Senior Investment Manager Infrastructure

Munich Re; Arlington (VA); Remote; USD 200,000 - 334,000; Full time

Job summary

A prominent investment management firm in New York is seeking a Senior Investment Manager to identify and manage debt and equity investments in infrastructure assets. Ideal candidates should possess 4-6 years of relevant experience and strong financial skills. This role provides a competitive salary of $200,000 - $333,334 along with various benefits. Candidates with multilingual proficiency in German or Spanish are preferred.

Benefits

Health insurance coverage

Employee wellness program

Life and disability insurance

401k match

Paid holidays and time off

Qualifications

• Relevant work experience of at least 4-6 years.
• Skills required as a Senior Investment Manager Infrastructure.

Responsibilities

• Source direct infrastructure debt investment opportunities.
• Lead a due diligence process for debt and equity projects.
• Oversee compliance with legal and regulatory requirements.
• Negotiate agreements and manage signing processes.
• Active asset management of equity investments.

Skills

Financial analysis and modelling

Deal structuring

Strategic thinking

Due diligence

Risk management

Effective communication

Leadership

Entrepreneurial mindset

Excellent market contacts

Job description

Company
MEAG
Location
New York, United States

We are adding to our diverse team of experts and are looking to hire those who are committed to building a culture that enables the creation of innovative solutions for our business units and clients.

The Company

Munich Re Group is one of the world’s largest reinsurers. It was founded in 1880 and is based in Munich, Germany. Munich Re is a global operation that spans all continents and has 3 separate business pillars: reinsurance, primary insurance and health.

MEAG New York Corporation (MEAG NY) is an indirect subsidiary of Munich Re. MEAG NY is an internal asset manager having responsibility for the US and Canadian dollar invested assets of Munich Re and its direct and indirect subsidiaries. MEAG NY provides investment advisory services with respect to fixed income instruments and derivatives for Munich Re with over $40 billion in assets under management.

The Opportunity

Future focused and always one step ahead!

The Senior Investment Manager, on the one side, is tasked with strategically identifying debt investments in infrastructure assets that comply with Munich Re’s investment guidelines. This involves sourcing investments through excellent business contacts with leading arrangers, sponsors and other market participants and requires very good market know how. The Senior Investment Manager must be able to carefully select debt assets with the best risk/return profile that align with Munich Re’s criteria and lead and manage a due diligence and closing process. This requires strong and very regular interaction with external advisors and internal workstreams across various domains such as tax, accounting, legal, technical, and insurance.

Furthermore, the Senior Investment Manager must also be able to work on equity investments in infrastructure assets that comply with Munich Re’s investment guidelines. Further to the above requirements for the interaction with external advisors and internal workstreams across various domains, this also requires very solid financial modelling skills. Active asset management (incl. asset board exposure) is part of the role on the equity side as well.

Responsibilities:

In this position you will:

• Source Direct Infrastructure Debt Investments: Source direct infrastructure debt investment opportunities, conducting screening, analysis, and project selection to align with Munich Re's objectives.
• Due Diligence: On the debt side, lead a due diligence process and manage all interphases with all involved workstreams, including legal, accounting, tax, insurance, technical, and risk. On the equity side, at least lead select workstreams.
• Ensure Compliance Across Borders: Oversee compliance with financial, legal, and regulatory requirements in both US and Germany for debt and equity investment projects.
• Negotiate Agreements: Lead negotiations for the debt financing, at least co-lead on the equity side.
• Prepare and Present IC Materials: Develop and present investment committee materials to guide decision-making at MEAG and Munich Re for both debt and equity.
• Facilitate Signing and Closing: Arrange, manage and oversee the signing and closing processes for debt and equity investment transactions.
• Active Asset Management: Manage select direct infrastructure equity investments in order to implement asset management strategies, potentially sitting on the board of directors for select infrastructure assets, to align with investment goals.
• Develop Investment Strategies: Together with the Head of AA MEAG NY, create strategies for investment to drive growth and success.
• Build and Maintain Relationships: Establish and nurture relationships with investors, investment banks, developers, and sponsors to ensure a steady pipeline of investment opportunities meeting Munich Re's guidelines, especially on the debt side.
• Cross selling: Have an open mind to lever the expertise of Munich Re to identify and realize infrastructure investments where an investment can be complemented by insurance solutions.

Qualifications:

• Relevant work experience of at least 4-6yrs.
• Skills required as a Senior Investment Manager Infrastructure include: financial analysis and modelling, deal structuring, strategic thinking, due diligence, risk management, industry and market knowledge, effective communication, leadership, entrepreneurial mindset, and – especially on the debt side – excellent market contacts. These skills enable investors to assess potential investments accurately, negotiate favorable terms, identify market trends, mitigate risks, understand industry dynamics, communicate investment strategies effectively, lead deal teams, build relationships with stakeholders, and capitalize on opportunities for value creation in dynamic market environments.
• Multilingual proficiency in German or Spanish is a plus.

The Company is open to considering candidates in New York City, NY. The salary range posted below applies to the Company’s NYC location.

The base salary range anticipated for this position is $200,000 - $333,334 plus opportunity for company bonus based upon a percentage of eligible pay. In addition, the company makes available a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO).

The salary estimate displayed represents the typical salary range for candidates hired in this position in NYC. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have and comparison to other employees already in this role. Most candidates will start in the bottom half of the range.

At Munich Re, we see Diversity, Equity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services.

We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.