
Sebastian Götz CMSA FMVA
Skills
Timeline
Professional experience for Sebastian Götz CMSA FMVA
- Current 12 years and 2 months, 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 2016Riverstate International Consulting GmbH
Recruitment Consultant
-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 3 years and 11 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
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