Manuel Baumgartner, CFA

Manuel Baumgartner, CFA

Private Tutor for "Unternehmensfinanzierung und Kapitalmärkte" Lecture

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  • Timeline

  • About me

    Investment Vice President, Portfolio Management at PGIM Real Estate

  • Education

    • Universität Trier

      2010 - 2013
      Bachelor of Science (B.Sc.) Betriebswirtschaftslehre (Business Administration)

      Specializations: Finance & Management

  • Experience

    • Self organized

      Jan 2012 - Jan 2013
      Private Tutor for "Unternehmensfinanzierung und Kapitalmärkte" Lecture

      Private tutoring for finance focus lecture "Unternehmensfinanzierung und Kapitalmärkte" (~ Corporate Finance & Capital Markets)

    • KPMG Luxembourg

      Oct 2013 - Nov 2016
      Senior Auditor
    • PGIM Real Estate

      Dec 2016 - now

      • Portfolio Manager of European open-ended core plus fund, raising capital, and supporting acquisitions on tax, structuring, financing and general project management and operations• Portfolio Manager of several separate client accounts with > €1 bn volume, responsible for business plan realization, investor reporting, cash flow & return modelling, investor calls, reporting to senior management and risk committee • Experience in office, residential, retail, logistics and project development both in portfolio and asset management• Worked on all lifecycles of an investment: acquisition, financing, development, asset management, disposition• Joint venture management as sole coordinator of operating partners• Experience with investments of all risk/return profiles (core, core plus, value add)• supported on acquisitions of c. €1bn from underwriting, due diligence, investment memorandums to site inspection and onboarding• Disposals of c. €1.7bn, broker pitch / selection, investment memo creation, data room set-up, Q&A process, transaction process and negotiation to SPA drafting and reviewing, volumes between €15-450m• involved in financing set up for c. €1bn of loans for several investments, from loan agreement review and negotiation to fulfilling the pay-out conditions Show less

      • Investment Vice President, Portfolio Management

        Mar 2022 - now
      • Senior Associate, Portfolio Management

        Mar 2021 - Mar 2022
      • Associate, Portfolio & Asset Management

        Mar 2018 - Mar 2021
      • Portfolio Management Analyst

        Dec 2016 - Mar 2018
  • Licenses & Certifications

    • Chartered Financial Analyst® (CFA) Charterholder

      CFA Institute
      Mar 2021
      View certificate certificate