Senior Credit Research Analyst

PTMA Financial Solutions, provides treasury management, liquidity management, and other financial products and services to the public sector. In addition to more than 12,000 local governments, school districts and other public entities, we also partner with over 1,000 financial institutions to help strengthen communities from coast to coast. Our family of financial services companies offers local government investment pool administration, investment advisory services, term investments, cashflow analysis, bond proceeds management, and public finance services for public entities plus stable deposit funding solutions for financial institutions. Our financial expertise, comprehensive products, and advanced technology help clients achieve more today for a better tomorrow. The firm’s primary operational hubs are in Denver, Colorado, and Naperville, Illinois, with other offices throughout the United States.

Job Summary: PTMA Financial Services, an investment advisory firm with dual headquarters in Denver, CO and Naperville, IL, is looking for a Senior Credit Research Analyst. This position reports to the Head of Credit Research and is a member of the PTMA Credit Team and Credit Committee, working closely with others in a dynamic and collaborative work environment. This position requires a strong understanding and desire to focus on fundamental credit analysis of fixed income issuers in addition to the analysis of macroeconomic and regulatory environments. The credit review process requires complete fundamental and risk management reviews. A successful candidate will have 3-5 years of experience in credit analysis or related function, be proficient in conducting research and drafting issuer and sector wide analysis, and must display strong communication skills (both written and verbal). The Senior Credit Analyst coverage will be focused on high-grade financial issuers. Applicants must be authorized to work for employer in the U.S.

Duties/Responsibilities:

• Fundamental credit analysis of approved and proposed issuers through due diligence, sector and issuer research, developing and conducting proprietary analysis, preparing compelling written recommendations and presenting before Credit Committee.
• Prepare written reports for new initiations, annual credit reviews, and quarterly sector overviews.
• Continual cycle surveillance using pre-established markers and recommendation of new markers and analytical tools.
• Ongoing surveillance of financial metrics, market signals, and other factors using Excel and other internally developed risk management models.
• Working with Investment Advisor and Credit teams to determine appropriate investment counterparties, set hold codes and concentration limits, and evaluate investment policies.
• Assist in the development and mentoring of new analysts.
• Attend industry conferences and client presentations as required.
• Contribute to firm-wide initiatives, as requested.

Required Skills/Abilities:

• MS Office skills
• Advanced Excel skills
• Familiarity with S&P Capital IQ and Bloomberg
• Strong teamwork skills required
• High degree of initiative
• Excellent oral and written communication skills. Candidate will demonstrate the ability to concisely distill an issuer’s story and communicate the credit strengths, weaknesses, and areas of due diligence for an issuer
• Strong presentation skills to diversified audiences
• Accuracy and attention to detail
• Ability to think quickly on their feet and defend their analysis
• Exercise independent judgment and work well with all levels of employees
• Strong sense of macroeconomic and sector trends with the ability to convey impacts on credit issuers and portfolio holdings

Education and Experience:

• Bachelor’s degree in Finance, Economics, or related field, required
• Preferred- 3-5 years of experience in banking credit analysis or related field, or
• 5+ years credit analysis experience
• Ability to analyze large amounts of data, time management skills
• Demonstrated interest in public financial markets, particularly fixed income
• Strong intellectual curiosity, initiative, and time management skills

Other Training, Education, Special Skills Required:

Masters degree or CFA designation or other specialized education preferred

The pay range for this role is:
125,000 - 155,000 USD per year(Hybrid (Denver, CO, US))

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