Senior Investment Associate - Corporate Debt

Company Description

L&G's Asset Management business is a major investor across public and private markets worldwide, with $1.533 trillion in AUM.
* Our clients include individual savers, pension scheme members and global institutions, who invest alongside L&G’s own balance sheet. Our ambition is to be a leading global investor, innovating to solve complex challenges for our clients using the power of L&G. This is rooted in our investment philosophy and processes, which are focused on creating value over the long term. We believe that incorporating financially material sustainability criteria, when relevant to our clients, can generate value and drive positive change.

The Senior Investment Associate is primarily responsible for the origination, analysis, execution and management of corporate debt investments for L&G’s clients, including industrials, utilities, REITs, healthcare, sports leagues, insurance companies and various other sectors. The role will also include supporting other Private Credit verticals and wider team initiatives, such as new client marketing & origination, new sector/product research, and improving operational processes and procedures.

• Originate and filter new potential corporate debt investments according to suitability for LGIMA’s clients. Origination to include liaising with borrowers, intermediaries, and sponsors, as well as attending conferences and other industry events, to build and maintain market connections.
• Act as Deal Captain on transactions that demonstrate attractive risk‑adjusted returns and meet client requirements, taking ownership of due diligence, credit ratings, documentation review and negotiation, all approval processes, and execution/closing.
• Manage existing investments by reviewing borrower reporting, rating agency reports, processing and escalating waiver requests, and producing quarterly reviews.
• Work closely with colleagues in Chicago and London, collaborating cross‑border with legal, credit, operations and business management teams.
• Manage key internal and external stakeholder and borrower relationships, including discussing pipeline and portfolio updates with clients.
• Research new sub‑sectors and products that could be appropriate investments for LGIMA clients, and support internal and external education/approvals to invest in new products that we believe show attractive risk‑adjusted returns.
• Support preparation of marketing materials for potential clients, and help the solutions team develop new products for Private Credit.
• Work with junior talent to develop their technical and soft skills, providing them with opportunities to learn, grow and progress their careers.

• The candidate is likely to have experience in investment‑grade private credit, private placements, investment banking, commercial banking, leveraged lending, direct lending, high yield, or other relevant sectors, with a deep understanding of identifying and mitigating credit risks.
• Bachelor's Degree, preferably in Finance, Accounting, and/or Economics, required.
• 5+ years of credit experience required.
• Completion of a rotational training program in commercial banking, investment banking, or a rating agency is preferred.
• Chartered Financial Analyst (CFA) credential or pursuing CFA preferred.
• Direct experience underwriting and executing investment‑grade or sub‑investment‑grade debt transactions.
• Self‑motivated, proactive, strong critical thinking and analytical skills, and effective communication in a variety of settings.
• Experience working with, training, and leading less experienced members of the team.

$150,000 - $170,000. The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job‑related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short‑term disability, long‑term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care…