Hybrid Details:
Onsite Mondays-Thursdays
Job Description
- Provides qualitative and quantitative support to the credit portfolio manager and senior trader.
- Prepares credit reports in assigned sector(s) to the portfolio manager, credit team and Investment department.
- Monitors and evaluates existing fixed income portfolio holdings in assigned sector(s).
- Occasionally presents private placements to the Investment Committee. Assists senior trader and portfolio manager in execution of trades, including back-up for money markets.
- To a lesser extent, assists portfolio manager and senior trader with finding attractive issues for both the General Account and mutual funds/commingled funds.
- Assists in optimizing and aligning the mutual funds with the commingled funds and indices.
- Analyze and publish on assigned credits and investment considered for purchase. Maintain surveillance of assigned credits through evaluation of periodic financial reporting, monitoring electronic and written news sources and communication with peer group professionals, external industry analysts and corporate management. Create financial models on assigned credits and prospective investments.
- Publish update reviews on assigned watchlist credits.
- Develop an expertise in assigned industry sectors, including preparing regular industry updates.
- After fundamental review, make recommendations on specific companies to the portfolio manager with clear articulation of thesis.
- Review available offerings from brokerage community and synthesize them to find potential investments that are a good fit for the General Account or Funds. Determine relative value of purchase or sale candidates.
- Assist in execution of credit and municipal trading orders as directed by portfolio manager and senior trader. Infrequently, asset classes could be expanded to include preferred, common equities and money markets.
- Complete ad-hoc projects as directed by the portfolio manager of CIO.
Required:
- Understanding of higher-level security and portfolio analytical concepts
- Good organizational, analytical and communication skills
- Ability to work with moderate supervision
- Microsoft Office, Bloomberg, portfolio analytic software, electronic platforms like Market Access
Required:
- BA or BS degree in Finance or related field
- Several years of analyzing credit, strong affinity for the capital markets
Preferred:
- MBA desirable
- CFA or progress towards it desirable
#LI-Hybrid
