CareerPlan

Leveraged Finance Research Director

Milwaukee, WI CorporateFull-time2026-07-08 → 2026-11-12
Hybrid · United States

Core

Conduct independent fundamental research on leveraged finance sectors and issuers to deliver forward-looking relative value assessments and investment recommendations.

Role type

Senior IC Leveraged Finance Research Director

Builds

Fixed income bond portfolios and CLO platforms

Domain

Fixed Income / Leveraged Finance

Required skills

Fundamental credit analysis, financial statement analysis, relative value investing, industry dynamics assessment, investment recommendation formulation, external relationship management

Preferred skills

AI-enabled tool integration, data analytics, computer programming

Technologies

Bloomberg, Microsoft Office, Copilot

Responsibilities

Lead and mentor less-experienced peers; monitor industry dynamics and profitability drivers; conduct fundamental credit analysis of assigned companies; assess relative value across capital structures; provide investment recommendations based on risk-adjusted returns; produce written research for Portfolio Managers and Traders; develop external relationships with analysts and company management.

Seniority

Senior, hands-on IC with leadership responsibilities