FORUM Family Office invests the wealth of a German family based on the principles of Value Investing as pioneered by Benjamin Graham and Warren Buffett. At the core of our investment policy is a concentrated portfolio of 10–12 companies in which we have developed deep conviction.

Our competitive edge lies in fundamental equity research involving extensive field research (interviews) and a discussion culture based on facts - not opinions. This requires fully dedicated professionals with the highest standards of work ethos. Our historical TSR has been 12% p.a.

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We are currently looking for an:

Associate Value Investing

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Your key responsibilities will include:

• Screening your investment universe - primarily within a designated region - for idea generation
• Meeting with the management teams of prospective and current portfolio companies and documenting these meetings with supplementary research
• Conducting due diligenc on promising investment candidates based on fundamental equity research, including fieldwork, interviews, and financial modelling
• Monitoring our existing investments

You will participate in all team discussions and be fully involved in the decision-making process.

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You are a strong fit for the team if you bring:

• Business Sense - the ability to identify high-quality (i.e., franchise) businesses and assess how they will perform in the medium and long term
• Financial Intelligence ("FinIQ") — the ability to detect ways to make money in a wealth of numbers and unstructured information
• People Skills — the ability to “read” people and understand the impact of incentive systems and corporate governance structures
• High Standards of Work Ethos

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You should have shaped these skills through 3–8 years of work experience in the investment industry, preferably with an A-company and/or a demonstrable track record. In addition to English, you should be fluent in another European language.

We offer you the opportunity to be part of a professional team committed to value investing. We have no hierarchy; thus, you have the opportunity to make an impact if you have a strong investment idea, supported by convincing analysis.

Please email your resume to jobs@forumgruppe.de, attention Katja Ziegenaus/Sonja Rott.

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