Herbert B.-Energy Transition & Infrastructure Finance | Financial Modelling · Valuation · Transaction Analysis

Early-phase wind power development

• Analysis for the developer of a large-scale wind farm project in its initial development phase, built a full infrastructure model covering parts such as revenue scenarios, sensitivities, capex, debt sizing, DSCR and equity IRR.
• Assessment and benchmarking of competing suppliers and technologies to support planning and investment decisions.
• Evaluated German and EU energy legislation, market integration and revenue strategies (e.g. PPAs), energy storage solutions, market integration, grid dynamics, drawing on power market analytics to de-risk subsequent project phases and support investment readiness.

Parallel project-based and interim mandates for universities, a utility-scale wind developer and a finance consulting platform, delivered to tight deadlines and across disciplines (finance, greentech, regulation).

• Developed new financial calculation models and analytical tools; built an industry analysis model and a periodic sector report to support commercial strategy and strategic decisions of the management
• Formulated customer acquisition strategies and identified target industries and accounts, communicating targets proactively to sales; developed a new acquisition tool and delivered ad hoc analyses to optimise the customer structure
• Advised the Head of Strategy & Transformation on the market-oriented expansion of the organisation-wide innovation pipeline (new business models, technologies, distribution models) & on other projects (energy, logistics, raw materials)

• Owned end-to-end corporate credit and risk assessment for the bank’s corporate client portfolio – a role centred on rigorous financial analysis, due-diligence-style information gathering and structured decision-making.
• Implemented and refined the corporate analysis & risk system; standardised processes for data collection, scoring, documentation and core-banking system updates, ensuring consistency and auditability
• Participated in cross-departmental projects supporting other business units and the CEO’s office

• Executed due diligence on institutional funds and distributors for global clients, focusing on private debt, structured credit, infrastructure and PE: analysed legal structure, material agreements, jurisdictions, investment strategy, risks and regulation across all parties involved
• Coordinated due diligence workflows; wrote compliance reports, fund profiles (360° investor view), reports and factsheets (focus Alternative Investments); tracked European, UK, Swiss and global regulatory developments
• Due diligence on distributors & periodic financial sector coverage

• Implemented and developed processes and database
• Evaluated markets, partners and products (Real Estate Europe)
• Set up portfolio management and reporting
• Financial modelling: scenario, cash-flow, sensitivity analyses
• Product selection, due diligence, ongoing analysis of markets and companies
• Client communication; monthly market reports, investment recommendations

• Company and sector analysis, primary research, financial modelling; input to investment committee on asset allocation
• Co-developed and launched new thematic listed products (clean energy, water tech, new materials/recycling, climate tech) with the group CIO in Zurich as technology scout
• Co-managed UCITS funds (equity & fixed income) and client portfolios, ESG focus
• Client relationship management, reporting, performance control
• Proposed new investment ideas and markets (ESG & non-ESG); wrote published articles