Investment Research Analyst

Great American Insurance Company•Cincinnati, OH

7d•Hybrid

About The Position

American Money Management Corporation (AMMC) is one of Cincinnati’s largest investment firms with over $20 billion in assets under management. We are the investment subsidiary of specialty property and casualty insurance company American Financial Group, Inc. (NYSE: AFG). Our team of 20+ professionals averages 20 years of experience and applies a fundamental, value oriented approach in managing fixed income, equity and alternative assets. In addition to the general account assets of AFG, we manage approximately $4 billion in third-party pooled investment vehicles (“CLO Platform”). AMMC is seeking an experienced Investment Research Analyst to join their team in Cincinnati, OH. The Investment Research Analyst will be an important contributor to the team’s investment decision making process. The role involves analyzing companies within various industries that issue secured debt. Responsibilities include reviewing financial statements and audits to assess financial health, monitoring market trends, and staying current on company performance to evaluate credit worthiness. This individual may work 4 days in the office and 1 day from home.

Requirements

Bachelor’s degree in Business, Finance, Economics, or a related field
Generally, 3+ years of experience in credit research, leveraged finance, or corporate banking
Proficiency in Excel is required
Has strong technical, written and communication skills, is highly articulate and is able to explain complex concepts clearly
Must be highly organized, detail-oriented, and capable of managing multiple projects simultaneously in a fast-paced, dynamic environment
Is self-motivated and able to work both independently and as part of a team

Nice To Haves

Formal bank credit training program completion is highly desirable
Completion of or continuing progress toward a professional Chartered Financial Analyst (CFA) designation is a plus
Experience in Bloomberg is a plus

Responsibilities

Conduct independent deep-dive fundamental investment/credit analysis primarily on leveraged loans, as well as other investments
Monitor and assess macroeconomic trends, interest rate movements, and sector-specific developments to inform investment strategy
Build and maintain historical financial summaries and financial models to evaluate potential investment opportunities including base and downside stress-test scenarios
Analyze capital structures and credit agreements (covenant compliance, restricted payments, etc.)
Develop a deep understanding of financial markets and the ability to participate in an investment process that evaluates opportunities across a broad range of corporate credit securities
Have or develop a deep knowledge in specific industries
Provide write-ups and recommendations to the investment committee
Collaborate with portfolio managers and traders to identify relative value opportunities and optimize portfolio construction
Work closely with senior analysts to research, analyze and monitor various companies and industries