Investment Strategy & Quantitative Analyst

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Fluency in English (German language not a must)

About:

Headquartered in Germany, our client is an independent investment firm operating as a family office. Its portfolio spans private markets, liquid assets, and public markets, with over half allocated to private equity and credit across sectors in the EU and US. The firm is seeking an Investment Strategy & Quantitative Analyst to join its Hamburg office.

The Role:

The Investment Strategy & Quantitative Analyst will collaborate closely with the Head of Portfolio Management & Analytics, playing a pivotal role in shaping investment decisions across the firm’s portfolio, which spans private markets, liquid assets, and public markets. This position presents a distinctive opportunity to engage in portfolio construction, asset allocation, and investment analysis across multiple asset classes, with a strong emphasis on quantitative methodologies . The successful candidate will work alongside the Portfolio Manager, gaining invaluable exposure to sophisticated investment strategies while actively contributing to the firm’s strategic shift toward direct investments.

Key Responsibilities

• Assist in portfolio management by analyzing investments across private markets, liquid assets, and public markets.
• Conduct financial modeling and statistical analysis to support investment decisions.
• Develop and refine investment models, including Monte Carlo simulations and other quantitative frameworks, to assess risk and return dynamics.
• Support the evaluation of co-investments, secondaries, and advisor-led allocations.
• Analyze market trends, economic indicators, and investment opportunities across asset classes to enhance portfolio performance.
• Work closely with internal stakeholders and external advisors to optimize investment strategy.
• Contribute to the firm’s expansion into direct investments by conducting due diligence and structuring transactions.

Candidate Profile

• 2+ years of experience in investment analysis, financial modeling, or a quantitative role within private markets, asset management, or a related field.
• Strong proficiency in Excel, with experience in advanced financial modeling . Exposure to statistical analysis, probability modeling, or Monte Carlo simulations is highly desirable, or a strong inclination to develop in this direction.
• Excellent mathematical and analytical skills , with a structured and detail-oriented approach.
• Understanding of private credit, private equity, liquid assets, public markets, or alternative investments is a must.
• Ability to synthesize complex data and present actionable insights.
• Strong intellectual curiosity and eagerness to develop expertise in portfolio management.

Seniority level

Associate

Employment type

Full-time

Job function

Finance

Industries

Investment Management, Venture Capital and Private Equity Principals, and Capital Markets

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