Credit & Financial Analyst-(Hybrid)
Core
Prepare credit and financial analyses, including ESG assessments, for fixed income investment securities and counterparties to support liquidity and risk-balanced returns for the credit union system.
Role type
Senior IC credit & financial analyst (fixed income)
Builds
Fixed income investment portfolio supporting liquidity for the credit union system
Domain
Financial services / Credit Union / Fixed Income Investments
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
quantitative analysis, financial modeling, credit analysis, ESG analysis, data synthesis, process improvement, automation/coding, policy compliance monitoring
Preferred skills
CFA designation, accounting designation, experience in credit union system or banking
Technologies
Microsoft Office, AI tools, data access systems
Responsibilities
Independently prepare quantitative and qualitative credit reviews on fixed income securities; analyze diverse data sources to identify trends; serve as subject matter expert on specific securities/sectors; produce quarterly earnings updates and monthly ESG dashboards; represent the organization at external investor meetings; implement automation and coding solutions; maintain meticulous documentation for investment recommendations.
Seniority
Mid-Senior, hands-on IC