Associate, Debt Investments

IFM Investors: Associate - Debt Investments

Location

New York

Role Summary

Assist and support in the origination and execution of transactions for the Infrastructure Debt strategies. Take a leadership role on execution from inception to financial close of transactions. Transition to generate actionable deal opportunities across investment strategies. Support client portfolio management activities as directed. Assist in ongoing transaction monitoring and portfolio management of strategies as needed in conjunction with Asset Management.

Key contributor to the execution, origination, structuring, and analysis of new infra debt investments;

Presentation to investment committee;

Act as a key point person / interface with clients regarding portfolio and relevant operational considerations;

Assist in the ongoing monitoring and maintenance of transactions in conjunction with Asset Management

Assist in fund raising efforts as directed in conjunction with GCS;

Interacting with the rest of the IFM management team and other internal key stakeholders

KEY RELATIONSHIPS:

Internal

• Head of NY Debt Investments


• Debt Investment team


• Asset Management


• Global Client Solutions


• Finance and Operations Groups


• Commercial Group


• Investment Committee

External

• IFM investors' potential clients and their advisers


• Investor banks/financial market intermediaries


• North American Infrastructure Project owners and developers


• External statutory and regulatory bodies

DECISION MAKING AUTHORITY:

• Ultimate decision-making authority for IFM Investors as per Delegations of Authority and Executive Accountability Framework.

QUALIFICATIONS, KNOWLEDGE, SKILLS, ABILITIES:

EXPERIENCE

• 2-5 years of banking, credit analysis, project finance, lending and/or financial markets experience


• Relevant degree in Finance, Economics or Accounting

QUALIFICATIONS:

• Tertiary qualifications in Commerce, Finance etc


• May have postgraduate qualifications


• May have CFA/SIA or similar finance industry specific certification

BUSINESS

KNOWLEDGE:

• Relevant experience in the infrastructure sector


• Ability and motivation to foster and develop relationships in the US financial markets


• Credit analysis and skill set to support infrastructure credit underwriting


• Comprehensive and in depth understanding of investment process

TECHNICAL

KNOWLEDGE:

• Analytical ability, strong communication skills (verbal and written)


• Sound business judgement and acumen


• Advanced Excel skills, modelling skills

KEY RESPONSIBILITIES:

Strategic Planning

• Understand the IFM Investors’ Business Plan.

Origination and Transaction Management

• Make key contributions to the Debt Investments Group's origination execution and transaction activities, including:


• Identification of investment opportunities;


• Lead the due diligence and execution of new investments from inception through to financial close


• Prepare and present investment cases to the DIC and IFM Investors Investment Committee, (IC) and Board Investment Committee;


• Assist in product initiatives as required in conjunction with debt team Project Management

Business Performance

• Understand IFM Investors’ long-term revenue and profitability by understanding the metrics and targets.


• Understand and contribute to other business plan targets.

Portfolio Management and Performance

• Demonstrate behavioural and decision making consistent with the maintenance and improvement in debt investments operating profitability objectives


• Ensure and undertake high standard of deal screening, CAM preparation, documentation and asset handover through financial close to Asset Management


• Manage key aspects of client relationship management, including portfolio management and operational consideration in consultation with GCS / IR / Performance team


• Assist in presentation and provide asset of fund updates to investors and potential investors


• Review the production of outputs for reporting requirements including monthly and quarterly reports and materials for investors/potential investors as required


• Assist the North America Debt Investments Team by providing economic, credit and general market analysis and commentary.

Policy and Process Management

• Comply with all policies and delegations applicable to the activities and decisions required in this role.

CAPABILITES:

The following Enterprise and Leadership Capabilities are based on IFM’s Capability Framework and outline the capability requirements for the career level of this role.

Enterprise Capabilities:

Lives our Purpose

• Demonstrates detailed understanding of the full range of our services and expertise in own asset class/business unit.


• Embraces and demonstrates personal commitment to our Purpose, through everyday behaviours and decisions.


• Consistently demonstrates our Values through everyday behaviours, decisions, and interactions.

Thinks Clients First

• Asks probing questions to better understand explicit and implied internal stakeholder/client needs related to their role.


• Develops positive relationships with internal stakeholders and/or clients by meeting their needs and addressing their feedback.


• Draws on knowledge and experience to deliver solutions that meet internal stakeholder and/or client needs.

Works Collaboratively

• Listens to and appreciates different views, trying to fully understand their perspectives. Shows a genuine interest in why people behave the way they do.


• Works well with team members across projects and activities. Shares knowledge and ideas and encourages others to contribute.


• Values team members and considers the impact of own behaviour on working relationships.

Strives for Excellence

• Initiates new activities or deliverables that contribute to team objectives. Independently drives own work forward.


• Ensures all aspects of work are aligned with expectations. Actively encourages peers and colleagues to do the same by making the connection between own and team's work and our reputation.


• Acts with determination to overcome challenges, adapting to the situation to deliver positive outcomes.

Embraces a Future Focus

• Proactively generates ideas and shares suggestions for improving how work is completed.


• Demonstrates a willingness to learn more about own work area by asking probing questions to uncover the "why".


• Readily adopts new courses of action and ways of working; proactively re-prioritizes own work to align to changing team priorities.

Leadership Capabilities:

Leads with Purpose

• Appreciates our shared Purpose and how it aligns to the team’s vision and objectives.


• Defines clear and achievable individual performance objectives that are aligned to our Purpose.


• Displays commitment to team goals and initiatives by expressing belief and confidence in our Purpose and future.

Engenders Trust

• Builds awareness of own leadership style and seeks to understand how this impacts others. Seeks development opportunities and feedback to strengthen leadership style.


• Demonstrates inclusive behaviour and celebrates the positive impact of diverse views and perspectives on team performance.


• Openly shares information and shows understanding when concerns are raised. Acts with honesty.

Champions Change

• Recognizes the indicators that change is needed in how own work is completed and brings it to the attention of senior leaders.


• Participates in change activities within own team. Seeks to understand change impacts and provides support to team and key stakeholders throughout the change.


• Builds support for new solutions by actively participating in change efforts and seeks to understand the rationale for change.

Enables High Performance

• Proactively provides immediate and corrective feedback to others within own team. Recognizes and positively acknowledges the talents and differences of individual colleagues.


• Leverages diverse skills within own workgroup to achieve high standards of work and compliance with risk management processes.


• Encourages team members to achieve personal work goals and motivates those who appear less engaged.

Applies Enterprise Thinking

• Applies judgement to make informed decisions about own work. Takes responsibility for outcomes.


• Appreciates how being a global enterprise impacts own local working environment. Is aware of cultural differences and nuances in own working environment. Recognizes and calls out culturally insensitive behaviour.


• Works effectively with own team members and seeks input from stakeholder groups to make decisions for the team that are in the best interest of our business.

Our Values:

All employees are required to display our values, as outlined below.

Prioritise Client Outcomes

• We are trusted partners, making the delivery of superior and sustainable outcomes for clients and their beneficiaries our priority

Achieve Together

• We work together as One IFM – collaborating to get things done and make a lasting, positive difference

Value Everyone

• We all play our part in shaping an environment that’s inclusive, caring and respectful of one another

Embrace Growth

• We are curious and agile, always learning and thinking of ways to evolve to deliver long-term value

The anticipated base salary range for this position is listed below. Exact compensation amount may vary and will be determined by several components including but not limited to the individual’s experience, skills and qualifications. Total compensation for this role includes eligibility for a discretionary performance-based bonus.

$1600,000 – $220,000 USD

IFM also offers robust benefits offerings which include but is not limited to Comprehensive Medical, Dental and Vision plans (significant employer subsidy), 401(k) program with company match; Flexible Savings Accounts (FSA), Life Insurance, Long-Term Disability (LTD) and Short-Term Disability (STD) Insurance; Employee Assistance Program (EAP), Commuter Benefits and Headspace subscription.

Ready to invest in what matters?

With IFM, that includes your own career. Visit ifminvestors.com/careers to find out more.

IFM Investors is committed to promoting an inclusive culture where all employees are valued and recognised for their unique qualities, backgrounds, and perspectives. We champion all groups regardless of race, gender, religion, sexual orientation, age, disability, or family status. We are committed to providing individuals with disabilities reasonable adjustments to participate in the job application or interview process. Please contact us if you require specific support at any stage of the recruitment process at Careers@ifminvestors.com