Daniel Marshall

WORK HISTORY

EDUCATION

ABOUT DANIEL MARSHALL

Investment analyst with experience across private equity, wealth management and financial advisory, combining strong financial modelling skills with a growing focus on data-driven investment research.I have worked on equity and portfolio analysis, due diligence and valuation for both institutional and private clients, supporting senior decision-makers with clear, actionable investment insights. My experience includes portfolio risk management, client reporting, asset allocation and research across public and private markets.Most recently, I contributed to global investment data and analytics projects within a private equity and index-focused environment, where I worked closely with engineering teams on machine-learning initiatives to enhance financial statement analysis and fund decision-making.I am a CFA charterholder and hold a BCom in Investment Management from Stellenbosch University. I am particularly interested in roles across asset management, private equity, investment research and portfolio analytics — with a strong long-term goal of building my career in Europe, especially Germany.Key skills & interests• Financial modelling (Excel & Power BI)• Equity, fixed income & alternative investment analysis• Portfolio risk management & asset allocation• Investment research & due diligence• Python (basic), Bloomberg Terminal• Data analytics & visualisationAlways open to connecting with professionals in asset management, private markets and investment analytics.