Investment Analyst

Principal Duties and Responsibilities Credit Review and Analysis

• Assess credit quality of various corporate bond offerings and industries using a variety of research tools including but not limited to Bloomberg, rating agencies, third-party research, and SEC filings
• Assign/maintain formal ratings (e.g., outlook, trading, ESG, etc.) on Investment Grade and High Yield credits and their respective industries
• Monitor and make recommendations regarding exposures to respective issuers and industries
• For assigned issuers/industries, provide written research reports and timely updates when appropriate

Credit Management and Trading Recommendations

• Maintain and develop research contacts and resources with a variety of street, and rating agency analysts
• Effectively communicate with and critically analyze comments of CEOs, CFOs and Investor Relations Officers at large domestic and international corporations
• Make investment recommendations on the purchase or sale of corporate bonds to the Head of Research and Portfolio Managers
• Partner with our underwriters and other functional areas of the corporation by providing company specific opinions and industry assessments to assist in new business and renewal processes
• Assume responsibilities for special projects or other duties when required

Job Specifications

• Minimum Bachelor's degree required; MBA and/or CFA credentials preferred
• 2+ years relevant work experience in investments; solid knowledge of fixed income markets, economics and credit research required
• Strong written and verbal communications skills, with the demonstrated ability to quickly and effectively communicate ideas and recommendations
• Proficiency with Bloomberg and Microsoft Office tools, especially Excel; ability to learn new software and utilize external quantitative tools that value corporate credit risk required
• Strong financial research skills, producing and maintaining quantitative financial models
• Excellent problem-solving skills, documentation skills and ability to work independently
• Very strong work ethic, attention to detail, team orientation, and commitment to excellence