Analyst, Debt Investments

Sheffield Haworth (Asia) Pte Ltd [Recruiter] for IFM Investors

IFM Investors is a leading global institutional investment manager, headquartered in Melbourne Australia. Owned by Australian pension funds and inspired by their members, IFM Investors purpose is to invest, protect and grow the long-term retirement savings of working people.

Established more than 30 years ago by a group of Australian pension funds, IFM Investors has A$230 billion under management as at 31 December 2024. We prioritise the interests of more than 700 like-minded investors worldwide who aim to build a real and lasting impact by focusing on assets that combine excellent long-term risk/reward characteristics with broad economic, environmental and social benefits to the community.

As a responsible long-term investor IFM actively engages with the companies in which we invest on issues we care about, with the aim of improving their net performance while minimising investment risk. Operating globally from offices in Melbourne, Sydney, London, Berlin, Zurich, Amsterdam, Milan, Warsaw, New York, Houston, Hong Kong, Seoul and Tokyo, IFM manages investments across infrastructure, debt, listed equities and private equity assets. For more information, visit ifminvestors.com.
Supporting the investment and portfolio management operations of the IFM Debt Investment - focusing on Private Debt investment strategies.

The Investment Associate will support the investment and portfolio management operations of the APAC Diversified Credit (DC) team products and services. Key tasks will be to provide due diligence and credit analysis, data and research analysis to support the DC managed portfolios. This includes:-

• Provide financial analysis / financial modelling to support corporate credit analysis.
• Provide internal rating and ESG analysis to supplement credit research and due diligence.
• Assess investment grade debt finance documentation and their impacts on credit risk, then progressing over time to critical review and assessment of leveraged finance documentation and their impacts on credit risk.
• Undertake review of the information provided by the Risk Management and Valuation team with regards to corporate investments.
• Maintain relationships with borrowers/ brokers/ research suppliers to source research data on sectors and individual investments as requested.
• Contribute to the preparation and presentation of Credit Papers for the purpose of investment/amendments/restructurings recommendations.

Experience -

• 2 - 5 years experience in credit investing/corporate lending. Knowledge of financial markets, credit analysis, and financial documentation.
• Familiarity with credit rating agency systems & processes, as well as a willingness to increase knowledge of rating agency methodologies and their application in determining credit risk.
• An understanding of financial modelling, cashflow modelling and/or LBO modelling.

Qualifications -

• Relevant tertiary qualifications in Math, Finance, Economics, Commerce, or Accounting.

Business knowledge -

• Understanding of financial products, markets, instruments and intermediaries
• Working knowledge of capital markets
• Familiar with major rating agency criteria/methodology with emphasis on RMBS and ABS methodologies

Technical knowledge -

• Familiarity with Debtwire and/or CapIQ and/or Bloomberg and/or Reuters and/or other sources of financial data.
• Sound business judgement and acumen
• Highly developed Excel skills and/or programming skills (eg. In VBA, &/or Java, &/or Python, &/or SQL).
• Time management skills and ability to cope with competing priorities
• Communication skills (articulate across verbal, written and presentation formats)