Investment Analyst

Job description, responsibilities and duties

• Build, maintain and quality-check fund / asset-level financial models (acquisition, business plan, refinancing, disposal) and related investor-facing outputs.
• Translate analysis into clear PowerPoint materials (IC memos, investment updates, scenario decks) in line with firm standards and tight timelines.

Employee perks, benefits

• Our leadership cares and helps people grow and thrive
• Annual bonus subject to performance of the individual and the firm.
• Meal benefit
• Various annual team activities e.g., Group Meeting, Fellowship Day

Requirements for the employee

Education

• University education (Master's degree)
• Postgraduate (Doctorate)

Educational Specialization

• Finance and Mathematics

Language skills

• English - Proficiency (C2)
• German - Advanced (C1)

Other knowledge

• Microsoft Excel - Expert
• Microsoft PowerPoint - Expert

Experience in the position/sector

• Number of years of experience: 5

Personality requirements and skills

• Advanced Excel: dynamic formulas (XLOOKUP/INDEX-MATCH, SUMIFS, dynamic arrays, sensitivity analysis/data tables), structured tables, data validation, named ranges, scenario tools, and disciplined workbook architecture.
• Financial modelling: cashflow modelling principles; real estate underwriting ex (NOI, capex, debt, waterfall basics), sensitivity tables, and IRR/MOIC/TVPI-style performance metrics with transparent assumptions.
• Data handling: importing/cleaning data (Power Query preferred), pivot tables, reconciling sources, error checking, and producing audit-ready model outputs.
• PowerPoint & Output Communication: Communicate model outputs as decision-relevant insights (risks, drivers, scenarios, recommendations), not just numbers.
• Decks: Build concise, investment committee-ready dashboards and decks (charts, tables, key messages, appendix discipline) and ensure consistent formatting and storyline
• Attention to Detail and strong Q&A mindset (self-checking, consistency checks, reconciliation).
• Independence + Structured Work: comfortable owning workstreams end-to-end with limited supervision; proactive in clarifying assumptions and risks.
• Operational Resilience: able to handle peaks, shifting priorities, and iterative feedback without loss of quality.
• 3–5 years Experience in private equity / real estate private equity, investment banking, transaction advisory, valuation, or similar modelling-heavy role.

Work place

• Vienna/Bratislava