Portfolio Analyst (f/m/d) - Limited 24 months

Allianz; München; Hybrid; EUR 60,000 - 86,000; Full time

Benefits offered by this job

Hybrid model

Company pension

Relocation support

Employee share plan

Wellbeing programs

Mobility solutions

Job summary

Allianz Global Investors is seeking a Portfolio Analyst to support the construction and ongoing management of diversified private markets mandates and evergreen funds. You will perform portfolio analyses, monitor liquidity, and assist investment decisions across private markets with a clear path toward increasing responsibility.

Working alongside seasoned portfolio managers, you will gain broad exposure to the full portfolio lifecycle and collaborate with cross-functional teams to optimise

Qualifications

• Master's degree or equivalent in finance, economics, business administration or a quantitative discipline.

Responsibilities

• Produce portfolio, exposure, diversification, performance and scenario analyses.
• Maintain pacing, commitment, cash-flow and liquidity models.
• Monitor portfolios against investment guidelines, allocation targets and risk limits.
• Analyse investment opportunities and prepare materials for portfolio reviews and investment committees.
• Coordinate portfolio data and inputs from specialist investment teams, operations and reporting functions.
• Improve analytical tools, dashboards and investment processes while gradually taking ownership of defined workstreams.

Skills

Quantitative skills

Advanced Excel

PowerPoint

Financial modelling

Cash-flow analysis

Data analytics

English

German

Portfolio management

Communication

Education

Master's degree in finance/economics/business or quantitative field

Tools

Excel

PowerPoint

Data Modelling

Microsoft Copilot

Job description

The Private Markets Solutions Team designs and manages diversified private markets portfolios across bespoke mandates and evergreen funds, translating client objectives and market views into allocation, portfolio construction and investment decisions. Working across private equity, private debt, infrastructure, and selectively real estate, the team partners with specialist investment teams to access their deal flow in primaries, co-investments and secondaries while also investing in the platform’s direct strategies and performing selective, complementary sourcing. The team retains end-to-end responsibility for portfolio strategy, pacing, investment decisions and ongoing portfolio steering. The team is part of risklab, the solutions pillar of Allianz Global Investors’ global investment platform, and works closely with other risklab teams, on modelling of private markets, strategic asset allocation advice, and holistic public-private portfolios.

The Portfolio Analyst supports the construction and ongoing management of diversified private markets mandates and evergreen funds through portfolio analysis, investment monitoring, pacing and liquidity modelling, and preparation of investment decisions. Working across asset classes and alongside experienced portfolio managers, the role offers broad exposure to the full portfolio lifecycle and a clear path toward increasing investment responsibility.

What you will do

• Produce portfolio, exposure, diversification, performance and scenario analyses
• Maintain pacing, commitment, cash-flow and liquidity models
• Monitor portfolios against investment guidelines, allocation targets and risk limits
• Analyse investment opportunities and prepare materials for portfolio reviews and investment committees
• Coordinate portfolio data and inputs from specialist investment teams, operations and reporting functions
• Improve analytical tools, dashboards and investment processes, while gradually taking ownership of defined workstreams

What you bring

• Master's degree or equivalent qualification in finance, economics, business administration or another quantitative discipline; additional investment qualifications are an advantage.
• Up to 3 years of relevant experience in private markets, portfolio management, portfolio analytics, transaction services or investment consulting is an advantage.
• Good understanding of investment and portfolio management concepts; initial knowledge of private markets strongly preferred.
• Strong quantitative and analytical skills, including financial modelling, cash-flow analysis and interpretation of portfolio data.
• Advanced Excel and PowerPoint skills; experience with data-analysis or visualisation tools is an advantage.
• Ability to translate complex analysis into clear, decision-relevant conclusions and materials.
• Structured and reliable, with strong attention to detail and the ability to deliver high-quality work under tight deadlines.
• Flexible and self-reliant, with the ability to take ownership, adapt to changing priorities and proactively drive assigned work forward.
• Strong communication and collaboration skills, with the ability to work across investment teams, asset classes and functions.
• Fluent verbal and written skills in both English and German required.
• Experience with Data Analytics, Data Modelling and Microsoft CoPilot.

What we offer

• We empower our employees by ensuring flexible work arrangements that maintain a balance between performance, productivity, career development and personal priorities (e.g., hybrid model/ flexible working hours)
• Securing your future: Access to company pension/savings plans
• Family support (relocation/ childcare facilities)
• Company share purchasing plan
• Mental health and wellbeing programs
• Mobility solutions (Jobrad bike leasing, subvention Jobticket)
• Career opportunities within the entire Allianz Group
• Self-guided learning & development
• … and so much more!

About Allianz Global Investors

Allianz Global Investors is a leading active asset manager, managing assets for individuals, families,and institutions worldwide. Our shared goal to shape a future of opportunity for our clients is foundational to our culture and our values. We look to attract, and actively nurture, individuals with the drive to achieve excellence at every stage of the investment experience.

We believe an inclusive culture is key to a flourishing workforce. Not only do we celebrate the broad range of experiences, backgrounds, and attributes that our workforce brings, but we support our people to live and work in a way that promotes their own wellbeing.

Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges is what makes us a unique employer.

We are united by a shared commitment: to put our clients first and at the centre of everything we do. Their needs inspire our thinking and guide our actions.

Together, we can build an environment where everyone feels empowered and confident to explore, grow and shape a better future – for our clients and for the world around us. At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. The foundation for this is our inclusive workplace, where people and performance both matter, and where integrity, fairness, inclusion and trust are at the heart of our culture.

We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.

To Recruitment Agencies :

Allianz Global Investors has an in-house recruitment team that sources great candidates directly. Therefore, Allianz Global Investors does not accept unsolicited resumes from agency or search firm recruiters.

When we do work with recruitment agencies, that engagement is formalized by a contract. Fees will only be paid when there is a contract in place.

Without a contract in place, we will not accept invoices on unsolicited resumes, even if the candidate was ultimately employed by Allianz Global Investors.

Finally, please do not contact hiring managers directly.

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