Ivan Kos
Business Relationship Manager in Corporate & Investment Banking Department at J&T BANKA- Claim this Profile
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Croatian Native or bilingual proficiency
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English Full professional proficiency
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Slovenian Elementary proficiency
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German Elementary proficiency
Topline Score
Bio
Credentials
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Advanced Valuation and Strategy – M&A, Private Equity, Venture Capital
Rotterdam School of Management, Erasmus University -
CFA level I candidate
CFA Institute -
Commercial Banking & Credit Analyst (CBCA)
Corporate Finance Institute® (CFI) -
Financial & Valuation Modeling
Wall Street Prep -
Financial Modeling & Valuation Analyst (FMVA)
Corporate Finance Institute® (CFI) -
Financing & Investing in Infrastructure
Università Bocconi -
Insurance Advisor License
HANFA -
International business English – Vantage
University of Cambridge -
Investment in Funds, AML and Compliance
Intesa Sanpaolo -
Private Equity & Venture Capital
Università Bocconi -
Sales Methods and Techniques
Intesa Sanpaolo
Experience
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J&T BANKA
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Czechia
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Investment Banking
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300 - 400 Employee
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Business Relationship Manager in Corporate & Investment Banking Department
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Aug 2021 - Present
• Pro-actively managing and developing multidimensional effective C-level (C-suite) client relationships, identifying and providing solutions to meet a wide range of client needs.• Generating and growing revenue streams through effective client management (Monitoring & Analysis).• Developing a comprehensive understanding of client’s financial needs and demonstrating strong product and service knowledge in order to match the bank’s offering with client needs.• Preparation, drafting & execution of transaction documentation, term sheets & loan proposals for: o Project financing. o Investment banking financing (Mergers & Acquisitions financing – LBO & MBO financing). o Real estate financing. o Long term investment financing. • Financial statement analysis (Horizontal & Vertical analysis, Financial ratio analysis).• Financial modeling / Valuation (FSM, DCF, GLC).• Investment analysis (Review of Teasers & Investment Memorandums) & monitoring the financial results & performance of selected investments after the transaction is carried out (NPV, IRR).• Conducting due diligence & coordinating the advisors in the processes.• Structuring financial transactions & investment deals in coordination & management of all the parties involved in the process (clients & other organizational departments of the bank).• Preparation & drafting various analysis reports, executive summaries & loan reviews for auditors, board & supervisory board members. Show less
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Senior Financial Analyst in Corporate & Investment Banking Department
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May 2021 - Aug 2021
• Preparation, drafting & execution of transaction documentation, term sheets & loan proposals for: o Project financing. o Investment banking financing (Mergers & Acquisitions financing – LBO & MBO financing). o Real estate financing. o Long term investment financing. • Financial statement analysis (Horizontal & Vertical analysis, Financial ratio analysis).• Financial modeling / Valuation (FSM, DCF, GLC).• Investment analysis (Review of Teasers & Investment Memorandums) & monitoring the financial results & performance of selected investments after the transaction is carried out (NPV, IRR).• Conducting due diligence & coordinating the advisors in the processes.• Structuring financial transactions & investment deals in coordination & management of all the parties involved in the process (clients & other organizational departments of the bank).• Preparation & drafting various analysis reports, executive summaries & loan reviews for auditors, board & supervisory board members. Show less
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Financial Advisory Services
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Nov 2020 - May 2021
Financial Advisory Services for a Tech Start-Up: • Leadership on direction, allocation & management of all finances. • Investment valuation. • Managing the process for financial forecasting & budgeting. • Advising on long-term business & financial planning. • Establishing, developing & managing relations with potential investors & external strategic partners. Financial Advisory Services for a Tech Start-Up: • Leadership on direction, allocation & management of all finances. • Investment valuation. • Managing the process for financial forecasting & budgeting. • Advising on long-term business & financial planning. • Establishing, developing & managing relations with potential investors & external strategic partners.
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Deloitte
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Business Consulting and Services
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700 & Above Employee
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Financial Advisory Services
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Apr 2019 - Nov 2019
• Preparation of tenders & teasers for M&A activities. • Financial modeling / Valuation (FSM, DCF, GLC). • Due diligence for M&A & restructuring purposes (Financial statement analysis, data mining). • Conducting sector & industry research for M&A activities. • Preparation of tenders & teasers for M&A activities. • Financial modeling / Valuation (FSM, DCF, GLC). • Due diligence for M&A & restructuring purposes (Financial statement analysis, data mining). • Conducting sector & industry research for M&A activities.
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Privredna banka Zagreb d. d.
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Banking
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700 & Above Employee
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SME department Associate
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Apr 2017 - Jan 2019
• Pro-actively managing and developing multidimensional effective client relationships, identifying and providing solutions to meet a wide range of client needs. Portfolio management. • Preparing credit / loan proposals & debt restructuring. • Investment management. • Conducting sector & industry research. • Cross-selling of all banking services. • Pro-actively managing and developing multidimensional effective client relationships, identifying and providing solutions to meet a wide range of client needs. Portfolio management. • Preparing credit / loan proposals & debt restructuring. • Investment management. • Conducting sector & industry research. • Cross-selling of all banking services.
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Privredna banka Zagreb d. d.
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Banking
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700 & Above Employee
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Front Office Retail
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May 2011 - Jun 2013
• Managing existing and contacting new clients. • Managing all banking services. • Offering investment & insurance solutions. • Managing existing and contacting new clients. • Managing all banking services. • Offering investment & insurance solutions.
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Team Manager
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Jan 2010 - Jul 2010
• Portfolio management.• Planning the portfolio budget.• Managing relationships with clients.
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Financial Advisor
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Mar 2009 - Jan 2010
• Providing clients with investment advice regarding: life insurance, pension planning, investment in funds and other insurance such as critical illnesses and real estate insurance.
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Education
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The Wharton School
Specialization, Business & Financial Modeling -
University of Ljubljana, Faculty of Economics
Master of Science (MSc), Bank & Financial Management -
University of Geneva
Specialization, Investment Management -
IESE Business School
Summer program, MBA -
VERN' University of Applied Sciences
Bachelor's degree, Economics
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