Research Analyst

Seaport Global Holdings • Philadelphia, PA

17d

About The Position

Penn Capital, a majority owned subsidiary of Seaport Global and a SEC registered investment adviser and manager, seeks a Research Analyst to play a key role within the portfolio team. The Research Analyst follows industry level developments and performs security level analysis to provide buy and sell recommendations regarding securities in all Penn Capital portfolios – credit and equity products. The Research Analyst collaborates with each product’s Portfolio Manager implementing the investment process

Requirements

• Bachelor’s Degree in Finance, Marketing, Business, or a related field.
• Minimum 5-10 years of professional investment experience, preferably in public credit and/or equity markets.
• Minimum 5 years of experience working within a “buyside” investment advisor preferred.
• Demonstrated ability to effectively pitch credit and/or equity ideas to portfolio managers.
• Excellent communication skills including verbal, written and presentation; ability to interact and build relationships with consultants and clients
• Ability to work as a collaborative team player, treating colleagues with the highest level of respect and professionalism.
• Excellent Bloomberg and Microsoft Office (Excel, Microsoft Word, PowerPoint) skills.
• Flexibility for business travel.

Nice To Haves

• Masters of Business Administration with a focus on Investment Management or Investment Banking preferred.
• Chartered Financial Analyst (CFA) designation preferred.

Responsibilities

• Provide buy recommendations for each product utilizing credit and equity market analysis.
• The research process utilizes a combination of quantitative analysis (such as financial statement analysis and cash flow modeling) and qualitative analysis (such as interviewing industry management teams and understanding industry dynamics).
• Utilize credit market analysis such as cash flow modeling, liquidity analysis and covenant review to provide a Penn Risk Recommendation (PRR) independent of credit rating agency opinion.
• Perform equity market analysis that utilizes credit market analysis as well as the identification of fundamental catalysts, Capital Structure Catalysts and cash flow modeling.
• Demonstrate strong analytical skills, sound investment judgement, strong interpersonal skills, and a high level of energy and motivation.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees