Description

For this position, focused on the Investment Grade Credit with additional position details:

Analyzes economic and market trends, investment-grade corporate credit issuers, with initial sector coverage expected to include the Capital and Consumer Non-Cyclical sectors. Evaluates sector fundamentals, issuer financial performance, cash flow generation, leverage, liquidity, ratings trajectory, covenant considerations, and relative value to determine suitable investments. 
Prepares and presents credit research, relative-value analysis, and buy/hold/sell recommendations for assigned issuers and sectors.
Maintains ongoing surveillance of assigned investment-grade credits, including earnings releases, rating agency actions, capital allocation decisions, M&A activity, new issuance, sector developments, and material credit events. 
Develops relationships with company management teams, sell-side analysts, rating agencies, traders, and other market participants to support credit due diligence and timely portfolio decision-making.
Reviews offering documents, bond covenants, rating agency reports, earnings materials, investor presentations, and other issuer-specific documentation as part of the credit research process.
Maintains credit models, issuer surveillance tools, sector dashboards, portfolio analytics, and Bloomberg/database resources used to support investment decisions and ongoing monitoring.
Participates in issuer meetings, industry conferences, rating agency discussions, and other due diligence activities as directed.

Requirements

Minimum Educational Requirements

Bachelor's degree in accounting, finance, mathematics or related field required.
Master's degree or Chartered Financial Analyst (CFA) designation or in pursuit of CFA preferred.

Additional Experience 

Three years' experience analyzing investment portfolios, investment performance, risk modeling or equivalent investment experience required.
Advanced database management, spreadsheet skills and proficiency with Bloomberg preferred.