Who You’ll Work With:
We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 51 locations operating in 25 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it’s our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.
Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you’re producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you’re ready to challenge your limits and empower your career, join us!
What You’ll Do:
The Private Alternatives team manages strategies across a wide array of debt-oriented private investments. Private Alternatives is seeking an Investment Analyst to support the growth of our Structured Private Placements investment strategy. The role will require the person to work closely with other members of the investment team, legal, compliance, and portfolio management teams to source and underwrite investment opportunities within the structured private placements market. The Private Placements investment team manages assets on behalf of large institutional clients via separate accounts. This is a fantastic opportunity to join a young and entrepreneurial business unit within a global asset manager with over $700 billion of AUM.
Responsibilities
- Assist senior members of the Structured Private Placements team with origination and underwriting of new opportunities, including credit, legal, and structural analysis. Assist with the recommendation and presentation of new opportunities to Investment Committee.
- Monitor credits in which we have invested, and assist with negotiations of waivers and amendments
- Maintain industry expertise to anticipate cycles, secular trends and structural changes in industries covered
- Support due diligence sessions with senior management of issuers
- Develop and maintain relationships with internal and external analysts and senior management at our issuers
- Assign ratings, forecast financial performance, and write company reviews
What We’re Looking For:
- Experience supporting the underwriting and portfolio management of a portfolio of Structured Private Placements, including esoteric asset backed securitizations. Experience with 144a and/or 4(a)2 structures in the agented or direct markets.
- Experience modeling complex structured transactions and a basic understanding of legal documentation in the structured private placement industry
- A track record of outstanding professional performance or academic achievement, along with excellent analytical skills, financial skills as well as strong communication skills
- A strong ability to work in a collaborative environment and to present results to both expert and non-expert audiences
- Creativity - must have the ability to think outside the box on complex credit situations
- A competitive drive – must relish the day-to-day challenge to think and act ahead of the market
- The ability to work well under pressure – must be able to remain calm and focused while multi-tasking in a fast-paced, unstructured and dynamic work environment
- Someone who is team oriented with strong communication skills – must be able to work with people of diverse skills and personalities towards a common goal of effectively managing large portfolios
- A self-starter – must possess strong self-improvement initiative
- An educational background that ideally includes finance, accounting, CFA, MBA or similar
- Excellent written and verbal communication skills
Houston, TexasNashville, Tennessee, New York, New York