Investment Analyst

PL-389-F
München

Investment Analyst | Associate (Generalist)

For a Munich-based entrepreneurial single family office at an early stage of its development, we are seeking a high-potential Investment Analyst / Associate (Generalist) to support the build-out of a globally diversified, cross-asset investment strategy. The position combines strategic portfolio work with hands on investment execution across public and private markets in a long-term capital partnership environment. The CEO / CIO is an experienced family officer and former top-tier banker with an outstanding network across the financial industry, offering you the opportunity to benefit from a well-established and globally connected investment approach.

Profile

• 2-4 years of relevant top-tier professional experience in: Investment Banking (Capital Markets, M&A, ECM/DCM, Leveraged Finance)
• Strategy Consulting
• Private Equity / Asset Management (incl. Fund of Funds and Advisors)

• Excellent analytical and conceptual thinking abilities
• Strong commercial judgement and interest in investments, particular in alternative investments (private markets and hedge funds)
• High attention to detail combined with the ability to think strategically
• Fluency in German and English (both written and spoken)
• International exposure (work or study abroad) is a strong plus
• Strong interpersonal skillset and talent in building strong relationships
• Highest level of integrity, discretion and reliability
• Ability to work independently in a lean structure
• Motivation to grow within the organization and assume increasing responsibility over time

Tasks

• Supporting manager selection processes and the preparation of investment memoranda (e.g. for private equity funds, hedge funds, public market strategies).
• Monitoring and analyzing the existing portfolio, including performance attribution and risk assessment.
• Participation in Portfolio Update Calls with General Partners.
• Support for developing and updating the internal fund pipeline, including market mapping and participation in pipeline calls with advisors and other allocators.
• Contributing to investment decision making in weekly internal investment committee meetings and quarterly macro meetings.
• Maintaining and expanding relationships with international fund managers, advisors and allocators

Benefit

• A rare opportunity to join a single family office at an early stage of its development with a long term and unconstrained investment approach.
• A steep learning curve in a generalist buy-side role and broad exposure across asset classes - public and private markets
• Direct interaction with senior decision makers and international top-tier managers
• Long-term career perspective with a clear path towards senior investment responsibilities
• Competitive compensation including base salary, performance-related bonus and long-term incentive components