the time – SPO of AIK BANK, Nelt-Metalservis Acquisition…. Show less

    • Addiko bank srbija

      Jun 2008 - Dec 2013

      Key responsibilities and achievements:• Managed the bank’s securities portfolio (app. EUR 180 mio – government bonds within the process of managing bank’s short- and long-term liquidity position, interest rate risk and producing income; • Ensured up-to-date status of all treasury activities in the Group Portfolio Management System (PMS);• Team leader for the introduction of interest rate derivatives (IRS, Cap, Floor) in the bank’s product catalogue with extensive cross-functional work – treasury, corporate, retail, risk controlling and financial controlling;• Played a principal role in implementation of new front-to-back office, CRM and product life cycle management software with respect to products such as fixed-income securities and interest rate derivatives products – booking, valuation, customization, interfaces; • ALCO – organized meetings, prepared presentations, analysis, coordinated with ALCO’s members and presented the Committee’s decisions to Senior Management. Show less Key responsibilities and achievements:• As a member of the Company’s Asset Allocation Committee - participated directly in making all strategic and tactical decisions with respect to mutual fund’s asset allocation;• Supervised on daily basis all investment activities and actions of mutual fund’s portfolio manager;• Represented the Company and took care of all strategic and business development processes;• Managed the top performing open-end mutual fund in Serbia for 2009;• Organized mutual fund sales network and directed and supervised activities of employees in charge for client relationship development and maintaining. Show less

      • Head of Capital Market Desk/Treasury Department

        Oct 2010 - Dec 2013
      • General Manager/Investment Fund Management Company Hypo Investments

        Jun 2008 - Sept 2010
    • Aik banka

      Jan 2014 - Oct 2015
      Head of capital markets desk/treasury department

      Key responsibilities and achievements:• Managed bank’s liquidity reserves allotted for investing in securities (app. EUR 350 mio) – fixed-income securities (proprietary trading), held 5% of market share in Serbian Government securities; • Performed investment analysis and drafted annual investment strategies for Bank’s securities portfolio;• AS Member of the Bank’s ALM and Treasury team, made investment decisions with respect to managing bank’s short- and long-term liquidity position, interest rate and FX risk and producing income;• Team leader for the reorganization of the bank’s capital market activities (cross-functional project) - provided internal approvals and successfully developed and implemented new investment strategy, front office and back office bylaws, risk limits, methods of securities valuation, securities’ booking;• Significantly increased bank’s market share in repo market to 9% – leap from 10th position in 2013 to third-ranked Serbian Bank in 2015;• Tracked the macroeconomic trends and prepared presentations on a regular basis. Show less

    • Ilirika investments a.d. belgrade

      Sept 2018 - Sept 2020
      General manager

      Key responsibilities and achievements:• Represented the Company and took care of all strategic and business development processes;• Played a principal role in positioning the Company as one of the leading provider of brokerage services in Serbia for clients' trading activities on foreign markets (NYSE, NASDAQ, XETRA..).

    • Momentum securities ad novi sad

      Oct 2020 - Sept 2023

      Key responsibilities and achievements:• Establishment and positioning of individual asset management on Momentum's list of products;• Project manager - full automation of brokerage services, transaction and post-transaction activities (E-Client Trader, BO, FIX Api) for foreign stock markets.

      • Portfolio Manager

        Mar 2023 - Sept 2023
      • Advisor

        Oct 2020 - Feb 2023
    • Bdd prudence capital a.d.

      Oct 2023 - now
      Head of asset management and investment advisory
  • Licenses & Certifications

    • Investment advisor licence

      Komisija za hartije od vrednosti
      Oct 2023
    • Portfolio manager licence

      Комисија за хартије од вредности р. србије / komisija za hartije od vrednosti r. srbije
      Apr 2022
    • Broker's diploma

      Securities commission republic of serbia
      Mar 2002
    • Chartered financial analyst (cfa)

      Cfa institute
      Sept 2017
  • Volunteer Experience

    • Independent Financial Analyst

      Issued by USAID on Mar 2006
      USAIDAssociated with Ilija Protic, CFA
    • Board Member

      Issued by CFA Society Serbia on Jun 2023
      CFA Society SerbiaAssociated with Ilija Protic, CFA