Investment Analyst

Position Summary

The Investment Analyst supports the Investments team by conducting fundamental credit and investment research across a range of asset classes, which may include corporate bonds, municipal bonds, structured securities, private debt, private equity, and alternative investments. This role assists with issuer analysis, portfolio monitoring, market research, valuation support, and the development of written and verbal investment recommendations for portfolio managers.

Position Responsibilities

• Conduct fundamental credit and investment research on issuers across sectors and asset classes, which may include corporate bonds, municipal bonds, structured securities, private debt, private equity, and alternative investments.
• Prepare and maintain written credit memos, including issuer overviews, industry and competitive analysis, financial statement analysis, relative value analysis, key risks, and investment considerations.
• Maintain investment research files, internal databases, and documentation to support portfolio monitoring, reporting, and investment decision-making.
• Support analysis of primary and secondary market investment opportunities, including review of offering materials, pricing, credit fundamentals, and relative value.
• Affiliate with portfolio managers, analysts, and other investment team members to support portfolio objectives and investment strategies.
• Track market, economic, industry, and company-specific trends that may affect current or prospective investments.

Position Qualifications

• Minimum of 1 year of full-time professional experience in credit research, investment research, trading, financial analysis, or a related field required.
• Active CFA Program participation required, defined as having passed CFA Level I, being registered for an upcoming CFA Level I exam, or currently pursuing CFA Level II or Level III; or municipal bond credit research, trading, surveillance, underwriting, or portfolio management experience.
• Basic knowledge of financial statements, credit analysis, and investment concepts.
• Strong analytical, written communication, and Excel skills.

Preferred Requirements

• Experience analyzing municipal bonds, healthcare issuers, not-for-profit hospitals, or other public finance sectors.
• Experience or coursework related to fixed income, corporate credit, municipal bonds, structured securities, private credit, private equity, or alternative investments.
• Experience with Bloomberg, Aladdin, Python, or other investment research/data tools.
• MBA or MS in Finance preferred.