Financial Analyst

Vor 7 Tagen


Hannover, Niedersachsen, Deutschland Burger King Vollzeit

Financial Analyst - Investment Expert

McWin Family Office is a private investment firm seeking a dedicated and experienced Financial Analyst to join our team. This is a flexible, remote role, but applicants must be based in Germany.

We implement our strategy by investing primarily in private markets, with a small complementary portfolio of public market assets.

As a Financial Analyst, you will play a critical role in supporting our investment activities, conducting financial analyses, and contributing to our strategic decision-making process.

Key Responsibilities:

  • Monitor existing investments and conduct business and asset valuation updates
  • Read and analyze shared financial reports, earnings releases, and other relevant documents
  • Update internal monthly reports summarizing portfolio performance
  • Present findings and insights to management
  • Engage with professional advisers as required
  • Assist in completing subscription documents for new investments and account opening documents for banking relationships
  • Provide ad-hoc analysis for senior management decisions
  • Assist with cash flow forecasting and planning
  • Assist with budgeting and forecasting activities
  • Assist with ad-hoc financial projects as needed

Requirements:

  • Excellent English (everyday communication with native speakers)
  • 1-2 years of relevant experience with investments
  • Proactiveness, flexibility, and ability to work independently
  • Detail-oriented
  • MS Excel - experienced user
  • Good presentation skills


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