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About the Role

Moonfare is a fast-scaling fintech redefining access to private markets. This role is ideal for someone who thrives in a high-performance, entrepreneurial environment and is motivated by ownership, pace, and impact. You will work directly with high-net-worth individuals, ultra-high-net-worth investors, and family offices, delivering actionable insights and tailored guidance to help them achieve their financial objectives.

Responsibilities

Build, manage, and grow relationships with high-net-worth individuals, ultra-high-net-worth investors, and family offices, delivering a best-in-class client experience
Act as a trusted partner to clients by providing insights, education, and guidance on private markets investments and portfolio construction
Support and execute private equity fundraising initiatives, including investor outreach, follow-ups, and pipeline management
Take a proactive role in investor portfolio management, including portfolio reviews and identifying optimization opportunities
Identify and act on opportunities to contribute to revenue growth, including upsell and cross-sell initiatives
Prepare high-quality client materials, including investment memos, reports, portfolio updates, and presentations
Identify opportunities to improve internal processes and drive operational efficiency
Collaborate cross-functionally with Product, Marketing, and Account Management teams to enhance the investor experience

Requirements

Minimum of 5 years of experience in investor relations, private markets, wealth management, or financial services
Has an MBA or CFA is advantageous but not mandatory
Full written and spoken professional working proficiency in German & English
Understanding of private markets (private equity, venture capital, alternatives) and portfolio construction principles
Commercial mindset with a track record of contributing to revenue growth or client expansion
Is proficient in portfolio planning and cash flow management
Has advanced Excel skills
Excellent communication and presentation skills, with the ability to translate complex concepts into clear, compelling narratives
High level of ownership, accountability, and attention to detail
Ability to manage multiple priorities in a fast-paced, high-growth environment

Skills

Private markets
Portfolio construction
Excel
Communication
Presentation

Location

Berlin

Work Type

Full-time

Experience Level

Minimum of 5 years of experience

Education Level

Bachelor’s or Master’s degree in Finance, Business, Economics, or a related field

About the Company

Moonfare delivers what few others can: the highly sought-after funds and hidden-gem investments that go beyond what most private banks offer.
Our team combines finance veterans with talent from tech, consulting, law and industries you’d never expect.
Headquartered in Berlin, we operate from eight offices across Europe, the US and Asia.
Our clients come first, Moonfare comes second, and we prioritise ourselves third - Client-Centric Focus.
We pursue excellence and honor our promises - Commitment to Excellence.
We are here to win and to celebrate our collective achievements - Win together.
We foster personal growth but each of us earns our place as a Moonfarian through merit - Growth and Merit.

Equal Opportunity

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.