Credit Analyst I

Credit Analyst

Analyzes fixed income investments. Monitors and evaluates existing fixed income portfolio holdings. Prepares and presents reports to portfolio manager and Credit Team. Performs in-depth research on new issues.

Core Responsibilities:

• Researches and evaluates potential fixed income investments and markets. Analyzes financial data from corporate statements, databases and Wall Street firms. Prepares and presents credit reports to portfolio manager and Credit Team for action. Obtains and evaluates information from other research analysts and/or company officials.
• Proactively monitors industry/sector developments, providing industry and sector input to help form relative value opinions for sector investments and to recommend changes to exposures when warranted.
• Analyzes watch list issues quarterly and prepares write-up for Committees review.
• Maintains relationships with sell-side research analysts.
• Attends Wall Street conferences and maintains relationships with Wall Street research analysts.

Skills Qualifications:

Required:

• Good communication and interpersonal skills
• Ability to understand and analyze financial statements
• Microsoft Office, including Word, Excel and PowerPoint
• Strong personal computer skills

Preferred:

• Knowledge of database software desirable

Education:

Required:

• BA or BS degree in finance

Preferred:

• MBA (or progress towards) desirable
• CFA desirable