This individual will be responsible for performing high yield and leveraged loan research and analysis on companies/industries, developing financial models, and providing recommendations to portfolio managers. They will be responsible for maintaining credit rating, outlook, and relative value assessment of holdings within assigned companies/industries.
Conducting HY & Leveraged Loan research and analysis on companies within assigned industry/sector (Healthcare, Travel & Leisure, Services, Real Estate, Debt Collectors) to build and maintain knowledge of relative value of assets within assigned space
Provide detailed buy, sell and hold investment recommendations to support portfolio managers in making informed investment decisions.
Evaluate issuers' fundamentals, debt structure, and overall credit worthiness.
Maintain credit rating, develop outlook and relative value assessments of all current holdings within assigned industry/sector.
Ensure portfolio managers are informed of significant developments (e.g. environmental impacts) within current holdings.
Identify process improvements and reporting systems to enhance workflow, functionality and analysis across the trading platform as needed.
Working experience with fixed income strategies (high yield and leveraged loan preferred) in research, trading, portfolio management, or data analytics role
Knowledge of fixed income securities and how they relate to market factors.
Proficient in Excel and Bloomberg
Familiarity with database structures, big data techniques and programming languages (e.g. SQL, Python, MATLAB) preferred.
Understanding of financial accounting and economic theory, global financial markets and fixed income products required.