Roemer Capital

Financial Planning and Analysis

• Support in investment and fundraising projects — from initial analysis to successful closing
• Preparation of financial models, business plans and investor presentations to evaluate business models and investment opportunities
• Market, competitive and company analyses to identify trends and investment opportunities
• Preparation for and participation in client meetings, pitches and investor discussions
• Support in M&A transactions, including company valuation, due diligence and transaction structuring
• Preparation of decision memos and research reports for management and investors
• Continuous monitoring of capital markets and relevant industry developments

Investment Analyst – Investment, M&A & Fundraising Advisory

• Support for investment and fundraising projects – from initial analysis through to successful completion
• Preparation of financial models, business plans and investor presentations to evaluate business models and investment opportunities
• Market, competitor and company analyses to identify trends and investment opportunities
• Preparation for and participation in client meetings, pitches and investor discussions
• Participation in M&A transactions, including company valuation, due diligence and transaction structuring
• Preparation of decision papers and research reports for management and investors
• Ongoing monitoring of capital markets and relevant industry developments

Investment Associate – Investment, M&A & Fundraising Advisory

Sales Development Rep

• New customer acquisition & lead qualification.
• You sell a premium advisory product that genuinely helps companies raise capital or sell their business.
• You identify new leads, generate interest, and schedule qualified initial meetings.
• You conduct structured analysis and pre-qualification conversations.
• Lead management & CRM.
• You contact warm leads via messaging and phone from our CRM and advance them through our funnel.
• You communicate professionally and confidently with CEOs, founders, and C-level executives.
• Social selling.
• You systematically build and maintain business contacts on LinkedIn and support outreach campaigns tailored precisely to our target companies.

Investment Analyst – Investment, M&A & Fundraising Advisory

Investment Associate – Investment, M&A & Fundraising Advisory

Opener / Sales Development Representative / Sales Manager