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Portfolio Associate – Real Assets (m/w/d)

Viessmann GroupMunich Office
On-site Full-time

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Experience Level

Experience

Qualifications

Qualifications• A degree in Finance, Economics, Environmental Science, or a related field.• Proven experience in portfolio management or related fields.• Strong analytical skills and understanding of capital markets.• Excellent communication and interpersonal skills.• A passion for sustainability and impact investing.

About the job

Portfolio Associate – Real Assets (m/w/d)
Location: Munich

Steer and Innovate a Diversified Real Assets Portfolio

As a Portfolio Associate in Real Assets, you will be instrumental in guiding and enhancing Viessmann’s Generational Portfolio, which spans real estate, forestry, and regenerative agriculture.

This position prioritizes performance optimization, systematic portfolio management, and strategic capital allocation within a long-term capital framework. It emphasizes stewardship, operational value creation, and constructing a resilient portfolio over mere transactional execution.

About Viessmann Generations Group

Established in 1917, we are a forward-thinking, independent family business now in its fourth generation, dedicated to shaping sustainable living spaces for future generations. Under the visionary leadership of Max Viessmann, we are committed to a long-term vision and an entrepreneurial spirit.

Today, the Viessmann Generations Group invests in over 30 mid-sized companies and family businesses across Europe and the US, alongside a diverse portfolio of real assets, all united by a shared commitment to the energy transition. Our investments focus on three core areas:

  • Climate: Renewable energy, carbon reduction, and sustainable infrastructure
  • Water: Innovative solutions for water scarcity, quality, and efficiency
  • Food: Sustainable agriculture, supply chain innovation, and food technology

Our mission is to create a positive impact, ecologically, socially, and economically.

The Viessmann Way offers a guiding framework for how we work, lead, and create value, whether as team members, entrepreneurs, or partners in our ecosystem.

Generational Portfolio

Through our Generational Investments, we engage in long-term commitments across real estate, forestry, regenerative agriculture, and renewable energy sectors.

We act as both investors and stewards, merging financial success with ecological and social responsibility. Our real estate investments prioritize energy efficiency, community welfare, and responsible resource management.

About Viessmann Group

Viessmann Group is a global leader in the transition to sustainable living, committed to creating innovative solutions that contribute positively to climate change and resource management. With a legacy of over a century, we focus on investing in impactful sectors while fostering long-term relationships with our partners.

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