Investment Research Analyst

About the role

AMMC is seeking an experienced Investment Research Analyst to join their team in Cincinnati, OH. The role involves analyzing companies within various industries that issue secured debt, monitoring market trends, and evaluating credit worthiness.

Responsibilities

• Conduct independent deep-dive fundamental investment/credit analysis primarily on leveraged loans, as well as other investments
• Maintain historical financial summaries and financial models to evaluate potential investment opportunities including base and downside stress-test scenarios
• Analyze capital structures and credit agreements (covenant compliance, restricted payments, etc.)
• Develop a deep understanding of financial markets and the ability to participate in an investment process that evaluates opportunities across a broad range of corporate credit securities
• Provide write-ups and recommendations to the investment committee
• Collaborate with portfolio managers and traders to identify relative value opportunities and optimize portfolio construction
• Work closely with senior analysts to research, analyze and monitor various companies and industries

Requirements

• Bachelor’s degree in Business, Finance, Economics, or a related field
• 3+ years of experience in credit research, leveraged finance, or corporate banking; Formal bank credit training program completion is highly desirable
• Completion of or continuing progress toward a professional Chartered Financial Analyst (CFA) designation is a plus
• Proficiency in Excel is required; Experience in Bloomberg is a plus
• Strong technical, written and communication skills, is highly articulate and is able to explain complex concepts clearly
• Self-motivated and able to work both independently and as part of a team

Benefits

• Competitive benefits packages for full-time and part-time employees
• Medical, dental, and vision coverage
• Wellness plans, parental leave, adoption assistance, and tuition reimbursement
• Paid Time Off and paid holidays
• A 401(k) plan with company match
• Employee stock purchase plan
• Commuter benefits

Pay

Compensation varies by role, level, and location and is influenced by skills, experience, and business needs. Your recruiter will provide details about benefits and specific compensation ranges during the hiring process.

Schedule

The role is expected to be on-site five days per week, with flexibility available as business needs and individual circumstances allow.