Henry Nick Huber

Henry Nick Huber

Financial Consultant, Private Banking

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location of Henry Nick HuberSwitzerland

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  • Timeline

  • About me

    M&A Analyst | MSc Banking & Finance

  • Education

    • Schweizerische Alpine Mittelschule Davos (SAMD)

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      Matura Business and Law
    • ZHAW Zurich University of Applied Sciences

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      Bachelor of Science - BSc Business Administration with a Specialization in Banking and Finance

      Bachelor's thesis - ESG Premium in Factor Investing; Evidence from Swiss Stock Market

    • ZHAW Zurich University of Applied Sciences

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      Master of Science - MSc Banking and Finance - Major: Capital Markets and Data Science
  • Experience

    • Zürcher Kantonalbank

      Aug 2016 - Jan 2018
      Financial Consultant, Private Banking

      - Rotated through various departments in the Private Banking division, including back-office roles, to gain exposure to different aspects of the business- Assisted Private Bankers in managing client relationships, including preparing reports, conducting research, and analyzing data- Conducted market research and analysis to support investment recommendations for clients- Participated in team meetings and contributed ideas to help improve client service and support- Assisted with the preparation of marketing materials and presentations for clients- Completed various administrative tasks to support the efficient functioning of the Private Banking divisionOverall, the internship provided valuable exposure to different areas of Private Banking, including back-office roles, and allowed for the development of key skills such as research and analysis, communication, and teamwork. Weniger anzeigen

    • Swiss Armed Forces

      Jan 2018 - Aug 2018
      Grenadier Soldier, Special Forces Command

      Grenadier Soldier in the Swiss Armed Forces is a trained and specialized infantry soldier with a focus on combat engineering and tactics.

    • Zürcher Kantonalbank

      Aug 2018 - Sept 2021

      - Conducted due diligence on a variety of fixed income securities, including government and corporate bonds, mortgage-backed securities, and other debt instruments- Performed detailed financial modeling and analysis to support investment recommendations and market insights- Conducted valuation analyses to determine the fair value of fixed income securities and assess their relative attractiveness- Prepared marketing materials and presentations that highlighted key investment opportunities and risks- Collaborated closely with sales and trading teams to ensure that clients received timely and accurate information- Built and maintained strong relationships with institutional clients to support the bank's overall business objectives- Monitored relevant news and economic data and attended industry conferences and events to stay up-to-date on market and industry trends- Collaborated with other research teams within the bank, such as equity research, macro research, and credit research, to provide a comprehensive view of the markets to clientsOverall, my experience as an Analyst required a range of skills, including strong analytical skills, financial modeling expertise, marketing preparation, presentation skills, and the ability to communicate complex information effectively. It also required the ability to collaborate effectively with other teams and build strong relationships with clients, while staying up-to-date on market trends and developments that could impact fixed income securities. Weniger anzeigen - Provided consultations to small and medium-sized enterprises (SMEs) on liquidity solutions, debt service, cash flow management, and asset-based lending to support their financial health and growth- Offered consultations to high net worth individuals (HNWIs) on investment strategy, lending solutions, succession planning, and tax planning to help them meet their financial goals and objectives- Conducted comprehensive financial assessments for SMEs and HNWIs to identify areas for improvement and develop tailored solutions that aligned with their unique needs and circumstances- Developed and maintained strong relationships with SME and HNWI clients to ensure their ongoing satisfaction and loyalty to the bank- Worked closely with product specialists in areas such as wealth management, lending, and insurance to provide clients with a comprehensive range of financial solutions- Utilized financial planning tools and software to analyze data and generate reports that provided valuable insights to clients- Maintained up-to-date knowledge of market trends and industry developments to inform investment and financial planning recommendations- Conducted regular portfolio reviews with clients to ensure that their financial plans remained on track and aligned with their goalsOverall, my experience as a Financial Consultant required a range of skills, including strong analytical skills, financial planning expertise, relationship management, and effective communication skills. It also required the ability to collaborate effectively with product specialists and stay up-to-date on market trends and developments that could impact clients' financial plans. Weniger anzeigen

      • Bond Research Analyst, Investment Banking

        Jul 2019 - Sept 2021
      • Financial Consultant, Private & Corporate Banking

        Aug 2018 - Jul 2019
    • Axcel

      Jan 2023 - Aug 2023
      M&A Analyst, Boutique Market

      Buy-and-Build trageted growth strategy in the Swiss, German and Austrian healthcare sector.my pivotal role was in the investment and financial strategy of the company Helvetiera and VetGruppen.primary responsibilities include:- Deal Analysis: assessing potential investment opportunities by conducting financial due diligence, market research, and risk analysis. This involves evaluating the financial health and growth potential of target companies.- Financial Modeling: creating detailed financial models to project the potential returns on investments, assess cash flows, and estimate valuation metrics such as EBITDA multiples.- Valuation: responsible for determining the fair value of target companies and negotiating purchase prices. This involves using various valuation methods, such as discounted cash flow (DCF) analysis and comparable company analysis.- Deal Structuring: assisting in structuring transactions, which may involve leveraged buyouts (LBOs), mezzanine financing, or other financial instruments to optimize the deal's capital structure.- Due Diligence: conducting comprehensive due diligence to identify risks and opportunities associated with potential investments, including legal, operational, and market aspects.- Investment Recommendations: preparing reports and presentations for senior management or investment committees, providing recommendations on whether to proceed with acquisitions or investments.- Portfolio Management: managing the performance of portfolio companies, making strategic decisions to enhance value.- Exit Strategy: developing exit strategies, including selling portfolio companies, taking them public, or merging them with other entities.- Market Research: keeping an eye on market trends, competitive landscape, and industry dynamics to inform investment decisions and strategies.- Regulatory Compliance: Ensure that all transactions and investments comply with relevant financial regulations and legal requirements. Weniger anzeigen

  • Licenses & Certifications

    • Applied Financial Modeling with Excel

      ZHAW Banking, Finance, Real Estate
      Jun 2025
    • Python for Data Science and Finance

      ZHAW Banking, Finance, Real Estate
      Jun 2025
    • Bloomberg Market Concepts

      Bloomberg
      Oct 2024
      View certificate certificate