My client is a wealth management company based in London and Switzerland, its mission, and the type of investment work it specialises in is property loan notes and fixed income products.
Position Summary
The Senior Investment Associate will play a critical role in supporting the firms investment activities, including deal sourcing, due diligence, portfolio management, and strategic planning. This individual will work closely with senior leadership, contributing to key decision-making processes and helping drive the success of the firms investment strategies.
Key Responsibilities
1. Investment Sales
* Sell the companies fixed income products.
* Close business over the phone and via zoom calls.
* Identify and evaluate potential investment opportunities through research, networking, and partnerships.
* Assist in structuring and negotiating deal terms with counterparties.
2. Portfolio Management
* Monitor and evaluate the performance of portfolio companies, identifying areas for growth and operational improvement.
* Collaborate with portfolio management teams to implement strategic initiatives.
3. Market and Industry Research
4. Stay informed ...