Investment Professional - Real Assets

Constanter Philanthropy Services; Deutschland; Hybrid; EUR 96.000 - 128.000; Vollzeit

Benefits dieser Stelle

Vacation days

Volunteer days

Learning budget

Pension plan

Home office budget

Online assessment

Zusammenfassung

Constanter Philanthropy Services is seeking an entry-level analyst for its Real Assets team in Zug, hybrid. You will support the management of existing assets across real estate, infrastructure, and natural resources, and help source and evaluate new opportunities within pooled funds, co-investments and public markets.

Working under the Head of Real Assets, you will develop underwriting skills, perform cash flow modelling, assist due diligence, and help track performance and market trends.

Qualifikationen

• Must have visa/full working rights and be based in Switzerland.
• 1 to 2 years (maximum) of relevant experience.
• Master’s degree or equivalent, preferably in Economics or a Finance related field.
• The ideal candidate should have previous working experience in the financial industry (e.g. internships in an investment bank or asset manager).
• Strong Excel skills are essential, including the ability to interrogate financial models. Python and familiarity with Notion is an added advantage.
• Fluency in English.

Aufgaben

• Support the management of existing assets within the Real Assets Portfolio.
• Attend manager meetings, asset tours, and ensure assets are responsibly managed to maximise overall performance.
• Support the buy/hold/sell analysis for existing assets and diligence initiatives, cash flow modelling, reviewing key fundamentals, and tracking operating and market measures.
• Support the tracking and monitoring of new investment opportunities and maintain the Real Asset pipeline.
• Review market research and pricing within real estate, infrastructure and natural resources; contribute to market dynamics discussions.
• Develop underwriting skills across direct, co-investment, and fund opportunities, reviewing financial models and stress-testing assumptions.
• Support investment due diligence on new proposals and initial screening of viable opportunities within Real Assets.
• Coordinate with Responsible Investment colleagues to track and monitor impact of Real Asset investments.
• Investment Reporting: draft and produce reporting for Real Asset investments and overall portfolio.

Kenntnisse

Self-starter

Problem solving

Collaboration

Fast-paced environment

Data handling

Ausbildung

Master’s degree in Economics or Finance

Tools

Excel

Python

Notion

Jobbeschreibung

ABOUT THE ROLE

We are offering an entry level position in the Constanter Investment Office. You will support our Real Assets team, which invests globally across real estate, infrastructure and natural resources. Support the evolution, development and implementation of the real asset investment strategy. Manage, monitor and report on existing investment to key stakeholders. Support the sourcing, analysis and evaluation of real asset investment opportunities in pooled funds, co-investments, separate accounts and public markets. You will be well supported and mentored within a 4 person team in an endeavour that requires curiosity about the world we live in and a sharp focus on the tasks at hand. You will gain exposure to a multi-asset class portfolio through our Total Portfolio Approach. This position offers a great opportunity to work and learn in a unique investment environment and to gain exposure to a broad range of real asset investment markets.

REPORTS TO

Head of Real Assets

KEY RESPONSIBILITIES

• Support the management of existing assets within the Real Assets Portfolio. Where necessary, attend manager meetings and asset tours and ensure assets are responsibly managed to maximise overall performance. Support the buy/hold/sell analysis for existing assets. Support Real Asset team members in asset management and diligence initiatives, cash flow modelling, reviewing key fundamentals, and tracking operating and market measures.
• Support the tracking and monitoring of new investment opportunities. Maintain the tracking and monitoring of new investment opportunities. Overall responsibility for maintenance of Real Asset pipeline tracking.
• Review market research and pricing within real estate, infrastructure and natural resources. Contribute to discussion on market dynamics. Support the maintenance of and build market pricing trackers, benchmarking analysis tools, and relative value measurement to enable assessment of real asset sub sectors.
• Develop underwriting skills across direct, co-investment, and fund opportunities, reviewing JV- and operating partner financial models and stress-testing their business plans, financial models, and key assumptions.
• Support investment due diligence on new investment proposals. Support initial screening of viable investment opportunities including presentations within Real Asset team. Support ad hoc diligence workstreams across Real Assets as required.
• Work with Responsible Investment colleagues to ensure the Real Asset investments impacts are tracked and monitored.
• Investment Reporting: draft and produce reporting as required across the real asset investments and investment portfolio as a whole.

EXPERIENCE & EDUCATION

• Must have visa/full working rights and be based inSwitzerland
• 1 to 2 years (maximum)of relevant experience.
• Master’s degree or equivalent, preferably in Economics or a Finance related field.
• The ideal candidate should have previous working experience in the financial industry (e.g. having done internships in an investment bank or asset manager).
• Strong Excel skills are essential, including the ability to interrogate financial models. Python and familiarity with Notion is an added advantage.
• Fluency in English.

SKILLS & ATTRIBUTES

• Self-starter with strong problem-solving skills
• An enthusiastic and hands-on approach
• Able to collaborate across different teams and functions in a multinational setting, including direct engagement with external managers and third-party service providers.
• Keen to deliver results and to work effectively in a fast-paced, changing environment
• Good data handling proficiency

What we offer

By joining our team, you will become part of this remarkable journey. You will work in a fun and highly dynamic environment and have the opportunity to collaborate with, and learn from expert colleagues. Part of your role will be contributing to the best outcomes for the charitable entities’ investment strategies and their portfolios - and enhancing its responsible investing activities, in support of our mission.

• Job location: Zug, Switzerland (hybrid)
• This position is full-time.
• We offer a competitive salary & bonus incentive.
• Take advantage of our Flexible Working Guidelines and work up to 10 days per year from abroad, anywhere in the world.
• 25 vacation days and 4 volunteering days per year.
• Comprehensive benefits package (incl. learning budget, pension scheme, home office budget).
• An (online) assessment can be part of the recruitment process.
• Reference and background checks are part of the final hiring procedure.

The Investment Office is committed to …