Credit Research Associate

Loomis Sayles•Boston, MA

6d•$70,000 - $100,000•Hybrid

About The Position

The credit research associate will work with three senior analysts covering investment grade specialty finance, BDCs, and industrials including aerospace & defense, construction machinery, paper & packaging, railroads, and transportation services.

Requirements

Bachelor’s degree with experience in an analytical discipline such as accounting, finance, business, economics or mathematics
0-3 years of relevant experience
Basic accounting skills with a solid understanding of financial statements and detailed model building
Strong Excel skills and experience using Bloomberg as well as leveraging Artificial Intelligence into workflows
Strong interest in financial analysis, research, and the ability to source new information and offer insights
Quick learner who is organized and able to manage multiple projects in a time-sensitive environment
Solid writing and developing presentation skills
Excels in a team environment – proactive, collaborative, and collegial
Positive attitude, takes direction well and embraces feedback

Responsibilities

Contribute to fundamental industry and company credit analysis as part of a collaborative team led by a senior analyst
Build and maintain financial models
Compile and analyze industry and company data using Excel, PowerPoint and internal applications.
Create and maintain foundational infrastructure instrumental in conducting fundamental credit research, inclusive of Environmental, Social and Governance (ESG) factors
Contribute to new issue reviews, detailed credit updates, in-depth sector reviews, and other research memos and presentation materials
Identify credit risk factors and have an understanding of financial markets
Develop skills in assessing relative valuation