We are seeking professionals with diverse backgrounds who can contribute to our success. If you thrive in a fast-paced, intellectually stimulating environment and desire to work with a strong team of investment professionals and industry experts, we would like to hear from you.
Position Summary: Utilize credit research expertise to provide fundamental credit and relative value opinions on individual fixed-income securities. Provide recommendations for portfolio allocation among industry groups. The Credit Analyst will be responsible for sector coverage within Financials and will work with portfolio managers to develop investment strategies for corporate bonds.
- Independently perform in-depth quantitative and qualitative analysis as to the credit worthiness of assigned companies within their sectors and assign internal credit ratings and fundamental outlooks. Identify and analyze external macro and industry factors which will impact the creditworthiness of companies.
- Interact with company management, other credit analysts, rating agencies and sell-side analysts as well as equity analysts.
- Develop an awareness of industry and capital market issues and trends such that analysis can be performed on a comparative basis with the ability to make investment recommendations on the basis of relative value.
- Communicate credit recommendations via conversations with and presentations to senior credit analysts, portfolio managers and traders.
- Participate in evaluating changes in the economic, legislative or business environment, which are likely to have an impact on the investment strategy.
Requirements
- Bachelor’s degree required.
- MBA, Masters or equivalent, or CFA (or progress towards) a plus.
- Three to ten years of relevant work experience.
- Credit analysis experience in a buy/sell-side, rating agency, or insurance company a plus.
- Credit experience in analyzing corporate credits (Investment Grade or High Yield), additional skills analyzing any of the following sectors, Banking, Brokerage, Asset Managers, REITs, Insurance and/or Finance Companies, are an advantage.
- Analyst must be able to work effectively with the portfolio managers and traders and as part of a team that includes other analysts.
- Strong analytical and communication skills both written and verbal with the ability to effectively communicate and pass on ideas and recommendations.
- The ability to understand and analyze the credit worthiness of companies within their sectors.
- The ability to make relative value judgements based on market knowledge.
- An inquisitive nature with a drive towards excellence in all aspects of the research process.
- Strong technical skills using Bloomberg, FactSet, S&P Capital IQ, Power BI, SQL, Excel, PowerPoint etc.
Decisions directly impact portfolio performance. Credit opinions are used by the traders and portfolio managers in bond purchase decisions. Identifies credit issues and opportunities.
Commitment To Diversity, Equity And Inclusion
Our company embraces the principles of diversity, equity and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them.
If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
