Ivan Kos Email & Phone Number

Croatia

Zagreb / Berlin

• 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.
• Financial statement analysis (Horizontal & Vertical analysis, Financial ratio analysis).
• Financial modeling / Valuation (FSM, DCF, GLC).

• 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.
• 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).

• 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.

• 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.

• 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.

• Managing existing and contacting new clients.
• Managing all banking services.
• Offering investment & insurance solutions.

• Portfolio management.
• Planning the portfolio budget.
• Managing relationships with clients.

• Providing clients with investment advice regarding: life insurance, pension planning, investment in funds and other insurance such as critical illnesses and real estate insurance.

Specialization, Business & Financial Modeling

Relevant Coursework: • Fundamentals of Quantitative Modeling. • Modeling Risk & Realities. • Introduction to Spreadsheets & Models. •.

Master Of Science (Msc), Bank & Financial Management

Relevant Coursework: • Corporate Valuation. • Corporate Finance II. • Financial Statement Analysis II. • Financial Institutions Management

Specialization, Investment Management

Relevant Coursework: • Portfolio & Risk Management. • Understanding Financial Markets. • Meeting Investor Goals. • Securing Investment.

Summer Program, Mba

Relevant Coursework: • Finance. • Accounting. • Analysis of Business Problems. • Business Operations.

Bachelor'S Degree, Economics

Relevant Coursework: • Corporate Finance I. • Accounting. • Strategic Management. • Microeconomics / Macroeconomics.