Research Analyst

Charlotte, North Carolina (US)
Up to $75,000 + merit bonus + comprehensive health benefits
Jan 25, 2021
Mar 25, 2021
Industry Sector
Asset Management
Employment Type
Full Time

A Charlotte, NC based credit management firm focused on U.S. Broadly Syndicated Corporate Loans (“BSL”) is seeking persons with 1-3 years of credit underwriting experience to fill Research Analyst positions.

•    Performing background industry research; Monitoring developments relevant to industry subsectors, specific companies, and impact on investment portfolios and organizing and presenting this information to senior analysts and the Investment Committee
•    Building financial models, updating research database, tracking financial reporting
•    Under the guidance of senior research analysts, prepare credit memos that analyze: company and industry data, loan covenant structure, cash flow projections, collateral adequacy, management, and key strengths and weaknesses
•    Perform on-going monitoring and review of existing investments including changes to their internal and external ratings
•    Review credit documentation for new transactions and amendments
•    Maintain existing electronic credit files, compliance reports, and credit monitoring reports
•    Offer general support to senior research analysts, portfolio managers and loan trader
•    Respond to portfolio manager inquiries regarding credit concerns, market overviews, and sector changes

•    Strong academic credentials and achievement
•    Excellent quantitative and qualitative analysis and financial modeling skills
•    Exhibits solid understanding of financial statement analysis
•    Demonstrates attention to detail and a strong commitment to accuracy
•    Advanced user of Microsoft Office, Excel and Word
•    Proficient knowledge of Bloomberg terminal functions
•    Ability to work independently, multi-task and meet tight project deadlines
•    Demonstrates highly ethical behaviors and effective interpersonal skills
•    Excellent written and verbal communication skills
•    Individual desires and thrives in a team-based environment
•    CFA or CFA track is highly regarded

Required qualifications
•    How many years of Analyst experience do you currently have?    Ideal answer: 1-3
•    Have you completed the following level of education: Bachelor's Degree?    Ideal answer: Yes
•    Have you mastered the fundamentals of financial statement analysis and Excel modeling?    Ideal answer: Yes

Preferred qualifications
•    Are you interested in pursuing a career path as a Senior Research Analyst?    Ideal Answer: Yes
•    Would it be attractive for you to be sponsored for the CFA credentials?    Ideal Answer: Yes

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