Senior Research Analyst
Core
Identifies, recommends, and defends individual investments and implementation vehicles to improve portfolio outcomes for clients through deep fundamental credit analysis and relative value assessment.
Role type
Senior Research Analyst (Credit/Equity)
Builds
Investment ideas, financial models, and portfolio recommendations
Domain
Financial Services / Credit Analysis
Required skills
Fundamental credit analysis, Financial statement analysis, Relative value assessment, Financial modeling, Risk analysis, Client relationship management, Portfolio performance analysis, Regulatory compliance, Team management, Industry trend analysis
Preferred skills
CFA designation, Advanced degree, Mentoring experience, Large dataset analysis, Quantitative platform experience, AI-enabled workflow experience
Technologies
Bloomberg, Excel, FactSet, Morningstar Direct
Responsibilities
Develop new investment ideas based on fundamental and relative value analysis; Conduct fundamental analysis of individual companies including analyzing financial statements, credit ratings, and industry trends; Build and maintain independent financial models and perform in-depth credit reviews; Recommend buy, hold and sell decisions; Collaborate with client-facing colleagues to strengthen understanding of investment solutions; Analyze portfolio risks, exposures and performance drivers; Manage and allocate research work to less experienced teammates; Prepare documentation to communicate portfolio performance, investment options, risks and pending decisions; Conduct regular meetings and calls to discuss organizational developments, investment strategy and performance/risk; Understand and adhere to the Company's risk and regulatory standards, policies and controls; Maintain M&T internal control standards.
Seniority
Senior, hands-on IC with mentorship responsibilities