Investment Associate Real Assets (mwd)

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

Zusammenfassung

A family-driven investment firm in Munich is seeking an experienced Investment Associate to support the development and management of a diversified Generational Portfolio across real estate, forestry, and regenerative agriculture. The ideal candidate will have strong analytical skills with experience in investment banking or real-asset management. This full-time role emphasizes long-term impact and collaboration within a passionate team.

Qualifikationen

• 3-4 years of experience in investment banking, strategy consulting or real-asset investment management.
• Knowledge of real asset classes like real estate, agriculture, forestry.
• Fluency in English; German is preferred.

Aufgaben

• Support acquisitions through market research and financial models.
• Analyse existing and new assets for valuation and risk profiles.
• Monitor performance KPIs to support decision-making.

Kenntnisse

Investment analysis

Financial modelling

Market research

Communication skills

KPI analysis

Ausbildung

Bachelor's degree 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.

About 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. Our core impact areas are Climate, Water and Food.

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 is to create impact ecological societal and entrepreneurial.

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 prioritize energy efficiency, community well‑being and responsible use of forestry. We invest in sustainably managed forests that sequester carbon, protect biodiversity and contribute to ecological agriculture. We support regenerative practices that restore soil health, enhance biodiversity and strengthen resilient food systems.

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 – the 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.

Key Challenges & Responsibilities

• Support acquisitions through market research, investment theses, financial models and due diligence.
• Analyse existing and new assets with a focus on valuation, returns and risk profiles.
• Investment controlling: monitoring performance KPIs to support decision‑making and reporting.
• Collaborate with internal teams and portfolio companies to drive asset performance.
• Prepare presentations for C‑level committees and governance bodies.
• Help 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

• 34 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.

Employment Details

Employment Type: Full‑Time

Vacancy: 1