
Portfolio Analyst - Development Finance & Impact Credit
- London
- Permanent
- Full-time
- Participating in origination activities including relationship building with partner institutions
- Assessing the initial attractiveness of investment opportunities: conduct benchmark pricing and preliminary credit analysis assessing fit against investment guidelines
- Running the financial modelling with the ability to project different scenario by challenging key assumptions
- Reviewing and analysing available due diligence materials, and sourcing and evaluating independent research and comparables
- Preparing investment memos for presentation to the Investment Committee
- Collaborating with internal parties (e.g. Operations/Risk/Legal/Accounting functions) to ensure the successful execution of the transaction
- Supporting in the investor reporting of existing investments in the portfolio
- Supporting the preparation of materials for investor communication whether in the context of reporting or fundraising
- Assisting with updating existing investment proposals or presentations (where required) for upsizing mandates, and any ad hoc presentations or requests received from time to time
- Facilitating relationships with other teams including Investment committee members, product specialists and support functions (risk management, legal, operations, compliance, products, etc.)
- 2-3 years’ work experience preferable in the following areas:
o Private Equity or Private Credit
o M&A, Structured Finance team of a leading investment bank
o Debt advisory
- Experience in and passion for emerging private markets investments (debt or equity, in a principal or advisory capacity) is ideal
- Prior experience in financial modelling, financial and/or credit risk analysis and drafting
- Experience and interest in sustainability or impact investing a plus
- Solid academic track record
- Proficiency in Microsoft applications, including Microsoft CoPilot. Experience on Bloomberg is a plus.
- Eagerness to join a developing platform with a sustainability, transition and impact investing passion and an entrepreneurial spirit
- Attention to detail and ability to challenge e.g. views, statements, processes etc.
- Preference for working in a fast-paced environment where multitasking is essential
- Proactivity in a team where each member will need to assume tasks outside of the typical day-to-day tasks to grow the platform.
- We empower our employees by ensuring flexible work arrangements that maintain a balance between performance, productivity, career development and personal priorities (e.g., hybrid model/ flexible working hours)
- Securing your future: Access to company pension/savings plans
- Shared success: Company share purchasing plan
- Support for what matters: Mental health and wellbeing programs
- Investments in your career: Career opportunities within the entire Allianz Group
- Investments in your skills: Comprehensive learning and development offerings, including certifications and professional qualifications
- … and so much more!