Beteiligungsmanager/Beteiligungsmanagerin

Publications relevant to this profession include BB - Betriebs-Berater, BFuP - Betriebswirtschaftliche Forschung und Praxis, ConsultingBay - Wissens- und Informationspool für Unternehmensberater, DAS INVESTMENT, DER BETRIEB, Der Platow Brief, DerTreasurer, Finance, Finanzwoche, FONDS professionell Online, innovations-report, investmentfonds.de - Das Fonds Portal, Journal of Management Control, MWonline - Managementwissen online, and RKW Magazin.

Investment managers (Beteiligungsmanager) typically work in office and meeting rooms. They may also work from home or remotely if needed.

Core competencies generally required for this profession include business administration, controlling, financing, financial management, investment planning, risk management and risk controlling, tax law, corporate holdings, company valuation, company acquisition and sale, and competition law. Other competencies that may be significant for practicing this profession include balance sheet analysis, credit assessment, stock exchange trading and business, bookkeeping, Business Intelligence (BI), due diligence examination, entrepreneurship, fund management, investment banking, investor relations management, AI systems, credit business, quality management, location analysis, management consulting, venture capital management, contract drafting and preparation, contract law, and economics. Furthermore, the competence groups 'Business Administration, Finance, and Controlling Software' and 'Management, Business Consulting' are also relevant.

Investment managers (Beteiligungsmanager) work independently and responsibly within their assigned tasks. They also guide employees, for example, in the controlling department. Responsibly and carefully, they determine business objectives or evaluate the economic efficiency of holdings to correctly assess financial advantages and risks. Analytical thinking and good decision-making skills help them develop appropriate recommendations for action based on this. When presenting their assessments, for example, to management or negotiating with representatives of the respective holdings, assertiveness and a confident demeanor are required. Organizationally skilled, they coordinate, among other things, holding reporting or the preparation of board meetings or shareholder meetings. Investment managers are usually active in office spaces, where they, for example, evaluate new potential holdings.

Investment managers (Beteiligungsmanager) can become self-employed, for example, by establishing an investment company.

Salary information is variable; please check BERUFENET.

Participation Managers can work in Construction, Architecture, Chemistry, Pharmacy, Plastics, Electrical Engineering, Electronics, Energy, Supply and Waste Management, Vehicle Manufacturing and Maintenance, Financial Services, Real Estate, Health, Social Services, Trade, Wood, Furniture, Hotels, Restaurants, Tourism, IT, Software, Telecommunications, Art, Culture, Sports, Leisure, Management, Consulting, Law, Taxes, Metal, Mechanical Engineering, Precision Mechanics, Optics, Public Administration, Social Security, Defense, Transport, Traffic, and other service sectors.

Employers often expect a degree in economics or business administration (Studium) and several years of relevant professional experience.

Suitable fields of study for this profession include Banking, Financial Services (undergraduate/postgraduate), Business Administration (undergraduate/postgraduate), Finance and Accounting, Controlling (undergraduate/postgraduate), Law (First Legal Examination, undergraduate/postgraduate), Taxation, Auditing (undergraduate), Management Consulting (undergraduate/postgraduate), Corporate Management, Management (undergraduate/postgraduate), Economics (undergraduate/postgraduate), Business Law (undergraduate/postgraduate), and Economic Sciences (undergraduate/postgraduate).

Participation Managers find employment in investment companies and large enterprises across almost all economic sectors.

They are called Participation Managers. Another common professional title is Participation Controller.

Participation Managers manage corporate investments and strive to expand or optimize them in accordance with corporate strategies and guidelines.

Job and applicant exchanges such as asscompact, Bankingclub, CityJobs, eFinancialCareers, Kanzlei-Job.de, NWB Rechnungswesen-Portal.de, runningoffice, steuerjobs.de.

Associations and organizations like Berufsverband für Training, Beratung und Coaching e.V. (BDVT), Bundesverband deutscher Unternehmensberater BDU e.V., Bundesverband Deutscher Volks- und Betriebswirte e.V. (bdvb), European Confederation of Executives and Managerial Staff, IW Institut der deutschen Wirtschaft Köln e.V., ver.di - Vereinte Dienstleistungsgewerkschaft.

Responsibility for people (e.g., leading employees in controlling), responsibility for assets (e.g., evaluating the profitability of participations), adherence to various regulations and legal requirements (e.g., legal provisions, shareholder resolutions, and company valuation calculations). Frequent absence from home (e.g., business meetings with partners, also abroad, with overnight stays), customer contact (e.g., advising companies on mergers), screen work (e.g., researching new potential participations), office work (e.g., meeting appointments with clients), work in training/school rooms (in meeting rooms), irregular working hours (discussions and negotiations with business partners often outside usual working hours).

Documents and data, e.g.: participation information, corporate guidelines, project documents, documentation, shareholder resolutions, schedules, statistics, balance sheets, legal provisions, company valuation calculations, industry and company data. Office equipment and software, e.g.: PC, internet access, telephone, video conferencing tools, participation management software.

Participation managers manage national and international participations of companies. They prepare and attend shareholder meetings and summarize resolutions. They also monitor and document that capital increases, company exits, or new participation projects are carried out in accordance with regulations. They also ensure that participation information is submitted to offices and authorities in a timely and correct manner for tax communication. They collect information about the participating companies to react quickly to complications. Furthermore, they take on an advisory role in matters of Mergers and Acquisitions and participate in Due Diligence reviews or company acquisitions.

Adaptation training helps to keep professional knowledge up-to-date and adapt to new developments (e.g., in the areas of finance and accounting, controlling, corporate planning, or commercial law).

Further professional and career opportunities arise through advanced Studium (university studies), for example, in finance and accounting, controlling, or economics. A doctorate (Promotion) is generally required for a scientific career at a university; for appointment as a university professor, a habilitation (Habilitation) is usually needed. A doctorate may also facilitate access to senior professional positions in the private sector, in research, and in public administration.

Manage national and international company participations, prepare shareholder meetings and make decisions, research new potential participations, monitor that capital increases, company exits, or new participation projects are carried out in accordance with company strategies and guidelines, document participation management, transmit participation information to offices and authorities in a timely and proper manner, collect information about participation companies to react quickly with suitable measures in case of complications, collaborate with Mergers-and-Acquisitions-Specialists, advise on Mergers & Acquisitions matters, e.g., company mergers, participate in Due-Diligence reviews or company acquisitions.

The following lists professions or activities that show similarities to the original profession. These professions represent a possible alternative for applicants. Furthermore, employers can consider professionals from these fields as alternatives for filling a position in the original profession. Some alternative professions only cover partial activities of the original profession, while others require an induction period, which can vary in length depending on the individual case. The following immediate employment and staffing alternatives are available for the profession of Beteiligungsmanager/in: For the overall activity (usually short induction period): Business Economist (Hochschule) for Banking and Financial Services. In related professions: Fund Manager, Mergers-and-Acquisitions-Specialist, Treasury-Manager, Venture-Capitalist. A list of all possible degrees of relatedness can be found here: Explanations of the individual degrees of relatedness.