Sebastian Götz CMSA FMVA

ist kurz vor dem Abschluss. 🎓

Bis 2024, Portfolio Manager, WINBRIDGE Asset Management GmbH

München, Germany

About me

Presently self-employed as Equity Trader and Portfolio Manager, leveraging a decade's asset management expertise. Responsible for diverse private investor portfolios. Notably averaging 20.4% annualized return, my primary portfolio "Technology Outperformance" consistently surpasses NASDAQ 100 Index, in total return and risk-adjusted terms. Also manage family assets and engage in diverse private trading. Proficiencies span precision portfolio management, meticulous valuation, advanced financial modeling, comprehensive analysis, and thorough security assessment. Pursuing a Master's in Finance & Accounting to further enhance my skills. Committed to achieving CFA designation, aiming for impactful, sustained portfolio management career growth. I'm eager to share a detailed CV outlining my extensive portfolio management experience.

Skills

Asset Management
Portfolio Management
Aktienhandel
Vermögensberatung
Aktien
Derivate
Kapitalmarkt
Investmentbanking
Aktienderivate
Portfoliomanagement
Asset-Management
Analyse
Quantitative Methoden
Quantitative Analyse
Quantitative Finance
Trading
Day Trading
Finance
Investment
Investment management
Investmentfonds
Discounted Cash-Flow (DCF)
Unternehmensbewertung
Fundamentalanalyse
Technische Analyse
Derivate
Aktien
Aktienderivate
Marketing

Timeline

Professional experience for Sebastian Götz CMSA FMVA

  • Current 11 years, since Jun 2013

    Equity Trader & Portfolio Manager

    GoetzPortfolios

    -I am responsible for several portfolios involving private investors. -With an average return of 20,4 % p.a. my main public portfolio "Technology Outperformance" outperformed it´s benchmark the NASDAQ 100 Index on a total return and on a risk adjusted basis. -In addition I manage the assets of my family - I also operate in private trading with all kinds of financial products involved

  • 1 year, Mar 2023 - Feb 2024

    Portfolio Manager

    WINBRIDGE Asset Management GmbH

    Portfolio management with a focus on compliance. Independent trading activities: derivatives, forex, futures. Design and communication of investment strategies. Development of quantitative trading systems. Participation in investment committees, analysis. Research projects, commentaries. Systematic data maintenance, informed evaluations. Seamless customer communication and alignment. Synergies within the team and departments. Key role in projects and initiatives. Demonstration of committed team excellence.

  • 7 months, Aug 2022 - Feb 2023

    Multi Asset I Working Student

    MEAG MUNICH ERGO AssetManagement GmbH

    Research & analysis of stocks, bonds, commodities & forex. Data collection & organization: portfolio performance, investment decisions. Team meetings: market trends, investment potential & participation in discussions. Collaboration with portfolio managers: fundamental & technical analysis, strategy optimization. Development of active allocation models. Risk assessment across asset classes. Market analysis: trends, financial market risks.

  • 2016 - 2019

    Tutor

    Schulfit GmbH

    Teaching of school and study content, especially in the following Subjects: -mathematics -economics -statistics -accounting

  • 1 year and 4 months, Mar 2015 - Jun 2016

    Recruitment Consultant

    Riverstate International Consulting GmbH

    -In-depth market research, identification of potential candidates as well as contacting and communicating with candidates. -In addition, participation in personal interviews with potential candidates and the subsequent preparation of personal reports. -Acting as an intermediary between employers and workers.

  • 3 months, Aug 2014 - Oct 2014

    Sales

    Ludwick

    - Consulting customers in the area of premium fashion in different departments - Creating a pleasant customer experience

  • 6 months, Jan 2013 - Jun 2013

    Web Development & Online Marketing | Intern

    Sky Trust

    -Development of online marketing concepts -Participation in the field of web development.

  • 3 months, Oct 2012 - Dec 2012

    Private Banking | Intern

    HypoVereinsbank – UniCredit Bank AG

    -Processing of simple banking transactions -Participation in meetings -Participation in consultations with business customers

  • 1 month, Jun 2012 - Jun 2012

    Assistant to the Management | Intern

    Telefonica / o2 Germany

    -Assistance to the management assistant -organizing and planing of business activities

Educational background for Sebastian Götz CMSA FMVA

  • Current 2 years and 9 months, since Sep 2021

    Master of Science - Finance & Accounting

    FOM – Hochschule für Oekonomie und Management

    Focus: Expertise in (international) finance and accounting. deepening of management Competences, company valuation methods as well as Identification of optimization potential in the portfolio Management. Evaluation of corporate finance tools and Strategies in the area of ​​mergers & acquisitions, private equity as well as IPOs. Balance sheet analysis and preparation of monthly, Quarterly and annual reports according to HGB and IFRS.

  • 3 years and 11 months, Sep 2016 - Jul 2020

    Bachelor of Arts - Banking & Finance

    FOM – Hochschule für Oekonomie und Management

    Focus: Evaluating financial market and company data. Development of credit, market and company analyses. Learning concepts in asset management, financial analysis in the field of corporate finance, asset liability management, treasury management, Risk management and the characteristics of financial market instruments. Topic of the bachelor thesis: “Backtesting of Trading Strategies - The technical analysis on the test bench."

  • 2 years and 1 month, Sep 2014 - Sep 2016

    Bachelor of Arts - International Business

    University of Applied Sciences Landshut

    Focus: Business administration and economics, accounting and cost accounting, finance and investment economics, computer science and statistics as well as two foreign languages.

  • 2012 - 2014

    Wirtschaft

    Therese-von-Bayern-Schule, Fachhochschule für Wirtschaft, München

    Majors: Business Administration with Accounting, Economics, Computer Science, jurisprudence and natural sciences.

  • 1999 - 2010

    Schulische Fächer

    Europäische Schule München

    Focus: Multilingual and multicultural teching.

Languages

  • German

    First language

  • English

    Fluent

  • French

    Basic

Interests

Börse
Finanzen
Aktienhandel
Politik
Wirtschaft
Schach
Asset Management
Portfoliomanagement
Investmentfonds
Investmentbanking
Hedgefonds

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