0Investment Manager / Portfolio Analyst (m/f/d)
Toptica Beteiligungs GmbH | Germany | 73xxx Aalen | Permanent position | Full time | Published since: 04.09.2026 on stepstone.de

Investment Manager / Portfolio Analyst (m/f/d)

Branch: Insurance and financial ser... Branch: Insurance and financial services


The Juno Family Office is part of Toptica Beteiligungs GmbH and manages the liquid assets of an entrepreneurial family with long-term investment horizon. As an independent investor, we invest in stocks, bonds and alternative investment strategies worldwide – with a clear focus on sustainable asset building and long-term value creation. To strengthen our team, we are looking for an analytically strong, responsible personality with a strong interest in the capital markets. You are delighted to manage assets professionally, prepare investment decisions in a sound manner and make an active contribution to the long-term development of our portfolio. Investment Manager / Portfolio Analyst (m/w/d) im Family Office Location: Greater Aalen / Baden-Württemberg Job: Full-time

Your tasks • Your profile • What we offer

The Juno Family Office is part of Toptica Beteiligungs GmbH and manages the liquid assets of an entrepreneurial family with long-term investment horizon. As an independent investor, we invest in stocks, bonds and alternative investment strategies worldwide – with a clear focus on sustainable asset building and long-term value creation. To strengthen our team, we are looking for an analytically strong, responsible personality with a strong interest in the capital markets. You are delighted to manage assets professionally, prepare investment decisions in a sound manner and make an active contribution to the long-term development of our portfolio. Investment Manager / Portfolio Analyst (m/w/d) im Family Office Location: Greater Aalen / Baden-Württemberg Job: Full-time

You analyse various investment opportunities, e.g. stocks, bonds, ETFs, funds and alternative investments and derive concrete investment proposals from them. You create ad hoc analyses and evaluations on market movements, portfolio risks or specific investment topics You maintain the master data and book the transitions in the portfolio management software You create reports, performance and risk assessments and presentations You observe relevant market trends, macro data, company news and fund developments You are in exchange with banks, research houses, fund managers and other service providers

You have completed a degree in finance, economy and a comparable qualification You provide a multiannual professional experience from bank, asset management, asset management or family office You have a well-founded knowledge of liquid asset classes and a basic understanding of alternative assets You have relevant experience with portfolio management systems and reporting tools You have very good Excel skills, are analytically strong, work structured and have a look for details You are discreet and responsible and are confident with sensitive information

Short decision-making and direct cooperation with the entrepreneurial family High design space and responsibility from the first day A long-term perspective in a stable, value-oriented environment A modern working environment and flexible working design A powerful, attractive offer with 30 days vacation

Location

ava Toptica Beteiligungs GmbH
Aalen
Germany

The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.

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