Credit Research Analyst

skillventory - A Leading Talent Research Firm

Credit Research Analyst focusing on credit analysis for Fidelity’s bank and broker/dealer trading counterparties. Conducting fundamental research and leading due diligence meetings with internal stakeholders.

Posted 7/8/2026full-timeBoston • Massachusetts, New Jersey • 🇺🇸 United StatesMid-LevelSenior💰 $110,000 - $222,000 per yearWebsite

About the role

Key responsibilities & impact

Conducts fundamental credit research on Fidelity’s insurance/reinsurance partners, bank and broker/dealer trading counterparties, and treasury relationships
Performs credit analysis on potential and existing counterparties based on an assessment of financial strengths and weaknesses
Prepares formal credit research notes on each counterparty, including the assignment of an internal credit rating
Understands country, industry, market, economic, political, and regulatory issues relevant to the counterparty's credit profile
Leads due diligence meetings with counterparty senior management teams
Maintains relationships and clear communications with various internal stakeholders

Requirements

What you’ll need

Bachelor’s degree required; MBA, CFA, or Associate/Fellow of the Society of Actuaries preferred
Experience conducting fundamental credit analysis, with a focus on insurance companies and other financial institutions
Strong analytical skills and critical thinking with experience in quantitative methodologies and financial modeling
Ability to communicate impactfully, both orally and in writing, with internal stakeholders and Fidelity senior leadership
Ability to work in a dynamic and self-directed environment, and to complete timely individual research and collaborative thematic research pieces

Benefits

Comp & perks

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Credit ResearchQuantitative MethodologiesInternal Credit Rating AssignmentFinancial Strength AssessmentCounterparty Analysis

Soft Skills

Critical ThinkingImpactful CommunicationSelf-Directed WorkCollaboration

Certifications

Bachelor's DegreeMBACFAAssociate of the Society of ActuariesFellow of the Society of Actuaries