IGSI Asset Manager
4 days ago
Investec is a leading Specialist Bank serving clients in the UK and South Africa. Our culture sets us apart: we look for colleagues who think creatively and we provide environments where they can thrive. We combine a flat structure with a focus on internal mobility. If you bring an entrepreneurial spirit and a desire to learn and collaborate to your work, you may find this role a great opportunity to advance your career.
Team Description:
The Energy and Infrastructure team originates, distributes, and advises debt and advisory transactions for clients in the Energy and Infrastructure space. The team acts for clients in North America.
Description of role and key responsibilities:
Support the Energy and Infrastructure team in origination and ongoing management of the portfolio, focusing on supporting the team with internal monitoring and reporting requirements for the Energy and Infrastructure portfolio.
The role holder will utilize asset-level information, including credit papers, finance documents, project documents, and output from Investec source systems, to perform the role. Key responsibilities include:
- Tracking and monitoring information and financial covenants for the Energy and Infrastructure US portfolio, including updating the internal covenant database, tracking covenant levels and other data, and reporting covenant breaches to the US-based Analyst and Portfolio Manager in a timely manner.
- Supporting the US-based Analyst and Portfolio Manager with annual review memos, including writing sections or complete memos, and preparing operating, financial performance, covenant levels, and other tables and deal-level data for each transaction.
- Monitoring construction progress for greenfield/construction assets, including reviewing actual costs against budget, contractor completion dates, and material risk issues, and issuing summary reports to the US-based Analyst and Portfolio Manager.
- Attending relevant internal meetings and actioning follow-ups as necessary, including weekly Energy and Infrastructure Team meetings and monthly GLO meetings.
- Supporting the team with other activities associated with ongoing origination or portfolio management, including population of data for waivers/amendment papers, maintenance of portfolio-level static data, and collation of sustainability reporting information.
Core skills and knowledge:
- Fluent in English and excellent oral and written communication skills.
- Knowledge of the Energy and Infrastructure sector and its debt financing structures is preferred.
- Ability to work as part of a team, delivering results in a time-efficient manner.
- Excellent command of PowerPoint, Word, Excel, and other relevant tools and databases.
- To act with integrity at all times and embrace the philosophy of treating customers fairly.
- Regulatory knowledge applicable to the role.
Investec offers a range of wellbeing benefits to support our people's health, balance, and fulfillment in and outside of work.
We strive to create a culture of belonging and inclusion, where everyone feels free to be themselves, driving innovation, creativity, and business performance.
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