Investment Analyst - Credit
About The Position
The Investment Analyst - Credit researches a wide range of fixed income investments for a bond and credit portfolio valued at more than $30 billion. The analyst provides credit opinions and recommendations on Investment Grade and High Yield securities to Portfolio Managers, the Head of Research, and the Chief Investment Officer. These assessments help evaluate risk and inform buy, sell, and hold decisions. The role assesses corporate bond offerings and industries, assigns and maintains formal credit ratings and related outlooks, monitors issuer and industry exposures, and prepares written research and timely updates. It also develops research contacts, evaluates input from corporate executives and investor relations professionals, makes corporate bond trading recommendations, and supports underwriters and other internal teams with company-specific and industry assessments for new business and renewal processes. The position may also take on special projects or other duties as required.
Requirements
- Bachelor's degree.
- At least 2 years of relevant work experience in investments.
- Solid knowledge of fixed income markets, economics, and credit research.
- Strong written and verbal communication skills, with the ability to communicate ideas and recommendations quickly and effectively.
- Proficiency with Bloomberg and Microsoft Office tools, especially Excel.
- Ability to learn new software and use external quantitative tools that value corporate credit risk.
- Strong financial research skills, including producing and maintaining quantitative financial models.
- Excellent problem-solving and documentation skills, and ability to work independently.
- Very strong work ethic, attention to detail, team orientation, and commitment to excellence.
Nice To Haves
- MBA.
- CFA credentials.
Responsibilities
- Assess the credit quality of corporate bond offerings and industries using research tools such as Bloomberg, rating agency materials, third-party research, and SEC filings.
- Assign and maintain formal ratings, including outlook, trading, and ESG ratings, for Investment Grade and High Yield credits and their industries.
- Monitor issuer and industry exposures and make recommendations regarding them.
- Prepare written research reports for assigned issuers and industries and provide timely updates when appropriate.
- Maintain and develop research contacts and resources with street and rating agency analysts.
- Communicate with and critically analyze comments from CEOs, CFOs, and Investor Relations Officers at large domestic and international corporations.
- Recommend purchases or sales of corporate bonds to the Head of Research and Portfolio Managers.
- Partner with underwriters and other corporate functions by providing company-specific opinions and industry assessments to support new business and renewal processes.
- Assume special projects or other duties when required.
Benefits
- Health, vision, and dental coverage.
- Short- and long-term disability benefits.
- Performance-based incentive plans.
- Paid time off, including paid time to volunteer.
- 401(k) employer contributions, described as up to 9.5% in the posting; the detailed benefits section specifies an employer match up to 5% plus an additional 4.5% contribution regardless of employee contribution.
- Mental health support.
- Career advancement opportunities.
- Student loan repayment options.
- Tuition reimbursement.
- Flexible work environments.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
