Trainee role in real estate involving insurance and financing. Engaging in customer advice and real estate project collaboration in Berlin.
About the role
- 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
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Experience level
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Degree requirement
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