Fixed Income Research Analyst – Leveraged Finance
TIAA
full-time
Posted on:
Location Type: Hybrid
Location: San Francisco • California, Minnesota, New York, North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $116,000 - $162,000 per year
Job Level
JuniorMid-Level
About the role
- Working closely with senior analysts in preparing analyses for the underwriting of potential primary and secondary investments, both long and short
- Participating in investor presentations and management meetings
- Analyzing business drivers and risks, building financial models and capitalization tables, and drafting investment write-ups
- Supporting senior analysts from the Leveraged Finance credit research team to effectively manage and monitor investments in leveraged loans, high yield, distressed and convertibles
- Updating financial models, participating in earnings and management calls and inputting data into proprietary research systems
- Assuming primary coverage of investments and subsectors over time
- Assisting with ESG analysis and monitoring of portfolio investments for ESG risk
Requirements
- Minimum of 2+ years’ financial services experience
- 1-3 years of experience in investment banking, buy-side credit research, sell-side or desk credit research/commercial banking, or leveraged finance capital markets
- Bachelor’s degree in Accounting or Finance
- Chartered Financial Analyst (CFA)
- Proficiency in Excel; working knowledge of Bloomberg
- Strong quantitative, analytical, and financial modeling abilities
- Ability to work well under pressure, prioritize and multitask
- Strong communication and writing skills
- High attention to detail
- Teamwork oriented
Benefits
- Health insurance
- Retirement program
- Competitive health, wellness and work life offerings
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modelingcapitalization tablesESG analysisquantitative analysisrisk analysis
Soft skills
communication skillswriting skillsattention to detailteamworkability to multitask
Certifications
Chartered Financial Analyst (CFA)