Analyst Value Investing

Analyst Value Investing

Value investing

FORUM Family Office invests the assets of a German family according to the principles of value investing, as established by Benjamin Graham and Warren Buffett. At the core of our investment policy is a concentrated portfolio of 10-12 companies for which we have developed a deep conviction. Our competitive advantage is based on very careful analysis, which includes extensive on-the-ground research (interviews) and a culture of discussion based on facts, not opinions. This requires absolutely dedicated professionals with an outstanding work ethic.

Analyst Value Investing

Your main tasks are:

  • Screening your investment universe - usually a region - to generate ideas
  • Arrangement of visits to the management of interesting companies and their documentation through additional research
  • Due diligence, i.e. in-depth analysis of promising investment candidates with extensive on-site research/interviews
  • Monitoring our existing investments in this sector. You take part in all discussions within the team and are fully involved in the decision-making process.

You should apply if you have the following:

  • Business sense, in particular the ability to assess how companies will develop in the medium and long term
  • Financial Intelligence ("FinIQ"), i.e. the ability to recognize revenue opportunities in a wealth of figures and unstructured information
  • Understanding people, i.e. knowing how personalities react to incentives and what can realistically be expected of them
  • An outstanding work ethic

Ample empirical evidence shows that almost all outstanding investors made their first investments as teenagers. This may have been with little money and certainly amateurish, but we would like to see it. In addition to English, you should be fluent in German.

We offer you the opportunity to become part of a professional team dedicated to value investing. We will train you intensively by helping you in an interactive process and through regular feedback to improve the results of your work. We have no hierarchies; therefore you will have the opportunity to make an impact if you have a good idea backed up by compelling analysis.

Please send your CV together with the questionnaire below in your preferred language to jobs@forumgruppe.de, for the attention of Sonja Rott.

To the questionnaire:Form German | Form English 

more information about the application process