Investment Analyst

Responsibilities: 

• Conduct detailed ad-hoc analysis to support portfolio managers, including performance attribution, cash management, portfolio holdings, and screenings.
• Produce internal and external portfolio reporting as well as marketing presentations.
• Coordinate investor communication and reporting requests.
• Assist with trade activities within credit portfolios.
• Perform fundamental and relative value research on existing holdings and generate credit-driven investment ideas.
• Prepare written credit analysis reports, including company evaluations, earnings updates, and industry reviews.
• Respond to portfolio manager inquiries regarding credit concerns and provide market overviews.
• Assist with daily fund management tasks and conduct ad-hoc analysis as needed.

Requirements: 

• Undergraduate or graduate in relevant field (Business, Economics, or Finance) preferred
• Strong written and verbal communication skills required with proven ability to work across cultures within a dynamic environment
• Sound knowledge of financial principles, accounting and economics
• Strong analytical ability focused on the assessment of credit risk
• Knowledge of Microsoft Excel and PowerPoint
• Knowledge of Bloomberg
• Ability to manage and balance competing demands
• Ability to interact with people and clients across all business levels
• Strong team player skills 
• Quantitative skills are preferred but not required
• More than two years of relevant work experience is preferred but not required