Senior Investment Analyst

Job Type: Permanent

Location: This role will be based in our London office, with time spent between home and the office, and some travel between our Phoenix offices.

Closing Date: 29th November

Salary and benefits : £60,000 - £100,000 (subject to experience) + Asset Management bonus, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.

The role

The Senior Investment Analyst is to work as part of the Real Assets team within Private Markets. This role has three areas of focus:

• Assisting in analysing and executing Real Assets investment opportunities (including Project Infrastructure, Commercial Real Estate, Long Income, and other real assets debt investments)
• Supporting the wider Private Markets team and the Asset Management business unit in structuring & executing complex transactions
• Developing the Private Markets proposition around Real Assets to service the Shareholder requirements and support the Policyholder assets as Subject Matter Expert (SME)

The Investment Analyst will support Phoenix’s continued investment in Infrastructure, Real Estate Debt and Long Income opportunities. Investing in Project Infrastructure, Real Estate Debt and Long Income assets forms a key part of Phoenix Asset Management’s strategy; the successful candidate will help source and assess new investment opportunities for Phoenix’s balance sheet.

Key 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;
• Analyse and sensitise cash flow models;
• Negotiate terms with new and existing borrowers to maximise economic value, mitigate credit risks and enhance legal protections;
• Contribute to and lead strategic projects around real estate and infrastructure to further expand the opportunity set of investments that Phoenix can participate in;
• Manage both internal and external stakeholders collegiately and efficiently to support the approval of new transactions;
• Support ongoing management and oversight for the Real Assets portfolio to fully comprehend and mitigate emerging risks.
• Analyse market data and provide commentary on current trends/themes to support investment strategy and decision making.

What we're looking for

Minimum Criteria

Experience (Essential)

• Demonstrated experience in investing in, assessing and structuring Real Assets investments (Real estate debt or project infra, knowledge of both would be a plus) 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 and origination experience, including commercial, contractual and legal negotiation skills.

Desirable

• 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.

Qualifications

• Undergraduate degree. Bachelor or Master of Science a plus.
• Other financial professional qualifications beneficial but not required (e.g. CFA, CQF).

Personal Attributes

• Embody the pro-active, problem-solving mindset expected of the Private Markets team.
• Highly collaborative, proactive and flexible contributor in a dynamic and agile team.
• Strong analytical skills, including the ability to quickly draw sound conclusions from large amounts of information.
• Strong communication skills, including developing written materials which express complex issues in a clear and concise manner.
• Excellence in stakeholder management and collaborative working.
• Comfortable working in a fast-paced environment.

We want to hire the whole version of you.

We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you.

If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.

Find out more about #LifeAtPhoenix

• Guide for Candidates: thephoenixgroup.pagetiger.com/guideforcandidates
• Find or get answers from our colleagues: www.thephoenixgroup.com/careers/talk-to-us

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