Roman Nafts

Private Equity & Asset Management Senior Consultant

01/2022-Present, Munich Achievements/Tasks

Led strategic initiatives that generated €4M in new revenue, driving business expansion for private equity and asset management clients Built an AI-driven service offering, generating new revenue through cross-selling and improving team efficiency by automating workflows Assisted in financial modeling for PE and Asset Management strategies, ensuring strong data-driven investment decision-making Led internal fundraising efforts for AI-driven solutions, securing buy-in from senior stakeholders and allocating funding for product development Led the international rollout of digital investment products, securing a strategic intercontinental partnership and launching a new venture Conducted due diligence on private equity and asset management firms, evaluating fund performance, investment strategies, risk exposure, and regulatory compliance

Financial Analysis & Portfolio Management Intern

11/2020-06/2021, Munich Achievements/Tasks

Performed financial modeling and valuation assessments for a €12bn investment portfolio, optimizing liquidity management strategies Automated cash flow modeling processes, increasing team efficiency by 70%, demonstrating expertise in data-driven financial analysis Advised on capital deployment strategies , ensuring optimized fund allocation and investor return maximization

Financial Analysis & Corporate Venture Intern

05/2020-09/2020, Munich Achievements/Tasks

Delivered financial due diligence reports, assessing the ROI potential of €5M+ investment projects Developed investor presentations and financial models to support digital product investment decisions Engaged with institutional investors, supporting relationship-building efforts and fundraising strategy execution Performed a market analysis for external digital products, refining value propositions for investment opportunities