Credit Analyst- Fixed Income
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Conduct fundamental credit research on a designated portfolio of corporate issuers, including financial statement analysis, capital structure evaluation, covenant review, and assessment of business, industry, and event-driven risks.
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Develop and present investment recommendations supported by thorough financial analysis, credit underwriting, and scenario-based risk assessments.
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Identify relative value opportunities across sectors, issuers, and capital structures, and communicate actionable insights to investment decision-makers.
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Participate in the evaluation of new investment opportunities, including review of offering materials, valuation analysis, and recommendation of appropriate investment strategies.
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Monitor portfolio holdings and covered issuers on an ongoing basis, evaluating earnings results, rating actions, corporate events, strategic transactions, and evolving market risks.
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Prepare concise written research and deliver presentations that support investment discussions, portfolio reviews, and risk evaluations.
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Maintain financial models, comparative analyses, and monitoring tools while identifying opportunities to improve efficiency through automation and process enhancement.
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Collaborate closely with investment professionals across research, trading, portfolio management, and risk functions to support portfolio construction, performance monitoring, and client reporting initiatives.
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Bachelor’s degree in Finance, Economics, Accounting, Mathematics, Business, or a related field required; advanced degree and/or professional certifications are viewed favorably.
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Minimum of 3 years of experience in credit research, investment analysis, fixed income investing, corporate finance, banking, or a related analytical discipline.
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Demonstrated ability to develop and communicate investment recommendations supported by both quantitative analysis and qualitative assessment.
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Strong critical thinking skills with the ability to make well-reasoned decisions in situations involving incomplete or evolving information.
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Solid foundation in financial statement analysis, cash flow modeling, capital structure evaluation, credit analysis, valuation techniques, and risk assessment methodologies.
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Advanced proficiency in Excel, PowerPoint, and other financial analysis tools; experience with market data and research platforms preferred.
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Interest in leveraging technology, data analytics, and emerging AI tools to improve research workflows, automate repetitive tasks, and enhance decision-making processes.
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Intellectual curiosity, attention to detail, strong initiative, and the ability to produce high-quality work while managing competing priorities and deadlines.
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Effective written and verbal communication skills, including the ability to present complex analyses in a clear, concise, and actionable manner.
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Collaborative team player with the ability to build productive relationships across investment, research, risk, and operational teams.
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High level of professionalism, integrity, accountability, and sound business judgment.
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