Roman Vitasek, CFA
Portfolio Manager at IaD Investments a.s.- Claim this Profile
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English Full professional proficiency
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Slovak -
Topline Score
Bio
Credentials
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CFA level III (passed 6/2018)
CFA Institute
Experience
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IAD Investments
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Slovakia
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Investment Management
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1 - 100 Employee
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Portfolio Manager
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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.
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Deloitte
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Business Consulting and Services
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700 & Above Employee
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Senior Associate
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Sep 2017 - Apr 2018
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Financial Advisory Associate III
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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
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Tatra Leasing s.r.o.
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Banking
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1 - 100 Employee
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Risk analyst
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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.
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Tatra banka
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Slovakia
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Banking
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700 & Above Employee
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Private banker associate
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Feb 2012 - Nov 2012
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Education
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Western New England University
Investments and financial reporting