AIM Senior Analyst - Alternative Assets | Hybrid

Investment Analyst

At Allianz Life, we are guided by our mission we secure your future and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. And we care for the future by supporting sustainability, protecting the local environment, and promoting equality in our communities.

What You Do:

You will perform analysis and research supporting recommendations for private fund investments (e.g., private debt, Impact investments, real estate) as part of the broader AIM US Investment Management function. You will report into the AIM SVP Capital Markets & Sourcing.

Areas of focus include:

• Complete asset class research, financial modeling and due diligence with particular focus on private debt and commercial real estate debt funds from the perspective of relative value, capital efficiency and risk assessment for an insurance balance sheet.
• Prepare asset class reports and assist in quarterly fund review process; support the preparation and sharing of investment narratives within AIM and external stakeholders in collaboration with other investment management functions.
• Collaborate with portfolio allocators on investment recommendations within real estate and private debt sub-sectors, with view on Strategic Asset Allocation, portfolio fit, capital consumption, liquidity, and excess returns.
• Coordinate cross-functionally and support manager selection, due diligence, legal document review and operational execution for new strategies.
• Identify new Impact investment opportunities spanning affordable housing, renewable energy generation and distribution, and collaborate with broader AIM team on strategic fit and implementation.
• Utilization of artificial intelligence tools and resources (e.g. generative AI).

What You Bring:

• Minimum 2-3 years of relevant investment experience at insurance company, asset manager or bank; demonstrated skills in alternative assets research and analysis
• Advanced experience in Excel and financial modeling; coding experience a plus
• Experience with structured investment solutions like rated notes, collateralized debt, and credit enhancement
• Excellent verbal and written communication skills (story-telling ability with market and portfolio data) to support growth of rated notes and alternative assets allocations
• Relevant investment systems experience for alternative assets modeling (e.g., Bloomberg, Aladdin, Preqin or CapitalIQ)
• Willingness for some travel to accommodate due diligence and oversight
• Four year degree required: accounting, finance, economics or related field
• You must be legally authorized to work in the U.S. without requiring immigration sponsorship now or in the future. This includes holders of H-1B, H4, L-1, L-2, TN, OPT, CPT, and other nonimmigrant visas.

Job posting range: $65,000 - $113,000

Note the job posting range is exclusive of company benefits or other compensation. This role is also eligible for an annual incentive program. If you are hired, your final base salary will be determined based on factors such as geographic location, experience, skills, competencies, and/or education. In addition to those factors, we will also consider internal equity of our current employees. Please keep in mind that the range provided is the full base salary range for the role. Hiring at or near the maximum of the range would not be typical to allow for future and continued salary growth.

At Allianz Life, we're proud to provide a benefits package that supports the True Balance of our employees and their families. We offer: a choice of comprehensive medical, dental and vision plan options, flexible spending and health savings accounts, tuition reimbursement, student loan retirement program, generous annual paid leave, an outstanding 401(k) company match, and life insurance. Plus, our employees enjoy an award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias. Our employees and leaders take an active role in shaping our culture through our Employee Resource Groups, whose activities and advocacy contribute to an environment that is fair, caring, and inclusive. Our generous benefits, campus amenities and inclusive, engaged culture are among the many reasons we're routinely recognized as a top workplace employer.