Financial Director leading investment strategy and oversight for real estate division at W.C. Bradley Co. Collaborating with teams to ensure compliance, accuracy, and performance maximization.
About the role
- Investment Associate role at Roemer Capital involving research and analysis for M&A and fundraising advisory. Engaging actively with market data, financial models, and client presentations in a hybrid setup.
Responsibilities
- Support for investment and fundraising projects – from initial analysis through to successful completion
- Preparation of financial models, business plans and investor presentations to evaluate business models and investment opportunities
- Market, competitor and company analyses to identify trends and investment opportunities
- Preparation for and participation in client meetings, pitches and investor discussions
- Participation in M&A transactions, including company valuation, due diligence and transaction structuring
- Preparation of decision papers and research reports for management and investors
- Ongoing monitoring of capital markets and relevant industry developments
Requirements
- Completed degree in Economics, Finance, Business Administration, Economics (Volkswirtschaft) or a comparable field
- Initial practical experience in Investment Banking, Corporate Finance, Venture Capital, Private Equity or Consulting is an advantage
- Strong analytical skills and confident use of financial models and common tools (e.g., Excel, PowerPoint, optionally PitchBook/Capital IQ/Mergermarket/Crunchbase)
- High interest in entrepreneurship, capital markets and strategic corporate development
- Structured, precise and self-reliant working style – even under time pressure
- Very good German and English skills, both written and spoken
- Team spirit, initiative and readiness to take on responsibility in a dynamic, growth-oriented environment
Benefits
- Direct collaboration with the management team and active involvement in strategic decisions
- Exposure to exciting fundraising projects and investor relations – from preparation to execution
- Steep learning curve through a mix of strategic and operational project work
- Hybrid and remote working with flexible structures and autonomous working
- Start-up mindset in a close-knit, committed team that values initiative and team spirit
- Regular team events and joint activities to strengthen team cohesion
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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