Research Analyst

Charlotte, North Carolina (US)
Salary + incentive compensation & full benefits
Jul 01, 2019
Jul 31, 2019
Industry Sector
Asset Management
Employment Type
Full Time


A Charlotte, NC based credit management firm focused on broadly syndicated bank loans is seeking a Credit Analyst with 3-8 years of credit underwriting experience. 


  • Under the guidance of Senior Research Analysts, make investment recommendations to the Investment Committee via preparation of a credit memo that will include company and industry analysis, loan covenant structure analysis, cash flow projections, evaluation of collateral adequacy, management, and the identification of key risks
  • Perform on-going monitoring and review of existing investments including financial statement analysis, industry analysis and assessments and review of internal and external ratings
  • Review credit documentation for new transactions and amendments
  • Make on-going internal rating change recommendations as new information becomes available
  • Maintain existing electronic credit files, compliance reports and credit monitoring reports
  • Support Senior Research Analysts, Portfolio Managers and Loan Trading
  • Respond to Portfolio Manager inquiries regarding credit concerns, market overviews, and sector changes


  • Excellent written and verbal communication skills
  • Demonstrates attention to detail and a strong commitment to accuracy
  • Excellent quantitative and qualitative analysis and financial modeling skills
  • Proficient user of Microsoft Office, Excel and Word
  • Ability to work independently and follow through on projects
  • Self-motivated, ability to multi-task and quickly complete tasks upon assignment
  • Effective interpersonal skills
  • Contributes to building a positive team spirit
  • Strong academic credentials and achievement
  • CFA or CFA track is highly regarded