Senior Investment Analyst – High Yield & Investment Grade

Recruiter
Unum Group
Location
Chattanooga, Tennessee
Salary
Compensation commensurate with experience
Posted
30 Nov 2021
Closes
30 Dec 2021
Industry Sector
Insurance
Employment Type
Full Time
Education
Bachelors

This position is responsible for researching a wide range of fixed income investments for a $40 billion bond/credit portfolio. The individual will provide credit opinions and recommendations on Investment Grade and High Yield securities to Portfolio Managers, the Head of Research, and the Chief Investment Officer. These opinions and recommendations are utilized to evaluate risk and are the basis for buy/sell/hold decisions. 

Principal Duties and Responsibilities

Credit Review and Analysis

  • Assess credit quality of various corporate bond offerings and industries using a variety of research tools including but not limited to Bloomberg, rating agencies, third-party research, and SEC filings
  • Assign/maintain formal ratings (e.g., outlook, trading, ESG, etc.) on Investment Grade and High Yield credits and their respective industries
  • Monitor and make recommendations regarding exposures to respective issuers and industries
  • For assigned issuers/industries, provide written research reports and timely updates when appropriate

Credit Management and Trading Recommendations

  • Maintain and develop research contacts and resources with a variety of street, and rating agency analysts
  • Effectively communicate with and critically analyze comments of CEOs, CFOs and Investor Relations Officers at large national and international corporations
  • Make investment recommendations on the purchase or sale of corporate bonds to the Head of Research and Portfolio Managers
  • Partner with our underwriters and other functional areas of the corporation by providing company specific opinions and industry assessments to assist in new business and renewal processes
  • Assume responsibilities for special projects or other duties when required

Job Specifications

  • Minimum Bachelor's degree required; MBA and/or CFA credentials preferred
  • 3+ years relevant work experience in investments; solid knowledge of fixed income markets, economics and credit research required
  • Strong written and verbal communications skills, with the demonstrated ability to quickly and effectively communicate ideas and recommendations
  • Proficiency with Bloomberg and Microsoft Office tools, especially Excel; ability to learn new software and utilize external quantitative tools that value corporate credit risk required
  • Strong financial research skills, producing and maintaining quantitative financial models
  • Excellent problem-solving skills, documentation skills and ability to thrive in a fast-paced environment