Senior Investment Associate Corporate Debt

LegalAndGeneral

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profile Job Location:

Chicago, IL - USA

profile Monthly Salary: Not Disclosed
Posted on: 3 hours ago
Vacancies: 1 Vacancy

Job Summary

The Senior Investment Associate is primarily responsible for the origination analysis execution and management of corporate debt investments for L&Gs clients including industrials utilities REITs healthcare sports leagues insurance companies and various other sectors. The role will also include supporting other Private Credit verticals and wider team initiatives such as new client marketing & origination new sector/product research and improving operational processes and procedures

Responsibilities

  • Originate and filter new potential corporate debt investments according to suitability for LGIMAs clients. Origination to include liaising with borrowers intermediaries and sponsors as well as attending conferences and other industry events to build and maintain market connections
  • Act as Deal Captain on transactions that demonstrate attractive risk-adjusted returns and meet client requirements taking ownership of due diligence credit ratings documentation review and negotiation all approval processes and execution/closing
  • Manage existing investments by reviewing borrower reporting rating agency reports processing and escalating waiver requests and producing quarterly reviews
  • Role will require the candidate to work closely with colleagues in Chicago and London working cross-border with legal credit operations and business management teams
  • Manage key internal and external stakeholder and borrower relationships including discussing pipeline and portfolio updates with clients
  • Research new sub-sectors and products that could be appropriate investments for LGIMA clients and support internal and external education / approvals to invest in new products that we believe show attractive risk-adjusted returns
  • Support preparation of marketing materials for potential clients and help the solutions team develop new products for Private Credit
  • Work with junior talent in the team to develop their technical and soft skills providing them with opportunities to learn grow and progress their careers

Qualifications :

  • The candidate is likely to have experience in investment grade private credit private placements investment banking commercial banking leveraged lending direct lending high yield or other relevant sectors with a deep understanding of identifying and mitigating credit risks
  • Bachelors Degree preferably in Finance Accounting and/or Economics required
  • 5 years of credit experience required
  • Completion of a rotational training program in commercial banking investment banking or a rating agency is preferred
  • Chartered Financial Analyst (CFA) credential or pursing CFA preferred
  • Direct experience underwriting and executing investment grade or sub-investment grade debt transactions
  • The candidate will need to be self-motivated proactive have strong critical thinking and analytical skills and know how to communicate effectively in a variety of settings
  • Experience working with training and leading less experienced members of the team

Additional Information :

$150000 - $170000

The starting salary offer will vary based on multiple factors including but not limited to the applicants education job-related experience skills and abilities geographic location and market factors. This position is also eligible to participate in the companys annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA short term disability long term disability dental insurance vision care life insurance Healthcare Dependent and Limited Care Flexible Spending Accounts 401K vacation sick time an employee assistance program and commuter and transit programs.  Additional voluntary programs include: supplemental health benefits including accidental injury critical illness and hospital indemnity insurance and pet insurance. 

EOE Statement

As an EOE employer L&G Asset Management America will extend equal opportunity to all employees and applicants for employment without regard to race color religion gender sexual orientation gender identity ancestry national origin age disability medical condition genetic information marital status pregnancy military status and/or any other characteristic protected under applicable federal state or local laws governing non-discrimination in employment. (2025)


Remote Work :

No


Employment Type :

Full-time

The Senior Investment Associate is primarily responsible for the origination analysis execution and management of corporate debt investments for L&Gs clients including industrials utilities REITs healthcare sports leagues insurance companies and various other sectors. The role will also include supp...
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About Company

Legal & General (L&G) is a leading UK financial services group and major global investor.We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.We are one of th ... View more

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