Vice President, Enterprise Risk
BNY
Research Analyst
Seaport Global Holdings LLC
full-time
Posted on:
Location Type: Office
Location: Philadelphia • Pennsylvania • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Follow industry level developments and perform security-level analysis to provide buy and sell recommendations for credit and equity products across Penn Capital portfolios.
- Provide buy recommendations for each product utilizing credit and equity market analysis combining quantitative analysis (financial statement analysis and cash flow modeling) and qualitative analysis (interviewing management teams and understanding industry dynamics).
- Utilize credit market analysis such as cash flow modeling, liquidity analysis and covenant review to provide a Penn Risk Recommendation (PRR) independent of credit rating agency opinion.
- Perform equity market analysis that incorporates credit market analysis, identification of fundamental catalysts and Capital Structure Catalysts, and cash flow modeling.
- Collaborate with each product’s Portfolio Manager implementing the investment process and pitch ideas to portfolio managers.
- Demonstrate strong analytical skills, sound investment judgment, strong interpersonal skills, and a high level of energy and motivation.
Requirements
- Bachelor’s Degree in Finance, Marketing, Business, or a related field.
- Masters of Business Administration with a focus on Investment Management or Investment Banking preferred.
- Chartered Financial Analyst (CFA) designation preferred.
- Minimum 5-10 years of professional investment experience, preferably in public credit and/or equity markets.
- Minimum 5 years of experience working within a “buyside” investment advisor preferred.
- Demonstrated ability to effectively pitch credit and/or equity ideas to portfolio managers.
- Excellent communication skills including verbal, written and presentation; ability to interact and build relationships with consultants and clients
- Ability to work as a collaborative team player, treating colleagues with the highest level of respect and professionalism.
- Excellent Bloomberg and Microsoft Office (Excel, Microsoft Word, PowerPoint) skills.
- Flexibility for business travel.
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial statement analysiscash flow modelingliquidity analysiscovenant reviewquantitative analysisqualitative analysisinvestment managementinvestment bankingpublic credit marketsequity markets
Soft skills
analytical skillsinvestment judgmentinterpersonal skillscommunication skillscollaborative team playerpresentation skillsrelationship buildingmotivationrespectfulnessprofessionalism
Certifications
Bachelor’s DegreeMaster of Business AdministrationChartered Financial Analyst (CFA)
