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Senior Alternatives Assets Analyst

Senior Alternatives Assets Analyst

GenworthStamford, CT, US
8 days ago
Job type
  • Full-time
Job description

Senior Alternatives Assets Analyst

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. Further, we are the spouses, children, siblings, friends, and neighbors of those that need careand we bring those experiences with us to work in serving our millions of policyholders each day.

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. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism.

Our four values guide our strategy, our decisions, and our interactions :

  • Make it human.
  • Make it about others.
  • Make it happen.
  • Make it better.

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. You will be expected to be familiar with portfolio cash flow modeling while also actively participating in the Alternatives' Asset Allocation Decisions. You will leverage our advisor, general partners and research relationships to communicate trends affecting Private Equity & Debt Markets.

What you will be doing :

  • 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
  • What you bring :

  • 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 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
  • Additional :

  • At this time, Genworth will not sponsor a new applicant for employment authorization for this position
  • For the State of New York : The base salary pay range for this role starts at a minimum rate of $112,900 up to the maximum of $214,600. In addition to your base salary, you will also be eligible to participate in an incentive plan. The incentive plan is based on performance and the target earning opportunity is 60% of your base compensation. The final determination on base pay for this position will be based on multiple factors at the time of this job posting including but not limited to geographic location, experience, and qualifications to ensure pay equity within the organization.

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