Portfolio Associate – Real Assets (mwd)
Share
Job Location:
Monthly Salary:
Posted on:
3 days ago
Vacancies:
1 Vacancy
Job Summary
Portfolio Associate Real Assets (m/w/d)
Location: Munich
Actively steer and develop a diversified real assets portfolio
As Portfolio Associate Real Assets you will play an active role in the management and strategic development of Viessmanns Generational Portfolio across real estate forestry and regenerative agriculture.
The role focuses on performance optimisation structured portfolio management and disciplined capital allocation within a long-term capital platform. Rather than transaction-driven execution it emphasises ownership operational value creation and resilient portfolio construction.
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.
Generational Portfolio
Through Generational Investments we pursue cross-generational commitments in real estate forestry regenerative agriculture and renewable energy.
We act as both investor and steward combining financial performance with ecological and societal responsibility. Our real estate investments prioritise energy efficiency community well-being and responsible resource forestry we focus on sustainably managed assets that sequester carbon and protect agriculture we support regenerative practices that restore soil health and strengthen resilient food systems.
This role contributes directly to the performance optimisation and strategic development of Viessmanns real assets portfolio.
Key Challenges & Responsibilities
Analyse asset-level performance valuation return profiles and risk dynamics
Review and challenge business plans of existing investments
Develop and monitor KPI frameworks for structured portfolio management
Support capital allocation decisions within the portfolio
Collaborate with internal stakeholders and portfolio companies to enhance operational and financial performance
Prepare decision materials for senior leadership and governance bodies
Contribute to the continuous improvement of portfolio management processes
What You Bring
35 years of experience in real assets asset management private equity portfolio management infrastructure or comparable investment-related roles
Experience analysing and steering existing investments including exposure to business plan reviews and value creation initiatives
Strong financial modelling and valuation capabilities
Solid understanding of risk-return dynamics and capital allocation principles
Experience working with structured performance monitoring frameworks
Ability to translate financial and operational insights into clear decision-oriented recommendations for senior stakeholders
Fluency in English required; German beneficial
Analytical ownership-driven mindset with the ambition to contribute beyond pure analysis
Experience in at least one real asset class (e.g. Real Estate Infrastructure Energy Natural Capital Agriculture) is advantageous.
Why Join Us
This role offers the opportunity to operate within a long-term capital platform backed by a fourth-generation family enterprise. You will gain exposure to portfolio steering and capital allocation decisions across a diversified multi-asset real assets platform.
At Viessmann Generations Group we combine entrepreneurial thinking with disciplined investment management. You will work closely with experienced investors and operators in a high-trust environment that values ownership intellectual curiosity and value creation.
The role provides long-term development opportunities within the Generational Investments platform and meaningful responsibility from day one.
If this resonates with you we look forward to your application at
Required Experience:
IC
Key Skills
- Project / Program Management
- Project Portfolio Management
- Portfolio Management
- Credit Analysis
- Banking
- Pricing
- Analysis Skills
- Project Management
- Financial Analysis
- Budgeting
- Property Management
- Contracts
