Growth Solutions Consultant
Vericast
Junior Credit Research Analyst
Public Trust Advisors, LLC
full-time
Posted on:
Origin: • 🇺🇸 United States • Colorado
Visit company websiteJob Level
Junior
About the role
- Fundamental credit analysis of approved and proposed corporate/government issuers through due diligence, sector and issuer research, developing and conducting proprietary analysis, preparing compelling written recommendations and presenting before Credit Committee.
- Prepare written reports for new initiations, annual credit reviews, and quarterly sector overviews.
- Will eventually act as lead on assigned sectors and issuers, including performing issuer analyses and educating team members.
- Continual cycle surveillance using pre-established markers and recommendation of new markers and analytical tools.
- Ongoing surveillance of financial metrics, market signals and other factors using Excel and other internally developed risk management models.
- Assist the Credit Team in writing several macro focused pieces.
- Interaction with the portfolio managers and Credit Team to determine appropriate investment counterparties, set hold codes and concentration limits, and evaluate investment policies.
- Attend industry conferences as directed.
- Manage exposure reporting process.
- Ad hoc projects may be required on occasion.
Requirements
- Bachelor’s degree in Finance, Economics, or related field, required
- 0-3 years of experience in investment analysis or related function
- Ability to analyze large amounts of data and distill findings
- Demonstrated interest in public financial markets particularly fixed income
- Strong intellectual curiosity, initiative, and time management skills
- MS Office skills
- Advanced Excel skills
- Familiarity with S&P Capital IQ and Bloomberg a plus
- Strong teamwork skills required
- High-level initiative
- Professional demeanor and understanding of workplace etiquette
- Excellent oral and written communication skills
- Incumbent will demonstrate the ability to concisely distill an issuer’s story; highlighting meaningful factors of cash generation and deployment; and communicate the strengths, weaknesses, and areas of due diligence for an issuer
- Strong presentation skills to diversified audiences
- Accuracy and attention to detail
- Ability to think quickly on their feet and defend their analysis
- Exercise independent judgment and work well with all levels of employees
- Keen sense of macroeconomic and sector trends and the ability to convey impacts on the credit issuers and portfolio holdings
- PLEASE NO AGENCIES -SPONSORSHIP NOT PROVIDED FOR THIS POSITION
