Senior Investment Analyst - Investment Grade Credit


This position is responsible for analyzing, structuring, and monitoring debt private placements. The individual will provide credit opinions and recommendations to the VP / Senior Managing Director of Private Asset Investments, and internal committees. These opinions and recommendations are utilized to evaluate risk, and are the basis for buy/sell/hold decisions.

Principal Duties and Responsibilities

Credit Analysis – New Transaction Execution

  • Assess credit quality of investment grade, debt private placement offerings across various industries and countries, using a variety of research sources, including offering documents, rating agencies, Bloomberg, third party research, and SEC filings
  • Analyze various risk factors associated with the investment, including political, economic, ESG, legal, sovereign, industry, and liquidity risk.  Work with legal counsel – both internal and external – to ensure that the transaction is appropriately structured
  • Work closely with supervisor and VP to ensure that recommended investments meet client objectives in terms of pricing, duration, risk tolerance, etc.
  • Engage in due diligence of potential investments, including onsite visits; some travel required, both domestic and international, subject to resumption of normal travel conditions

Credit Analysis – Portfolio Maintenance

  • Monitor the credit quality of portfolio companies and make buy/sell/hold recommendations as changes in the credit profile or portfolio needs warrant
  • Regularly provide written and oral reports regarding portfolio companies
  • Effectively communicate within Investments and other internal units, as well as external constituents such as senior management of portfolio companies, bankers, and legal counsel
  • Assign internal credit outlooks and rate credits biannually
  • Perform month-end portfolio pricing in cooperation with Investment Accounting
  • Work alongside legal counsel in amendment and workout situations
  • Assume responsibilities for special projects or other duties when required


  • 4+ years relevant work experience in investments and/or corporate lending
  • Strong knowledge of fixed income market, economics, and credit research required
  • Minimum Bachelor's degree required; MBA and/or CFA credentials preferred (for CFA candidates, future exam fees paid by Unum)
  • Strong analytical skills, both qualitative and quantitative
  • Deep knowledge of financial statement analysis and financial modeling
  • Excellent communication skills, both oral and written
  • Strong critical thinking, with ability to problem-solve
  • Excel and Bloomberg proficient
  • Negotiation and documentation skills
  • Demonstrated ability to collaborate in a team setting

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