
Investment Associate.
Impact Private Debt and Equity
- Liaise and maintain contact with investee clients and internal departments.
- Support the Investment Managers in analysing financial, portfolio, market risk and sustainability data.
- Contribute to the content of investment proposals and take responsibility for writing (part of) the proposals.
- Provide all due diligence support in both virtual and in person.
- Assist with financial hedging related tasks and requirements.
- Align with the Credit Expertise Team and deliver required input for loan agreements, legal and disbursement processes to close transactions.
- Support the Investment Manager on obtaining internal approval on investment related documentation such as waivers, proxy forms, power of attorney in coordination with local lawyers, authority letters, NOCs (No objection letters), NALs (Non acceleration letters), Acceleration Letters, and similar documents – in close alignment with Credit Expertise team.
- Manage tax related issues / requests at client level, in cooperation with an Investment Manager and internal and external tax advisors.
- Coordinate with the designated CDD analysts in the Customer Due Diligence and KYC procedures for new and existing clients.
- Contribute to writing client reviews: regular reviews on certain topics (sustainability risk scores, tax) and risk-based reviews triggered from the Credit Expertise team (covenant breach, increased risk etc).
- Keeping up to date with market developments, new investment products and all other areas that can affect the markets, e.g. movements in the economies of relevant countries.
- Work on ad-hoc client requests (e.g. audit confirmations, payment invoices).
- (Especially for the Private Equity team) Support the investment team in preparation of the (monthly/quarterly) valuation proposals. Streamline and enhance the valuation processes, together with the process owner and virtual equity valuation team.
- Contribute to meetings, strategy and plans of the regional team.
- Monitor overall team portfolio, investment pipeline while keeping track of the team’s KPIs and workplan – together with the Head of the team.
- Work on processes improvement and procedures review at team, department and organisation levels.
- You are strongly attracted to the core values of Triodos and able to translate the mission of Triodos IM in your daily work as an ambassador of the organisation.
- Minimum of three years of proven experience with and knowledge of investment management.
- Sound problem solving skills, including the ability to identify obstacles and work independently to develop and propose solutions.
- Strong stakeholder management skills to work interactively with clients (investees) and internal stakeholders.
- A team player with client facing interest and capabilities.
- You are focused on delivering quality, you work accurately and honour commitments.
- You are flexible and able to deliver under time pressure.
- A bachelor’s degree or higher education preferably in (business) administration, economics, law or finance.
- Fluent in English, proficiency in Russian is also a requirement.
- Experience in emerging markets is an advantage.
- Experience in continuous process improvement is a strong advantage.
- You live in the Netherlands and have a valid work permit for the European Union.
- a salary appropriate to the position, our remuneration policy and your capabilities.
- an attractive pension policy.
- if you use public transport for commuting, you can use the mobility card for free private travels as well.
- flexible working hours and the opportunity to work from home.
- reimbursement under our company bicycle cheme to a max of € 1,500.
- 30 holiday days with a 40-hour working week, plus the option of buying 2 weeks of extra holiday days.
- extra leave to participate in voluntary work.
- a range of education and training opportunities.
- the option to join our collective health insurance.
- a working from home allowance per home office day.
- health and safety equipment of € 750 every 5 years.
To apply for this job please visit www.triodos.com.