Credit Analyst Jobs

About The Position

Requirements

• 1–3 years of experience in financial services, credit analysis, accounting, investment research, portfolio management, or a related analytical role.
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• Working knowledge of financial statement analysis, credit fundamentals, accounting concepts, market data, and investment research methods.
• Strong analytical and quantitative skills, with the ability to interpret financial data, identify key risks, and develop well-reasoned conclusions.
• Effective written, verbal, and interpersonal communication skills, including the ability to simplify complex information for portfolio managers, analysts, clients, and other stakeholders.
• Proficiency with Bloomberg, Excel, PowerPoint, Word, and Microsoft Copilot or similar AI-enabled productivity tools, with the ability to use technology responsibly to improve research efficiency, drafting, organization, and workflow productivity while maintaining analytical judgment, confidentiality, and quality control.
• Intellectual curiosity, commitment to developing sector expertise, high standards of accuracy and integrity, strong attention to detail, and the ability to manage priorities under time-sensitive conditions.

Nice To Haves

• Progress toward CFA designation or an advanced degree is preferred.
• Familiarity with money market funds, short-duration fixed income, SEC Rule 2a-7, rating agency methodologies, or investment management regulation is preferred.

Responsibilities

• Perform fundamental credit analysis of current and potential holdings, including review of issuer financial condition, legal structure, business profile, liquidity profile, capital structure, investment suitability, and key credit risks.
• Build and maintain deep sector expertise across assigned coverage areas, developing a strong command of issuer fundamentals, sector dynamics, market structure, regulatory developments, rating agency perspectives, and emerging risks or opportunities.
• Develop and articulate defensible credit recommendations and issuer reviews supported by financial analysis, market data, rating agency materials, sell-side research, and internal research.
• Serve as a member of the Global Liquidity Research Committee, contributing to the review and approval of issuers and securities for purchase by portfolio managers.
• Collaborate with portfolio managers to evaluate securities within portfolio objectives, fund restrictions, regulatory requirements, liquidity needs, and approved credit parameters.
• Actively participate in broader Invesco Fixed Income sector teams by sharing sector views, issuer updates, and market insights with analysts and investment colleagues across strategies.
• Cultivate relationships with sell-side sales, origination, and research teams, as well as rating agency analysts and other external market participants, to support issuer surveillance, market awareness, and credit analysis.
• Contribute to client-facing materials, client presentations, thought leadership, market updates, and internal presentations that communicate Global Liquidity credit views and relevant market themes.

Benefits

• Flexible paid time off
• Hybrid work schedule
• 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
• Health & wellbeing benefits
• Parental Leave benefits
• Employee stock purchase plan