Senior Financial Analyst (m/f/d) Investment Controlling & Valuation - Equity Strategies

Join us. Let’s care for tomorrow.

In AllianzGI’s Private Markets team, our people enjoy motivating, fulfilling careers. If you are looking for a fast-paced working environment, you are resolved to cultivate and expand your talents and relish a challenge, then join us now!

We are committed to giving our people – experienced and energetic professionals alike – the opportunities and experiences they seek to thrive and gain personal fulfilment. We will work with you to craft your own career, develop your personal growth, and align your achievements with your ambitions.

Job purpose/role

To support the expansion of our Private Markets Platform, we are seeking a Senior Financial Analyst (Assistant Vice President / Vice President) with deep valuation expertise to strengthen our Investment Controlling & Valuation – Direct Equity Strategies team in Munich.

This role covers the valuation and performance oversight of direct equity investments in infrastructure and renewable energy , a key pillar of Allianz Group’s alternative asset portfolio. You will report to the Head of Private Markets Investment Controlling & Valuation – Direct Equity Strategies and collaborate closely with an experienced international team.

This position is offered on a fixed-term basis for a period of 9–12 months.

What you do

• Lead regular IFRS-compliant company valuations in close cooperation with investment and asset management teams, present and discuss valuation results with Senior Management.
• Drive the continuous enhancement of AllianzGI Private Market’s valuation framework, ensuring robust methodologies, efficient processes, and strong alignment across strategies (e.g., private debt, indirect strategies, and co‑investments).
• Monitor and analyze the financial and operational performance of Allianz Group and third‑party equity portfolios; challenge assumptions and identify value drivers.
• Prepare P&L forecasts and planning (IFRS) for Allianz Group.
• Collaborate cross‑functionally with asset management, accounting, risk management, and reporting throughout the investment lifecycle.
• Support onboarding of new strategies (e.g., Energy Transition) and investments, including design of valuation, reporting, and planning frameworks.
• Manage recurring investor reporting and act as a key point of contact for Senior Management on valuation and controlling topics for selected assets and mandates.
• Mentor and support junior team members in developing technical and professional skills.

What you bring

• Degree in Finance, Economics, Business Administration, Mathematics, or related field. CFA, CVA, or similar certifications are a strong plus
• Several years of work experience in valuation, corporate finance or investment controlling, ideally within asset management or a Big 4 environment
• Strong knowledge of IFRS valuation, financial modelling, governance frameworks, and accounting. Familiarity with Solvency II and fund structures is beneficial.
• Excellent MS Office (Excel, PowerPoint). Experience with PowerBI is an advantage.
• Experience in applying generative AI tools like Copilot to automate processes and improve operational efficiency.
• Strong analytical and problem‑solving skills; structured and independent working style.
• Excellent communication skills, high motivation, strong team orientation, and willingness to take ownership.
• Fluent in English; German is a plus.

What we offer

• Flexible working from home & abroad (hybrid mode/ flexible working hours & occasional cross‑border remote work)
• Access to pension/ savings plans
• Company shares purchasing plan
• Mental health and wellbeing programmes
• Development opportunities at both AllianzGI & Allianz Group
• Web shop discounts
• Onboarding training/continuous learning
• ... and so much more!

About Allianz Global Investors

Allianz Global Investors is a leading active asset manager, managing assets for individuals, families, and institutions worldwide. Our goal is to actively shape the future of investing for all our clients, wherever their location and whatever their objectives.

Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us.

At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating equal opportunities for all. And the foundation for this is our inclusive workplace, where people and performance both matter, and nurtures a culture grounded in integrity, fairness, inclusion and trust.

We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.

Join us. Let’s care for tomorrow.