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Portfolio Analyst - Alternatives (Private Equity and Real Estate)

The Company:  Aflac Asset Mgt. LLC
The Location: 

New York City, NY, US, 10005

The Division:  Global Investment
Job Id:  1907

Aflac Global Investments

100 Wall Street, 29th Floor

New York, NY 10005

 

Summary of Role

We are seeking a Portfolio Analyst to join our portfolio management team in Aflac Global Investment’s (GI’s) Alternative Investments Team.  The Alternative Investments Team has responsibility for investment due diligence on behalf of Aflac’s $122bn of general account assets in the United States and Japan. The team seeks to drive value for Aflac and its insurance companies through research and diligence of new and/or adjacent investment strategies and the selection and management of Private Equity and Real Estate managers and funds.  The Portfolio Analyst will support Portfolio Managers in providing asset class and investment analytics, reporting, and maintaining in-depth knowledge related to the firm’s alternative asset classes, managers and investments. The Portfolio Analyst will be a key member and contributor within GI’s multi-asset class EMP platform and will have the opportunity to collaborate with global investment leaders and their teams across GI including public and private credit, alternatives, trading, analytics, legal, compliance, ESG integration, financial planning, quantitative analytic solutions and risk management.  The Portfolio Analyst will also work with business leaders and staff in Aflac Inc., Aflac US and Aflac’s Japan insurance asset management subsidiary (AAMJ), which has primary investment and asset management responsibility for Aflac’s Japan insurance company. 

 

The Portfolio Analyst will operate from within Aflac’s global asset management subsidiary (AAMLLC, d.b.a. Aflac Global Investments). Eric Kirsch, Executive Vice President and Global Chief Investment Officer, President of Aflac Asset Management, LLC leads AAMLLC. AAMLLC has global investment and asset management responsibilities for Aflac’s investment strategies and portfolio management for Aflac’s Japan and US insurance companies, consisting of public, private and growth assets.

 

Candidate Profile 

The candidate will have demonstrated experience supporting an investment team in a global financial institution; alternatively, the candidate should be capable of presentation skills from an internship or similar work experience.  The candidate will also have experience in sourcing, aggregating, and analyzing investment-related data and have the capability to create essential desk support dashboards and reports for the Alternatives Investment Team and GI management.  The candidate will have solid knowledge of financial statement analysis and basic knowledge of investments and investment accounting principles.  The candidate will be a team-oriented person with strong critical thinking, quantitative and analytical skills and agility to work effectively with management, business partners and peers. 

  

Key Relationships

Reports to:  Director, Portfolio Manager, Alternatives Investment Team Leader

Primary Internal Relationships:  Alternatives Investment Team Portfolio Managers; US EMP Platform; Japan EMP team, GI business leaders and staff across front, middle and back office; GI Risk, Aflac business leaders and staff in Investment Accounting and Reporting, Tax, Financial Planning & Analysis, Rating Agency Relations, Treasury, Legal, ERM and other key Aflac business partners

 

Primary External Relationships:  Existing and new external managers, peer and industry networks

Principal Duties & Responsibilities

Key responsibilities include:

The Portfolio Analyst will support the Alternatives Investment Team Portfolio Managers in the remit of their responsibilities and activities.

  • Fund Selection:
    • With direction from the Portfolio Managers, research and develop investment theses and recommend new strategies in alignment with GI’s goals and objectives, including its ESG integration
    • Support the delivery of relevant and in-depth intelligence on global private equity and real estate markets, fund managers and competitors across the risk spectrum, with an emphasis on maintaining corporate intelligence on and sourcing appropriate risk-adjusted private equity and real estate opportunities
    • Track  and report on pipeline of investments and maintain materials and notes on fund managers
    • Support the Portfolio Managers in the investment due diligence and internal review/approval processes for new fund investments
       
  • External Managers:
    • Assist the Portfolio Managers in the management and monitoring of existing and new mandates and managers, with a focus on deployment, guidelines compliance, performance monitoring and attribution.
    • Provide quantitative, qualitative, and peer group analysis essential to creating and maintaining robust knowledge of asset classes and managers.  Solidify and maintaonal mentform.perational aspects of the extenal  teamsrnal management platform.in manager relationships and regularly review manager data and monitor for manager delivery of IMA and SLA and guidelines
    • Support the Portfolio Managers in the coordination of all related asset class, external manager and portfolio communication with US EMP and Japan EMP platforms and corporate business partners
       
  •  General:
    • Manage the delivery of quantitative and qualitative data and analysis by working closely with Alternatives Investment and EMP colleagues and GI’s Business Intelligence team and utilizing portfolio monitoring databases and systems.  Assume responsibility for accuracy and timely delivery of information as required by the team’s reporting function
    • Alongside the Portfolio Managers, collaborate with key stakeholders including the Chief Investment Officers, business unit heads, and business partners across Aflac Inc., Aflac Japan and Aflac US
    • Perform special projects as required including participation in GI and Aflac work streams
    • Prepare qualitative and quantitative analyses and summaries as required
       

Candidate Qualifications

The qualified candidate will have credible experience and available references demonstrating the following attributes:

  • Minimum of 1-3 years of experience in an investment support role, preferably in an institutional investment environment; will consider internship experience along with work experience
  •  Experience in private equity or private real estate preferred
  • Solid knowledge of financial statement analysis and basic knowledge of investments and investment accounting principles
  • Strong critical thinking, quantitative and analytical skills
  • Excellent skills in Excel /other databases for sourcing, managing and assembling data for ad hoc analysis, formal projects and reporting
  • Demonstrated ability to create and deliver high quality work product under tight deadlines when necessary
  • Proven ability to execute on goals, prioritize and work with management and teams to meet deadlines
  • Skilled in working and collaborating in multi-functional team environment,  notable if across time zones and cultures
  • Excellent verbal and written communication skills
  • Undergraduate university credentials in Economics, Business, Mathematics, Statistics, Accounting or related field
  • Advanced academic degree (e.g., MBA) and/or CFA or equivalent professional qualifications a plus
  • Coding experience in Python a plus
     

 

We will consider for employment all qualified applicants, including those with a criminal history, in a manner consistent with the requirements of all applicable federal, state, and local laws, including the Los Angeles Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York City Fair Chance Act. Applicants with criminal histories are encouraged to apply.


Nearest Major Market: Manhattan
Nearest Secondary Market: New York City