Borislav Stavrev, CFA

Experience

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  Test-K Ltd.

  Sept 2008 - Apr 2009

  Hotel Manager

  Performed daily administrative and managerial tasks; supervised day-to day activities of five employees, and conducted marketing and sales. Increased revenue by 50% and negotiated new contracts with tourist agencies.

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  PwC Bulgaria

  May 2009 - Aug 2009

  Advisory trainee

  • Worked as part of a team on projects for clients of PWC Bulgaria including privately owned and publicly traded companies as well as governmental entities.• Conducted marketing research and competitor analysis in order to develop a strategic plan for improving sales growth and profitability for a major food and beverage manufacturer. • Used statistical data and field research in order to assess the food and beverage market trends and driving factors.

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  Concise Capital Management, LP

  Jun 2010 - Dec 2010

  Analyst Intern

  • Analyzed the risk of default of high-yield debt issues • Prepared marketing materials including Power Point presentations and monthly newsletters. • Implemented initial use of“Salesforce”(CRM) to manage and coordinate marketing activities; Facilitated use by management • Subscribed the fund to hedge fund databases and updated monthly performance. • Calculated monthly performance for two separate accounts using Microsoft Excel spreadsheets.

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  Concise Capital Management, LP

  Aug 2011 - Jun 2018

  • Fundamental analysis of short duration high-yield debt corporate bond issues • Preparation of valuation models and financial projections • Represented the firm in calls with financial advisors and attorneys in distressed situations • Assisted business development by preparing marketing materials and addressing due diligence questions from potential investors• Led special projects such as choosing a new fund administrator, new portfolio accounting software, implementation of GIPS standards. Show less

  • Senior Investment Analyst

    Apr 2017 - Jun 2018

  • Investment Analyst

    Aug 2011 - Mar 2017
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  Key Reef Financial, LLC

  Nov 2018 - now

  Principal

  • Created the firm’s concept, marketing materials and business strategy.• Participated in meetings with clients and potential clients. • Successfully addressed clients' questions.• Prepared research reports on corporate bonds.• Prepared private company valuations.