Job Descrption
Dartmouth Partners have partnered with a leading Indirect Infrastructure Investment team in their search for a Senior Analyst. The role sits within the Infrastructure Investment team who are responsible for investing and managing client investments.
The person’s role is to support the Infrastructure Investment team in all origination, execution, asset and portfolio management activities, primarily in indirect investments (funds and co-investments). The role encompasses analytical, communication as well as administrative tasks that enable the broader Infrastructure Investments team to deliver on its mandate and grow as a platform.
Key Responsibilities
- Originate, evaluate and propose suitable investment opportunities (mainly funds and co-investments) which align with the infrastructure team’s mandate. Undertake due diligence which encompasses business plans, sensitivity analysis, valuation and fund manager capabilities, as well as legal / commercial negotiations with external... parties as required.
- Support portfolio monitoring and management activities (mainly funds and co-investments) and track such activities into internal systems. Take ownership of certain monitoring areas and fund management relationships, as well as data management (e.g. performance, fees) and ESG initiatives.
- Maintain and update an internal portfolio model on at least a quarterly basis to support performance assessment, portfolio construction and reporting activities.
- Provide ad-hoc analytical support to other members of the infrastructure team as required.
- Draft investment papers, meeting notes, Board pack comments and conference minutes as required.
- Engage with the internal Investment Strategy team and other internal teams to support Strategic Asset Allocation and Client Commitment analysis.
- Build and maintain manager and investor networks
- Continually develop both knowledge and skill in the professional investments arena by maintaining up to date information in relation to market development and regulation changes, through the attendance of external seminars and other professional courses as necessary.
Requirements for the role
- Demonstrated experience either on infrastructure deals or wider M&A gained at a Corporate, Investment Advisory, Financial Advisory or a Consultancy firm.
- Educated to graduate level (or similar) ideally gained within a Business, Finance and or investments related discipline.
- Potentially working towards final stages of completion of a relevant Investments / Finance related qualification (e.g. CFA) with a desire to actively maintain professional knowledge as required for the role.
- Understanding of and experience implementing a typical investment due diligence process, from origination to portfolio management.
- Strong understanding of the infrastructure market: themes, opportunity set, fund managers, whilst maintaining awareness of broader private markets trends.
- Knowledge and skills to build and / or operate a financial model.
- Understanding of private markets valuations and underwriting techniques.
- Effective communication skills including the ability to influence and build good working relationships at all levels both internally and externally with potential partners and advisers.
- Excellent level of numerical, analytical and report writing skills including a working knowledge of MS office tools to assist in the communication of key messages and to facilitate discussions and decision making
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