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 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.

This role sits at the heart of that mission contributing to the stewardship and growth of Viessmanns long-term asset base with impact and intention.

The Opportunity

You will play a key role in shaping Viessmann Generations Groups 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 youll 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 Europes most values-driven multi-generational investment platforms committed to co-creating living spheres for generations to come.

Key Challenges & Responsibilities

Youll 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 performance

• Preparing presentations for C-level committees and governance bodies

• Helping to improve investment tools processes and reporting standards
  

Youll 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.

Feel free to reach out directly or send your application to

Required Experience:

IC