Senior Investment Analyst
Core
Independently analyze creditworthiness and relative value of issuers and investment opportunities across corporate bonds, municipal bonds, structured securities, private debt, private equity, and alternative investments to develop actionable recommendations.
Role type
Senior Investment Analyst (Fixed Income & Private Markets)
Builds
Investment research reports, credit evaluations, and portfolio monitoring frameworks for portfolio managers.
Domain
Insurance / Fixed Income & Private Markets
Required skills
Credit analysis, Financial statement analysis, Valuation, Fixed income markets expertise, Excel, Written communication, Verbal communication
Preferred skills
Private debt valuation, Private equity valuation, Bloomberg, Aladdin, Python, Generative AI tools
Technologies
Bloomberg, Aladdin, Python, Generative AI tools
Responsibilities
Analyze debt issuers and investment opportunities across multiple sectors and asset classes; Develop comprehensive written credit evaluations including issuer overviews and financial analysis; Monitor existing portfolio holdings by evaluating financial performance and covenant compliance; Make buy, sell, and hold recommendations to portfolio managers; Perform quarterly valuations of private debt, private equity, and other alternative investments; Assist in training and mentoring interns and incoming analysts.
Seniority
Senior, hands-on IC