Investment Analyst
Financial Analysis Achievements (40%): Incoming deals were underwritten in a structured and process-driven fashion under the direction of the firm’s partners. I had the opportunity to develop skills at every stage of the investment process from sourcing to management and sales. I prepared and evaluated business plans and due diligence reports. My work led to the successful launch of RealXData in partnership with Rheingau founders.Marketing Achievements (40%): I worked creatively and independently to write, edit and design our marketing and reporting materials. I gained a nuanced understanding of the audience for these communications and together we closed a new international fund of c. €xxx mil. equity investment.Other Achievements (20%): Deal sourcing; due diligence; document management; asset management reporting; translation; meeting coordination; process management and assisted in hiring and on-boarding as we grew the team.
