Senior Investment Analyst in Real Assets team at Phoenix Group, focusing on investment analysis and portfolio management. Collaborating within Private Markets to drive optimal investment outcomes.
Responsibilities
Assist in sourcing new high quality Real Assets Investment opportunities through a variety of channels including banks, brokers, advisors, borrowers and external asset manager partners;
Generate additional yield on the group’s investment assets by using relative value analysis to identify investment opportunities that deliver material illiquidity premium;
Support the investment analysis for Real Assets; including quantitative analysis of investment recommendations, risk exposures and impacts of proposed investment;
Undertake credit analysis on investment opportunities across a range of property asset classes and jurisdictions;
Build, analyse and sensitise cash flow models
Negotiate terms with new and existing borrowers to maximise economic value, mitigate credit risks and enhance legal protections;
Analyse market data and provide commentary on current trends/themes to support investment strategy and decision making
Contribute to and lead strategic projects around real estate and infrastructure to further expand the opportunity set of investments that Phoenix can participate in;
Support ongoing management and oversight for the Real Assets portfolio to fully comprehend and mitigate emerging risks, including by way of covenant waivers and/or restructuring;
Manage both internal and external stakeholders collegiately and efficiently to support the approval of new transactions;
Requirements
Demonstrated experience in investing in buy or sell side, assessing, structuring and monitor Real Assets investments (Infrastructure/Project Finance, Asset Backed, Real estate debt
Knowledge across a range of sectors, coupled with Real Asset industry knowledge, including knowledge of market participants
Knowledge and experience of Solvency II regulation and Prudent Person Principle
Experience of structuring assets within a complex regulatory framework
Advanced investment, origination and surveillance experience, including commercial, contractual and legal negotiation skills
Track record of high quality delivery, including management of multiple projects
Experience of situations or roles where self-prioritisation and ability to manage multiple stakeholders is required
Experience of managing loan workouts & credit risk assessment for real assets credit is desirable
Market network with key participants
Benefits
bonus
private medical cover
38 days annual leave
excellent pension
12x salary life assurance
career breaks
income protection
3x volunteering days
Job title
Senior Investment Analyst, Real Assets – Private Markets
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