Credit Research Analyst

Company Description

Public Trust Advisors, LLC (Public Trust) is an investment advisory firm based in Denver, Colorado, that provides investment management services for the public sector including the management of local government investment pools and separately managed accounts. With coverage spanning the nation, Public Trust works closely with thousands of local governments to develop highly communicative investment and administrative strategies that best meet our clients’ needs. 

Job Summary

This position reports to the Head of Credit Research and is a member of the Public Trust credit team and Credit Committee, working closely with others in a dynamic and collaborative work environment. This position must develop an understanding of the fundamental credit analysis of fixed income issuers as well as the analysis of the macroeconomic climate and high grade corporate issuers. The credit review process requires complete fundamental and risk management reviews as well as relative value analyses. A successful candidate will have up to 3 years of experience in an investment role or related function or have completed level 1 of the CFA program, be proficient in conducting research and drafting issuer and sector wide analysis, and must display strong communication skills (both written and verbal).

Essential Duties and Responsibilities

• Fundamental credit analysis of approved and proposed corporate issuers through due diligence, sector and issuer research, developing and conducting proprietary analysis, preparing compelling written recommendations and presenting before credit committee. Prepare written reports for new initiations, annual credit reviews, and quarterly sector overviews.
• Will eventually act as lead on assigned sectors and issuers, including performing issuer analyses and educating team members.
• Continual cycle surveillance using pre-established markers and recommendation of new markers and analytical tools.
• Ongoing surveillance of financial metrics, market signals and other factors using Excel and other internally developed risk management models.

• Interaction with the portfolio managers and credit team to determine appropriate investment counterparties, set hold codes and concentration limits, and evaluate investment policies.
• Attend industry conferences as directed.
• Manage exposure reporting process.
• Ad hoc projects may be required on occasion.

Qualifications Required:

• Bachelor’s degree in Finance, Economics, or related field, required
• 0-3 years of experience in investment analysis or related function, or completion of CFA level 1
• Ability to analyze large amounts of data and distill findings
• Strong intellectual curiosity, initiative, and time management skills

Competencies Required

Computer Skills:

• MS Office skills
• Advanced Excel skills
• Familiarity with S&P Capital IQ and Bloomberg a plus

Soft Skills:

• Strong teamwork skills
• High-level initiative
• Excellent oral and written communication skills: Incumbent will demonstrate the ability to concisely distill an issuer’s story; highlighting meaningful factors of cash generation and deployment; and communicate the strengths, weaknesses, and areas of due diligence for an issuer
• Keen sense of macroeconomic and sector trends and the ability to convey impacts on the credit issuers and portfolio holdings
• Strong presentation skills to diversified audiences
• Accuracy and attention to detail
• Ability to think quickly on their feet and defend their analysis.
• Exercise independent judgment and work well with all levels of employees

Compensation

$70,000 - $90,000
Bonus eligible

Benefits

Medical, Dental, Vision, 401(k), FSA, Life Insurance, Short-term and Long-term Disability, Parental Leave, Employee Assistance Program, Commuter Benefits, 18 Days PTO, Hybrid Work Schedule

APPLICATIONS MUST BE SUBMITTED ON OUR CAREER SITE:
https://publictrustadvisors.bamboohr.com/jobs/view.php?id=34