Our employees are our most valuable asset.
Job Description
Our investment manager, Newfleet, is adding a credit analyst to their team. The credit analyst will perform fundamental credit analysis on corporate bond issuers including financial statement and industry analysis and risk identification. The analyst will also assist senior analysts in gathering research material, creating financial models, conducting relative value analysis and developing presentations. Over time, the analyst will be expected to be responsible for covering 50-60 issuers and two or three industry sectors and to make purchase and sale recommendations to portfolio management.
Job Responsibilities:
- Monitor assigned credits for credit deterioration and idea generation.
- Perform security analysis on fixed income credits.
- Maintain knowledge of assigned industry sector and develop relative value opinions.
- Build and maintain relationships with investor contacts including sell-side traders and analysts, issuer contacts, and client contacts.
Ideal Qualifications:
- Undergraduate degree with a concentration in finance or business. Progress toward obtaining a CFA is a plus.
- 3-5 years of relevant experience in corporate security credit analysis, working for an investment manager with demonstrated financial market knowledge.
- Credit training, basic accounting background and financial statement analysis experience.
- Excellent quantitative skills including demonstrable expertise using SQL is a plus.
- Working knowledge of Perform, Bloomberg, and/or other related analytical platforms is a plus including Excel API.
- Knowledge of macroeconomics and how economic events influence assigned industries and companies. Knowledge of debt and equity capital markets, and where applicable, commodity markets and their influence on industries and companies.
- Desire and ability to work both collaboratively as part of a team as well as independently.
The starting salary range is $108,000.00 to $132.00.00
The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the annual incentive plan.
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What We Do
In Latin, Virtus connotes the characteristics of integrity, quality and strength. Those are the traits we stand for today as an investment management provider and the traits that will define us in the future.
Virtus Investment Partners provides investment management products and services to individuals and institutions. We operate a multi-manager asset management business, comprising a number of individual affiliated managers, each with a distinct investment style, autonomous investment process and individual brand.
We clearly understand the responsibility we have to our clients and we are committed to their success as investors.