AIM Senior Analyst - Alternative Assets | Hybrid
About the role
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.
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.
- Career Development: Utilize 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.
Qualifications
- Four year degree required: accounting, finance, economics or related field.
Skills
- Strong analytical and problem-solving skills.
- Ability to manage multiple projects simultaneously.
- Proficiency in financial modeling and investment analysis software.
- Excellent interpersonal and communication skills.
- Knowledge of regulatory requirements and compliance standards.
Benefits
We offer a comprehensive benefits package including:
- 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.
Pay
$65,000 - $113,000
Schedule
Full-time
External Posting Description
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.
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Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. And the foundation for this is our inclusive workplace, where people and performance both matter, and nurtures a culture grounded in integrity, fairness, inclusion and trust. We therefore welcome applications regardless of race, ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations. Join us. Let's care for tomorrow.