Malte Schulz
Verified Expert in Management Consulting
Management Consulting Expert
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
Certification Highlights
Case Studies
SaaS Business Model
Expertise
- Accounting
- Credit/Debt
- Equities
- Equity Research
- Finance
- Financial Modeling
- Integrated Financial Statements
- Market Research & Analysis
Work Experience
Head of Financial Planning & Analysis
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.
Founder | Consultant
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.
Assistant Vice President | Equity Research Analyst for Industrials and Airlines
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.
M&A Analyst | Intern
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.
Rating Analyst | Intern
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.
Education
Master's Degree in Finance
University of Cambridge - Cambridge, UK
Master's Degree in Finance
IE Business School - Madrid, Spain
Bachelor's Degree in Business Administration
University of St. Gallen - St. Gallen, Switzerland
Certifications
Chartered Financial Analyst (CFA)
CFA Institute
Skills
Finance
Financial Modeling, DCF Valuation, Asset Valuation, Equity Research, Equity Valuation, Discounted Cash Flow (DCF), Three-statement Modeling, Investment Thesis, Valuation, Financial Planning & Analysis (FP&A), Valuation Modeling, Forecasting, Revenue & Expense Projections, Market Research, Equity Research Analysis, Fund Management, Stock Price Analysis, Accounting, Credit/Debt, Mergers & Acquisitions (M&A), M&A (Buy-side), Project Evaluation, Stock Trading, Fundraising, Capital Raising, Growth Equity, Debt, Private Equity, Private Credit, Credit Risk, Interest Rate Swaps, Corporate Finance, Derivative Pricing, Asset Allocation, Integrated Financial Statements, Wealth Management, Due Diligence, Leveraged Buyout Modeling, Venture Funding, Deal Analysis
Data & Analysis Software
Bloomberg
Industry Expertise
Travel & Leisure, Transportation & Shipping, Asset Management, Public Companies, Energy, Logistics, Venture Capital, Healthcare
Output Software
Microsoft Excel, Microsoft PowerPoint
Other
Equities, DCF Modeling, Finance, Financial Analysis, Market Research & Analysis, Investment Ideas, Excel 365, Travel, Manufacturing, Equity Investment, Investment Consulting, Investments, Investment Banking, Equity Markets, Investor Reporting, Stock Market, Stock Analysis, Business Strategy, Bloomberg Terminal, Excel Expert, Hedge Funds, Economics, Geopolitical Risk, Credit Ratings, European Credit Ratings, Initial Public Offerings, Portfolio Management, Fund Accounting & Administration, Waterfall Modeling, Gross Margins, COGS Analysis, Tourism, Impact Investing, Trading, Loans & Lending, Investment Capital Raising, Derivatives, Econometrics, Quantitative Finance, Infrastructure, Fixed Income, Financial Risk Management, Negotiation, Global Banking, Technical Analysis, Regulations, Marketing, Organization, Leadership, Strategic Planning & Execution, Insurance Broking, Ethics, Brokerage, P&C Insurance, Cap Tables, SaaS, Fintech, Digital Banking, Software as a Service (SaaS), Strategy, Investment Committee Advisory, Risk Management
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