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Portfolio Associate – Real Assets(m/w/x)
Steering diversified investments in forestry, regenerative agriculture, and real estate for a family-owned investment platform. Advanced financial modeling and structured performance monitoring experience required. Focus on long-term capital allocation and operational value creation.
Requirements
- 3–5 years experience in investment-related roles
- Experience analyzing and steering existing investments
- Strong financial modelling and valuation capabilities
- Understanding of risk-return and capital allocation
- Experience with structured performance monitoring frameworks
- Ability to provide decision-oriented recommendations
- Fluency in English and beneficial German
- Analytical and ownership-driven mindset
- Advantageous experience in one real asset class
Tasks
- Steer and develop a diversified real assets portfolio
- Manage real estate, forestry, and regenerative agriculture investments
- Optimize performance and structured portfolio management
- Execute disciplined capital allocation within a long-term platform
- Focus on ownership and operational value creation
- Build and maintain a resilient portfolio construction
- Analyse asset-level performance, valuation, and return profiles
- Evaluate and manage asset-level risk dynamics
- Review and challenge business plans of existing investments
- Develop and monitor KPI frameworks for portfolio management
- Support strategic capital allocation decisions
- Collaborate with stakeholders to enhance operational performance
- Partner with portfolio companies to improve financial performance
- Prepare decision materials for senior leadership and governance
- Improve and refine portfolio management processes
Work Experience
- 3 - 5 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
- German – Basic
Not a perfect match?
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Portfolio Associate – Real Assets(m/w/x)
Steering diversified investments in forestry, regenerative agriculture, and real estate for a family-owned investment platform. Advanced financial modeling and structured performance monitoring experience required. Focus on long-term capital allocation and operational value creation.
Requirements
- 3–5 years experience in investment-related roles
- Experience analyzing and steering existing investments
- Strong financial modelling and valuation capabilities
- Understanding of risk-return and capital allocation
- Experience with structured performance monitoring frameworks
- Ability to provide decision-oriented recommendations
- Fluency in English and beneficial German
- Analytical and ownership-driven mindset
- Advantageous experience in one real asset class
Tasks
- Steer and develop a diversified real assets portfolio
- Manage real estate, forestry, and regenerative agriculture investments
- Optimize performance and structured portfolio management
- Execute disciplined capital allocation within a long-term platform
- Focus on ownership and operational value creation
- Build and maintain a resilient portfolio construction
- Analyse asset-level performance, valuation, and return profiles
- Evaluate and manage asset-level risk dynamics
- Review and challenge business plans of existing investments
- Develop and monitor KPI frameworks for portfolio management
- Support strategic capital allocation decisions
- Collaborate with stakeholders to enhance operational performance
- Partner with portfolio companies to improve financial performance
- Prepare decision materials for senior leadership and governance
- Improve and refine portfolio management processes
Work Experience
- 3 - 5 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
- German – Basic
About the Company
Viessmann Generations Group
Industry
EnergyAutomation
Description
The company supports over 30 mid-sized companies and family businesses across Europe and the US, contributing to the energy transition.
Not a perfect match?
- Viessmann Generations Group
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