Senior Bank Loan Credit Analyst

Eaton Vance
Boston, Massachusetts (US)
Jun 11, 2019
Jul 11, 2019
Job Function
Credit Analysis
Industry Sector
Asset Management
CFA Charterholder
Employment Type
Full Time

Basic Purpose:

Analyzes and monitors current and potential portfolio investments in a variety of industries. Makes buy/hold/sell recommendations for holdings of non-investment grade secured debt of highly leveraged companies.

Primary Responsibilities:

  • Maintains active relationships with companies in portfolio sufficient to monitor and assess current and potential changes in risk and return. 
  • Analyzes quarterly financials of portfolio companies; produces quarterly analysis on performance.
  • Follows changes in loan, bond and equity prices. 
  • Monitors earnings releases and news stories. 
  • Researches industry trends and compares the portfolio credits with industry peers. 
  • Writes credit summaries as well as presents and defends analysis to colleagues during credit committee. 
  • Develops, documents and defends hold level recommendations and trade opportunities. 
  • Maintains current opinions and recommendations for buy/sell/hold trade ideas for the group’s varied funds.
  • Assists in mentoring and training junior analysts and interns.

Job Requirements:

  • B.S./ B.A. with a strong academic record.
  • 7 plus years related work experience.
  • CFA 
  • MBA and/or CPA a plus
  • Excellent research knowledge, analysis, and decision making skills
  • Strong verbal, written, and interpersonal communication skills are essential.  Ability to work well independently and as a member of a team which includes the ability to be flexible and adaptable
  • Working knowledge of CLO’s, other structured vehicles and credit derivatives a plus