Asset Management Analyst (equity)
4 days left
- Recruiter
- Universities Superannuation Scheme Limited
- Location
- London, United Kingdom
- Salary
- Competitive plus Bonus/Benefits
- Posted
- 13 May 2023
- Closes
- 12 Jun 2023
- Ref
- 19585243
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
Key Responsibilities
Own Function (AM Direct Equity) Responsibilities • Collaborate with the PMG investment teams on pre-execution due diligence relevant to both the investment case for acquiring the asset as well as to ongoing asset management considerations • Support the identification of operating needs and value levers for newly-acquired portfolio companies across people, capital and sustainability themes including contributing to the definition and execution of a 100-day plan • Support senior asset managers work with the portfolio company management teams in helping to develop key strategic business and operational goals with appropriate KPIs (financial, operational and ESG-related including net zero carbon) • Take ownership of BAU activities of the asset management function such as monitoring data collection, analysis of reporting from portfolio companies and provide input of its performance versus goals / KPIs • Provide modelling support and valuation analysis to asset management teams as appropriate • Provide input in preparation of materials for internal forums such as Asset Management Committees, Portfolio Review Committees and Investment Committee when needed Broader (PMG) Responsibilities • Represent broader team in PMG-sponsored projects as well as pan-USSIM initiatives as appropriate • Act as an internal and external ambassador for PMG including exhibiting and promoting the PMG Terms of Trade and USSIM cultural values
Experience
• experience in either an investment or asset management role working with privately-held companies within a Private Equity and/or Infrastructure setting
• Likely to have worked in a similar role in one or more of the following: GP, Pension Fund, Asset / Fund Manager
• Experience within a Financial Services' consultancy / transaction services' organisation either in a Big 4 or smaller boutique also highly valuable
Skills and Technical Competencies
• Highly numerate (Accountancy qualification or CFA is considered advantageous but not a necessity)
• Familiarity with industry-standard valuation practices, financial modelling and knowledge of key financial terms
• Great attention to detail
• Strong verbal and written communication
Own Function (AM Direct Equity) Responsibilities • Collaborate with the PMG investment teams on pre-execution due diligence relevant to both the investment case for acquiring the asset as well as to ongoing asset management considerations • Support the identification of operating needs and value levers for newly-acquired portfolio companies across people, capital and sustainability themes including contributing to the definition and execution of a 100-day plan • Support senior asset managers work with the portfolio company management teams in helping to develop key strategic business and operational goals with appropriate KPIs (financial, operational and ESG-related including net zero carbon) • Take ownership of BAU activities of the asset management function such as monitoring data collection, analysis of reporting from portfolio companies and provide input of its performance versus goals / KPIs • Provide modelling support and valuation analysis to asset management teams as appropriate • Provide input in preparation of materials for internal forums such as Asset Management Committees, Portfolio Review Committees and Investment Committee when needed Broader (PMG) Responsibilities • Represent broader team in PMG-sponsored projects as well as pan-USSIM initiatives as appropriate • Act as an internal and external ambassador for PMG including exhibiting and promoting the PMG Terms of Trade and USSIM cultural values
Experience
• experience in either an investment or asset management role working with privately-held companies within a Private Equity and/or Infrastructure setting
• Likely to have worked in a similar role in one or more of the following: GP, Pension Fund, Asset / Fund Manager
• Experience within a Financial Services' consultancy / transaction services' organisation either in a Big 4 or smaller boutique also highly valuable
Skills and Technical Competencies
• Highly numerate (Accountancy qualification or CFA is considered advantageous but not a necessity)
• Familiarity with industry-standard valuation practices, financial modelling and knowledge of key financial terms
• Great attention to detail
• Strong verbal and written communication