AIM Senior Analyst - Alternative Assets | 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. You will perform analysis and research supporting recommendations for private fund investments (e.g., private debt, Impact investments, real estate) as part of the broader AIM US Investment Management function. You will report into the AIM SVP – Capital Markets & Sourcing. Areas of focus include: Complete asset class research, financial modeling and due diligence with particular focus on private debt and commercial real estate debt funds from the perspective of relative value, capital efficiency and risk assessment for an insurance balance sheet. 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 real estate 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. Identify new Impact investment opportunities spanning affordable housing, renewable energy generation and distribution, and collaborate with broader AIM team on strategic fit and implementation. 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
- Experience with structured investment solutions like rated notes, collateralized debt, and credit enhancement
- 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
- Four year 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 commercial real estate debt funds from the perspective of relative value, capital efficiency and risk assessment for an insurance balance sheet.
- 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 real estate 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.
- Identify new Impact investment opportunities spanning affordable housing, renewable energy generation and distribution, and collaborate with broader AIM team on strategic fit and implementation.
- Utilization of artificial intelligence tools and resources (e.g. generative AI).
Benefits
- 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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
