Roman Vitasek, CFA

Portfolio Manager at IaD Investments a.s.
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Contact Information
us****@****om
(386) 825-5501
Location
Slovakia, SK
Languages
  • English Full professional proficiency
  • Slovak -

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Credentials

  • CFA level III (passed 6/2018)
    CFA Institute

Experience

    • Slovakia
    • Investment Management
    • 1 - 100 Employee
    • Portfolio Manager
      • May 2018 - Present

      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. 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.

    • Business Consulting and Services
    • 700 & Above Employee
    • Senior Associate
      • Sep 2017 - Apr 2018

    • Financial Advisory Associate III
      • Sep 2014 - Aug 2017

      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

    • Banking
    • 1 - 100 Employee
    • Risk analyst
      • Nov 2012 - Aug 2014

      - 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. - 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.

    • Slovakia
    • Banking
    • 700 & Above Employee
    • Private banker associate
      • Feb 2012 - Nov 2012

Education

  • Western New England University
    Investments and financial reporting
    2010 - 2011

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