Investment Analyst (High yield bonds and equity)
Core
Conduct quantitative and qualitative research on North American high yield bond and equity markets to evaluate investment opportunities and support portfolio management.
Role type
Investment Analyst (High yield bonds and equity)
Builds
Investment models, client previews, and periodic performance reports for a $4.8 billion asset portfolio.
Domain
Financial Services / Fixed Income and Equity
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Quantitative and qualitative research, investment analysis, valuation modeling, portfolio performance attribution, market analysis
Preferred skills
Fixed income experience, analytical research, rapid decision-making under pressure
Technologies
Investment modeling tools
Responsibilities
Perform quantitative and qualitative research on high yield bond and equity markets; evaluate investments based on the Strategic Funds Investment Process; develop and update valuation and market-related investment models; prepare client previews and summaries; analyze portfolio performance and attribution of returns; support the sales process.
Seniority
Mid-level, hands-on IC