Position Overview
As part of Apollo, ISGI functions as the dedicated investment office catering to large, strategic, and sophisticated insurance and pension clients. Our clients are investing over €15 billion into “Return Seeking” (RS) assets managed by ISGI, which include a diverse array of private debt and equity-like investments, all originated and underwritten by Apollo. Our strategy employs a relative value-oriented approach with a strong focus on consistent outperformance and capital preservation for insurance and pension funds, aligned with their local regulatory constraints.
The investments we manage span a comprehensive range of credit, real assets, and equity-like investments across various jurisdictions and markets globally. The ISGI RS team based in Zurich leads these initiatives and provides critical support in portfolio management, investment selection, analytics, reporting, and educational materials aimed at optimizing Solvency II. Our team is dedicated to constructing portfolios of private investments while assisting clients in justifying these investments to local regulators and boards.
The Analyst role is centered on integrating into this dynamic team for the origination and management of private investments. The ideal candidate will embody a mindset of continuous improvement, delivering economic insights and exceptional service through dedication, expertise, and collaborative relationships.
Primary Responsibilities
- Focus on private investments that are originated across various markets and jurisdictions by Apollo and are to be placed on the balance sheets of regulated insurance and pension funds.
- Prepare and present detailed summaries for investors on new deals originated by Apollo to facilitate their decision-making processes.
- Defend investment decisions and coordinate necessary governance for efficient approvals while preparing investment and reporting materials essential for implementing investments within the regulatory framework, including adherence to Solvency II prudent person principle guidelines.
- Understand, prepare, and adjust investor reports along with ad hoc responses for both internal management information and external client regulatory reporting.
- Develop and apply analytics to monitor and project capital activity, returns, forecasting, capital consumption, drawdown risk, diversification, and other metrics to construct portfolios comprised of private investments.
Qualifications and Experience
- Minimum of 3 years of relevant experience in investment functions within a large insurance company, insurance asset management firm, investment bank specializing in insurance solutions or structuring, consulting firm focused on insurance regulation or law, or alternative asset management group.
- Demonstrated experience with alternative or private investments is essential.
- Strong understanding of fixed income principles, capital markets, and private origination across asset-backed and corporate finance.
- Familiarity with Solvency II regulations, including Standard Formula calculations and assessments for private assets, along with experience in documenting investment decisions against those frameworks, is required.
- Self-starter with a robust work ethic, exhibiting the willingness to go the extra mile.
- Ability to perform well under high pressure, manage multiple tasks, and respond promptly and decisively to requests.
- Proficiency in SQL, VBA, Excel, and Microsoft PowerPoint for effective data manipulation, portfolio reporting, and modeling, particularly concerning private investment portfolios, is mandatory.
- Excellent academic background in finance, economics, mathematics, or a related field.
- Fluency in English, German, and one other European language is required.
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Only applications matching the job profile will be considered.