Credit Research Analyst Resume Samples
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Credit Research Analyst Resume Samples
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WM
W Mueller
William
Mueller
8936 Lockman Fall
Detroit
MI
+1 (555) 956 5700
8936 Lockman Fall
Detroit
MI
Phone
p
+1 (555) 956 5700
Experience
Experience
Phoenix, AZ
Credit Research Analyst
Phoenix, AZ
Bayer-Balistreri
Phoenix, AZ
Credit Research Analyst
- Develop monthly and quarterly reports for Senior Management relating to Genworth’s investment portfolios and their performance
- Support Team in responding to information requests and perform portfolio analyses to provide portfolio transparency to Senior Management
- Undertaking analysis and strategic research in assigned regions providing input into investment grade and high yield fund management decisions
- Identify potential new investments for the portfolio; Keep senior credit analyst / team lead and portfolio manager apprised of key news events
- Perform detailed quantitative and qualitative credit analyses of Morgan Stanley’s lending and traded products counterparties
- Make investment recommendations
- Monitor and analyze the performance and composition of the public, corporate portfolio
Houston, TX
Municipal Credit Research Analyst
Houston, TX
Ratke-Schuster
Houston, TX
Municipal Credit Research Analyst
- Prepare timely and accurate periodic and ad-hoc exposure and performance reports for management
- Provide ad hoc support for other teams including housing, economic research, and corporate
- Produce concise written research and verbally articulate credit strengths and risks to portfolio managers and traders
- Analyze new issue and secondary market municipal credits to create reports, analyses, and recommendations
- Respond to client requests and projects
- Effectively communicate with investment professionals across Guggenheim Partners’ various investment groups
- Interact with marketing, investor relations, client valuation teams and trade settlement groups
present
Detroit, MI
Senior Credit Research Analyst
Detroit, MI
Wisoky-Pacocha
present
Detroit, MI
Senior Credit Research Analyst
present
- Share knowledge – both verbally and in writing – regarding ongoing country or credit/sector developments with other members of the Investments team
- Developing and maintaining working relationships among large teams in a matrix organization
- Analyze and document accounting, capital and tax treatment for existing and prospective Alternative investments
- Teaching and mentoring Investments Associates
- Leading or actively contributing to division-wide projects and process improvement efforts
- Develop and maintain relationships with sell-side and rating agency analysts
- Lead the preparation of monthly and quarterly income and asset reports for portfolio holdings, including comparison to plan/budget and fund performance relative to expectations
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Rowan University
Bachelor’s Degree in Finance
Skills
Skills
- Authoritative within area of expertise along with a good level of generalist knowledge
- Quickly able to develop and build relevant modelling tools
- Self-driven desire for expertise, thirst for sector knowledge and keen attention to detail
- Strong attention to detail
- Proficiency wit computer platforms and applications
- Excellent communication skills
- Willingness to work in a strong team-oriented environment
- Polished and professional demeanor
- Intellectual curiosity for new products or businesses to analyse and strong commercial acumen
- Strong financial modeling skills
11 Credit Research Analyst resume templates
Read our complete resume writing guides
1
IG Credit Research Analyst Resume Examples & Samples
- The candidate will be responsible for providing investment opinions and trade ideas for investment grade bonds
- Manage coverage across a range of sectors but with a particular focus on experience in basic materials, energy, industrial, auto and/or technology sector coverage
- Bachelor degree in Finance, Economics, Statistics, or Mathematics with superior academic record
- Proficient in Excel and Powerpoint
2
Senior High Yield Credit Research Analyst Resume Examples & Samples
- The candidate will be responsible for providing investment opinions and trade ideas for high yield bonds and leveraged loans
- Looking for coverage across a range of sectors but with particular focus onexperience in retail, lodging, packaging, services, homebuilding and/or specialty finance coverage
- 5 years of relevant and similar experience working as a research analyst
3
Credit Research Analyst Resume Examples & Samples
- Author credit memos and present views to CRM senior professionals for approval
- Perform detailed quantitative and qualitative credit analyses of Morgan Stanley’s lending and traded products counterparties
- Conduct company specific and industry level research, identify key factors impacting a company’s credit quality, prepare written summary of findings and recommendations, defend analysis to senior management and at Credit Committees
- Assist in the credit approval process by analyzing the risk in various loan or complex derivative transactions
- Monitor, manage and report exposures at a counterpart, product and portfolio level
- Excellent analytical and numerical skills to assimilate complex information rapidly
- Strong accounting/finance education and skills as well as basic knowledge of loan and capital markets products
- Superior reading comprehension, written, and verbal communication skills
- Ability to identify, analyze, condense, and articulate complicated ideas and findings clearly and succinctly
4
Credit Research Analyst to Associate Resume Examples & Samples
- Conduct Credit Analysis of fixed income products and provide Credit Research reports for investors
- Fixed Income experience in Investment Bank based in Japan
- Fixed Income Research experience at Global Investment Bank based in Japan
5
Lead Lat Am Credit Research Analyst Resume Examples & Samples
- Work within the Global Fixed Income Team ( key : close collaboration with Asian Credit & European Credit research teams )
- Responsible for delivering quality top down thematic corporate & financial credit research output (focus on LatAm & CEEMEA )
- Apply a bottom-up skillset to producing thematic credit strategy output (focus on LatAm & CEEMEA )
- Identifying investable macro , top down and sector themes in the credit markets
- Produce and contribute to regular publications , and special ad hoc pieces and cross asset notes
- Formulate regional cross market recommendations within Global EM universe
- Presenting at client meetings (targets and numbers tbc)
- Regular coverage of credit events and timely reaction to relevant news flow
- Support sales, trading and research teams in accordance with compliance rules
- Ensures compliance monitoring is in place, including processes for management of operational risk, in accordance with HSBC and regulatory standards
- 8-10 years’ experience covering EM Credit ( focus on LatAm & CEEMEA Credit and Asian credit markets) as a senior portfolio manager & / or senior analyst on the buy /sell side
- Experience with financial modeling and/or forecasting
- Ability to do top down analysis of understanding sovereigns and financial systems (e.g. key when looking at entities like Petrobras)
- Thorough grounding in bottom-up credit research (ratings agency, publishing sellside analyst or buyside analyst at strong buyside firm)
- Ability to provide through provoking sector top down thematic research and to use bottom up experience to provide strategy/sector focus opposed to pure single name research
- Excellent knowledge of Top EM Issuers especially in LatAm & CEEMEA
- Excellent degree in Finance, Economics or related field of research from a strong university
- NASD Series 7 and Series 63 registered/ FCA registration
- Thorough understanding of FI Credit & Rates products and markets, regulation and business drivers
- University Educated and higher degree or equivalent preferred ( e.g. MBA, CFA, MSe)
- Excellent written, analytical , interpersonal & presentation skills
- Proficient with Microsoft Excel, Word & Powerpoint
6
Municipal Credit Research Analyst Resume Examples & Samples
- Analyze new issue and secondary market municipal credits to create reports, analyses, and recommendations
- Monitor portfolio holdings and municipal sectors for credit changes and material news and events
- Identify investment opportunities, including reviewing the upcoming issuance calendar
- Provide ad hoc support for other teams including housing, economic research, and corporate
- Respond to client requests and projects
- Effectively communicate with investment professionals across Guggenheim Partners’ various investment groups
- Interact with marketing, investor relations, client valuation teams and trade settlement groups
- Prepare timely and accurate periodic and ad-hoc exposure and performance reports for management
- Undergraduate degree in Economics, Finance, or Mathematics, as well as municipal experience preferred
- Minimum undergraduate GPA of 3.0
- Strong financial and analytical skills required
- Ability to create financial models, additional programming knowledge is a plus
- Interest in or working towards CFA preferred
- Demonstrated ability to succeed with limited supervision
- Record of success as part of a team or group effort
- Must be able to operate in a stressful, deadline driven environment while still maintaining a strict attention to detail and ability to prioritize issues appropriately
- Understanding of accounting via basic coursework or experience
- Proficient in Microsoft Excel and PowerPoint; Bloomberg or programming experience a plus
7
Corporate Credit Research Analyst Resume Examples & Samples
- Provides effective analysis of the industry and/or the company, identifies strengths and risks, competitive positions within the industry sectors, etc. Prepares cash flow projections
- Makes an effective presentation of the research report to the management
- Proactively monitors assigned industries and/or borrowers within the industries including market data such as stock prices, EDF and CDS, other appropriate indices or any key events/news and reports the information and its impact on credits/industries to the management in a timely manner
8
Municipal Credit Research Analyst Resume Examples & Samples
- Conduct fundamental credit research on investment grade municipal securities, with an emphasis on local municipal credits, including general obligation, appropriation, and special tax bonds
- Participate on client calls discussing municipal credit trends and specific security attributes
- Produce concise written research and verbally articulate credit strengths and risks to portfolio managers and traders
- Monitor industry trends and contribute to team strategy discussions
- 2-5 years of municipal credit research experience
- Ability to quickly analyze credit quality and respond to requests in timely manner
- Quantitative and qualitative analytical skills to perform credit analysis, including proficiency with software tools such as Word and Excel
9
CIB High Grade Credit Research Analyst Resume Examples & Samples
- Coordinate and run the publication of a range of daily reports covering CDS, CDX, and bond market analytics
- Generate market analyses and maintain/contribute to databases and presentations
- Be creative in producing and presenting data for publications (daily, weekly, and quarterly research reports), presentations, and client requests
- Work with JPM sales teams, trading teams, research colleagues and clients to present our view and perspectives
- Work with our team in Mumbai to ensure daily processes run smoothly and be able to efficiently resolve data issues stemming from both technological and/or calculation errors
- Communicate effectively with clients on questions ranging from market views to analytics to data trends
- Background in Technology or Economics is a plus
- Strong interest in markets and comfort working in a fast- paced, highly interactive trading floor environment
- Experience with programming languages and/or statistical packages is a plus (database/SQL)
10
Credit Research Analyst Resume Examples & Samples
- Bachelor's Degree in Finance
- 5+ years of Investment experience,
- Experience working with Fixed Income issues, either on the sell or buy side
- Thorough understanding of capital markets and portfolio management
- Exceptional presentation skills
- Proficiency wit computer platforms and applications
- High-yield experience
11
Senior Credit Research Analyst Resume Examples & Samples
- Credit analysis for fixed income mandates – analyze financial statements, debt structures and legal documentation of issuers
- Develop and maintain financial research models for companies
- Development of actionable investment recommendations for companies and sectors - underweight/overweight recommendations and timely changes for all companies will be clearly articulated and well founded
- Responsible for preparing and presenting high quality company reviews to the Credit Committee
- Contribute to the CAM Fixed Income investment process used by investment grade portfolio managers
- Present and communicate both internally with colleagues and externally with prospects and clients of the firm
- This job collaborates with the following groups when identifying, discussing and resolving business issues
- Research analyst peers and other asset class investment professionals
- Portfolio managers
- Leaders of Fixed Income
- Client Servicing and Business Development
- Business Controls, auditors, Legal and Compliance, Middle Office
- Bond issuers under consideration for investment
- Investment dealer and credit rating agency analysts
12
VP Credit Research Analyst Resume Examples & Samples
- Perform financial and credit analysis of names within coverage sectors
- Prepare financial forecasts, comparable company analyses and valuation models
- Develop relative value opinions on credits and individual debt securities
- Write and defend credit investment recommendations
- Monitor market developments and quarterly financial performance of names to determine credit pricing impact
- Work with portfolio management and trading to recommend portfolio position sizing
- Assist in gathering and analyzing industry and macro data to identify trends and help develop broad views of corporate credit and sector allocation
- Extensive usage of Excel, Bloomberg, Capital IQ and other technology applications
13
CIB High Grade Credit Research Analyst Resume Examples & Samples
- Performing company financial analysis and financial modeling
- Writing and producing regular and ad hoc research reports on single name and sector issues
- Interface with senior company management and industry consultants
14
Latam Corporate Credit Research Analyst Resume Examples & Samples
- 5+ years of experience in the financial industry
- 5+ years of experience working with models
- 2+ years of experience and proficiency with Excel
- 2+ years of related experience and proficiency with Bloomberg Terminal
- Any mastery of Spanish and/or Portuguese is not necessary would be considered a plus
15
High Yield Credit Research Analyst Resume Examples & Samples
- 10+ years of experience in the financial industry
- 10+ years of experience working with models
- 8 + years of experience with Excel for analysis of financial time series
- 8 + years of financial modeling experience
- 8 + years of experience with Bloomberg Terminal
- Research or Investment Banking experience
- Interested in research at the Macro level
16
Global Credit Research Analyst Resume Examples & Samples
- Analyze counterparties and assign credit ratings across coverage portfolio, taking into consideration evaluation of financial statements, industry knowledge and expertise and relevant qualitative factors
- Prioritize and organize counterparty credit models and reviews in a manner which fosters a real-time understanding of critical industries and counterparties and provides the capacity to support time-sensitive information requests, front-end structuring and credit risk appetite decisions and crisis response in the event of a distressed exposure
- Follow-up on emerging news and events which may impact coverage universe in a self-directed manner, including timely, proactive communication of observations and views
- Understand impact of BP’s place within a counterparty’s overall capital structure and reflect insights in analysis and in discussions with local credit staff – including assisting as required in developing a relative value view of fair return for resulting risk profile
- Demonstrate a balanced but opportunistic mindset, with control accountabilities always coming first but with an ongoing eye for circumstances which may present commercial origination openings for IST as well
- Maintain counterparty ratings and reference data within IST’s credit systems in an accurate and timely fashion
- Maintain strong, constructive working relationships and open lines of communication with local and global credit staff within BP and with key contacts within counterparty universe
- Significant experience in credit research, including multiple industry sectors and geographies and both investment grade and high-yield credits
- Fluency with respect to financial modeling and credit rating best practice, including key drivers of financial strength and key financial vulnerabilities across multiple sectors, including sovereigns
- Comfortable in working autonomously, sometimes under high-pressured and fast-paced circumstances, and often times in the face of ambiguity / limited information – and the personal courage to express a view on best information available to inform decisions
- Excellent interpersonal skills and a comfort level in working effectively with people at various organizational levels within BP
- A relentless commitment to excellence and to enabling sound business growth
- Work-out / distressed asset experience, preferably within banking
- Relative value credit experience within a buy-side investment firm or similar
- Extensive credit research experience across Asia and Middle East
17
Senior Credit Research Analyst Resume Examples & Samples
- Directly cover and publish research on a portfolio of Asian credit names. Produce thematic credit reports with an expected frequency of once per quarter
- Market the credit research product to institutional and high net-worth clients via e-mail, phone and presentations
- Generate and/or support business flows
- Receive internal and external votes from clients as validation of effectiveness of the research
- Build and manage a team of credit analysts, with the team size scaled to the level of business which is being generated off the credit research product
- Co-ordinate workflow with the equity research team to maximize synergies between credit and equity research efforts
- Good degree in Finance or Business
- Strong knowledge of the Asian credit market dynamics
- At least 10 years of relevant experience
18
Senior Credit Research Analyst Resume Examples & Samples
- Lead new fund investment underwriting and due diligence through participation in fund manager meetings including assessment of fund statements and offering documents, analysis of fund performance vs benchmarks, assessments of performance risk (volatility, downside deviation, capital loss) and analysis of legal risks
- Review and assess the fund portfolio through periodic surveillance reviews relative to internal plan targets, external benchmarks and manager execution relative to expected strategies/performance
- Establish and maintain direct sourcing relationships with fund managers in conjunction with building out internal capabilities to support direct investment in Alternatives
- Evaluate and update the optimal strategic and tactical asset allocation mix in the context of both the overall Genworth and Alternatives portfolios
- Implement a repeatable framework for analyzing risk, return and diversification characteristics of various Alternative strategies
- Analyze and document accounting, capital and tax treatment for existing and prospective Alternative investments
- Lead the preparation of monthly and quarterly income and asset reports for portfolio holdings, including comparison to plan/budget and fund performance relative to expectations
- Design, maintain and enhance models for forecasting income, cash flow and asset values of Alternative investment portfolio for multi-year business planning and forecasting capital usage
- Developing and maintaining working relationships among large teams in a matrix organization
- Teaching and mentoring Investments Associates
- 5-7 years of investing experience including 2 years in Alternatives or related asset classes, preferably within a life insurance company, fund-of-funds, banking, portfolio lending environment
- Demonstrated ability to review and analyze Alternative Asset or related investment transactions, including negotiating transaction documents and understanding the accounting, capital and tax implications of various strategies
- Solid financial analysis background as it relates to Investment transactions
- Excellent written and verbal communications skills with ability to synthesize research and analyses into actionable recommendations and the ability to present effectively to Investment Area leadership and broader groups
- Solid decision-making skills regarding core responsibilities, requiring only limited guidance and oversight
- Self-starter with strong collaboration skills and relationship building orientation
- MBA or equivalent degree or an equivalent combination of education and related experience
- CFA or candidacy
19
Corporate Credit Research Analyst Resume Examples & Samples
- Maintain corporate credit ratings for your coverage list within the sector, including presenting the credits to the rating committee as appropriate for ratings actions
- Evaluate detailed financial models for each company in your sector, focusing on the key drivers of the business
- Research, analyze, and write credit reports for these companies on a regular basis to provide our clients with updated credit viewpoints
- Write company and sector specific research reports that incorporate creative insights
- Produce concise and timely credit notes as appropriate for your list of companies in response to news and other events affecting the credits
- Contribute to the credit team in other ways including enhancing the research product and process, developing into a voting member of the credit committee, and assuming responsibility for special projects
20
Credit Research Analyst Resume Examples & Samples
- Monitor and analyze the performance and composition of the public, corporate portfolio
- Work with senior analysts on credit and sector research, due diligence, analysis, and reporting. This may include analysis of company news and financial reports; rating agency actions and reports, Bloomberg data, and Wall Street analysts’ reports Develop independent skills and capabilities in these functions
- Maintain an assigned portfolio of credits with respect to evaluating, analyzing, and reporting on each credit’s periodic financial reporting, major news releases, investor meetings and calls, rating agency actions, etc
- Share knowledge, both verbally and in writing, with other members of the PCCR and Genworth investments
- Support production of monthly credit surveillance reports and quarterly accounting valuations
- Support other team process and reporting responsibilities (e.g. compliance, audit, etc)
- Develop monthly and quarterly reports for Senior Management relating to Genworth’s investment portfolios and their performance
- Support Team in responding to information requests and perform portfolio analyses to provide portfolio transparency to Senior Management
- Undergraduate degree in a business major or related area of study
- 2+ years investments credit research experience (Insurance and Financials sector experience a plus)
- Ability to read and understand financial statements
- Strong functional capability with Microsoft Excel and PowerPoint applications
- Good written and verbal communications skills with ability to clearly articulate and share opinions
- Ability to prioritize multiple tasks in a fast-paced, changing environment
- Previous Corporate Credit Research experience (Insurance and Financials sector experience a plus)
21
Senior Credit Research Analyst Resume Examples & Samples
- Responsibility for their sector/s – including undertaking detailed fundamental industry and issuer credit analysis and forming fundamental and relative value recommendations that can be implemented in portfolios
- Responsible for security selection and forming trade recommendations within sector/s including analysis of bond documentation. Analysts are accountable for the performance attribution from their sector/s
- Analysts are responsible for undertaking detailed due diligence at both industry and issuer level – this includes site visits, road shows, management meetings and being an advocate for AMP Capital and its clients as required. At AMP Capital, analysts are expected to work closely with their sector peers in other asset classes
- 7-10 years' credit research experience gained in investment management, banking, sell-side research or credit rating agency preferably also some exposure to resources and infrastructure industries
- Must have strong financial modelling and accounting skills
- Working knowledge of bond or loan documentation
- Strong understanding of fixed income markets and concepts
- Relevant tertiary qualifications which may include a legal, accounting, commerce, or economics undergraduate degree, and most likely will possess post graduate qualifications including MBA, CPA or CFA
22
Senior Credit Research Analyst Resume Examples & Samples
- Through fundamental macroeconomic and credit analysis, provide timely buy/sell/hold recommendations in support of investment and portfolio management needs and new-issue and secondary-market opportunities. Analysis to include total exposure to countries and banking systems, capital stack, maturity, and relative value considerations, as well as consideration of broader Genworth investment goals, strategies and risk tolerance
- Follow economic and geopolitical developments on a regional/global basis and understand the implications for related banking systems
- Share knowledge – both verbally and in writing – regarding ongoing country or credit/sector developments with other members of the Investments team
- Prepare timely, comprehensive written analyses on individual countries, sectors, credits, or events in accordance with Investments surveillance requirements, and cogently present facts, analyses, conclusions, and recommendations to a broad audience within Genworth Investments
- Participate in monthly credit reviews and credit surveillance discussions and provide in-depth assessment of identified names for periodic accounting valuation processes
- Interact with rating agencies, Wall Street analysts, and other independent sources to obtain external views on individual credits or industries
- Actively contributing to division-wide projects and process improvement efforts
- Working with public and private credit analysts and other Investments associates
- 5+ years’ experience in sovereign credit analysis combined with 2+ years’ of bank credit analysis, including foreign banks
- Would consider corporate credit analyst with similar years’ experience with strong interest in global economics and banking
- Understanding of capital markets and fixed income mathematics
- Strong functional capability with Microsoft Office (Excel, Word, PowerPoint, Outlook) and Bloomberg terminal functions
- Excellent written and verbal communications skills and the ability to present effectively in group setting
- Solid decision-making skills regarding core credit responsibilities, requiring only limited guidance and oversight
- MBA or equivalent degree, or CFA or progress toward CFA designation
23
Credit Research Analyst Morley Financial Resume Examples & Samples
- Bachelors degree with emphasis in finance, economics or business related field with high marks in quantitative course work required
- Minimum of 3 years of buy side fundamental corporate bond credit and relative value analysis experience
- Ability to analyze and understand macroeconomic risks and drivers
- PC proficiency with strong Excel and Internet research skills required. Strong verbal and written communication skills are essential
- Ability to prioritize and effectively manage time is critical. Ability to efficiently and effectively research and summarize information, and communicate persuasive recommendations, required
24
Junior Credit Research Analyst Resume Examples & Samples
- 1-3 years of working experience in accounting/financial statement analysis
- Knowledge of financial market concepts and investments
- Ability to analyze financial data
- Intermediate Level knowledge of Microsoft Office products (specifically MS Excel) and the ability to adapt and learn internal systems and Bloomberg applications
- Excellent verbal and written communication skills and the ability to prioritize and manage multiple assignments on a daily basis
- Self starter with ability to work independently and in a team environment
25
Credit Research Analyst Resume Examples & Samples
- Credit Analyst will be responsible for proactively monitoring assigned sectors and taking the lead in making recommendations for portfolios supporting global insurance products
- Credit analysts must conduct in-depth market research across assigned sectors to support investment recommendations. Key components of this analysis will include, but not be limited to, key trends and competitive landscape in assigned sectors; review of company financial reports; earnings and news releases; and a framework for analyzing relative value within and across industry sectors. Monitor, gather, and organize information critical to the credit investment decision process. Provide verbal and written summaries of relevant information. Calculate key credit metrics, particularly liquidity, leverage, and cash flow ratios
- Identify potential new investments for the portfolio; Keep senior credit analyst / team lead and portfolio manager apprised of key news events
- Prepare oral and written analyses and summaries to other credit analysts and key stake holders as needed
- Have a detailed understanding of each bonds’ position in the capital structure
- Perform relative value analysis for the portfolio
- Maintain relationships with sell-side analysts, rating agencies and company management to keep up to date on investment opportunities
- Update and manage relevant internal and external sources of data
- Conduct ad hoc projects, analyses, and other support to relevant stakeholders as required
- Direct experience in Credit Research and a minimum of 4 years of experience
- B.A. / B.S degree in finance, engineering, mathematics, statistics, or similar quantitative discipline is required. MBA and/or CFA preferred
- Requirements include: strong analytical capabilities, excellent verbal and written communication skills, desire to work in a collaborative team environment
- Buy-side experience preferred although not required
- Self-motivated, able to work in a fluid environment and to complete tasks independently yet, interact in a team environment
- Highly organized with the ability to work on multiple projects with different deadlines independently
26
Credit Research Analyst Resume Examples & Samples
- Provide analysis on industries, issuers and individual securities in both the domestic and international fixed income and leaveraged loan markets
- Provide analysis of company-specific financial and competitive issues, macroeconomic trends and regulatory matters as well as specific security and covenant analysis
- Maintain financial models
- Evaluate new issues as they come to the market
- Publish internal research reports
- 0-2 years' work experience
- Progress towards CFA a plus
- Basic understanding of the overall fixed income securities market helpful but not required
- Basic understanding of financial accounting
- Ability to read financial statements and perform detailed financial analysis
- Strong communication and written skills with an emphasis on attention to detail
- Ability to operate effectively both in a team setting and individually
- Quantitative proficiency
- Motivated and driven with a demonstrated ability to multitask and prioritize
27
High Yield Senior Municipal Credit Research Analyst Resume Examples & Samples
- Provides the Fixed Income Group with coverage of credits in assigned sector (s). Utilizes the variety of resources available to monitor current developments affecting such credits/sectors; assesses and communicates their impact
- Makes timely and accurate assessments of current and projected credit quality of issuers
- Collaborates with trading sector specialists to recommend the purchase and sale of securities in assigned coverage universe. Recommendations incorporate both views on credit fundamentals and relative value as appropriate
- Participates in special projects and performs other duties as assigned
- A minimum ten years progressive analytical experience in the financial industry. Five plus years of High Yield research experience
- Demonstrated record of initiative, leadership and career advancement
- Ability to make prompt assessments of new information
28
Credit Research Analyst Resume Examples & Samples
- Undertaking analysis and strategic research in assigned regions providing input into investment grade and high yield fund management decisions
- Working collaboratively with team colleagues, fund manager and other AI research & strategy teams to help formulate and underpin security selection recommendations
- Monitoring the performance of research recommendations and undertaking analysis to ensure approach remains consistent with the overall strategic approach
- The ideal candidate will have exposure to the following sectors: European Industrials
- Either a relevant degree (economics, finance, accounting or related discipline) or able to demonstrate a suitable depth of intellectual rigour and maturity
- Working towards CFA or CPA qualification
- Good Asset Management industry experience with evidence of delivering research and/or investment ideas that contribute to superior, risk adjusted results
- Experience in applying techniques learnt in a financial market environment
- Quickly able to develop and build relevant modelling tools
- Authoritative within area of expertise along with a good level of generalist knowledge
- Well developed problem solving, decision making and communication skills
- Energetic and forward thinking with high ethical standards and truly professional approach
29
Credit Research Analyst Resume Examples & Samples
- Provide fundamental and relative value research on existing holdings and generate credit driven investment ideas specific to the sector
- Proactively communicate investment ideas by initiating discussions with portfolio managers and participating in group meetings
- Produce written reports such as company evaluations and quarterly updates, relative value analyses, and industry reviews
- Respond to portfolio manager inquiries regarding credit concerns, market overviews, and sector changes
- Interaction with clients or client service professionals
30
Ibcm-analyst, Credit Research Analyst Resume Examples & Samples
- 1 to 2 years of relevant and similar experience in a credit or equity position
- Good financial modeling skills, including proficiency in Excel
- General understanding of accounting and financial reporting
- Effective organizational and multi-tasking skills; ability to manage multiple projects at once
- Strong desire to discover answers to fundamental research questions through detailed analysis
31
Credit Research Analyst Resume Examples & Samples
- Bachelor’s degree in Accounting, Finance or related field
- 3-5+ Years of Commercial Credit experience
- Interprets/Analyze Financial statements, industry trend reports (D&B reports, credit bureau reports, trade references)
- Able to calculate certain financial ratios analyze and present conclusions in a brief, but detailed credit narrative
- Analysis of and ability to present conclusions drawn from Corporate Tax Returns and Schedules
- Research and verify applications for mortgages and investments
- Assist in overall special credit projects as assigned
32
Senior Credit Research Analyst Resume Examples & Samples
- Within assigned industries, conduct comprehensive, fundamental research, which may focus on credit fundamentals and valuation of specific securities or various classes of securities
- Provide buy, sell, hold and position sizing recommendations to traders and portfolio managers
- Liaise with portfolio managers and effectively present findings and analysis
- Develop and maintain relationships with sell-side and rating agency analysts
- Build/maintain financial models
- Review company news releases and SEC filings
- Arrange and participate in calls with company management
- Write and review credit research reports and notes
- Keep PM's and Traders updated on all news items related to companies within assigned sectors
- Assist in more formal periodic updates as required by specific clients
- Participate in client service meetings and marketing presentations
- Attend road shows, industry conferences and/or other meetings
- Mentor junior credit research staff
- Assist in the creation of client requested, credit-oriented documentation
- In depth knowledge of financial concepts and investments
- Proven ability to successfully analyze financial data
- Excellent verbal and written communication and presentation skills and the ability to prioritize and manage multiple assignments on a daily basis
- CFA candidate or desire to pursue CFA
- 5+ years industry coverage experience
33
CIB Emerging Markets Credit Research Analyst Resume Examples & Samples
- Analyzing Latin American Corporate Bonds
- Writing research reports including company/sector initiations, earnings reviews and updates
- Build and update financial models on companies within the sector/region
- Strong understanding of financial accounting
- Strong communication skills (both written and verbal)
- Language skills in Spanish and/or Portuguese
- Prior experience in the region or with a particular sector
- Understanding of bankruptcy process
34
Senior Credit Research Analyst High Yield Resume Examples & Samples
- Proactively identify investment ideas across coverage sectors
- Monitor existing holdings
- Evaluate and integrate industry trends into actionable investment recommendations
- Maintain a high quality and consistent work product with respect to financial modeling, analysis of credit / industry trends, written credit reports and credit review presentations to Portfolio Managers
- Establish and maintain management / industry relationships within covered industries
- Train and mentor intermediate or junior level Research Analysts on the team when applicable
- 7 + years of research experience (sell-side and/or buy-side)
- Bachelor’s Degree required; advanced degree preferred
- CFA preferred but not required
- Strong written and verbal communication skills which facilitate exchange of ideas and influence portfolio outcomes along with Portfolio Managers and colleagues
- Relationship skills to work successfully within the Credit Research team and the broader investment platform, including mentoring colleagues when applicable, and working cooperatively across the HIMCO organization
- Candidate must be hard-working and proactive, with the ability to independently evaluate investment ideas within covered industries and take ownership of investment performance
- Expert level quantitative and qualitative skills sufficient to evaluate company-specific and industry level data and synthesize this information into actionable investment ideas
35
Credit Research Analyst Resume Examples & Samples
- Previous Senior Analyst/Director-level experience in a top-tier credit research environment
- Detailed knowledge of European banking sector and issuers
- Thorough understanding of ratings agency methodology
- Strong corporate credit background (including bond technicals, documentation, CDS)
- Up-to-date Investment Grade relative value knowledge and keen commercial awareness
- Self-driven desire for expertise, thirst for sector knowledge and keen attention to detail
- Intellectual curiosity for new products or businesses to analyse and strong commercial acumen
- Willingness to work in a strong team-oriented environment
- Fluency in English required. Fluency in a second European language preferred
- Professional qualification in accountancy, commercial banking or CFA preferred
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Gfi-muni Credit Research Analyst Resume Examples & Samples
- Conduct due diligence, market analysis, and cash flow projections for municipal governments and revenue backed issuers
- Assist senior analysts with the due diligence, market analysis, and cash flow projections for speculative grade and high-yield investments
- Make buy, hold or sell investment recommendations based upon comprehensive research in consideration of short-term versus long-term time horizons
- Build partnership and strong working relationship with the analysts and portfolio managers in the region and throughout the firm, serving as a resource and an ambassador of the Municipal Team
- Develop relationships with the rating agencies, sell-side traders / analysts, internal / external counsel, industry consultants
- Understand economic, social, and political trends throughout the United States, with emphasis on identifying regional factors affecting the Tax-Exempt bond market
- Participation in the CFA Program
- Undergraduate/Graduate degree, preferably in Finance or Economics
- 1-3 years working experience
- Proficient with Excel and Word
- Flexible, responsive and self-starting personality with keen attention to detail. Open-minded thought process and intellectual honesty with an ability to dynamically adapt to coverage of different parts of the credit spectrum
- Must possess the desire and ability to work in a team-oriented environment
- Natural relationship building orientation; collaborative
- Passion for following the markets
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Credit Research Analyst Resume Examples & Samples
- Producing financial modeling including projections
- Writing and publishing extensive research reports for consumption by firm's institutional client base
- Assessing relative value across capital structure
- Extensive interaction with internal sales and trading
- Writing detailed company summaries
- Creating profitable trade recommendations
- Strong financial modeling skills
- Proficiency with Microsoft Office Excel and Bloomberg
- A demonstrated track record of success in finance
- Experienced in publishing research
- Experienced in credit analysis, either in a risk management, ratings advisory or external rating agency capacity
- Educated to a Bachelors Degree level or with relevant industry experience
- Experienced in leveraged finance in capital markets, Banking, sales or trading roles
