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Investment Analyst, Private Debt

Swiss Re
New York, NY Full Time
POSTED ON 1/21/2025 CLOSED ON 1/26/2025

What are the responsibilities and job description for the Investment Analyst, Private Debt position at Swiss Re?

Have you thought about kick-starting your investment career in Private Markets?

We are looking for a motivated and ambitious professional who is ready to contribute and grow through a hands-on role in the exciting and expanding world of private debt.

About The Role

As Private Debt Investment Analyst, you will be responsible for supporting and helping to shape the Private Debt asset class within Swiss Re. The role involves helping to develop and oversee the long-term strategy and operating model for the asset class, as well as day-to-day management of the portfolio. You will be involved in the investment, steering, monitoring, and assessing the performance of the portfolio while contributing to a team-oriented atmosphere of collaboration and a strong risk management culture.

Key Responsibilities Also Include

  • Contribute to the development of recommendations and ongoing management of attractive investment opportunities within Private Debt on a global basis
  • Involvement in selection of asset managers, due diligence process, as well as execution of new investment mandates for Private Debt
  • Help oversee Private Debt asset managers including ongoing assessment of investment strategy as well as operational aspects
  • Evaluate, review and due diligence of individual Private Debt transaction opportunities originated by external asset managers
  • Develop and maintain a high standard portfolio monitoring framework capturing key portfolio characteristics as well as developments in terms of returns and risk
  • Drive and coordinate with key stakeholders customized reporting frameworks and presentations to relevant business units and internal committees
  • Produce high quality analytical analyses of the Private Debt portfolios and platform to support portfolio performance assessment and long-term strategy
  • Keep abreast of market developments and prepare commentary to be disseminated across various internal stakeholders

About The Team

The Private Debt team is a diverse and global team of investment professionals located in New York, Zurich, and London part of the Private Investments unit in Swiss Re Group Asset Management. We are a core function within Swiss Re Asset Management, responsible for managing private debt portfolios for Swiss Re's own balance sheet. The team consists of dedicated specialists overseeing and transacting in Infrastructure, Commercial Mortgage, and Mid-Market Loans across a global portfolio.

About You

You come to us with a strong analytical and quantitative skill set with the ability to work independently in a dynamic, international environment. You have solid project management abilities with excellent attention to detail and your natural interpersonal communication capabilities help you succeed in collaborative work styles.

Additional Requirements Include

  • College/university degree or equivalent in finance, economics, or a related field. CFA or similar qualifications are a plus
  • 2-5 years of investment industry experience, past involvement in analyzing or the portfolio monitoring of private or public fixed income investments a requirement
  • Strong analytical and financial modeling skills
  • Advanced/Expert Microsoft Office (including Excel and PowerPoint) skills required
  • Strong public speaking and presentation skills
  • Excellent written and verbal communication skills; Fluent written and verbal communication skills in English
  • Self-motivated and driven; ability to balance multiple tasks and work effectively in a collaborative, fast moving, demanding, and dynamic environment
  • International market experience is a plus
  • Ability and willingness to travel, when required

The estimated base salary range for this position is $100,000 to $156,000. The specific salary offered for this or any given role will take into account a number of factors including but not limited to job location, scope of role, qualifications, complexity/specialization/scarcity of talent, experience, education, and employer budget. At Swiss Re, we take a "total compensation approach" when making compensation decisions. This means that we consider all components of compensation in their totality (such as base pay, short-and long-term incentives, and benefits offered), in setting individual compensation.

About Swiss Re

Swiss Re is one of the world’s leading providers of reinsurance, insurance and other forms of insurance-based risk transfer, working to make the world more resilient. We anticipate and manage a wide variety of risks, from natural catastrophes and climate change to cybercrime. Combining experience with creative thinking and cutting-edge expertise, we create new opportunities and solutions for our clients. This is possible thanks to the collaboration of more than 14,000 employees across the world.

Our success depends on our ability to build an inclusive culture encouraging fresh perspectives and innovative thinking. We embrace a workplace where everyone has equal opportunities to thrive and develop professionally regardless of their age, gender, race, ethnicity, gender identity and/or expression, sexual orientation, physical or mental ability, skillset, thought or other characteristics. In our inclusive and flexible environment everyone can bring their authentic selves to work and their passion for sustainability.

If you are an experienced professional returning to the workforce after a career break, we encourage you to apply for open positions that match your skills and experience.

Swiss Re is an equal opportunity employer. It is our practice to recruit, hire and promote without regard to race, religion, color, national origin, sex, disability, age, pregnancy, sexual orientations, marital status, military status, or any other characteristic protected by law. Decisions on employment are solely based on an individual's qualifications for the position being filled.

During the recruitment process, reasonable accommodations for disabilities are available upon request. If contacted for an interview, please inform the Recruiter/HR Professional of the accommodation needed.

Keywords

Reference Code: 132620

Salary : $100,000 - $156,000

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