Jens Helmes

Portfolio Assessment Associate at Cube Infrastructure Managers
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Contact Information
us****@****om
(386) 825-5501
Location
Luxembourg, Luxembourg, Luxembourg, LU
Languages
  • German Native or bilingual proficiency
  • English Full professional proficiency
  • French Limited working proficiency

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Experience

    • Luxembourg
    • Investment Management
    • 1 - 100 Employee
    • Portfolio Assessment Associate
      • Jun 2021 - Present

      Being passionate about business valuation and financial modeling, my main field of activity revolves around:- Valuation of the investments held by the funds in coordination with the investment team and independent experts;- Setting-up / Review of financial models of newly acquired investments;- Update of fund models, including preparation of consolidated key performance metrics (i.e. DPI, RVPI, TVPI);- Support in the determination of the risk profile of each investment and of each fund managed; and- Monitor the evolution of the NAV of the funds based on the Investment Portfolio's performance.

    • Luxembourg
    • Financial Services
    • 700 & Above Employee
    • Associate Corporate Finance
      • Feb 2020 - Jun 2021

      Assist organizations within Deals Transaction & Valuation Services with both buy side and sell side due diligence as well as helping corporate and financial buyers to realize the potential of M&A, divestitures and capital markets.

    • Corporate Finance Trainee
      • Jan 2020 - Feb 2020

      Corporate Finance Trainee in the valuation team

    • International Business Development Trainee
      • Jul 2019 - Jan 2020

      International Business Development Trainee - Helping high potential European small and medium sized enterprises (SMEs) to formulate a clear internationalization strategy to expand their business into key Asian markets through business missions in Japan, Korea and South East Asia through a flagship EU Programme.

    • Norway
    • Higher Education
    • 700 & Above Employee
    • Research Assistant
      • Apr 2018 - Jul 2018

      Research project revolving around employment and value creation related to start-up/scale-up scene in Norway Research project revolving around employment and value creation related to start-up/scale-up scene in Norway

    • Investment Banking - Derivatives
      • Apr 2017 - Aug 2017

      Public Distribution Derivatives/Structured Products for European markets.Work responsibilities:- Collaboration in the product generation and issuing process for structured products- Competitive analysis and evaluation of certificates and leverage products- Weekly creation of investment ideas in German and English Public Distribution Derivatives/Structured Products for European markets.Work responsibilities:- Collaboration in the product generation and issuing process for structured products- Competitive analysis and evaluation of certificates and leverage products- Weekly creation of investment ideas in German and English

    • Germany
    • Motor Vehicle Manufacturing
    • 700 & Above Employee
    • Internship
      • Aug 2016 - Mar 2017

      Internship Marketing in BMW Motorrad Internship Marketing in BMW Motorrad

Education

  • Smith School of Business at Queen's University
    Master of International Business (MIB)
    2018 - 2019
  • BI Norwegian Business School
    Master of Science, Business - Major in Strategy
    2017 - 2019
  • EDHEC Business School
    Full year ERASMUS Exchange, Master in Management (M1)
    2015 - 2016
  • Universität Trier
    Bachelor of Business Administration, Accounting and Finance
    2013 - 2016

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