ROLE PURPOSE
The Investment Grade Credit Research Analyst will provide essential expanded depth, breadth, and research support for management of Impax’s investment grade and multi-sector fixed income strategies, with a focus on investment grade corporate credit analysis.
ROLE DIMENSIONS
The Investment Grade Credit Research Analyst will provide research support for Senior Credit Research Analysts and Portfolio Managers. The focus will be assisting with primary research including data collection, model building and maintenance as well as monitoring existing positions. Over time, the role could evolve into primary sector coverage responsibility.
KEY RESPONSIBILITIES
As directed by the assigned Senior Credit Research Analysts or the Co-Heads of Credit Research, primary responsibilities will include but not be limited to the following: Collecting and monitoring company and sector relevant data/news.
- Building and maintaining proprietary financial models. Participating in quarterly conference calls and communicating relevant developments in both verbal and written form.
- Making specific investment recommendations based on fundamental credit research and relative value.
- Contributing to the documentation of new investment ideas.Assisting in ESG related data collection, review, and analysis.
KEY DELIVERABLES
- Expand depth and breadth of investment grade credit analysis by enabling the team to more cover a larger portion of the investment universe.
- Provide support and longer-term bench strength for the fixed income business.
SKILLS, KNOWLEDGE, EXPERIENCE
Essential:
The Credit Research Analyst brings at least 2-5 years of experience in financial statement analysis, accounting or corporate finance. Additional qualifications include: • A genuine interest in sustainable investing and the desire and capacity to integrate ESG into security analysis. • Well-developed analytical skills with a strong understanding of financial statements. • A high degree of intellect, curiosity, drive for continued improvement, and a passion for investing. • Attention to detail, strength of conviction, ability to think independently, and generate original ideas and opinions. • A desire to work in a collegial team-oriented environment and openness to discussing, sharing, and debating original investment ideas with a collaborative style. • Succinct and clear communication skills. • A flexible, open-minded style and an interest in gaining perspectives from various sources and people. • Highest standards of personal honesty and integrity. • Strong academic credentials that ideally include a desire to pursue a CFA designation. • Strong understanding and comfort working in Microsoft Excel and Bloomberg.
