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VI
Viessmann Generations Group
yesterday

Investment Associate - Real Assets(m/w/x)

München
Full-timeOn-siteExperienced
Green Job

Description

You will drive long-term impact by managing a diverse real assets portfolio. From financial modeling to C-level reporting, your analytical rigour will help shape the company's cross-generational strategy.

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Requirements

  • 3–4 years of relevant professional experience
  • Experience in Real Estate, Forestry, or Agriculture
  • Exposure to active portfolio management
  • Academic background in Business, Finance, or Economics
  • Robust financial modelling and KPI analysis skills
  • Understanding of asset allocation and risk-return dynamics
  • Fluency in English and preferably German
  • Analytical, structured, and entrepreneurial mindset
  • Strong ownership, resilience, and collaborative spirit

Education

Bachelor's degree

Work Experience

3 - 4 years

Tasks

  • Support acquisitions through market research and investment theses
  • Build and maintain complex financial models
  • Conduct due diligence for new investment opportunities
  • Analyze asset valuation, returns, and risk profiles
  • Monitor performance KPIs for investment controlling and reporting
  • Collaborate with internal teams to drive asset performance
  • Prepare presentations for C-level executives and governance bodies
  • Improve investment tools, processes, and reporting standards

Tools & Technologies

Financial modellingKPI analysis

Languages

EnglishBusiness Fluent

GermanBusiness Fluent

Benefits

Informal Culture

  • Collaborative work environment

Purpose-Driven Work

  • Meaningful exposure
  • Responsibility from day one
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