About the Role
Manager Investment Controlling (all genders)
The Hasso Plattner Foundation aims to accelerate the adoption of digital technologies through science and education, improve access to art and culture, and support environmental conservation. Hasso Plattner is one of the founders of SAP, an enterprise software company, and has been chairman of its supervisory board until 2024.
In 1998, Hasso Plattner founded the Hasso Plattner Institute for Digital Engineering, marking his first significant philanthropic contribution. After signing the Giving Pledge, he established the foundation in 2015.
We are the Investment Office of the Hasso Plattner Foundation. We have the mandate to generate income, and preserve and grow the wealth of the Hasso Plattner Foundation – with the ultimate goal of funding existing and new philanthropic initiatives into perpetuity. We aim to generate high, risk-adjusted returns and invest capital in global public equities, leveraged buyouts, venture and growth capital, hedge funds and real assets.
While we mostly invest through trusted external partners, we also selectively take direct ownership stakes in businesses, especially in areas close to the Hasso Plattner Foundation ecosystem such as enterprise software and digital health.
Our investment strategy focuses on long-term equity ownership and risk diversification. The investment office seeks out external partners with entrepreneurial spirit, an ingrained moral compass, and a drive to make a positive impact. We invest to create value for both shareholders and society. Environmental, social, and governance (ESG) considerations guide our investment decisions deeply.
This role is based in Potsdam, Germany.
The position:
As Manager Investment Controlling (all genders), you will work closely with the investment management team on several asset classes in different regions all over the world and ensure a proper performance controlling as well as a compliant recording of transactions in our internal reporting systems. On this basis, you will identify strengths and weaknesses in the asset portfolio and generate decision-useful information for our investment committee. This position requires a diligent and data-driven person who is eager to learn. The successful candidate will be a self-starter and is used to “getting things done”.
Your responsibilities:
Drive execution along the entire investment lifecycle (underwriting, monitoring, reporting, divestment) and across assigned asset classes, working closely together with key stakeholder such as investment managers, legal, and tax
Monitoring of asset performance and controlling of key performance indicators
Portfolio reporting on performance and various aspects of investment strategy
Conduct ad-hoc analyses, specifically relating to performance attribution and valuation
Transaction and data processing within our portfolio management software
Ensure proper documentation and regulatory compliance around the entire lifecycle of designated assets
Drive projects for continuous improvement of the department
Required Background, Competencies & Skills
Very good Master’s degree (e.g. finance, economics, business administration, or similar)
At least three years of relevant professional experience in Investment Controlling, or Investment Operations in another investment office, or fund; prior experience in investment management, capital markets, mergers & acquisitions, financial due diligence or audit is a plus
Ideally at least one asset class experience, e.g. public equities, venture capital, buyout, or fixed income
Strong analytical and conceptual skills
Detail oriented, analytical and self-motivated personality
Unquestioned integrity and strong sense for discretion
High affinity for IT-applications and numbers; proficient in MS Excel
Excellent communication and presentation skills in oral and written English, German is a plus
CFA, CAIA or similar certifications are a plus
What else do we offer you?
A driven team of professionals working towards a common goal with lean hierarchies and swift decision-making processes
A competitive compensation package
Professional training and AI upskilling
Working in a beautiful office that offers catered lunch, excellent coffee, and opportunities for outdoor sports activities