Research Analyst

• 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.

• Bachelor’s Degree in Finance, Marketing, Business, or a related field.
• Masters of Business Administration with a focus on Investment Management or Investment Banking preferred.
• Chartered Financial Analyst (CFA) designation preferred.
• Minimum 5 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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.