The Senior Investment Associate is primarily responsible for the origination, analysis, execution and management of corporate debt investments for L&G’s clients, including industrials, utilities, REITs, healthcare, sports leagues, insurance companies and various other sectors. The role will also include supporting other Private Credit verticals and wider team initiatives, such as new client marketing & origination, new sector/product research, and improving operational processes and procedures
Responsibilities
- Originate and filter new potential corporate debt investments according to suitability for LGIMA’s clients. Origination to include liaising with borrowers, intermediaries, and sponsors, as well as attending conferences and other industry events, to build and maintain market connections
- Act as Deal Captain on transactions that demonstrate attractive risk-adjusted returns and meet client requirements, taking ownership of due diligence, credit ratings, documentation review and negotiation, all approval processes, and execution/closing
- Manage existing investments by reviewing borrower reporting, rating agency reports, processing and escalating waiver requests, and producing quarterly reviews
- Role will require the candidate to work closely with colleagues in Chicago and London, working cross-border with legal, credit, operations and business management teams
- Manage key internal and external stakeholder and borrower relationships, including discussing pipeline and portfolio updates with clients
- Research new sub-sectors and products that could be appropriate investments for LGIMA clients, and support internal and external education / approvals to invest in new products that we believe show attractive risk-adjusted returns
- Support preparation of marketing materials for potential clients, and help the solutions team develop new products for Private Credit
- Work with junior talent in the team to develop their technical and soft skills, providing them with opportunities to learn, grow and progress their careers