NewFor reviewSaved Investment & Portfolio Manager, Entrepreneurial Lower Mid-cap Fund, Munich, Germany A great chance for ambitious all-rounders to join a successful entrepreneurial ‘Mittelstand’ investor in Munich
Our client is an entrepreneurial private investment firm with a strong track record of building and developing industrial technology and manufacturing businesses across the DACH region. Since its establishment in 2013, the firm has acquired 19 companies and follows a deeply hands-on approach, often embedding team members directly within portfolio companies to help drive operational improvement and support growth, including through targeted add-on acquisitions. As the firm continues to expand, they are looking to add a new team member who will be actively involved across both new investment activity and operational value creation. This role combines analytical work on new deal opportunities with direct, on-site engagement at the portfolio level. Based in Munich, the position involves regular travel across the DACH region and offers the opportunity to contribute meaningfully to the development of industrial businesses from within.
What the job involves
From origination and analysis through to execution and closing – you will work on all aspects of the transaction life cycle, focused on small cap industrial opportunities. Additionally, you will be actively involved in portfolio management
Your day-to-day tasks will include the management of due diligence work streams and in-depth analysis of new deal opportunities in the DACH market as well as significant exposure to value creation and operational workstreams
Flexibility is key, balancing deal processes and active portfolio work. You will need to demonstrate a high level of initiative in prioritising tasks as well as strong commercial judgment and people skills
Who we are looking for
Initial training and transaction experience, most likely from a mid sized investment bank, M&A boutique, Big 4 accounting firm or from a corporate M&A department
The firm is looking for true all-rounders with great communication skills and a low ego. Your strong financial skills and excellent commercial judgement will allow you to hit the ground running; your people skills will enable you work effectively with management teams and colleagues alike
The team are hands-on, down-to-earth team players with a genuine passion for ‘Mittelstand’ companies and you should share this perspective
Native-level German and excellent English skills are required