Senior Analyst

at  Meredith Brown Associates

Our client, a leading investment firm who manage a wide array of asset classes and investment strategies is keen to make an addition to their highly successful investment team. Key responsibilities will include supporting the Infrastructure Investment team in all origination, execution, asset and portfolio management activities, primarily in indirect investments (funds and co-investments). The role encompasses analytical, communication as well as administrative tasks that enable the broader Infrastructure Investments team to deliver on its mandate and grow as a platform.

EXPERIENCE & QUALIFICATIONS

• Demonstrated experience either on infrastructure deals or wider M&A gained at a Corporate, Investment Advisory, Financial Advisory or a Consultancy firm.
• Educated to graduate level (or similar) ideally gained within a Business, Finance and or investments related discipline.
• Potentially working towards final stages of completion of a relevant Investments / Finance related qualification (e.g. CFA) with a desire to actively maintain professional knowledge as required for the role.
• Understanding of and experience implementing a typical investment due diligence process, from origination to portfolio management.
• Strong understanding of the infrastructure market: themes, opportunity set, fund managers, whilst maintaining awareness of broader private markets trends.
• Knowledge and skills to build and / or operate a financial model.
• Understanding of private markets valuations and underwriting techniques.
• Strong attention to detail in analytical, numerical and written work produced, combined with ability to synthesis analysis into effective communication internally and externally.
• A proactive, self-motivated team player capable of managing a high personal workload across multiple mandates / portfolios with multiple deadlines.
• Promotes positive behaviour through own actions and attitude with the ability to innovate within a team environment and be a flexible and supportive team member.
  To hear more about this exciting opportunity, please contact Karen Consalvi on 020 7847 8874 or email http://karen@meredithbrown.com
  Ref: KC994259
  Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.

• Originate, evaluate and propose suitable investment opportunities (mainly funds and co-investments) which align with the infrastructure team’s mandate.
• Undertake due diligence which encompasses business plans, sensitivity analysis, valuation and fund manager capabilities, as well as legal / commercial negotiations with external parties as required.
• Support portfolio monitoring and management activities (mainly funds and co-investments) and track such activities into internal systems. Take ownership of certain monitoring areas and fund management relationships, as well as data management (e.g. performance, fees) and ESG initiatives.
• Maintain and update an internal portfolio model on at least a quarterly basis to support performance assessment, portfolio construction and reporting activities.
• Provide ad-hoc analytical support to other members of the infrastructure team as required.
• Draft investment papers, meeting notes, Board pack comments and conference minutes as required.
• Lead on capturing relevant information as a part of investment stewardship process (engagement with managers and companies on ESG issues) for inclusion in LPPI’s quarterly Responsible Investment (“RI”) reporting to clients and external disclosure on stewardship (PRI / UK Stewardship Code).