Тарас

Portfolio Manager

Зайнятість:
Повна зайнятість.
Вік:
44 роки
Місто:
Київ

Контактна інформація

Шукач вказав телефон та ел. пошту.

Прізвище, контакти та світлина доступні тільки для зареєстрованих роботодавців. Щоб отримати доступ до особистих даних кандидатів, увійдіть як роботодавець або зареєструйтеся.

Досвід роботи

Portfolio manager at “Citadele Ukrainian Real Estate Fund”

з 04.2007 по нині (17 років 5 місяців)
LLC “Citadele Asset Management Ukraine”(Citadele group, Latvian Republic)), Kyiv (Asset Management, Investments)

Highly driven and result-oriented professional with 10+ years of experience in investment management and managing fund portfolio. In-depth knowledge of real estate fund management principles, and deep understanding of key related fields such as finances, economics, asset management, real estate investment and investment consulting.
Competences
•Development and realization of fund portfolio strategy;
•Asset allocation, risk management and transaction supervision;
•Asset condition monitoring and analysis;
•Long-term business-planning;
•Preparing annual budgets;
•Preparing analytical reports and suggestions;
•Real estate market researching and analysis;
•Presenting proposals and market analysis to clients, providing sellers advice and assistance with respect to enhancing the value of properties. Preparing thorough and concise investment memos for clients recommending a course of action based on detailed financial projections and market research;
•Cash flow analysis;
•Assisting with acquisitions, including modeling and analyzing investment returns;
•Due diligences, conducting thorough due diligence for acquisitions by meticulous verification of facts and highly organized processing of data, including reviewing historical financial information;
•Preparing Investment Committee Books outlining investment strategy, risks and project returns for internal Investment Committee in conjunction with approving acquisitions;
•Real estate projects organization and evolvement management, including real estate sale, rent. Work coordination of the all structure sub-units and services;
•Planning, organization and management of the financial and economic activity on organizations (fund ownership);
•Monitoring project cost and renovating progress to ensure that construction and renovation projects within budget, and meeting the project requirements of the service premises to operate;
•Control over construction process at all stages;
•Cooperation with contracting and subcontracting organizations;
•Negotiating and concluding stages of contracts, cooperation with lawyers and notaries;
•Working with investors, investor presentations;
•Cooperation and communication with the public institutions, enterprises, organizations.
Achievements
•Successful management of RE portfolio of different segments over $50 m fund owned properties, including: office, retail facilities, cottage village and lands;
•Provided high level direction and strategic planning to fund portfolio on operations, asset allocation, budgeting and capital expenditures;
•Played a key role of developing and implementing strategies to maximize projects returns;
•Created and analyzed property valuations and cash flow models for over $100 m in RE;
•Developed exit strategies and sold investments;
•Completed and realized projects on time and under budget, while increasing ROI in portfolio;
•Realized non-performing assets and optimized the fund’s RE portfolio.

Principal public officer

з 05.2006 по 04.2007 (11 місяців)
State Committee on Land Resources of Ukraine, Department of Monitoring, Kyiv (Public agency)

•Monitoring activity of land resources territorial authority;
•Monthly rating evaluation of the territorial authority activity;
•Preparation of monitoring analytical reports and other reports.

RE agent

з 09.2002 по 12.2005 (3 роки 3 місяці)
Goldenberg Real Estate agency, London, U.K. (RE)

•Real estate selection, sale, rent;
•Financial services, document preparation, and transaction facilitation;
•Communications with real estate owners regarding property condition, rental yields and legal issues.

Освіта

The Open University

Master of Business Administration, distance education
Вища, з 2004 по 2007 (2 роки 10 місяців)

Lutsk State Technical University

Economic faculty, Master in Economics, Lutsk
Вища, з 2003 по 2005 (1 рік 8 місяців)

Kyiv National Linguistic University

English Department, Master in English philology, Kyiv
Вища, з 1997 по 2003 (5 років 9 місяців)

Знання і навички

  • MS Office
  • Пользователь Internet
  • Windows
  • Email
  • Веб-браузеры

Знання мов

Англійська — просунутий

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