AIM Analyst - Capital Markets & Sourcing | Hybrid

Allianz Insurance • Minneapolis, MN

3d • $56,000 - $93,500 • Hybrid

About The Position

At Allianz Life, we are guided by our mission – we secure your future – and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. And we care for the future by supporting sustainability, protecting the local environment, and promoting equality in our communities.

Perform analysis and research supporting recommendations for private fund investments (e.g., private debt, ABF, etc.) as part of the broader AIM US Investment Management function. Areas of focus include:
Complete asset class research, financial modeling and due diligence with particular focus on private debt and ABF products from the perspective of relative value, capital efficiency and risk assessment for the insurance balance sheet, both in-force exposures and prospective investments.
Prepare asset class reports and assist in quarterly fund review process; support the preparation and sharing of investment narratives within AIM and external stakeholders in collaboration with other investment management functions.
Collaborate with portfolio allocators on investment recommendations within structured products and private debt sub-sectors, with view on Strategic Asset Allocation, portfolio fit, capital consumption, liquidity, and excess returns.
Coordinate cross-functionally and support manager selection, due diligence, legal document review and operational execution for new strategies.
Utilization of artificial intelligence tools and resources (e.g. generative AI).

Requirements

• Minimum 2-3 years of relevant investment experience at insurance company, asset manager or bank; demonstrated skills in alternative assets research and analysis
• Advanced experience in Excel and financial modeling; coding experience a plus
• Excellent verbal and written communication skills (story-telling ability with market and portfolio data) to support growth of rated notes and alternative assets allocations
• Relevant investment systems experience for alternative assets modeling (e.g., Bloomberg, Aladdin, Preqin or CapitalIQ)
• Willingness for some travel to accommodate due diligence and oversight
• 4yr degree required: accounting, finance, economics or related field
• Must be legally authorized to work in the U.S. without requiring immigration sponsorship now or in the future. This includes holders of H-1B, H4, L-1, L-2, TN, OPT, CPT, and other nonimmigrant visas.

Nice To Haves

• coding experience a plus

Responsibilities

• Complete asset class research, financial modeling and due diligence with particular focus on private debt and ABF products from the perspective of relative value, capital efficiency and risk assessment for the insurance balance sheet, both in-force exposures and prospective investments.
• Prepare asset class reports and assist in quarterly fund review process; support the preparation and sharing of investment narratives within AIM and external stakeholders in collaboration with other investment management functions.
• Collaborate with portfolio allocators on investment recommendations within structured products and private debt sub-sectors, with view on Strategic Asset Allocation, portfolio fit, capital consumption, liquidity, and excess returns.
• Coordinate cross-functionally and support manager selection, due diligence, legal document review and operational execution for new strategies.
• Utilization of artificial intelligence tools and resources (e.g. generative AI).

Benefits

• a choice of comprehensive medical, dental and vision plan options
• flexible spending and health savings accounts
• tuition reimbursement
• student loan retirement program
• generous annual paid leave
• an outstanding 401(k) company match
• life insurance
• award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias
• Employee Resource Groups

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level