Referent (m|w|d) Investments | Family Office in Augsburg
Core
Support the management team in managing high-net-worth client families by developing investment solutions, analyzing assets, and preparing strategy sessions.
Role type
Investment Analyst (Family Office)
Builds
Investment solutions and presentations for private client families
Domain
Private Wealth Management / Family Office
Required skills
Financial analysis, Due Diligence, Asset allocation, Stakeholder management, Presentation creation, Network development, Data analysis, MS Office proficiency, Strategic planning
Preferred skills
Experience in consulting, audit, or real estate/private equity, Client-facing advisory role
Technologies
MS Office (Outlook, Excel, PowerPoint)
Responsibilities
Prepare strategy sessions for client families, Analyze liquid and illiquid investments, Conduct Due Diligence on illiquid assets, Source asset managers and investment opportunities, Maintain partner networks, Coordinate with control and tax teams
Seniority
Junior to Mid-level, hands-on IC