Malte is available for hire
Hire MalteMalte Schulz
Verified Expert in Finance
Finance Expert
Location
London, United Kingdom
Toptal Member Since
September 13, 2022
Malte is an accomplished finance professional specializing in fundamental analysis and value investing. His vast experience includes working as an equity research analyst in the industrials and aviation sector for companies such as Alfa Laval and Lufthansa. Having acquired his finance and business administration education at the highest international level, Malte is keen on sharing his experience and knowledge with entrepreneurs, investors, and corporates to provide tailored solutions.
Career Highlights
Education Highlights
Master's Degree
University of Cambridge
Certification Highlights
Chartered Financial Analyst (CFA)
CFA Institute
Case Studies
Expertise
Work Experience
Head of Financial Planning & Analysis
2022 - PRESENT
Glow Financial Services
- Developed a deep understanding of Glow's strategic initiatives, the fintech and insurtech sector, and the competitive environment to help guide and shape the investment narrative.
- Built and maintained the Glow Corporate financial model.
- Prepared equity investor relation material and support in the process of fundraising.
- Built and maintained the management and accounting reporting for corporate finance activities, including corporate earnings reports.
- Led business modeling and economic analysis for prospective client contracts.
- Developed financial, strategic, and business performance analyses and associated analytics.
Focus areas: Financial Planning & Analysis (FP&A), Accounting, Asset Valuation, Deal Analysis, Financial Modeling, Strategy, Corporate Finance, Equity Investment, Investments, Investment Banking, Project Evaluation, Investor Reporting, Business Strategy, Loans & Lending, Fundraising
Founder | Consultant
2022 - PRESENT
Self-employed
- Consulted on projects for asset managers, growth capital projects, and targeting institutional investors.
- Helped a young asset management firm use its data resources effectively and widely automated its portfolio calculation and reporting using Bloomberg and Excel.
- Created multiple templates to grasp a quick overview of new investment opportunities using Bloomberg.
- Transformed operating assumptions into a fully adaptable three-statement financial model for a new business unit of a large embedded financial services firm.
- Established a loyal and recurring customer base in the United Kingdom and the Channel Islands.
Focus areas: Asset Valuation, Bloomberg, Portfolio Management, Investment Ideas, Investment Thesis, Mergers & Acquisitions (M&A), Three-statement Modeling, Accounting, P&C Insurance, Fund Accounting & Administration, Excel 365, Valuation Modeling, Waterfall Modeling, Revenue & Expense Projections, Gross Margins, COGS Analysis, Fintech, Digital Banking, Valuation, Software as a Service (SaaS), Venture Funding, Venture Capital, Financial Planning & Analysis (FP&A), Equity Investment, Investment Consulting, Investments, Investment Committee Advisory, Investment Banking, Project Evaluation, Impact Investing, Equity Research Analysis, Equity Markets, Asset Management, Stock Trading, Trading, Fund Management, Investor Reporting, Stock Market, Stock Price Analysis, Stock Analysis, Business Strategy, Bloomberg Terminal, Fundraising
Assistant Vice President | Equity Research Analyst for Industrials and Airlines
2015 - 2020
Commerzbank
- Covered German and Scandinavian capital industrials and European airlines sectors, working as the lead analyst on Lufthansa, IAG, Air France–KLM, Ryanair, easyJet, Alfa Laval, Trelleborg, Heidelberger Druckmaschinen and Vossloh.
- Directed the marketing of multiple IPO transactions, such as Traton, Knorr-Bremse, and Hensoldt.
- Discussed directly with C-level management on capital market events, company, and market perspectives.
- Provided investment recommendations based on earnings projections, valuation, and risk assessment.
- Created financial models and conducted financial statement analysis.
- Hired equity research interns and supervised a team of 1-3 interns.
Focus areas: Equity Research, Equity Valuation, Initial Public Offerings, Equities, Financial Analysis, Market Research & Analysis, Brokerage, Bloomberg, Discounted Cash Flow (DCF), DCF Modeling, DCF Valuation, Three-statement Modeling, Valuation Modeling, Forecasting, Revenue & Expense Projections, Gross Margins, COGS Analysis, Travel & Leisure, Travel, Logistics, Manufacturing, Valuation, Transportation & Shipping, Market Research, Tourism, Equity Investment, Investments, Investment Banking, Impact Investing, Energy, Equity Research Analysis, Equity Markets, Asset Management, Fund Management, Investor Reporting, Stock Market, Stock Price Analysis, Stock Analysis, Public Companies, Business Strategy, Bloomberg Terminal
M&A Analyst | Intern
2014 - 2014
Deloitte
- Performed market and company analyses, such as the German automotive market analysis for a €50 million deal.
- Valuated companies using trading multiples, transaction multiples, and discounted cash flow (DCF). Applied the valuation methods to a €100 million IT transaction.
- Assumed a high level of responsibility in the team during the preparation of presentations and information models.
Focus areas: Mergers & Acquisitions (M&A), Valuation Modeling, Gross Margins, COGS Analysis, M&A (Buy-side), Manufacturing, Valuation, Market Research, Investments, Investment Banking
Rating Analyst | Intern
2013 - 2013
Euler Hermes Rating
- Prepared parts of rating reports, such as the market section of a satellite service company report for a €50 million bond.
- Performed market research for several industries, including automotive, energy, telecommunications, and technology.
- Conducted integrated financial analyses, including corporate strategies and financial planning.
- Participated in management discussions during company visits.
Focus areas: Credit Ratings, European Credit Ratings, Gross Margins, COGS Analysis, Manufacturing, Market Research, Investments, Business Strategy
Education
2020 - 2021
Master's Degree in Finance
University of Cambridge - Cambridge, UK
2014 - 2015
Master's Degree in Finance
IE Business School - Madrid, Spain
2010 - 2013
Bachelor's Degree in Business Administration
University of St. Gallen - St. Gallen, Switzerland
Certifications
DECEMBER 2018 - PRESENT
Chartered Financial Analyst (CFA)
CFA Institute
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