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Head of Investment & Portfolio Review – SFS Equity Finance (f/m/d)

Job Description

Develop what will be important tomorrow.

The world never stands still. And new challenges arise every day. We see this as an opportunity to rise to them. For example, by asking: how can people’s lives be improved? Help us look for the right answers. We invest in technology with purpose - be it to decarbonize transportation and industries, to provide access to healthcare or to build digital infrastructure. Therefore, we motivate our employees to pursue their projects with fervor, to analyze and question things. This is how we can tackle the most important projects and push them forward together. Welcome to our world.

Whether in renewable energies, transportation, agriculture technology or healthcare, infrastructure projects and investments often require substantial amounts of financing. Siemens Financial Services Equity Finance (SFS EQ) offers a broad variety of equity financing solutions to make these projects happen, both for the customer and the involved Siemens Operating and Strategic companies. SFS EQ takes an active owner role by providing up to 50% of the required equity of a project or investment over the life-time (development, construction, operation).

We make real what matters. This is your role.

As our new Head of Investment & Portfolio Review (f/m/d) you are responsible for a newly to be formed global team of investment professionals that 
  • provides advice to transaction teams and SFS EQ BU Management throughout the entire investment process and 
  • reviews the performance and fit of portfolio assets to the strategic priorities of the BU and provides insights and recommendations on active portfolio management strategies to asset managers, Regional Team Heads and BU Management
We establish this new team following a first successful phase of repositioning SFS EQ in new asset classes (e.g. e-mobility, agricultural technologies, green hydrogen etc.) and with significant growth momentum across our three regions (Americas, Europe/Middle East/Africa, and Asia/Australia). One of your first priorities will be to build up the new team with the required competencies, risk awareness and growth mindset to support SFS EQ in achieving our ambitious portfolio goals.

The responsibilities of the Underwriting & Portfolio Asset Review team include:
  • Engaging with transaction teams, regional management, SFS EQ BU management, as well as with various stakeholders outside the Business Unit SFS EQ including specialists and with SFS decision-making bodies 
  • Adding value to transactions by leveraging your asset and/or structuring expertise and ensuring consistency of deal structures, financials, business models and approval documents in close collaboration with the transaction teams before decisions are taken, 
  • Reviewing and challenging the risk and opportunity profiles and mitigation strategies of individual transactions and calibrating globally, 
  • Facilitating and ensuring lessons learned, continuous improvement and life-cycle consistency in due diligence and portfolio management 
  • Assuming preparatory activities along the approval process and advising on individual transactions 
  • Establishing and running regular, global portfolio reviews and calibrating the results and activities across the entire portfolio 
  • Tracking performance against approval and enhancing structures to measure asset value creation contributing to assessments of strategic asset classes and regular reviews of risk catalogues across investment structures, and
  • Developing strategies for portfolio assets to support the SFS EQ BU in achieving its strategic and financial goals
What you need to make real what matters.
  • Master’s Degree in business administration, Finance, Economics, Mathematics, Engineering, or equivalent required 
  • 7 years of proven experience in Private Equity, Investment Banking, Advisory, Growth Companies, Corporate banking, and/or Structured Finance 
  • Strong analytical and critical reasoning skills, proven experience in financial valuation/modeling and fundamental asset valuation skills
  • In-depth experience in project management, as project lead or project partner
  • Experienced in leading international project teams, including coaching and mentoring of team members. Disciplinary leadership experience is highly welcome. 
  • Very good communication and presentation skills, fluency in English
  • Please be aware that 20% travel is required for this role
Do you want to know more about us?

We at Siemens Financial Services provide business-to-business financial solutions. Our unique combination of financial expertise, risk competence and industry know-how enable us to create tailored innovative financial solutions. We have our headquarters in Munich, Germany and almost 3,000 employees worldwide. Follow this link to discover our world: www.siemens.com/finance

Make your mark in our exciting world at Siemens.

As an equal-opportunity employer we are happy to consider applications from individuals with disabilities.

www.siemens.com/careers - if you would like to find out more about jobs & careers at Siemens.

FAQ - if you need further information on the application process.

Organization: Siemens Financial Services

Company: Siemens Financial Services GmbH

Experience Level: Experienced Professional

Job Type: Either

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