Referent (m/w/d) Investments | Family Office
Core
Support senior management in managing high-net-worth family clients by preparing strategy meetings, developing investment solutions, and creating report presentations.
Role type
Investment Associate (Family Office)
Builds
Investment solutions and strategic reports for high-net-worth families
Domain
Wealth Management / Private Family Office
Required skills
Financial analysis, Due Diligence, Network development, Regulatory documentation, MS Office (Excel, PowerPoint), Economic understanding
Preferred skills
Experience in capital investment, Private Equity, or auditing
Technologies
MS Office (Outlook, Excel, PowerPoint)
Responsibilities
Prepare and follow up on strategy meetings with client families, Conduct analysis of liquid and illiquid investments, Execute Due Diligence processes for illiquid investments, Identify and source asset managers and investment opportunities, Maintain and expand network of business partners, Act as interface between support, controlling, tax, and advisory teams, Ensure regulatory documentation compliance
Seniority
Junior to Mid-level