Taxable Credit Analyst

Location
Baltimore, Maryland (US)
Salary
Negotiable
Posted
04 Jan 2022
Closes
03 Feb 2022
Job Function
Credit Analysis
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

Description Job Summary

The Taxable Credit Analyst will support the taxable fixed income team based in 1919 Investment Counsel. The Analyst will conduct thorough credit research on current holdings, as well as evaluate issuers for future security selection. The Analyst will be expected to provide written reports on individual credits and trends in all sectors of the investment grade fixed income market, and provide ongoing surveillance and relative value recommendations accordingly.

Essential Duties and Responsibilities:

  • Conduct fundamental credit research to ensure emphasis is placed on primary contact and communication with companies, rating agencies and sell-side seeking out those with superior or improving competitive positions
  • Research processes that employs disciplined assessments of the entities’ strategy and execution, earning power, profitability trend, cash generation, capital management, and governance, consistent with the relevant metrics for that particular sector 
  • Ensure recommendations are based on bottom-up, fundamental research, oriented toward high-conviction, long-term decisions for client portfolios
  • Research and write reports on individual credits, sectors, or macro trends relevant to assigned areas of responsibility 
  • Respond requests for data, information and calls from internal and external clients; some client and internal presentations are expected 
  • Develop and maintain relationships with management of entities under coverage 
  • Develop and maintain SRI contacts as it pertains to fixed income; work closely with 1919 Investment Counsel’s SRI group to support ongoing initiatives 
  • Conduct regular meetings with portfolio managers in all offices 
  • Write topical white papers and serve on various committees

Qualifications: 

  • Minimum Required: Bachelor's Degree in the financial sector or related field 
  • Minimum Required: 5-7 year's of direct experience in primary research, preferably with an ability to provide idea  generation
  • Strong quantitative abilities, strategic perspective, and written/verbal communication skills
  • Strong collegiality, confidence, and proactivity 
  • Ability to communication with other offices within Stifel 
  • Contributes to the group in order to complete tasks, meet goals or manage projects 
  • Strong Financial skills, including analytical experience 
  • Proficient in Microsoft Excel, Word, PowerPoint and Outlook 
  • Experience with Bloomberg and FactSet

ABOUT 1919 INVESTMENT COUNSEL

1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families, trusts, foundations, and institutions. 1919 Investment Counsel manages more than $19 billion of client assets and has offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia and Vero Beach. 1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client’s specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel’s clients.  The firm primarily serves high net worth clients which often require complex financial planning and advice as well as exceptional client service.

The health and safety of our employees and candidates is very important to us.  We continue to monitor the current public health situation and have adjusted our hiring procedures to include virtual recruiting tools that allow us to continue meeting new candidates.  We look forward to “virtually” meeting you. 

https://recruiting2.ultipro.com/STI1000/JobBoard/7131f55d-3a00-3cd5-f318-20630d8f7bee/Opportunity/OpportunityDetail?opportunityId=a2444215-3aaa-452d-b0c3-94f2164afbdf

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