Investment Associate - Private Markets

Albert Cliff Limited; Berlin; Vor Ort; EUR 60.000 - 90.000; Vollzeit

Zusammenfassung

A leading investment firm is seeking an Investment Associate to drive product design and strategic initiatives. This role will involve co-authoring investment strategies, engaging with stakeholders, and refining multi-asset solutions. Ideal candidates will have strong asset management experience and analytical prowess, with fluency in both German and English.

Qualifikationen

• Minimum three years in asset management, strategy consulting or similar investment role.
• Fluent in German and English; additional European languages are a plus.
• Progress toward CFA or CAIA is favorable.

Aufgaben

• Co-author investment blueprints and craft performance targets.
• Cultivate relationships with fund platforms and coordinate operational due diligence.
• Serve as a contact for portfolio managers and provide insight-driven responses.

Kenntnisse

Macro Drivers

Portfolio Construction

Analytical Tools

Ausbildung

Master’s degree in Finance, Economics or a quantitative discipline

Tools

Python

Power BI

Jobbeschreibung

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Our client is a next-generation wealth partner backed by a blue-chip investor base and recognised for its data-driven approach to portfolio construction across listed and private asset classes. The firm integrates public-market disciplines with direct access to private equity, venture, and alternative strategies, delivering an institutional investment toolkit to entrepreneurial families and executives. A substantial, multi-award-winning AUM trajectory and a commitment to product innovation underpin a culture of intellectual rigour and cross-functional collaboration.

The Mandate

Reporting into the Head of Investments, the Investment Associate will act as a force multiplier across product design, private-market sourcing, and strategic initiatives. You will shape new multi-asset solutions, refine existing offerings, and own relationships with external managers while partnering internally with Legal, Compliance, Operations, and Marketing. The role combines research depth with stakeholder engagement and hands-on execution, positioning you as a cornerstone of the firm’s next growth phase.

Key Responsibilities

Product Architecture & Launch

• Co-author investment blueprints for new discretionary mandates and thematic vehicles.
• Build allocation frameworks, stress-test liquidity ladders, and craft performance targets aligned with risk budgets.
• Partner with Operations to shape trade flows, custody arrangements, and NAV workflows.

Private Markets Origination

• Cultivate a bench of GPs, fund platforms, and specialist feeders spanning buyout, growth equity, and venture.
• Lead screening, qualitative scoring, and memo drafting for IC consideration.
• Coordinate operational due diligence and legal negotiations through closing.

Stakeholder Advisory

• Serve as the go-to contact for portfolio managers, client advisors, and external counterparts on investment methodology and market views.
• Deliver insight-driven responses to ad-hoc queries covering asset-class positioning, macro narratives, and vehicle structuring.
• Drive high-impact initiatives (e.g., impact investing framework, next-gen research tech stack) from concept through launch.
• Produce Board-calibre materials that translate analytics into actionable decisions.

Candidate Profile

• Experience | Minimum three years within asset management, strategy consulting for financial institutions, or a related investment role. Exposure to multi-asset or private-capital solutions is advantageous.
• Technical Acumen | Demonstrated command of macro drivers, asset-class mechanics, and portfolio construction principles. Excel mastery and comfort with analytical toolkits (e.g., Python, Power BI) are welcome.
• Stakeholder Dexterity | Proven ability to translate complex investment concepts for diverse audiences—GPs, regulators, family principals, and internal committees.
• Execution Mindset | Self-starting, meticulously organised, and able to advance multiple workstreams without hand-holding.
• Languages | Fluent German and English; additional European languages are a plus.
• Academic Foundation | Master’s degree in Finance, Economics, or a quantitative discipline from a leading institution. Progress toward CFA or CAIA is viewed favourably.

For investment professionals ready to accelerate innovation in the wealth & private-markets space, this role offers immediate influence, intellectual breadth, and a vantage point at the frontier of digital portfolio design.

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