Job Description
Who we’re looking for
We are looking for an Investment Analyst to join the Real Asset Private Credit team, to support the origination team to evaluate and execute lending opportunities across both Real Estate and Infrastructure debt markets.
You will support the origination team to review, analyse, structure and execute lending opportunities on behalf of FGCs’ internal and external clients. Primary responsibilities will include supporting end-to-end transaction and execution process from initial screening, financial underwriting and structuring to investment approval process and due diligence through to completion.
About Future Growth Capital (FGC).
Future Growth Capital (FGC) will, subject to all regulatory approvals, support the objectives of the UK’s Mansion House Compact, unlocking investment opportunities in private markets for millions of new pension savers to benefit from the diversification and investment return opportunities that unlisted assets can offer. In doing so, FGC aims to deploy an initial £2.5bn as part of a planned £10-20bn deployment over the next 10 years into UK and global private markets, supported by Phoenix Group’s plans to invest 5% of its relevant savings products on behalf of its policyholders as well as ongoing fundraising led by both Schroders and Phoenix Group, via its Standard Life subsidiary.
FGC will design and manage UK and Global multi-private asset solutions for UK insurance and pension clients providing exposure to a broader range of innovative companies and investment opportunities for millions of UK pension savers.
The FGC Real Asset Private Credit team is managed by highly experienced industry experts who have worked across the capital stack and through market cycles on both the buy and sell side. T he investment objective is to minimise the level of risk to achieve the target level of return. Behind this investment philosophy is a set of core beliefs which drive the investment process, including financing and refinancing active borrowers looking to drive value through management and investments, across a diverse cross section of assets with strong fundamentals. In executing this philosophy, ESG is considered an important part of our role as responsible and effective investment managers and we seek to ensure sustainability is embedded throughout the investment management process for all stages of investment.
About Schroders, Our Parent Company
We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.
About Phoenix AM, Our Parent Company
We want to be the best place that any of our 6,600 colleagues have ever worked. We’re the UK’s largest 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 base
We are based in Schroders HQ in the City of London. We’re close to our clients, in the heart of the UK’s financial centre. And we have everything we need to work flexibly.
Responsibilities
- Support the origination team to evaluate and execute lending opportunities
- Review and analyse all lending opportunities, and ensure proper and timely recording on the origination management platform
- Research and prepare market and valuation data for prospective opportunities (conduct macroeconomic, market data collection and assessment of investment scenarios)
- Support wider origination team to complete due diligence and financial modelling
- Prepare investment committee memos for relevant approvals
- Support transaction execution, including managing internal and external stakeholders
- Support asset management reporting, quarterly portfolio reviews and investor reporting
- Support capital raising initiative through research and presentations
The Knowledge, Experience And Qualifications You Need
- A bachelor’s degree or equivalent in finance or related field required
- Experience in finance, related to underwriting/valuation preferable
- Passion for financial and economic analysis, ability to structure quantitative and qualitative problem-solving approaches, and attention to detail and accuracy
- Advanced spreadsheet skills in financial modelling and analysis, ability to create / work on complex Excel models
- Keenness and ability to cultivate broad and active network of private markets
- Confidence in taking ownership of your objectives and efficiently managing your time to meet deadlines.
What You’ll Be Like
- Clear and demonstratable interest in finance
- Professional with a high standard of personal integrity
- Highly numerical, diligent, organised
- Good communicator, enthusiastic and collaborative
- Curious and ambitious
- A team player, with a strong work ethic and commitment to the role, with an ability to perform under pressure
We Recognise Potential, Whoever You Are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
About Us
We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.
