Oleh Yevtikhevych Email & Phone Number

• Lead and oversee daily PnL calculation and reporting for all of Polar’s funds, covering multiple strategies including long/short equity, fundamental credit, macro rates, and commodities.
• Analyze PnL constituents, including trading gains, accrued and realized income, FX impacts, and corporate actions, providing clear explanations for strategy performance.
• Produce and circulate over 30 essential daily PnL reports to traders, portfolio managers, and senior management team, ensuring transparency and aiding strategic decisions.
• Implemented and overseeing real-time pricing infrastructure for futures and commodity basis swaps, by leveraging exchange theoretical pricing data and BBG streaming feeds.
• Prepare monthly and quarterly fund investor reports detailing exposures, risk factors, and performance metrics.Project Experience:
• Participated in launching and integrating multiple new trading strategies, being responsible for pricing infrastructure and PnL calculation of complex financial instruments.

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

• Hedge fund accounting, position (equity, credit, total return swap, IRS, CDS, options, futures and forwards) and settled cash reconciliation.
• Corporate action analysis (SPAC unit splits and redemptions/liquidations, mergers & acquisitions, stock splits, dividends, CB conversions)
• Post trade settlement process for equity and credit, including trade matching (Omgeo CTM), confirmation/affirmation, and resolution of exceptions.
• Derivatives (swaps, fx forwards) and CLO warehouse security setup and transaction processing.
• Collateral interest and cash transfer processing and affirmation.
• Managing and maintaining external relationships with prime brokers, executing brokers and counterparties as well as communicating internally with trading desks for trade break resolution. Project experience:

Toronto, Ontario, Canada

• Oversaw deal origination, sales cadences, project execution, and subsequent account management for new clinical partners which led to 5 brand-new sports injury clinics being launched across Ontario.
• Identified areas for margin expansion/cost-cutting initiatives by reviewing financial statements/budgets of partnering clinics.
• Developed FP&A models used to assess the financial impact of adding new clinical service verticals.
• Prepared monthly and semi-annual budgets/revenue goals, tracked and reported KPI of partnering clinics.
• Developed DCF and LBO models for valuation of acquisition candidates including clinics and commercial real estate spaces.

Toronto, Ontario, Canada

• Researched business models to identify acquisition targets and source investment ideas.
• Facilitated meetings with business owners and assisted in preparing NDAs, IOIs and LOIs.
• Reviewed financial statements, applied LBOs, precedent transactions, and comparable company analysis for valuation.

Toronto, Ontario, Canada

Odessa Region, Ukraine

• Represented and maintained current accounts, deposits, overdrafts & loans for corporate clients.
• Analyzed credit risk related to lending, factoring, and government guarantees by applying financial models.