Jens Helmes
Portfolio Assessment Associate at Cube Infrastructure Managers- Claim this Profile
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German Native or bilingual proficiency
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English Full professional proficiency
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French Limited working proficiency
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Bio
Experience
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Cube Infrastructure Managers
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Luxembourg
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Investment Management
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1 - 100 Employee
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Portfolio Assessment Associate
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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.
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PwC Luxembourg
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Luxembourg
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Financial Services
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700 & Above Employee
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Associate Corporate Finance
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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.
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Corporate Finance Trainee
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Jan 2020 - Feb 2020
Corporate Finance Trainee in the valuation team
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International Business Development Trainee
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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.
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BI Norwegian Business School
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Norway
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Higher Education
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700 & Above Employee
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Research Assistant
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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
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Investment Banking - Derivatives
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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
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BMW Group
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Germany
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Motor Vehicle Manufacturing
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700 & Above Employee
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Internship
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Aug 2016 - Mar 2017
Internship Marketing in BMW Motorrad Internship Marketing in BMW Motorrad
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Education
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Smith School of Business at Queen's University
Master of International Business (MIB) -
BI Norwegian Business School
Master of Science, Business - Major in Strategy -
EDHEC Business School
Full year ERASMUS Exchange, Master in Management (M1) -
Universität Trier
Bachelor of Business Administration, Accounting and Finance