Investment Analyst Private Debt (80-100% working degree)

Swiss Re - Schweizerische Rückversicherungs-Gesellschaft; London; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

Join Swiss Re as a Private Debt Investment Analyst and play a pivotal role in developing and managing private debt portfolios. Contribute to strategic decisions and oversee investment opportunities within a collaborative team environment. This position is ideal for professionals with strong analytical skills and investment experience, looking to advance their career in private markets.

Qualifications

• Experience in analyzing or monitoring investments.
• Ability to work independently in a fast-paced environment.
• Strong attention to detail and project management capabilities.

Responsibilities

• Contribute to the development and oversight of the investment strategy.
• Manage day-to-day portfolio activities and performance monitoring.
• Evaluate and assess private debt transactions from external managers.

Skills

Analytical skills

Quantitative skills

Project management

Communication skills

Financial modeling

Education

College/university degree in finance or economics

CFA or similar qualifications

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Have you thought about kick-starting your investment career in Private Markets?

We are looking for a motivated and ambitious professional who is ready to contribute and grow through a hands-on role in the exciting and expanding world of private debt.

About the Role

As a Private Debt Investment Analyst at Swiss Re, you will play a key role in supporting and shaping the Private Debt asset class. Your responsibilities will span both strategic and operational dimensions, including the development and oversight of the long-term investment strategy and operating model. You will be actively involved in the day-to-day management of the portfolio, contributing to investment selection, portfolio steering, performance monitoring, and risk assessment. This role offers the opportunity to work in a collaborative, team-oriented environment with a strong emphasis on disciplined risk management and continuous improvement.

Key responsibilities also include:

• Contribute to the development of recommendations and ongoing management of attractive investment opportunities within Private Debt on a global basis
• Involvement in selection of asset managers, due diligence process, as well as execution of new investment mandates for Private Debt
• Help oversee Private Debt asset managers including ongoing assessment of investment strategy as well as operational aspects
• Evaluate, review, and diligence of individual Private Debt transaction opportunities originated by external asset managers
• Develop and maintain a high standard portfolio monitoring framework capturing key portfolio characteristics as well as developments in terms of returns and risk
• Drive and coordinate with key stakeholders customized reporting frameworks and presentations to relevant business units and internal committees
• Produce high quality analytical analyses of the Private Debt portfolios and platform to support portfolio performance assessment and long-term strategy
• Keep abreast of market developments and prepare commentary to be disseminated across various internal stakeholders

About the Team

The Private Debt team is a diverse and global team of investment professionals located in New York, Zurich, and London part of the Private Investments unit in Swiss Re Group Asset Management. We are a core function within Swiss Re Asset Management, responsible for managing private debt portfolios for Swiss Re's own balance sheet. The team consists of dedicated specialists overseeing and transacting in Infrastructure, Commercial Mortgage, Mid-Market Loans, and Private Asset-Backed Finance across a global portfolio.

About You

You bring strong analytical and quantitative skills, coupled with the ability to work independently in a fast-paced, international environment. Your solid project management capabilities and keen attention to detail enable you to drive tasks effectively from concept to completion. In addition, your effective interpersonal and communication skills support successful collaboration across diverse teams and stakeholders.

Additional requirements include:

• College/university degree or equivalent in finance, economics, or a related field. CFA or similar qualifications are a plus
• Investment industry experience - past involvement in analyzing or monitoring of private or public fixed income investments is a requirement
• Strong analytical and financial modeling skills
• Advanced/Expert Microsoft Office (including Excel and PowerPoint) skills required
• Strong public speaking and presentation skills
• Excellent written and verbal communication skills; Fluent written and verbal communication skills in English
• Self-motivated and driven; ability to balance multiple tasks and work effectively in a collaborative, fast moving, demanding, and dynamic environment
• International market experience is a plus
• Ability and willingness to travel, when required

#Li-Hybrid

About Swiss Re

Swiss Re is one of the world’s leading providers of reinsurance, insurance and other forms of insurance-based risk transfer, working to make the world more resilient. We anticipate and manage a wide variety of risks, from natural catastrophes and climate change to cybercrime. Combining experience with creative thinking and cutting-edge expertise, we create new opportunities and solutions for our clients. This is possible thanks to the collaboration of more than 14,000 employees across the world.

Our success depends on our ability to build an inclusive culture encouraging fresh perspectives and innovative thinking. We embrace a workplace where everyone has equal opportunities to thrive and develop professionally regardless of their age, gender, race, ethnicity, gender identity and/or expression, sexual orientation, physical or mental ability, skillset, thought or other characteristics. In our inclusive and flexible environment everyone can bring their authentic selves to work and their passion for sustainability.

If you are an experienced professional returning to the workforce after a career break, we encourage you to apply for open positions that match your skills and experience.

Swiss Re is an equal opportunity employer. It is our practice to recruit, hire and promote without regard to race, religion, color, national origin, sex, disability, age, pregnancy, sexual orientations, marital status, military status, or any other characteristic protected by law. Decisions on employment are solely based on an individual's qualifications for the position being filled.

During the recruitment process, reasonable accommodations for disabilities are available upon request. If contacted for an interview, please inform the Recruiter/HR Professional of the accommodation needed.

Start your career journey with Swiss Re.