Associate / Senior Associate, ABF Investments
$150,000–$220,000 year
On-siteBrookfield, New York, United States
Job Summary
Structure private investments for an insurance balance sheet by preparing analyses that inform structural decisions and exploring novel structures for new asset classes. Draft, review, and markup transaction documentation with legal counsel to ensure deal terms and trustee reporting accurately reflect agreements. Build and maintain detailed cash flow and waterfall models for private asset-based transactions across various asset classes while analyzing rating agency methodologies and regulatory capital treatment. Screen potential investment opportunities, assess initial fit against strategy, and support due diligence including collateral-level data analysis and historical performance reviews. Prepare investment committee memos, monitor existing portfolio investments against underwriting assumptions, and flag emerging risks.
Required Qualifications
- Bachelor's degree
- Excellent academic record
- Minimum 2-4 years of experience in reading/analyzing documentation of CLO or ABS securitizations, warehouse, and asset-backed financings
- Experience in multiple asset classes
- Exposure to rating agency processes and securitization methodologies
- Direct rating agency interaction
- Knowledge or familiarity with insurance investment management
- Demonstrated proficiencies in MS Excel, PowerPoint, VBA, and Intex
- Proactive self-starter with high attention to detail, intellectual curiosity, and motivation
- Ability to work concurrently across multiple live transactions and asset classes
- Excellent organizational and communication (verbal and written) skills
Desired Qualifications
- Experience in multiple asset classes a plus
- Exposure to rating agency processes and securitization methodologies; direct rating agency interaction a plus
- Knowledge or familiarity with insurance investment management a plus
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