Client coverage across all asset classes: Private Equity, Private Debt, Real Assets
Portfolio modelling including investment simulation in new funds
Producing quantitative and financial data in frame of prospective investors Due Diligence: Historical and projected Cash Flows, performance indicators (IRR, Multiple, Yield), as well as characteristics and financial metrics evolution of assets
Fundraising such as preparing presentation documents, market analysis and pitches (>1bn EUR money raised in one year from German market)
Investment Analyst
Helaba/Helaba Invest
05.2021 - 06.2022
Real Assets Fund Management
Performing of in-depth cash flow analysis for fund and portfolio transactions and valuations (Including analysis of financing structure, debt and equity, cash flow from rental income, taxes, CAPEX via DCF method)
Undertaking portfolio valuations for investors and clients with common return metrics and performance numbers
Maintenance of client and investor relationships via investment committees and board meetings
Intern Real Assets Portfoliomanagement
Deutsche Bank/DWS Group
09.2020 - 01.2021
Supporting strategic and operative management of two real estate funds with an AUM of 1 Billion Euros
Preparing different analyses e.g Hold-Sell and Risk-Returns
Building presentations for investors in both, German an English language
Management of different funds, including German Special AIFs but also international investment vehicles (Luxembourg, APAC and North America)
Investment Consulting Working Student
BNP Paribas Real Estate
03.2020 - 08.2020
Conferred with existing and potential customers to assess requirements and propose optimal investment solutions
Highlighted values and educated clients on strategy, cashflow, and investment opportunities
Assisted clients in making strategic decisions regarding investments and financing
Investment & Development Working Student
NORSK Deutschland AG
08.2018 - 06.2019
Valued multiple residential real estate investment opportunities
Procured financing from conventional and public sources by preparing and submitting financing application
Performed feasibility analysis to evaluate potential development sites
Education
Bachelor of Arts - Real Estate, Finance
Technical University of Aschaffenburg
Aschaffenburg, Bavaria, Germany
09.2021
Bachelor of Arts - Semester Abroad, Finance
California State University, CSUF
Fullerton, California, USA
01.2020
Skills
MS Office (Word, Excel, PowerPoint)
ARGUS, Value Creator, XENTIS, EVEREST (Portfolio Management Tools),
VBA
PowerBI
iDebt, CRM Database, EFront, ARDIAN Tools on Private Equity