Financial Analyst
vor 2 Monaten
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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