Senior Credit Research Analyst
PTMA Financial Solutions · Denver, CO · 3 wk ago
On-siteAnalystFull-time
Duties/Responsibilities
- Fundamental credit analysis of approved and proposed issuers through due diligence, sector and issuer research, developing and conducting proprietary analysis, preparing compelling written recommendations and presenting before Credit Committee.
- Prepare written reports for new initiations, annual credit reviews, and quarterly sector overviews.
- Continual cycle surveillance using pre-established markers and recommendation of new markers and analytical tools.
- Ongoing surveillance of financial metrics, market signals, and other factors using Excel and other internally developed risk management models.
- Working with Investment Advisor and Credit teams to determine appropriate investment counterparties, set hold codes and concentration limits, and evaluate investment policies.
- Aid in the development and mentoring of new analysts.
- Attend industry conferences and client presentations as required.
- Contribute to firm-wide initiatives, as requested.
Required Skills/Abilities
- MS Office skills
- Advanced Excel skills
- Familiarity with S&P Capital IQ and Bloomberg
- Strong teamwork skills required
- High degree of initiative
- Excellent oral and written communication skills
- Strong presentation skills to diversified audiences
- Accuracy and attention to detail
- Ability to think quickly on their feet and defend their analysis
- Exercise independent judgment and work well with all levels of employees
- Strong sense of macroeconomic and sector trends with the ability to convey impacts on credit issuers and portfolio holdings
Education and Experience
- Bachelor’s degree in Finance, Economics, or related field, required
- Preferred - 3-5 years of experience in banking credit analysis or related field, or 5+ years credit analysis experience
- Ability to analyze large amounts of data, time management skills
- Demonstrated interest in public financial markets, particularly fixed income
- Strong intellectual curiosity, initiative, and time management skills
Other Training, Education, Special Skills Required
- Masters degree or CFA designation or other specialized education preferred
Pay Range
The pay range for this role is: $125,000 - $155,000 USD per year (Hybrid (Denver, CO, US))
Benefits
Not specified
Schedule
Not specified
Qualifications
Not specified
Skills
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Benefits
Not specified