Established financial firm with a mission to offer investors a better way to invest is currently seeking a Credit Analyst. We’re inspired every day by how financial advisors and their customers use our products and services to define goals, solve problems and develop long-term strategies. Everyone in our company is encouraged to work diligently and respectfully to deliver superior products, services and results that will contribute to the prosperity of our clients. This philosophy is carried through to our approach to investing.
Our Leveraged Finance Team is currently seeking a highly motivated individual to join the Department in the role of Credit Analyst. Main responsibilities include, but are not limited to: conduct company level research; build and/or update financial models; prepare internal written reports; monitor existing credits through quarterly earnings calls and SEC filings; prepare records and files to develop and maintain sources of information to assist in analysis activities. The ideal candidate will have a Bachelor’s degree, Finance or Accounting preferred; CFA candidate preferred; strong written and verbal skills and 2-3 years of experience.