Portfolio Controller, Infrastructure Debt

22 Bishopsgate, London - Hybrid

Permanent

At AXA IM our purpose, to act for human progress by investing for what matters, is central to every action we take as a business. As a responsible asset manager, we actively invest for the long-term to help our clients, our people and the world to prosper.

As a future Portfolio Controller, Infrastructure Debt, you will report to Head of Infrastructure Finance, and you will be part of AXA IM Alts - Real Assets.

DISCOVER your opportunity

The role is critical to establish a bridge between the investment team and FMCG. The management of the portfolio is now extremely time consuming and the tasks involved need to be formalised and professionalised rather than being split between each team member.

Your role and responsibilities will include: *Day-to-day management of a portfolio of 130+ infrastructure debt instruments (loans, private placements) which will continue to grow over time
*Perform annual credit reviews
*Diarise and review timely receipt of compliance certificates from borrowers
*Assess waivers and amendments and present course of action to the fund managers
*Produce monthly, quarterly and annual reports for investors
*Review quarterly valuations produced by FMCG
*Liaise with FMCG in relation to drawdowns, repayments and prepayments
*Take responsibility for data integrity of the portfolio and contribute to initiatives to integrate data into one single source
*Review monthly investor updates produced by FMCG
Your Profile

SHARE your unique expertise

We welcome different combinations of skills & experiences.

Your qualifications, experience and skills: *Several years’ experience in portfolio management of project finance or infrastructure debt transactions
*Understanding of infrastructure sectors
*Thorough understanding of (infrastructure) loan and security documentation
*Understanding of financial models and ability to make basic adjustments
*Strong credit and risk analysis skills
*Experience in portfolio reporting
*Strong written reporting skills
*Ability to work independently
*Fluency in English. Any other European languages would be an advantage
*Ability to communicate effectively with both the investment team and FMCG
*Experienced user of Excel, PowerPoint and Word. [Expertise in VBA would be an advantage]
We would love to know more about you. Let’s connect! Send us your resume.

About AXA

The AXA Group is a global leader in insurance and asset management, with 160,000 employees serving 105 million customers in 62 countries.

We protect and advise our clients at every stage of their lives, offering products and services that meet their needs in the areas of insurance, personal protection, savings and asset management.

Our mission : To act for human progress by protecting what matters

Our values : Customer first, Integrity, Courage and One AXA

About the Entity

At AXA IM we are investing with a clear purpose - to make the world a better place. We act for human progress by investing for what matters. Our conviction-led approach enables us to uncover what we believe to be the best global investment opportunities across alternative and core asset classes. We are already entrusted by our clients with more than €887 billion in assets.

AXA Investment Managers | Home | AXA IM Corporate (axa-im.com)

AXA IM is an Equal Opportunity Employer, and we encourage candidates with disabilities or any other protected characteristic to apply. We are committed to providing reasonable accommodation to qualified applicants and employees with disabilities, when needed, to apply for a position or to perform essential job functions.

Inclusion and Diversity | Careers | AXA IM Corporate (axa-im.com)

What We Offer

We are committed to offer you an environment where you can:

Grow your potential : Be part of a forward-thinking business with internal opportunities and personalized learning paths available to help constantly develop your skills and abilities .

Shape the way you work : Work for a company which is highly committed to providing flexibility & balance to its employees, offering you a large range of benefits (hybrid working, competitive health benefits, among many others.).

Thrive within a diverse community : Play a role within a responsible company that actively recognizes and values individual differences in a diverse and inclusive workforce.

Move the world forward : Join a responsible employer that acts in favor of societal and environmental causes as an investor, insurer and company, notably through the AXA Heart in Action association. As part of our commitment to sustainability and environmental responsibility, we will celebrate your arrival by planting a tree.