Financial Analyst
vor 1 Monat
Financial Analyst - McWin Family Office
We are seeking a dedicated and experienced Financial Analyst to join our small, boutique team. This is a flexible, remote role, but applicants must be based in Germany.
McWin Family Office is a private investment firm, primarily investing in Unstoppable Trends. These trends are powerful long-term forces that are revolutionizing the ways we live and do business globally. 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
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
Please visit our website mcwin.cz for more information about the company.
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