Portfolio Associate – Real Assets

Role Overview

As a Portfolio Associate – Real Assets, you will play an active role in the management and strategic development of Viessmann’s 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.

What You Will Do

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.

Why It Might Be a Fit

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.

Requirements

• 3–5 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
• 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

Benefits

• Long-term development opportunities within the Generational Investments platform
• Meaningful responsibility from day one
• High-trust environment that values ownership, intellectual curiosity, and value creation