Sebastian Götz CMSA FMVA

Supported portfolio managers in analyzing global financial markets across equities, fixed income, commodities, and FX. Conducted fundamental and quantitative research, monitored portfolio performance, and prepared investment recommendations and market reports. Evaluated macroeconomic trends, investment opportunities, and portfolio risks. Assisted in portfolio construction, security selection, performance analysis, and the preparation of research materials for investment decision-making.

-Manage multiple investment portfolios on behalf of private investors. -Achieved an average annual return of 23,3%; my flagship public portfolio, “Technology Outperformance,” exceeded the performance of the NASDAQ-100 Index on both an absolute and risk-adjusted basis. -Oversee and allocate family assets across various investment strategies. -Conduct private trading across a broad range of financial instruments and asset classes.

-Managed portfolios in accordance with compliance and risk management standards. -Executed trading strategies across derivatives, foreign exchange, and futures markets. -Developed quantitative models and investment strategies. -Provided research, market analysis, and investment commentary to support decision-making processes. -Maintained financial data, prepared analytical reports, and coordinated client communications. -Played an active role in cross-departmental projects and strategic initiatives.

-Performed investment research across equities, fixed income, commodities, and FX markets. -Analyzed portfolio performance and market data to support investment decision-making. -Collaborated with portfolio managers on fundamental and technical analysis, asset allocation, and strategy development. -Evaluated market trends, investment opportunities, and cross-asset risks. -Developed quantitative allocation frameworks and supported portfolio optimization initiatives.

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

-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.

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

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

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

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

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.

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."

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

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

Focus: Multilingual and multicultural teching.