Analyst – Product & Client Solutions (m/f/d)

Posted 2 Days Ago
Be an Early Applicant
3 Locations
In-Office
Junior
Fintech • Financial Services
The Role
Supports investment product strategy, fundraising, product lifecycle management, investor communications, due diligence responses, and recurring client deliverables across real estate and infrastructure solutions. The role also analyzes client and fundraising data, improves workflows and documentation, supports AI and digital innovation initiatives, and collaborates with Sales, Fund Management, Product Development, and client teams to strengthen investor relationships and service quality.
Summary Generated by Built In

As ANALYST, you will join our PRODUCT & CLIENT SOLUTIONS team at PATRIZIA, working at the intersection of product strategy, fundraising and client relationships. You will help shape, position and bring to market investment solutions across real estate and infrastructure – and make sure that the investors who choose them enjoy a best-in-class experience throughout the entire product lifecycle, from launch to long-term partnership.


This role is designed for high-calibre, early-career professionals who want to take responsibility from day one develop meaningful ownership over time, and accelerate their careers in Product Development, Investment Specialist, Client Relations or broader capital raising functions. You will gain a rare 360-degree view of how investment products are created, raised and serviced, working directly with institutional and private wealth investors around the world.


Your Responsibilities:

Product Strategy & Fundraising

  • Drive the positioning and marketing of PATRIZIA’s investment solutions across real estate and infrastructure strategies
  • Partner with Product Developers and Investment Specialists to power fundraising initiatives with institutional and private wealth investors globally
  • Own the preparation of high-impact client materials, investment presentations and bespoke investor proposals
  • Coordinate and contribute to due diligence processes, RFIs and DDQs, helping to deliver accurate and compelling responses and an exceptional investor experience

Product Lifecycle

  • Contribute to the design of new investment products from concept through to launch –and continue supporting them once live through product reviews, enhancements and ongoing investor communications
  • Build deep product knowledge and develop into a trusted point of contact for fundraising and client teams

Client Relations & Service Excellence

  • Help strengthen and grow long-term relationships with PATRIZIA’s international investor base, contributing directly to client satisfaction and retention
  • Act as quality controller for formal client communications and deliveries, ensuring every touchpoint reflects PATRIZIA’s high standards
  • Own a range of recurring client deliverables and reporting outputs, ensuring they are accurate, on time and consistently of a high standard
  • Collaborate with Sales, Fund Management and Product Development to resolve investor requests swiftly and professionally

Innovation & Transformation

  • Help shape the future operating model of the Client Division through AI adoption, process optimisation and digital innovation initiatives
  • Drive improvements to documentation, workflows and knowledge management, and support the roll-out of new client service tools
  • Analyse client, product and fundraising data to identify trends, support management information and generate actionable insights for Product and Client teams

What we look for:

  • Up to 3 years of relevant experience in the Financial Services industry – ideally within a real estate or infrastructure focused investment management business – or meaningful internships in this field. Outstanding candidates with exceptional potential are encouraged to apply.
  • Relevant experience can include product management, client services, investor relations, business development or fundraising support
  • Familiarity with responding to RFIs/DDQs and producing marketing materials, as well as an understanding of the sales process and the investment product lifecycle; experience with tools such as Responsive, Seismic or Salesforce is an advantage
  • Confident communication style and a natural ability to build trusted relationships, internally and externally
  • Ownership mindset and commercial awareness, with the drive to deliver outstanding results and the willingness to get involved in a variety of tasks and work across different teams
  • A positive, proactive approach to work and the ability to thrive in a fast-paced, collaborative team
  • An analytical mindset, excellent attention to detail, a strong commitment to data integrity, and the ability to manage multiple priorities and meet deadlines
  • Excellent PowerPoint, Excel and Word skills
  • Curiosity and a proactive mindset toward AI tools and digital solutions that streamline processes and improve outcomes
  • Experience in project work or in implementing new tools and processes is a plus
  • Fluency in English is essential. German or other European language skills would be advantageous.

What we offer

  • Flexible working: A hybrid working model with an average of two remote working days per week
  • Career acceleration: Broad exposure across product, fundraising and client relations, opening clear pathways into Product Development, Investment Specialist or Client Relations roles
  • Personal Development: Extensive internal training and development opportunities via our PATRIZIA Academy
  • International & inclusive environment: An inclusive, equal-opportunity workplace within an international company, actively promoted by our ED&I Council
  • Time for social engagement: Two additional days’ leave, e.g. for projects run by our PATRIZIA Foundation
  • Strong community spirit: Active employee initiatives and networks

 

Sounds like you?

If you want to create a better tomorrow with us, we want to hear from you via our job portal (www.patrizia.ag/career). Together, let's make a positive impact.

We’re proud to be an equal opportunity workplace.


At PATRIZIA, we are committed to leading the industry in how we advance the equity, diversity and inclusion of our global teams. The opinion and experience of each individual counts. With inherent trust in each other, we do our greatest work steeped in courage, integrity, optimism and tenacity.

Skills Required

  • Up to 3 years of relevant experience in financial services, ideally in real estate or infrastructure investment management, or meaningful internships in the field
  • Experience in product management, client services, investor relations, business development, or fundraising support
  • Familiarity with responding to RFIs and DDQs, producing marketing materials, understanding sales processes, and understanding investment product lifecycles
  • Confident communication skills and ability to build trusted internal and external relationships
  • Ownership mindset, commercial awareness, proactive approach, and ability to work across teams
  • Ability to work in a fast-paced, collaborative environment and manage multiple priorities and deadlines
  • Analytical mindset, excellent attention to detail, and strong commitment to data integrity
  • Excellent PowerPoint, Excel, and Word skills
  • Fluency in English
  • Experience with Responsive, Seismic, or Salesforce
  • Curiosity and proactive interest in AI tools and digital solutions
  • Experience implementing new tools and processes or completing project work
  • German or other European language skills
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The Company
Augsburg
723 Employees
Year Founded: 1984

What We Do

PATRIZIA: A leading partner for global real assets: As a company with operations around the world, PATRIZIA has been offering investment opportunities in real estate and infrastructure assets for institutional, semi-professional and private investors for 36 years. PATRIZIA manages more than EUR 46 billion in assets and employs over 800 professionals at 24 locations worldwide. Through its PATRIZIA Foundation, PATRIZIA is committed to social responsibility. The Foundation has helped over 220,000 children in need worldwide over the last 20 years. You can find further information at www.patrizia.ag. IMPRINT Published by: PATRIZIA AG Fuggerstraße 26 86150 Augsburg Germany CEO Wolfgang Egger Amtsgericht Augsburg HRB No.: 19478 Tax identification No.: DE 225766385 Phone: +49 821 50910-000 Fax: +49 821 50910-999 Supervisory authority under§ 34 c of the German Trade Regulation Act, GewO: Augsburg Ordnungsamt

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