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Senior Manager Investment Planning & Controlling (m/f/d)

Karrierestufe:  Berufserfahren
Standort: 

München, DE, 80335 Stuttgart, DE, 70182

Verfügbar bis:  01.03.2022
Fachgebiet:  Finanz & Rechnungswesen
Einheit:  Allianz Real Estate
Vollzeit/Teilzeit:  Vollzeit
Homeoffice:  Home-Office wegen Covid-19
Beschäftigungsverhältnis:  Dauerhaft
ID:  2536

Based in locations Munich, Stuttgart and Paris, ARE’s Investment Planning and Controlling (IPC) team is part of the Finance department and is in charge of financial participation management for pooling and investment vehicles as well as JV and fund investments, in addition to monitoring and reporting the financial investment performance internally and to our captive investors, and coordinating the financial planning process for our investment structures.

 

www.allianz-realestate.com

 

 

Key Responsibilities

 

Participations / Company Management

  • Active management of Allianz investment structures/companies for the global real estate portfolio on behalf of our international investors during the whole investment life-cycle (buy-manage-sell)
  • Review of periodic consolidated fund reporting (IFRS, INREV, local GAAP) and performance data for our Joint Venture and Fund Investments
  • Drive the ongoing (re-)financing and restructurings
  • Steering liquidity position of property companies incl. ensuring timely funding. Determination of cash amounts to be distributed.
  • Support in the acquisition phase of upcoming investments, such as negotiation of reporting requirements, specific accounting related requests, funding / capital calls, set up of the respective structures/companies and processes with internal and external counterparties
  • As ARE ramps up more fund-structured products, support fund controlling activities such as preparation of capital calls and distribution notices for investors, reconciliation of Registrar, Transfer Agent and Fund Accountant data and liaise with Fund Managers and Investors and other stakeholders

 

Financial Planning and Controlling

  • Preparation of planning data and forecasts for investment structures/companies by using sound modelling techniques and monitor execution of planning results by means of regular KPI dashboards
  • Presentation of financial performance reports to ARE’s Executive Committee and investors
  • Challenging our external investment partners and service providers on costs (legal, advisory,…), taxes, and corporate finance best practice
  • Controlling of investment structures/companies including external service providers, cash/capital management, auditors and tax advisors oversight
  • Delivery of investment data (e.g. fair value of participations) and returns into various financial reports including analysis and proper presentation of the output

 

Process and Project Management

  • Be the interface between internal asset- and investment management, external fund managers and co-investment partners and various Allianz internal stakeholders
  • Building strong relationships with internal and external stakeholders such as the real estate investment team, investor accountants and cash management in addition to external managers
  • Drive the ongoing development of the IPC area, in particular:
    • Drive development and implementation of effective controlling tools, methods and procedures
    • Enhancement and implementation of reporting systems for investors and in-house stakeholders
    • Lead transformational and IT projects within the finance area as well as various ad-hoc projects to address pressing issues facing IPC

 

Key Requirements/Skills/Experience

  • Successfully completed study degree (ideally specialized in one of controlling, accounting, tax or finance)
  • 6+ years’ experience in a comparable position, e.g. audit company, controlling, investment management and/or accounting department, ideally combined with experience in the real estate asset and investment management sector
  • Sound knowledge of accounting principles, especially IFRS
  • Knowledge in German and/or US GAAP would be an appreciated plus
  • Spoken and written English skills at negotiation level are a prerequisite, 2nd European language would be an appreciated plus
  • Above-average commitment and persistence in carrying out projects and tasks in a highly transformational environment
  • Solutions-oriented and positive mind-set, self-initiative
  • Outstanding analytical and conceptual skills
  • Strong communication skills and persuasive power
  • Used to work in a multicultural business environment
  • Excellent knowledge of MS Office products, in particular Excel

 

 

Die Allianz Group ist eine der am meisten vertrauten Versicherungs- und Vermögensverwaltungsgesellschaften der Welt. Die Betreuung unserer Mitarbeiter, ihrer Ambitionen, Träume und Herausforderungen macht uns zu einem einzigartigen Arbeitgeber. Gemeinsam können wir ein Umfeld schaffen, in dem sich jeder befähigt fühlt und das Vertrauen hat, zu forschen, zu wachsen und eine bessere Zukunft für unsere Kunden und die Welt um uns herum zu gestalten. 
Wir bei der Allianz glauben an eine vielfältige und integrative Belegschaft und sind stolz darauf, ein Arbeitgeber für Chancengleichheit zu sein. Wir ermutigen Sie, Ihr ganzes Selbst bei der Arbeit einzubringen, egal, wo Sie herkommen, wie Sie aussehen, wen Sie lieben oder woran Sie glauben.
Wir freuen uns daher über Bewerbungen unabhängig von ethnischer oder kultureller Herkunft, Alter, Geschlecht, Nationalität, Religion, Behinderung oder sexueller Orientierung.
Begleiten Sie uns. Let's care for tomorrow.
Hinweis: Diversity of Minds ist ein wesentlicher Bestandteil der Unternehmenskultur der Allianz. Ein Mittel, um vielfältige Teams zu erreichen, ist ein regelmäßiger Wechsel von Allianz Executive Mitarbeitern über Funktionen, Allianz Einheiten und Regionen hinweg. Daher erwartet das Unternehmen von seinen Mitarbeitern eine allgemeine Offenheit und eine hohe Motivation, regelmäßig Positionen zu wechseln und Erfahrungen innerhalb der Allianz Gruppe zu sammeln.