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Senior Alternatives Assets Analyst
Senior Alternatives Assets AnalystGenworth • Stamford, CT, United States
Senior Alternatives Assets Analyst

Senior Alternatives Assets Analyst

Genworth • Stamford, CT, United States
30+ days ago
Job type
  • Full-time
Job description

At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are.

We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed.

Our Values

  • Make it human. We care about the people that make up our customers, colleagues, and communities.
  • Make it about others. We do what's best for our customers and collaborate to drive progress.
  • Make it happen. We work with intention toward a common purpose and forge ways forward together.
  • Make it better. We create fulfilling purpose-driven careers by learning from the world and each other.

Job Description

The Senior Analyst is an integral part of the Alternative Assets Team which is responsible for running a highly visible segment of the broader Genworth Investment Portfolio.

You will be covering a subset of Fund and Co-investments across Private Equity, Infrastructure, Commercial Real Estate, Opportunistic Debt and Venture Capital. You are responsible for evaluating new investment opportunities as well as monitoring existing portfolio positions.

Responsibilities

  • Act as Lead Analyst on a Subset of Funds & Co-investments Across Private Equity, Infrastructure, Commercial Real Estate, Opportunistic Debt and Venture Capital
  • Provide timely fund investment recommendations based on fundamental underwriting and due diligence which includes manager meetings, track record analysis and sector perspective
  • Maintain Surveillance of portfolio through quarterly review of statements, attendance of annual meetings and periodic reviews of performance relative to targets
  • Review and analyze transaction documents and assess strengths, risks and value of deal covenants and structure
  • Establish and maintain detailed scenario analysis around co-investments during underwriting & surveillance
  • Interact with Wall Street analysts and other independent sources to obtain external views on individual names or industries
  • Foster relationships with our advisors, general partners, and “street” counterparties
  • Provide regular updates to senior management around Quarterly Performance, Market Events and Portfolio Developments
  • Collaborate with our accounting, legal and reporting teams to help improve on best practices in supporting the alternative asset program
  • Teach and mentor investments associates
  • Requirements

  • Bachelor’s degree in a business major or related area of study
  • 5-7+ years credit or equity research experience
  • Experience and demonstrated ability in analyzing corporate financial statements
  • Excellent written and verbal communications skills and the with ability to synthesize research and analyses into actionable recommendations
  • Solid decision-making skills regarding core equity / credit responsibilities, requiring only limited guidance and oversight
  • Technically proficient with systems and strong capability with Microsoft Office (Excel, Word, PowerPoint, Outlook) suite of applications
  • Strong financial modelling skills
  • Nice to Have

  • MBA or equivalent degree or an equivalent combination of education and related experience
  • Working Knowledge of Alternative Investment Strategies (Private Equity, Infrastructure, Venture)
  • Previous Corporate Credit or Equity Research Experience
  • Understanding of fixed income mathematics
  • CFA or candidacy
  • Employee Benefits & Well-Being

  • Competitive Compensation & Total Rewards Incentives
  • Comprehensive Healthcare Coverage
  • Multiple 401(k) Savings Plan Options
  • Auto Enrollment in Employer-Directed Retirement Account Feature (100% employer-funded!)
  • Generous Paid Time Off – Including 12 Paid Holidays, Volunteer Time Off and Paid Family Leave
  • Disability, Life, and Long Term Care Insurance
  • Tuition Reimbursement, Student Loan Repayment and Training & Certification Support
  • Wellness support including gym membership reimbursement and Employee Assistance Program resources (work / life support, financial & legal management)
  • Caregiver and Mental Health Support Services
  • Genworth is an equal opportunities employer and welcomes applications from all qualified candidates.

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    Senior Analyst • Stamford, CT, United States

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