Investment Associate Real Assets (m/w/d)

Viessmann Generations Group; München; Vor Ort; EUR 60.000 - 80.000; Vollzeit

Zusammenfassung

A leading family-owned investment firm in Munich is seeking an Investment Associate Real Assets to support portfolio management. This role involves financial analysis, strategic investment, and collaboration with senior professionals in real estate, forestry, and agriculture. Ideal candidates will have 3–4 years of relevant experience and a strong academic background in Finance or Economics. Join us to contribute to impactful, sustainable investments for future generations.

Leistungen

Collaborative work environment

Opportunity for professional growth

Meaningful exposure to senior-level discussions

Qualifikationen

• 3–4 years of experience in investment banking or real asset investment management.
• Knowledge of real asset classes like real estate, agriculture, and forestry.
• Ability to present complex insights clearly to senior stakeholders.

Aufgaben

• Supporting acquisitions through market research and financial models.
• Analysing assets focusing on valuation and risk profiles.
• Collaborating with internal teams to drive asset performance.

Kenntnisse

Investment analysis

Financial modelling

Communication skills

Analytical mindset

Ausbildung

Strong academic background in Business, Finance, or Economics

Jobbeschreibung

Investment Associate Real Assets (m/f/d)

Location: Munich

Shape resilient real assets portfolios with long term impact and relevance As Investment Associate Real Assets at Viessmann Generations Group, you will support the development and active management of a diversified Generational Portfolio across real estate, forestry, and regenerative agriculture. This role is ideal for an analytical all rounder who combines financial rigour with strategic thinking. You will contribute to acquisitions, analyse asset performance, and help drive value creation over the long term.

This is a unique opportunity to apply hands‑on investment experience within a purpose driven platform that makes long term cross generational commitments across real assets and beyond.

Viessmann Generations Group

As a globally active, independent family business in its fourth generation, we have been shaping living spaces for generations to come since 1917. Under the leadership of Max Viessmann, we pursue our mission with a long-term perspective and entrepreneurial spirit.

Today, the Viessmann Generations Group supports over 30 mid‑sized companies and family businesses across Europe and the US as well as a broad real assets portfolio – all united by their active contribution to the energy transition. We invest capital, expertise, and passion in three core impact areas:

• Climate: Renewable energy, carbon reduction, and green infrastructure
• Water: Solutions for water scarcity, quality, and efficiency
• Food: Sustainable agriculture, supply chain innovation, and food technology

Our goal: to create impact – ecological, societal, and entrepreneurial.

The Viessmann Way supports how we work, lead, and create value together - whether as a team member, entrepreneur or partner in our ecosystem. It is not a rulebook, but a compass: a living set of principles shaped by over a century of entrepreneurship and guided by our long‑term purpose.

Generational Portfolio

Through Generational Investments, we pursue long‑term, cross‑generational commitments in real estate, forestry, regenerative agriculture, and renewable energy. These assets directly advance our purpose: co‑creating living spheres for generations to come.

We act as both investor and steward, combining financial return with ecological and societal benefit. Our real estate projects prioritise energy efficiency, community well‑being, and the responsible use of resources. In forestry, we invest in sustainably managed forests that sequester carbon, protect biodiversity, and contribute to ecological balance. In agriculture, we support regenerative practices that restore soil health, enhance biodiversity, and strengthen resilient food systems.

This role sits at the heart of that mission, contributing to the stewardship and growth of Viessmann’s long‑term asset base with impact and intention.

The Opportunity

You will play a key role in shaping Viessmann Generations Group’s long‑term Generational Investments strategy. This role combines analytical depth with hands‑on exposure across real estate, forestry, and regenerative agriculture – all core pillars of our Generational Portfolio.

Working closely with senior investment professionals, you’ll support the full investment lifecycle – from deal analysis and due diligence to portfolio steering and performance optimisation. This is a high‑learning, high‑impact opportunity within one of Europe’s most values‑driven, multi‑generational investment platforms committed to co‑creating living spheres for generations to come.

Key Challenges & Responsibilities

You’ll work across the full Real Assets investment cycle, with a focus on analytics, financial modelling, and performance insights across Real Estate, Forestry, and Agriculture. Your core tasks will include:

• Supporting acquisitions through market research, investment theses, financial models, and due diligence
• Analysing existing and new assets with a focus on valuation, returns, and risk profiles
• Investment Controlling including performance KPIs to support decision‑making and reporting
• Collaborating with internal teams and portfolio companies to drive asset performancePreparing presentations for C‑level, committees, and governance bodies
• Helping to improve investment tools, processes, and reporting standards

You’ll join a collaborative and entrepreneurial investment team, gaining exposure to senior‑level discussions, portfolio strategy, and hands‑on execution.

What You Bring

• 3–4 years of experience in investment banking, strategy consulting, private equity, or real asset investment management
• Strong academic background in Business, Finance, or Economics, paired with robust financial modelling and KPI analysis skills
• Knowledge of real asset classes (real estate, agriculture, forestry) and familiarity with asset allocation, risk‑return, and performance frameworks
• Exposure to portfolio management, value creation initiatives, and asset controlling
• Strong communication skills with the ability to present complex insights clearly to senior stakeholders; fluency in English, German preferred
• Analytical, structured, and entrepreneurial mindset with high ownership, resilience, and collaborative spirit

Why Join Us

This is more than an investment role. It is an opportunity to grow within a purpose driven family enterprise that combines long term vision with entrepreneurial action. At Viessmann Generations Group, you will join a mission led platform that supports entrepreneurs solving critical challenges in climate, water, and food and co creates living spheres for generations to come.

You will work alongside experienced investors and operators in a collaborative environment that values ownership, curiosity, and impact. We offer meaningful exposure, responsibility from day one, and the chance to help shape sustainable businesses with long term cross generational relevance.

Feel free to reach out directly or send your application to [e-mail]