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 diligence 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 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.