Investment & Portfolio Analyst (f / m / x)

Beam; Berlin; Hybrid; EUR 60.000 - 80.000; Vollzeit

Zusammenfassung

A Berlin-based startup is seeking an Investment & Portfolio Analyst to manage portfolio performance and investor communications. In this role, you'll produce quarterly LP packages and support new investments with rigorous analysis. We require a degree in a finance-related field and at least 3 years of relevant experience. Strong analytical and communication skills are essential. The position offers hybrid work and competitive compensation in a high-ownership environment.

Leistungen

Hybrid work

Competitive compensation

Broad exposure across fund operations

Qualifikationen

• 3+ years in finance, fund operations, M&A, or asset management.
• Strong ownership mentality and structured execution.
• Fluent in English; German is a plus.

Aufgaben

• Own quarterly LP reporting cycles from data collection to final presentation.
• Support sourcing and screening with market mapping and analysis.
• Monitor leading indicators and propose corrective actions.

Kenntnisse

Analytical skills

Strong writing skills

Attention to detail

Financial data management

Communication

Ausbildung

Degree in finance, accounting, or related field

Tools

Power BI

Tableau

SQL

Google Sheets

Python

Jobbeschreibung

Investment & Portfolio Analyst (f / m / x)

About Beam

Beam is a Berlin-based startup company builder with a bias for (intra-)logistics and technical challenges. We are supported by BEUMER Group – a family business and one of the world’s leading intralogistics companies. We offer pre‑seed funding; access to potential customers; solid launch support; and, above all, validated business opportunities that aim to become startups.

European logistics companies generate more than € 1,300 B in annual turnover, making logistics the fourth‑largest industry in Europe. Startups are only beginning to scratch the surface of the transformation enabled by applying software to business problems, and Beam is part of this change. We launch two logistics startups per year in Berlin.

Role summary

You will own analytical work across (1) portfolio performance management and (2) investor communications. Your main output is the quarterly LP package : accurate, consistent, and decision‑ready. You will also support new investments and follow‑ons with rigorous analysis and clean deal process execution.

What you’ll be working on

1. LP communication, reporting, and fund operations (approx. 50–60%)

   Own quarterly and annual LP reporting cycles end‑to‑end (data collection, validation, variance analysis, narrative, final deck, and data room).

   Collect and align portfolio company reporting (P&L vs budget, cash and runway, ARR / NRR, pipeline, bookings, gross margin, churn, CAC / LTV, headcount).

   Maintain a single source of truth : portfolio KPIs, valuations, cap tables, financings, documents, approvals, and transaction history.

   Coordinate governance and compliance processes (mostly board meeting materials).

   Run operational execution (payments, signatures, timelines, internal approvals) and manage external partners (fund admin, tax, accounting, legal, banks, auditors).

2. Investments and portfolio management support (approx. 40–50%)

   Support sourcing and screening with structured market mapping and thesis‑driven analysis.

   Build Investment Committee‑ready materials : business model and unit economics, scenario planning, valuation, cap table modeling, downside cases, and memo drafting.

   Support deal execution (term sheet analysis, data room diligence, closing checklist) and follow‑on / exit processes.

   Portfolio support as “analytics lead” : monitor leading indicators, flag risks early, propose corrective actions with founders and internal stakeholders.

What “great” looks like in the first 90 days :

Review our standardized quarterly reporting template used by all portfolio companies. Automate collection and visualization where possible.

First LP quarterly package delivered on time with crisp variance commentary and zero reconciliation issues.

Requirements

• Degree in finance, accounting, controlling, business administration, or similar.
• 3+ years in finance, fund operations, M&A, asset management, VC / CVC, or FP&A.
• Strong ownership mentality, structured execution, and high attention to detail with financial data and compliance workflows.
• Advanced Excel / Google Sheets; strong comfort with models, variance analysis, and data hygiene.
• Strong writing and slide skills (you can turn messy inputs into a clean story).
• Fluent English; German a plus.

Nice to have

Experience building portfolio reporting standards for startups (ARR bridge, cash waterfall, cohort views).

Tooling :

• Power BI / Tableau
• SQL
• CRM analytics
• automation
• Zapier / Make
• light Python

Familiarity with valuation practices and financial statement analysis (IFRS / HGB exposure is a plus, depending on your setup).

Why you should work with us

High‑ownership role with direct impact on investment decisions and LP relations.

Broad exposure across fund operations, portfolio management, and venture investing.

Work with highly motivated colleagues in our Prenzlauer Berg office.

Hybrid work, competitive compensation, and additional benefits.