Investment Director - ENGINEERINGUK

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Sector: Banking and Financial Services
Role: Director
Contract Type: Permanent
Hours: Full Time

INVESTMENT DIRECTOR, PDCA

Who we're looking for
The Investment Director US- PDCA will work on the Private Debt & Credit Alternatives team, reporting to the Americas Senior Product Strategist. The investment director will primarily be a support for client communications and sales and be both internally facing (client group) and externally facing (clients, consultants, platforms).

The successful candidate will have the ability to communicate complex investment concepts simply, to deliver marketing presentations related to funds/strategies or educational sessions, to provide investor servicing updates, and to communicate basic fund and strategy characteristics. The position is hands-on and requires materials creation (Data management, presentations, performance charts and comparisons). Research of peers and universe performance, ranking and competitor intelligence. Co-ordination of required information and its provision to a range of internal and external clients. This role supports interaction and servicing of existing clients including materials and communications formation and interaction and documentation for prospects and new clients (fundraising).

Key pre-requisites required for the role include:

• Strong project management, organization, process-orientation, meticulous quality control, keen eye for details, perfectionism, ability to maintain and create schedules to ensure timely delivery, ability to multi-task.
• Strong written and verbal communication skills.
• Content creation skills with a high level of proficiency in data management including Excel, PowerPoint, and Word.
• Self-starter, highly motivated individual, independent worker but strong team player.
• Ability to thrive in a high-paced environment characterized by near-term deadlines, overlapping priorities/workflows, and direct/immediate feedback loops.
• Knowledge of fixed income (bonds) with 3-5 yrs experience required in credit (debt) such as credit-oriented in investment banking, fixed income/private debt asset management, debt capital markets role, private bank CPM/sales, and/or investment consulting.

Position Overview
To support the growth of Schroders Capital's PDCA business, the group is hiring an Investment Director to manage activities related to our clients (support and new capital acquisition) in the Americas region. This role will focus on support for the PDCA continuum from liquid alternatives to private credit, and from funds to separately managed institutional accounts. Fixed income/credit alternatives experience is required as this is a hit-the-ground-running job.

The position is based in New York. The Investment Director will be responsible for supporting the PDCA business by bringing technical expertise available to our clients and client group. This role is often described as CPM (client portfolio manager) or Investment Director. It is heavily focused on client product support. This role is for PDCA and focused on our investment strategies which span securitized products, asset-based finance, infrastructure debt, real estate debt, and insurance linked securities (ILS). This is support for mandates, closed-end funds, and liquid UCITs (full continuum). As well, there will be support for our growing private markets business in closed-end and semi-liquid funds.

Key responsibilities include:

• Assist and lead support for the PDCA business with institutional investors, consultants, private banks, and other identified client channels such as insurance. Including managing the completion/quality of deliverables associated with all client engagement activities:
• Attend investment team meetings and consume research related to infrastructure, real estate, asset-based finance, securitized credit, risk transfer, fixed income, leverage loans, etc.
• Prepare, update or access strategy/fund presentations, fact sheets, sales aids, and quarterly/monthly investment reports.
• Prepare, understand, calculate and report portfolio characteristics, statistics, and other investment data for our investment strategies.
• Create, write, update product language and data for fixed income/securitized and private debt products, specifically asset-based finance and securitized products, in databases and work with stakeholders to complete and customize RFPs, DDQs and RFIs as needed for the region.
• Conduct market research on competitors, target investors, market trends, ESG/sustainability topics.
• Work alongside sales teams and work with product executives to prioritize ad-hoc analysis and daily product/client queries, attending client meetings.
• Support due diligence processes, fund closings, and product launches or campaigns.
• Research, organize and attend relevant conferences to support core fundraising activities.
• Provide basic internal and external education.

The knowledge, experience and qualifications you need:

• Education & work experience:
  • Bachelor's degree required (CFA or advanced degree a plus).
  • 3-5+ years of work experience in investment banking, fixed income capital markets, investor relations, investment management, rating agency or investment consulting.
  • Knowledge of fixed income (required) and private credit markets a plus.
• Skillset & work ethic:
  • High attention to detail.
  • Highly proactive, organized, pursuing a structured approach to deliverables with time management skills.
  • Strong intra-team communication skills, team-oriented approach.
  • Strong content creation skills (high level of proficiency in MS PowerPoint).
  • Strong finance, math, data management, and quantitative skills (high level of proficiency in MS Excel. Experience with Macros and VBA a plus).
  • Strong verbal, written and presentation communication skills.
  • Highest ethical standards, integrity and discipline.

What you'll be like:

• A flexible, adaptable and collaborative team player with a positive and "can do" attitude and a sense of humor.
• Creative and prepared to think outside the box; willing to take the initiative and to present solutions, a problem solver.
• Passionate about following the debt markets, including macroeconomic trends which impact these markets, and intellectually curious about structured products and asset-based finance investments.
• Thrives under pressure while maintaining a high level of personal and professional integrity.
• Clear desire and ambition for success, comfortable making decisions and prepared to make the personal commitment to ensure success.
• Able to bridge cultural boundaries and generate confidence and loyalty with colleagues and clients.
• Highly collaborative team player.

Compensation
Schroders offers a base salary in a range of $135,000 to $150,000 for this position.

The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.

We recognise potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Our team has sayings, including "Perspective is everything" - we highly value diversity of background and diversity of thought, we are an incredibly strong team and an inclusive culture. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.