Fixed Income Research Analyst- Bank Loans

Ameriprise • El Segundo, CA

2h • Hybrid

About The Position

Columbia Threadneedle Investments is hiring a Fixed Income Research Analyst to support its US Bank Loans team in El Segundo, California. The role supports leveraged finance investment decisions through research, financial modeling, and data analysis. The analyst conducts sector and security research, assesses relative value, monitors portfolio holdings, and engages with issuers and dealers. The position also involves independent research projects, collaboration with other fixed income and asset class teams, and contributing to investment process improvements.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• At least 3 years of experience in leveraged finance research or credit analysis.
• Strong analytical skills, including the ability to synthesize quantitative and qualitative data into portfolio recommendations.
• Excellent communication and relationship-building skills for effective collaboration and idea sharing.
• Demonstrated work ethic and commitment to team success in investment management.
• Proficiency in financial modeling and data analysis.

Nice To Haves

• At least 5 years of relevant leveraged finance or credit research experience.
• Completed or in-progress Chartered Financial Analyst (CFA) designation.
• Proficiency with the Bloomberg terminal and AI tools.
• Experience with loan documentation and covenant analysis.

Responsibilities

• Conduct in-depth sector and security analysis to support investment decisions.
• Analyze industry trends and integrate findings into actionable investment recommendations.
• Perform financial modeling of securities and companies in the leveraged finance space.
• Execute relative value analysis across various security types.
• Identify and develop data management tools to enhance investment process efficiency.
• Contribute to team discussions on investment performance and process improvement.
• Collaborate with other fixed income and asset class teams on firm-wide investment initiatives.
• Interact with issuers and dealers through meetings and industry conferences.
• Monitor existing portfolio holdings and evaluate performance against the original investment thesis.
• Manage independent research projects and contribute to group research initiatives.

Benefits

• Competitive compensation and comprehensive benefits package.
• Professional development support.
• Vacation time and sick time.
• 401(k).
• Health, dental, and life insurance.
• Some roles are eligible for variable pay in the form of bonuses, commissions, and/or long-term incentives, depending on the role.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level