Credit Analyst II - Leveraged Credit
Western & Southern Financial Group
Welcome page Returning Candidate? Log back in! Credit Analyst II - Leveraged Credit Job Locations US-OH-CINCINNATI ID 2024-21970 Category Investment Management Type Full Time Subsidiary Fort Washington Investment Advisors, Inc. Overview
Qualifications Bachelor's Degree In finance, accounting, economics or quantitative-related field. - RequiredMaster's Degree MBA - PreferredTypically five or more years of proven successful experience in fundamental credit and/or equity analysis. - RequiredDemonstrated experience effectively influencing a group to a recommended course of action. - RequiredProven track record of outperformance. -Demonstrated excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner. -Proven ability to effectively interact and communicate with all levels of staff and management. -Demonstrated strong analytical skills. -Proven ability to conceptualize and use new methodologies. -Proven ability to work under multiple deadlines and minimal supervision. -Proven strong quantitative and mathematical skills. -Demonstrated desire and initiative to strive for continuous improvement and excellence. -Proven strong team orientation. Must provide examples from work experience of going above and beyond the call of duty to assist team members. -Proficient in Bloomberg and Microsoft Office applications. -Strong Excel modeling skills, VBA knowledge a plus. -Chartered Financial Analyst (CFA) Upon Hire - Preferred
The Credit Analyst II (Leveraged Credit) is responsible for the ongoing analysis of assigned sectors within the Fort Washington corporate bond and loan portfolios. Analysis will focus on both industry and company-specific fundamentals as well as relative value, risk positioning and security-specific trade ideas that support the overall client mandate.
ResponsibilitiesWhat you will do:
Researches assigned credit sectors and evaluates fundamental characteristics, trends, opportunities and risks therein. Research activities include frequent collaboration with peers across the firm’s investment research teams, including investment grade credit, leveraged credit, emerging markets debt and equity.Presents timely purchase, sell, and position-sizing recommendations with regard to both security selection and sector allocation to the portfolio manager(s), trader(s), and credit research team(s) with a focus on relative value, strategy objectives, risk, liquidity and ability to execute.Stays current on industry news, trends and controversies within assigned coverage areas. Provides relevant, frequent and timely updates to the credit research team(s), portfolio manager(s), head of credit and CIO(s). This includes, but is not limited to, new issue commentary/recommendations and regular sector and positioning reviews for credit investment strategies.Functions as the “sector PM” for assigned sectors; works directly with portfolio manager(s) to determine positioning (credit, curve and/or CUSIP-level) within assigned sectors of various fixed income strategies.Cultivates and maintains relationships with external research, sales, trading and industry management teams where possible.Understands third-party total return and internal insurance asset-liability management (ALM) fixed income portfolio strategies, objectives, risk-tolerances and constraints.Actively contributes to team discussions of corporate credit valuation and strategy. Collaborates with the portfolio manager(s) and peers to assist in top-down risk allocations to credit sectors.Works with portfolio manager(s), account administrators, operations and marketing staff within Fort Washington as well as a variety of other Western & Southern departments.Performs other duties as assigned.Complies with all policies and standards.Qualifications Bachelor's Degree In finance, accounting, economics or quantitative-related field. - RequiredMaster's Degree MBA - PreferredTypically five or more years of proven successful experience in fundamental credit and/or equity analysis. - RequiredDemonstrated experience effectively influencing a group to a recommended course of action. - RequiredProven track record of outperformance. -Demonstrated excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner. -Proven ability to effectively interact and communicate with all levels of staff and management. -Demonstrated strong analytical skills. -Proven ability to conceptualize and use new methodologies. -Proven ability to work under multiple deadlines and minimal supervision. -Proven strong quantitative and mathematical skills. -Demonstrated desire and initiative to strive for continuous improvement and excellence. -Proven strong team orientation. Must provide examples from work experience of going above and beyond the call of duty to assist team members. -Proficient in Bloomberg and Microsoft Office applications. -Strong Excel modeling skills, VBA knowledge a plus. -Chartered Financial Analyst (CFA) Upon Hire - Preferred
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