Navigation überspringen

Simon Zimmermann

Angestellt, Manager (ppa.) | Financial Services Deal Advisory, KPMG AG Wirtschaftsprüfungsgesellschaft
Frankfurt am Main, Deutschland

Fähigkeiten und Kenntnisse

Starker Background in Economics
Asset Management
FinTech
Private Debt
Investment Management
Financial Modelling
Innovation
Valuation & Risk Management
Belastbarkeit
Teamfähigkeit
Portfoliomanagement
Auslandserfahrung
Persönlichkeit
Corporate Finance

Werdegang

Berufserfahrung von Simon Zimmermann

  • Bis heute 2 Jahre und 1 Monat, seit Mai 2023

    Manager (ppa.) | Financial Services Deal Advisory

    KPMG AG Wirtschaftsprüfungsgesellschaft
  • 5 Monate, Jan. 2023 - Mai 2023

    Research Associate

    WHU
  • 5 Jahre und 11 Monate, Feb. 2017 - Dez. 2022

    Manager (ppa.) | Financial Services Strategy

    KPMG AG Wirtschaftsprüfungsgesellschaft

    Selected projects: - Carve-out and sell-side support of the capital markets division from an international bank - Carve-out and sell-side support of the industrial leasing division from an international bank - Post-merger Integration and advisory on different related topics: consolidation and refinancing vehicles with asset backed securities and purchase price allocation - Financial modelling of historical financial statements of the carve-out Company

  • 3 Monate, Okt. 2016 - Dez. 2016

    Intern | Private Equity Management

    M.M. Warburg & Co.

  • 1 Jahr, Okt. 2015 - Sep. 2016

    Part-time Analyst Onboarding | Alternative SME Finance

    iwoca

    Managing and developing customer relationships / Research, pre-screening and analysis of German SMEs with Salesforce / Support of the first FinTech pilot in Germany with Commerzbank

  • 2015 - 2015

    Summer Analyst | Corporate Finance

    BRIGHT CAPITAL, Munich

    Preparation of pitch docs, management presentations, fact sheets and investment teasers / Research and analysis of market and companies with Thomson Reuters and Standard & Poors Capital IQ / Support on a sell-side advisory finding a strategic investor from the United States and a capital increase

  • 5 Monate, Apr. 2014 - Aug. 2014

    Summer Analyst | Private Debt Fund Division

    BRIGHT CAPITAL, Munich and Frankfurt/Main

    Financial analysis with company valuation and financial models / Industry and market analysis with Thomson Reuters and Standard & Poors Capital IQ / Preparation of pitch decks for the investment committee, investment teaser and fact sheets

  • 3 Monate, März 2013 - Mai 2013

    Intern | Corporate Finance

    Renell Wertpapierhandelsbank AG, Frankfurt/Main

    Research and analysis of companies and capital markets with Thomson Reuters / Research about HNWIs and preparation of client profiles for the account managers / Support in portfolio management and revaluation

  • 1 Monat, Sep. 2012 - Sep. 2012

    Intern | Wealth Management

    Sal. Oppenheim, Dusseldorf

    Research and analysis of companies and capital markets with Thomson Reuters / Research about HNWIs and preparation of client profiles for the account managers / Support in portfolio management and revaluation

  • 1 Monat, Sep. 2011 - Sep. 2011

    Intern | Finance

    Krones UK, Manchester

    Support in the invoice-management and in accounting / Research and analysis about the UK markets, customers and competitors / Support in the HR-department

Ausbildung von Simon Zimmermann

  • 4 Monate, März 2018 - Juni 2018

    Oxford Fintech Programme

    Saïd Business School, University of Oxford

    The Programme has been designed to equip with the ability to identify opportunities for disruptionin the financial Services sector, and enable to both launch new FinTech ventures and harness new Technology to build better financial Services firms.

  • 2 Monate, Juli 2016 - Aug. 2016

    Investment Management

    HEC Paris

    with Honors

  • 1 Jahr und 1 Monat, Sep. 2015 - Sep. 2016

    Investment Management

    University of London

    MSc Thesis about Testing Sectorial Capital Market Efficiency after the Public Disclosure of the Results of the EU Referendum

  • 4 Jahre und 1 Monat, Okt. 2010 - Okt. 2014

    Economics

    University of Regensburg

    BSc Thesis about Positive Feedback Trading

Sprachen

  • Deutsch

    Muttersprache

  • Englisch

    Fließend

  • Spanisch

    Grundlagen

XING – Das Jobs-Netzwerk

  • Über eine Million Jobs

    Entdecke mit XING genau den Job, der wirklich zu Dir passt.

  • Persönliche Job-Angebote

    Lass Dich finden von Arbeitgebern und über 20.000 Recruiter·innen.

  • 22 Mio. Mitglieder

    Knüpf neue Kontakte und erhalte Impulse für ein besseres Job-Leben.

  • Kostenlos profitieren

    Schon als Basis-Mitglied kannst Du Deine Job-Suche deutlich optimieren.

21 Mio. XING Mitglieder, von A bis Z