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.
We are currently looking for an:
Associate Value Investing
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.
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
You should have shaped these skills through 5–8 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 < email deleted for security reasons >, attention Sonja Rott.
