Illiquid Portfolio Associate
Core
Facilitate deployment into private assets for an insurance capital solutions portfolio by screening opportunities, managing the investment process, and preparing approval papers.
Role type
Associate, illiquid investments
Builds
Private asset investment pipeline and portfolio deployment
Domain
Insurance capital solutions / Private credit
Required skills
Private credit deal analysis, cash flow modeling, credit quality assessment, relative value analysis, pipeline management, investment process execution, stakeholder liaison, regulatory compliance, ALM analysis, liquidity impact assessment
Preferred skills
Insurance or reinsurance investment strategies, private placements, infrastructure debt, real asset debt, CLOs, rated notes, fund finance
Technologies
Portfolio systems, screening tools, automation tools
Responsibilities
Review early-stage pipeline transactions and recommend opportunities to progress; screen new investment opportunities to assess portfolio fit, risk/return, guidelines compliance, ALM characteristics and liquidity impact; manage the investment process from screening through to approval, execution and settlement; prepare papers for OCIO transaction approval; record closed deals in portfolio systems; maintain pipeline management information and deployment forecasts; develop and maintain screening tools, templates and benchmarks using automation.
Seniority
Associate, early-career IC