Senior Investment Associate - Private Placements Team jobs in United States
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Legal & General · 1 day ago

Senior Investment Associate - Private Placements Team

Legal & General's Asset Management business is a major investor across public and private markets worldwide. The Senior Investment Associate is responsible for the origination, analysis, execution, and management of investment grade debt private placements, focusing primarily on infrastructure issuers and developing new investment opportunities within structured finance and corporate sectors.

Financial Services

Responsibilities

Work closely with colleagues in Chicago and London to originate, underwrite, execute, and manage infrastructure debt investment opportunities for our clients
Filter potential investments determining suitability from the perspective of credit, value, duration, and overall portfolio fit
Conduct fundamental investment due diligence including credit and legal analysis, prepare investment committee materials, and obtain required approvals
Collaborate with internal partners, such as PMs, Ratings and Legal, to ensure investment opportunities are suitable for our clients and meet their respective investment guidelines
Manage existing investments by reviewing regular financial and compliance reports, updating risk views in real time, and seeking waivers and approvals according to the relevant procedures
Administer key internal and external counterparty and borrower relationships
Support the marketing process to raise capital from new clients and to develop investment solutions for borrowers and other market participants
Assist the formulation of the broader investment strategy by identifying transactions and sub-sectors that could be appropriate investment targets for our clients

Qualification

Debt private placementsInvestment diligenceCredit risk analysisFinancial modelingLegal documentation reviewAnalytical skillsCommunicationOrganizational skillsSelf-motivated

Required

5-7 years' experience in buy-side debt private placements with experience across multiple sectors in infrastructure debt
Experience in a bank credit program or with an infrastructure sponsor
Ability to review large numbers of transactions to identify suitable investments that align with focus on structure, credit, and relative value
Ability to structure bilateral transactions in house as required
Organized, focused, and self-motivated with strong communication and analytical skills
Demonstrable expertise in investment diligence
Knowledge in identifying credit risks
Familiarity with rating agency methodologies
Experience in reviewing and negotiating legal documentation
Ability to analyze financial models

Benefits

Health insurance with an optional HSA
Short term disability
Long term disability
Dental insurance
Vision care
Life insurance
Healthcare
Dependent and Limited Care Flexible Spending Accounts
401K
Vacation
Sick time
An employee assistance program
Commuter and transit programs
Supplemental health benefits including accidental injury
Critical illness and hospital indemnity insurance
Pet insurance

Company

Legal & General

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Legal & General is a leading UK financial services group and major global investor.

Funding

Current Stage
Late Stage

Leadership Team

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Joseph Stefanacci
Sr. NOC Operator
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Company data provided by crunchbase