14.06.2026 aktualisiert
100 % verfügbar
Investment Professional | Portfolio Management & Client Reporting
Cologne, Deutschland
Weltweit
Dual-Degree Executive MBA, Erasmus University (Rotterdam School of Management/University of Cologne)Über mich
Founder of Virtus Orbis, a boutique advisory firm spanning investment advisory, strategy consulting, and venture work across EMEA and the Americas. 8+ years in restructuring, financial modeling, and M&A. I help clients structure deals, raise capital, and solve complex strategic challenges.
Skills
Analyse von FinanzdatenAsset TrackingBusiness IntelligenceCorporate FinanceBusiness ModelUnternehmensreportingUnternehmensbewertungInvestitionsrechnungenInvestitionenCommercial FinanceMultiplikatormethodeDue DiligenceFinanzbuchhaltungFinanzanalyseVermögenswerte
Strategy Consulting & Advisory: strategic problem-solving for investment and growth decisions, market entry and positioning, business model and unit economics review, board-level and senior stakeholder advisory, and translating complex situations into clear, actionable plans. I work as a strategic thinking partner, not just an analyst.
Investment Advisory & Capital Raising: deal structuring, investor mapping, capital raise strategy across sovereign vehicles, DFIs, specialist funds, and family offices, investment storytelling, and fundraising materials for real asset and venture transactions.
Financial Modeling & Valuation: cashflow waterfalls, DCF/APV, scenario planning (base, stress, severe), driver-based forecasting, budget variance analysis, and valuation models including Black-Scholes and DDM for multi-asset portfolios.
Project Finance & Debt Advisory: project finance debt structuring for renewable energy and infrastructure, credit underwriting for asset-backed debt transactions, and structured cashflow waterfall models for debt fund vehicles.
Portfolio Monitoring & FP&A: long-range financial planning, performance tracking, cashflow forecasting, return driver identification, asset business plan review, deviation analysis, and regular and ad-hoc management reporting across real estate, infrastructure, and alternatives.
Due Diligence & Transaction Management: commercial due diligence on early-stage ventures, technical due diligence with independent engineers, legal and technical due diligence on real asset collateral, and coordination of cross-border investment transactions.
Reporting & Client Management: institutional investor reporting, client dashboard development, market commentary, quality assurance, and automated reporting using Excel/VBA and Power BI.
Cross-Departmental Coordination: collaboration with asset management, transaction management, and finance teams, plus external advisor liaison across multi-party and cross-border deals.
Technical Toolkit: advanced Excel & VBA, Power BI, Python (Pandas), Bloomberg Terminal, LSEG Eikon (Refinitiv), and Tableau for financial analysis and reporting automation.
Erfahrung
Berufserfahrung0 - 5 Jahre
Freelancer seit2021
Sprachen
ArabischMutterspracheDeutschgutEnglischMutterspracheItalienischgutKurdischMuttersprache
Projekthistorie
Retained as Strategic Advisor by two EMEA-based family offices on private market portfolio strategy, including alternative investment product assessment, portfolio performance monitoring, and deal evaluation across European markets. Active mentor and advisor at five European investment and innovation programs, supporting portfolio company assessment, financial structuring, and investment narrative development. Developed financial reporting frameworks and investment narratives for portfolio companies. Advised on real asset portfolio allocation and assessed direct real estate investment opportunities on behalf of a family office client.
Managed a EUR 62.8M multi-asset investment portfolio, overseeing ongoing performance monitoring, return driver analysis, and active portfolio governance initiatives that increased portfolio yield by 177bps within 12 months. Structured and executed EUR 9M alternative investment financing, including blended instruments with IRR hurdle mechanisms. Conducted comprehensive financial performance analysis and downside scenario modelling. Coordinated two cross-border investment transactions with corporate and institutional counterparties. Led FP&A activities across a multi-asset investment portfolio.
Developed and advised on project finance debt for renewable energy infrastructure (solar/wind), conducting technical due diligence with independent engineers. Led credit underwriting for asset-backed infrastructure debt transactions. Advised on EUR 97M real estate and infrastructure investment portfolio. Built and automated financial reporting dashboards (Excel/VBA and Power BI) for portfolio performance monitoring and client reporting, reducing reporting turnaround by more than 80%. Structured cashflow waterfall models for debt fund vehicles.