Freelancer profile translated to English.

Description

Investment and data analyst specializing in evaluating and structuring opportunities in startups and real estate. Proficient in financial modeling, valuation, and due diligence, with a rigorous analytical approach to assessing growth potential and risks. Contributed to the development of an internal scoring tool to improve data-driven investment decisions. Passionate about the convergence of finance, strategy, and innovation to create long-term value.

Languages

English
Native or bilingual
German
Conversational
French
Native or bilingual
Arabic
Fluent
Italian
Conversational

Workplace preferences

Remote only

Primarily works remotely

Hakisition Business Club
CFO & Head of Investments - Private Equity & Real Estate
June 2025 - Today (1 year)
• Structuring and managing investment vehicles based on SPVs across Europe and internationally (Luxembourg, London, Geneva, New York).
• Selection and coordination of legal, tax, and financial strategic partners.
• Sourcing, analysis, and structuring of investment opportunities in startups, private equity, companies, and real estate.
• Preparation of investment files for the investment committee and coordination of operations launch for club members.
• Creation and supervision of investor documentation (legal framework, investment memorandum, business plans, financial forecasts).
• Management of legal and financial closing of transactions in collaboration with lawyers, notaries, and tax advisors.
• Monitoring portfolio performance through quarterly reports, KPIs, valuations, and risk analyses.
• Management and development of relationships with high-net-worth investors (Black & Platinum members) through personalized support, calls, and live opportunity presentations.
• Design and maintenance of financial dashboards to track investments, performance, cash flows, and club fees.
• Structuring and supervision of the secondary market for internal transfers of units and shares in coordination with the tech team.
• Contribution to the recruitment, structuring, and management of a financial advisory team in the scale-up phase.
• Contribution to financial education and club credibility through weekly analyses, monthly live sessions, podcasts, and participation in exclusive events.
DiLife & Co
Wealth Manager
January 2022 - April 2026 (4 years and 3 months)
Basel, BS, Switzerland
• Managing investment portfolios by developing asset allocation strategies and selecting securities to optimize returns while minimizing risks.
• Performing risk and performance analyses for portfolios, benchmarks, and indices.
• Developing and implementing customized investment strategies aligned with client objectives.
• Ensuring compliance with financial regulations and internal risk policies.
• Innovating and developing new financial products by leveraging advanced data analysis.
• Establishing and maintaining strong client relationships through personalized reporting and strategic advice.
BANQUE CIC EST
Financial Advisor
June 2019 - August 2021 (2 years and 2 months)
Strasbourg, France
• Providing personalized financial advice on investments, retirement, tax optimization, and wealth management.
• Developing tailored financial plans and conducting risk assessments based on client objectives.
• Advising on multi-asset investments (stocks, bonds, funds, real estate) and monitoring portfolios to optimize their performance.
• Ensuring regulatory compliance and informing clients about market trends and financial strategies.
• Building strong client relationships through consistent, high-quality service.