Details
This position is on the Active Fixed Income research team based in Stamford, CT. The candidate will be part of the research team responsible for fundamental industry research and comprehensive credit analysis. Responsibilities include being a key member of the analyst team in monitoring credit and spread performance, developing market views, and contributing to presentation and reporting materials. Candidates will also be asked to conduct ad hoc research on economic issues and circulate the findings to investment team colleagues. The individual is expected to collaborate effectively within an immediate team and across organizational functions with business units, Finance, Treasury, Risk, and IT to share knowledge, expertise and guidance.
The role reports into the team lead for high grade portfolio management and will support insurance and total return portfolio managers primarily based in the US.
Role Responsibilities
??? Lead the research effort on assigned sectors working closely with the constituent PMs to assure delivery of appropriate research support including timely written reports and analysis.
??? Proactively contribute to development of a consolidated credit strategy.
??? Effectively communicate sector developments and investment strategy within assigned sectors throughout investment organization
??? Make buy/hold/sell recommendations for all assigned fixed income credits (covering approximately (80-100 names).
??? Conduct primary review, credit analysis, financial modeling and documentation of new issue and secondary credits in assigned sectors
??? Maintain knowledge of relative value and pricing of assigned credits
??? Proactively identify and analyze companies in assigned industries for possible future investment
??? Leverage deep, existing industry relationships with external management teams, rating agencies and sell-side analysts, and maintain open and frequent communications with these parties. Report-out regularly on assigned credits, in addition to annual reviews. Maintain current investment recommendations and credit opinions in internal database. Preparation of credit or sector deep dives.
??? Proactively communicate out with PMs and senior management with recommendations for new purchases and updates on our existing portfolio demonstrating clear understanding of portfolio construction and management.
Qualifications/Requirements
Basic Requirements:
??? Bachelor's Degree, preferably in a business-related discipline
??? At least 5 years of experience in an investment management organization preferably in fixed income, or a financial services environment, preferably with an institutional asset manager
??? At least 3 years of investment experience, preferably having had exposure to Investment Grade Corporate Bonds.
??? Experience covering the TMT sectors preferred.
??? Strong track record of performance preferred
??? Experience using Bloomberg or similar application
??? Advanced Excel skills
Salary Range:
$125,000 - $200,000 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
The role reports into the team lead for high grade portfolio management and will support insurance and total return portfolio managers primarily based in the US.
Role Responsibilities
??? Lead the research effort on assigned sectors working closely with the constituent PMs to assure delivery of appropriate research support including timely written reports and analysis.
??? Proactively contribute to development of a consolidated credit strategy.
??? Effectively communicate sector developments and investment strategy within assigned sectors throughout investment organization
??? Make buy/hold/sell recommendations for all assigned fixed income credits (covering approximately (80-100 names).
??? Conduct primary review, credit analysis, financial modeling and documentation of new issue and secondary credits in assigned sectors
??? Maintain knowledge of relative value and pricing of assigned credits
??? Proactively identify and analyze companies in assigned industries for possible future investment
??? Leverage deep, existing industry relationships with external management teams, rating agencies and sell-side analysts, and maintain open and frequent communications with these parties. Report-out regularly on assigned credits, in addition to annual reviews. Maintain current investment recommendations and credit opinions in internal database. Preparation of credit or sector deep dives.
??? Proactively communicate out with PMs and senior management with recommendations for new purchases and updates on our existing portfolio demonstrating clear understanding of portfolio construction and management.
Qualifications/Requirements
Basic Requirements:
??? Bachelor's Degree, preferably in a business-related discipline
??? At least 5 years of experience in an investment management organization preferably in fixed income, or a financial services environment, preferably with an institutional asset manager
??? At least 3 years of investment experience, preferably having had exposure to Investment Grade Corporate Bonds.
??? Experience covering the TMT sectors preferred.
??? Strong track record of performance preferred
??? Experience using Bloomberg or similar application
??? Advanced Excel skills
Salary Range:
$125,000 - $200,000 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.