Senior Investment Analyst

Employer
Location
Chattanooga, Tennessee
Salary
Salary plus incentive comp
Posted
May 09, 2018
Closes
Jul 08, 2018
Ref
Unum position code 809233
Industry Sector
Asset Management, Insurance
Employment Type
Full Time
Education
Bachelors

Unum Group

As one of the world’s leading employee benefits providers and a Fortune 500 company, Unum helps protect more than 25 million working people and their families in the event of illness or injury.

  • $50 Billion Assets under Management
  • Location: Chattanooga, Tennessee

General Summary

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 – 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 Transactions

  • Assess credit quality of 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, 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

Credit Management Portfolio

  • Monitor the credit quality of portfolio companies and make buy/sell/hold recommendations as changes in the credit profile or portfolio needs warrant
  • 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 conjunction with Investment Accounting
  • Work alongside legal counsel in amendment and workout situations
  • Assume responsibilities for special projects or other duties when required

Qualifications

  • 3+ 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
  • Strong analytical skills, both qualitative and quantitative
  • Deep knowledge of financial statement analysis, 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

Unum offers competitive pay, relocation assistance and excellent benefits.

Come join us if you're interested in working in an exciting and challenging environment for a company that is on the move!

Unum is an equal opportunity and affirmative action employer regardless of a person’s race, color, religion, national origin, age, disability, military status, gender or sexual preference.

Location TN (Chattanooga)