Relationship Analyst DACH (m/f/d)
Moonfare
Private equity has always been a sought-after asset class, often outperforming public benchmarks like the S&P 500.
However, steep entry barriers, including high minimum investments (~€10m), hefty paperwork and the challenge of selecting the right fund have traditionally kept individual investors at bay, with access largely limited to big institutions or a select few.
Enter Moonfare.
We've made investing in private equity more accessible and straightforward with our fully digital investment platform. Now, qualified investors can access some of the most sought-after private market funds at minimums starting from €10,000*.
The diverse Moonfare team – which includes alumni from top private banks, groundbreaking startups and beyond – is united in pushing boundaries and redefining the private equity landscape.
Join us!
Relationship Analyst DACH (m/f/d)
We have an exciting opportunity for a Relationship Analyst to join our dynamic team. In this role, you will support senior relationship managers, assist with client engagement, and provide critical insights to help clients achieve their financial goals. You’ll work closely with internal teams, contribute to business development efforts, and develop a strong foundation in investment management and client relations.
You will:
- Assist in managing and growing relationships with key clients, ensuring exceptional service and engagement
- Take a proactive approach to investor portfolio management, including portfolio reviews.
- Handle client objections effectively, addressing concerns and finding solutions
- Conduct in-depth research on clients, industries, and markets to support strategic decision-making
- Prepare client reports, financial analyses, and presentations to strengthen relationship-building efforts
- Identify opportunities to improve processes and enhance efficiency
- Contribute to a collaborative and high-energy team environment, continuously learning and sharing knowledge
- Gradually take ownership of client relationships and build a portfolio of investors
The next Moonfarian:
- Bachelor’s degree in Finance, Business, Economics, or a related field
- Internship experience or 1-2 years in client services, relationship management, or financial services
- Excellent written and verbal communication skills in both German and English
- Strong ability to manage multiple priorities in a fast-paced environment
- Entrepreneurial mindset with a hands-on approach and a willingness to learn
If you feel you do not meet all of the requirements, we still encourage you to apply!
Our Values:
- Our clients come first, Moonfare comes second, and we prioritise ourselves third - Client-Centric Focus. Putting clients first means creating value for them is essential. Placing Moonfare second signifies that our individual professional future at Moonfare depends on the company's commercial success. Prioritising ourselves third reflects our humility in putting clients and Moonfare before personal interests.
- We pursue excellence and honor our promises - Commitment to Excellence. We hold ourselves to the highest standards, taking responsibility for our failures, and celebrating our successes. We commit to deadlines and stick to them and we learn from our mistakes.
- We are here to win and to celebrate our collective achievements - Win together. We are mission-focused and think and act like owners. We exemplify the attitude we expect and each of us commits to do what it takes to succeed.
- We foster personal growth but each of us earns our place as a Moonfarian through merit - Growth and Merit. We hire, retain, and develop exceptional people and invest in empowering them to excel. We must all earn our place at the table every day.
We understand the important role that diversity plays in our success. Different backgrounds, experiences and ideas push us further and raise the bar. We’re committed to developing an inclusive and safe culture where everyone — regardless of colour, race, religion, sex, origin, sexuality, disability, marital status, citizenship or gender identity — knows that they are an integral part of the team and can bring their full potential to their work.
Apply now!