Senior Investment Specialist Credit, Asset

Job Type: Permanent
Location: This role is based in our London office, with some flexibility to work between the office and home. We recognise the benefits of flexible working and will discuss what is important to you and balancing this with business requirements during the recruitment process. Salary & Benefits: from £75,000 (subject to experience), plus bonus, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.
We have an incredible opportunity to join us as a Senior Investment Analyst to join the Real Assets team within the Private Markets team in the Retirement Solutions & Asset Management (RS&AM) function.
We’re Phoenix Group, we’re a long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.
The successful candidate will help us to create the best investment outcomes for our c.£283bn assets under administration. Asset Management is core to the delivery of the Phoenix’s growth ambitions.
The role sits within the Private Markets team, which is responsible for originating, structuring and managing Private Asset transactions, for our buy-and-hold fixed income mandate.
The Senior Investment Analyst is to work as part of the Real Assets team within Private Markets. Assisting in analysing and executing Real Assets investment opportunities (including Infrastructure, Project Finance, Asset Backed loan, Commercial Real Estate, Long Income – Income strips, ground leases-, and other real assets debt investments )
Supporting the wider Private Markets team and the Asset Management business unit in structuring, executing and managing 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 Senior Investment Analyst will support Phoenix’s continued investment in Infrastructure, Asset Backed, Real Estate Debt and Long Income opportunities. Investing in Project Infrastructure, Asset Backed, Real Estate Debt and Long Income assets forms a key part of Phoenix Asset Management’s strategy; the successful candidate will help source, assess, execute and monitor new investment opportunities for Phoenix’s balance sheet. As part of the broader Private Markets team (including Private Credit, Structured Credit & Alternatives), the role sits within our Capital Markets division at the heart of generating shareholder value.
New Investment Opportunities
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;
Investment Analysis
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;
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
Strategic Projects
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;
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
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 managing loan workouts & credit risk assessment for real assets credit is desirable
Market network with key participants
Embody the pro-active, high energy, problem-solving mindset expected of the Private Markets team
Highly collaborative, proactive and flexible contributor in a dynamic and agile team.
Proficient use of MS Excel, Word, PowerPoint. Intex, VBA a plus.
Undergraduate degree in relevant field. Financial professional qualifications are beneficial but not required (e.g. CFA, CQF)
If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.