Our client, a Leading Bank, is looking for a Fixed Income Analyst to join their growing team.
Job: FIXED INCOME ANALYST
Location(s): NYC, Chicago, or LA (hybrid 3 days in office)
WHAT IS THE OPPORTUNITY?
Assess the creditworthiness and risk profile of Investment Grade and High Yield Corporate or Municipal issuers by conducting thorough credit research on current holdings, as well as tradeidea generation for future security selection. Report on trends in all sectors of the taxable/tax-exempt markets, and provide relative value recommendations accordingly. Communicate credit trends within sectors and individual issuers. For taxable analysts, particular attention is given to the analysis and understanding of issuers and on-going regulatory changes in the financial sector as the financial sector makes up a significant portion of Investment Grade Issuance and outstanding supply. Provide due diligence and risk assessment of assets to be held in fixed income mutual bond funds as well as separately managed accounts.
Wealth Management Division:
As a member of the wealth management team, you will provide white-glove service focused on intelligently personalized portfolio management for high-net-worth individuals, families, and institutions. For 30 years, the wealth management team has helped clients achieve their goals, operating as a nimble, responsive, local boutique investment firm.
WHAT WILL YOU DO?
Corporate/Municipal Credit Analysis. Analyze the overall financial strength and
repayment ability of individual fixed-income issuers (e.g., corporations, agencies, municipalities, etc.) and on the specific features/covenants of individual bonds. Research and communicate global, country and regional changes in the corporate, political and economic environment.
Actively seek out relative value swaps or new issuer purchases which are expected provide better risk adjusted returns than current holdings.
WHAT DO YOU NEED TO SUCCEED
Minimum 3 years’ experience fixed income research
Minimum 3 years investment experience
FINRA Series 7 and 66 securities
Skills and Knowledge
CFA/MBA – preferred or in progress
Strong expertise in fundamental fixed income research
Strong interpersonal skills
Excellent communication skills both verbal and written
Experience presenting to clients