Matej Dotti, CFA
Investment Portfolio Manager at Varuh zdravja, Vzajemna- Claim this Profile
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Bio
Credentials
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Chartered Financial Analyst (CFA) Charterholder
CFA InstituteSep, 2019- Nov, 2024 -
Financial & Investment Analysis
Sberbank Europe AGDec, 2016- Nov, 2024 -
Bloomberg Market Concepts
Bloomberg LPMar, 2016- Nov, 2024
Experience
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Varuh zdravja, Vzajemna
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Slovenia
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Insurance
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100 - 200 Employee
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Investment Portfolio Manager
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Feb 2022 - Present
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NLB d.d.
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Slovenia
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Banking
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700 & Above Employee
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Senior Credit Analyst
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Dec 2013 - Feb 2022
Performed financial analysis for Large Corporate segment across various sectors and for different purposes (lending, financial markets transactions, restructuring, M&A) and valued key investment risks Analyzed and advised on real estate and renewables projects for lending purposes and projects of Alternative asset management companies Guided high-level clients on investing and lending decisions and presented larger deals to key decision making bodies in Slovenia, Russia & Vienna Performed cashflow projections for lending decisions & valuations in order to control pricing of target opportunities in M&A deals Conducted market & sector research in Slovenia and CEE region via local databases, statistics offices & Bloomberg Professional Service Actively proposed tactical actions to Restructuring Managers in order to manage distressed clients Tested and prepared various substantive changes in rating tools for Corporates and project finance Actively participated in the process of establishing a Credit Analysis department and credit processes Actively participated in development and testing of tools needed for Credit Analysis and Corporate and Investment Banking department Show less
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Bloomberg
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United States
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Financial Services
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700 & Above Employee
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BAT Ambassador
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Jan 2012 - Jun 2012
Designed an implementation strategy and implemented Bloomberg Aptitude Test across various locations in Ljubljana, Slovenia Acted as a liaison between Bloomberg and its customers Prepared reports on product's implementation and communicated it with Bloomberg EMEA office Hosting BAT events and developing a marketing strategy to promote BAT Designed an implementation strategy and implemented Bloomberg Aptitude Test across various locations in Ljubljana, Slovenia Acted as a liaison between Bloomberg and its customers Prepared reports on product's implementation and communicated it with Bloomberg EMEA office Hosting BAT events and developing a marketing strategy to promote BAT
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UBS
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Switzerland
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Financial Services
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700 & Above Employee
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Data Collector for the UBS Prices & Earnings 2012
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Apr 2012 - May 2012
Collecting data of prices and communicating with companies to get the data of earnings in the city of Ljubljana for the 15th Edition of UBS Prices & Earnings 2012 Collecting data of prices and communicating with companies to get the data of earnings in the city of Ljubljana for the 15th Edition of UBS Prices & Earnings 2012
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Education
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IEDC - Bled School of Management
Certificate, Discover Management Program -
University of Ljubljana, Faculty of Economics
Bachelor's degree, Business Informatics -
University of Ljubljana, Faculty of Economics
Master's degree, Bank and Financial Management