Credit Analyst I

About the Organization

The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through life insurance, long-term care insurance, disability income insurance, investment, and annuity products. Charity is central to our mission: over the past ten years, we have donated $1.73 billion to help those in need and support our faith. While many employees are not Catholic, we adhere to the Church’s teachings in our investment strategies and employee benefits. As part of our religious mission, we support the pro-life cause, oppose assisted suicide and euthanasia, evangelize for the Catholic faith, and assist Christians facing religious persecution in the Middle East. Our two million members volunteer to help others in parishes and communities worldwide.

About the Role

Analyzes fixed income investments. Monitors and evaluates existing fixed income portfolio holdings. Prepares and presents reports to the portfolio manager and Credit Team. Performs in-depth research on new issues.

Responsibilities

• Researches and evaluates potential fixed income investments and markets.
• Analyzes financial data from corporate statements, databases, and Wall Street firms.
• Prepares and presents credit reports to the portfolio manager and Credit Team for action.
• Obtains and evaluates information from other research analysts and/or company officials.
• Proactively monitors industry/sector developments, providing input to form relative value opinions for sector investments and recommending changes to exposures when warranted.
• Analyzes watch list issues quarterly and prepares write-ups for Committees review.
• Maintains relationships with sell-side research analysts.
• Attends Wall Street conferences and maintains relationships with Wall Street research analysts.

Requirements

• BA or BS degree in finance (required).
• MBA (or progress toward) or CFA (preferred).
• Good communication and interpersonal skills.
• Ability to understand and analyze financial statements.
• Proficiency in Microsoft Office, including Word, Excel, and PowerPoint.
• Strong personal computer skills.
• Knowledge of database software (desirable).
• Authorization to work in the United States (required; this position is not eligible for visa sponsorship).

Physical Demands

Must be able to remain in a stationary position for a majority of the workday.

Pay

The wage range for this role is $98,000–$153,000, taking into account factors such as skill sets, experience, training, licensure, certifications, and organizational needs. The range applies to work performed in Connecticut; adjustments may be made for other locations. It is not typical for an individual to be hired at or near the top of the range.

Benefits

• Time Away: 13 paid holidays per year, in addition to vacation and paid sick leave, and flexible workweek schedules.
• Professional Development: Certifications, designation, and tuition reimbursement.
• Retirement Benefits: 401(k) retirement savings plan with matching company contributions, and cash balance retirement plans fully funded by the company.
• Health and Wellness:
  • Short-term disability and term life insurance fully paid by the company.
  • Up to 12 weeks of childbirth leave under the STD policy.
  • One week of fully paid parental leave for all new parents, including adoptive and foster parents.
  • A variety of health insurance options, including premium-level family coverage and a pre-tax Health Savings Account with employer contributions. (Note: The Order’s health plans do not cover abortion, sterilization, or contraception.)
  • Long-term disability insurance, dental insurance, and vision insurance.
  • Health club membership reimbursement.
  • Employee Assistance Program.