Investment Associate - Insurance

TN United Kingdom; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player seeks a dynamic Investment Associate to join their London team. This role focuses on alternative investments, requiring a blend of analytical skills and client relationship management. You will prepare investment proposals, defend decisions to clients, and collaborate with internal teams to ensure compliance with regulations. The ideal candidate will have a strong background in finance, experience in investment functions, and proficiency in tools like Microsoft Excel and PowerPoint. Join a high-growth firm that values innovation and client success, and contribute to impactful investment strategies.

Qualifications

• 3+ years in investment roles at insurance companies or asset management.
• Experience with alternative investments and private equity.
• Strong understanding of capital markets and Solvency II.

Responsibilities

• Prepare summaries of new deals for decision-making.
• Build client relationships and provide timely support.
• Apply analytics to track capital activity and returns.

Skills

Investment Analysis

Presentation Skills

Client Relationship Management

Analytical Skills

Understanding of Solvency II

Education

Bachelor's in Finance

Master's in Economics

Tools

Microsoft PowerPoint

Microsoft Excel

Job description

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Investment Associate - Insurance, London

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Client:

Location:

London, United Kingdom

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

285c7d0d786f

Job Views:

10

Posted:

29.04.2025

Expiry Date:

13.06.2025

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Job Description:

Position Overview

Part of Apollo, ISGI is the dedicated investment office for Athora and asset manager for third party insurance clients. Athora and other insurance clients are investing in excess of €10bn into “Return Seeking” (RS) assets managed by ISGI, comprised of various types of private debt and equity like investments, originated and underwritten by Apollo. The strategy invests through a value-oriented approach with a focus on consistent outperformance and capital preservation. Current investments span a broad range of strategies in credit, real assets and private equity. The ISGI RS team covers and supports these clients in selecting investments, providing analytics, reporting, educational material and ad hoc support as necessary to defend investment decisions and allocations. This role is core to enable the asset allocation that drives excess returns for clients, while managing economic drawdown and regulatory risk. The mindset required is one of ever improving the economics, insight and service we deliver as a team through dedication and a cross functional, collaborative approach with the broader ISGI team.

Primary Responsibilities

The role will stretch across all RS asset classes, with a focus on alternative investments. An initial focus will be placed on the private equity like investments, but involvement in credit over time will be essential

Prepare and present summaries of new deals originated by Apollo to help the decision-making process, for the consumption of both internal stakeholders and clients

Defend investment decisions made, coordinate necessary governance for efficient approvals and prepare investment and reporting material required to implement the investments within the regulatory framework (Solvency PPP)

Liaise internally with Apollo deal teams and support functions for new originations, information required and pushing our clients’ needs is an aspect that needs to be handled professionally

The understanding, preparation and adjustment of investor reports and ad hoc responses for internal (management information) and external use (education, reporting, board materials) is a time-consuming part of the role

Build constructive client relationships and provide service to our internal and external clients. Support our clients’ interactions with auditors, regulators, providing ad-hoc materials often in a time-constrained fashion

Apply and develop analytics to track and project capital activity, returns, forecasting, capital consumption, drawdown risk, diversification and other metrics to construct portfolios comprised of private investments

Qualifications & Experience

3+ years relevant experience in investment functions within (i) a large insurance company, (ii) insurance asset management company, (iii) an investment bank within a insurance solutions or structuring group, (iv) a consulting firm specializing on insurance regulation or law or (v) alternative asset management group.

Previous experience with alternative investments / private investments is essential

Understanding of fixed income principles and capital markets

Understanding of Solvency II regulation, in particular the Standard Formula calculation and assessment for private assets. Ideally has gathered experience in documenting investment decisions against those frameworks and is aware of Prudent Person Principle (PPP) requirements.

Candidate must be able to defend investment proposals to clients, possess good presentation and interpersonal skills

Self-starter with strong work ethic, willing to consistently go the extra mile

Ability to perform under high pressure, multi-task and respond quickly & decisively to requests to deliver

Solid proficiency in Microsoft Powerpoint (slides) and Excel (efficient portfolio reporting and modelling) are mandatory. Analytical capabilities relevant for private assets / alternatives portfolios modelling, monitoring, reporting, are desired

Academic background in finance, economics, mathematics, or equivalent

Fluency in English. Working proficiency in German or Italian is a plus, as is flexibility to travel and relocate when necessary

About Apollo

Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade credit to private equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of June 30, 2024, Apollo had approximately $696 billion of assets under management. To learn more, please visit www.apollo.com.