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Associate, Investments (Private Markets

Company: EquiTrust Life Insurance Company
Location: Chicago
Posted on: February 25, 2021

Job Description:

Associate, Investments (Private Markets) The Associate, Investments assists portfolio managers in evaluating and executing a variety of private market transactions, including private credit opportunities, as well as structured products and private equity investments. This individual is primarily responsible for analyzing the credit worthiness of various private and structured credit issuers, generating investment ideas, and making appropriate buy, sell, and hold recommendations. Reporting to the Vice President, Investments, this individual will join a highly collaborative team responsible for making investments in a variety of sectors and industries. In addition, the ideal candidate will thrive working in an entrepreneurial team environment, be highly self-motivated, disciplined and confident. This individual will exhibit personal integrity, a deep desire to learn, and strong verbal and written communication skills.

  • New Investments
    • Assists the Investments team with performing due diligence on a variety of private market investments including private credit, structured products, and private equity opportunities.
    • Collaborates with both sell-side and other industry partners to help source and track deal flow and market color.
    • Assists in private market negotiations, including determining structure and deal terms, with potential investment partners and opportunities.
    • Analyzes the credit risks/mitigants of target investments to assess the relative value of an investment across private market opportunities.
    • Provides analysis of business models and financial statements of investment opportunities.
    • Prepares investment memos that articulate the merit of an investment opportunity, portfolio fit, and risk/return.
    • Proactively develops and articulates recommendations to both the Vice President of Investments and the broader investment team.
    • Performs quantitative and qualitative analysis on specific investments, asset classes, or aggregate portfolios.
    • Assists in presenting findings to the credit committee and performing follow-ups.
    • Develops and maintains research tools including models, databases, and spreadsheets.
    • Utilizes thorough investigative process involving conference calls, research reports, company visits, industry contacts, and financial analysis to evaluate portfolio positions.
    • Other Analysis/Responsibilities
      • Works in tandem with Portfolio Allocation/Management Group to ensure investments meet overall portfolio needs.
      • Works with Treasury, Back and Middle Offices to ensure smooth operations of both new and existing investments.
      • Willingly take on additional responsibilities as requested in order to accomplish Company objectives.
      • Supports the broader Investment Team and/or other departments on an as needed basis.
      • Actively participates and contributes to the goals and objectives of the Company by working collaboratively and fostering a positive and inclusive work environment.
      • Provide other ad hoc analysis on an as needed basis. Skills And Abilities:
        • Advanced proficiency of Microsoft Office, (including Excel and PowerPoint), and Bloomberg.
        • Advanced spreadsheet skills in financial modeling and analysis, as well as knowledge of portfolio strategy, risk analysis, performance review, and investment theory
        • Knowledge of Aladdin, Intex, or other analytical investment software a plus.
        • Passion for financial and economic analysis, ability to structure quantitative and qualitative problem-solving approaches.
        • Strong interpersonal, writing, and analytical skills.
        • Excellent organizational and time management skills.
        • Strong and effective communication skills, both verbal and written.
        • Strong attention to detail and accuracy.
        • Demonstrated leadership qualities in a team environment
        • Collaborative, energized by the open exchange of ideas.
        • Highly motivated; strong desire to learn.
        • Ability to adapt quickly and appropriately within the constant evolution of the company and the industry. Training Or Work Experience:
          • Minimum 4 years of experience of principal investing or investment banking experience required.
          • Experience and familiarity in either private credit/leverage credit or esoteric structured products (either buy or sell-side) preferred.
          • Experience working within a regulated environment, preferably life insurance is highly valued. Education:
            • Bachelors Degree - Required
            • Masters Degree - Preferred ---Specific Degree: MBA or Masters in Finance Certifications:
              • CFA - Preferred, progress toward, or willingness to pursue the CFA or CAIA

Keywords: EquiTrust Life Insurance Company, Chicago , Associate, Investments (Private Markets, Accounting, Auditing , Chicago, Illinois

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