Credit Analyst II

Credit Analyst II

New Haven, CT (Onsite)

Core Responsibilities

• Analyze and publish on assigned credits and investment considered for purchase. Maintain surveillance of assigned credits through evaluation of periodic financial reporting, monitoring electronic and written news sources and communication with peer group professionals, external industry analysts and corporate management. Create financial models on assigned credits and prospective investments.
• Publish update reviews on assigned watchlist credits.
• Develop an expertise in assigned industry sectors, including preparing regular industry updates.
• After fundamental review, make recommendations on specific companies to the portfolio manager with clear articulation of thesis.
• Review available offerings from brokerage community and synthesize them to find potential investments that are a good fit for the General Account or Funds. Determine relative value of purchase or sale candidates.
• Assist in execution of credit and municipal trading orders as directed by portfolio manager and senior trader. Infrequently, asset classes could be expanded to include preferred, common equities and money markets.
• Complete ad-hoc projects as directed by the portfolio manager of CIO.

Skills Qualifications

Required:

• Understanding of higher-level security and portfolio analytical concepts
• Good organizational, analytical and communication skills
• Ability to work with moderate supervision
• Microsoft Office, Bloomberg, portfolio analytic software, electronic platforms like Market Access

Education

Required:

• BA or BS degree in Finance or related field
• Several years of analyzing credit, strong affinity for the capital markets Preferred:
• MBA desirable
• CFA or progress towards it desirable