Viessmann Generations Group
Investment Manager Forestry & Agriculture(m/w/x)
Full-timeOn-siteSenior
München
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Building relationships with high-net-worth investors for private markets funds. Full German and English proficiency required. Daily client outreach and follow-ups.
Requirements
- Bachelor's or Master's degree in Finance, Business, Economics, or related field
- Minimum 5 years of experience in investor relations, private markets, wealth management, or financial services
- MBA or CFA advantageous but not mandatory
- Full written and spoken professional German & English proficiency
- Understanding of private markets and portfolio construction principles
- Commercial mindset with track record of contributing to revenue growth or client expansion
- Proficiency in portfolio planning and cash flow management
- Advanced Excel skills
- Excellent communication and presentation skills
- High level of ownership, accountability, and attention to detail
- Ability to manage multiple priorities in fast-paced, high-growth environment
Tasks
- Build and manage relationships with high-net-worth investors
- Deliver best-in-class client experience to investors
- Provide insights and guidance on private markets investments
- Support private equity fundraising initiatives
- Execute investor outreach and follow-ups
- Manage private equity fundraising pipeline
- Conduct proactive portfolio reviews
- Identify portfolio optimization opportunities
- Contribute to revenue growth through upsell and cross-sell
- Prepare high-quality client materials
- Create investment memos and reports
- Update client portfolios and presentations
- Identify opportunities to improve internal processes
- Collaborate with Product, Marketing, and Account Management teams
Work Experience
- 5 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- German – Business Fluent
- English – Business Fluent
Tools & Technologies
- Excel
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Moonfare and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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Building relationships with high-net-worth investors for private markets funds. Full German and English proficiency required. Daily client outreach and follow-ups.
Requirements
- Bachelor's or Master's degree in Finance, Business, Economics, or related field
- Minimum 5 years of experience in investor relations, private markets, wealth management, or financial services
- MBA or CFA advantageous but not mandatory
- Full written and spoken professional German & English proficiency
- Understanding of private markets and portfolio construction principles
- Commercial mindset with track record of contributing to revenue growth or client expansion
- Proficiency in portfolio planning and cash flow management
- Advanced Excel skills
- Excellent communication and presentation skills
- High level of ownership, accountability, and attention to detail
- Ability to manage multiple priorities in fast-paced, high-growth environment
Tasks
- Build and manage relationships with high-net-worth investors
- Deliver best-in-class client experience to investors
- Provide insights and guidance on private markets investments
- Support private equity fundraising initiatives
- Execute investor outreach and follow-ups
- Manage private equity fundraising pipeline
- Conduct proactive portfolio reviews
- Identify portfolio optimization opportunities
- Contribute to revenue growth through upsell and cross-sell
- Prepare high-quality client materials
- Create investment memos and reports
- Update client portfolios and presentations
- Identify opportunities to improve internal processes
- Collaborate with Product, Marketing, and Account Management teams
Work Experience
- 5 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- German – Business Fluent
- English – Business Fluent
Tools & Technologies
- Excel
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Moonfare and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Moonfare
Industry
FinancialServices
Description
The company delivers institutional-quality portfolios for investors in private markets, combining finance and tech expertise.
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