Jr. Credit Research Analyst

Applications must be submitted through our Career Page.

https://publictrustadvisors.bamboohr.com/jobs/view.php?id=38&source=aWQ9NA%3D%3D

Hybrid in-office/work from home schedule!

Job Summary:

Public Trust Advisors, LLC is a Denver-based investment advisory firm looking for a Junior Credit Research Analyst. 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. The role will be under the tutelage of Senior Credit Analysts. A successful candidate will have 0-3 years of experience in an investment role or related function, be proficient in conducting research and drafting issuer and sector wide analysis, and must display strong communication skills (both written and verbal). Progress toward or completion of level 1 of the CFA program is beneficial, but not required. The coverage of the Jr. Credit Research Analyst will include but is not limited to: Canadian Pensions, Federal Home Loan wrapped banks, Government related & sponsored entities, Industrials, Information Technology, and municipals.

Essential Duties and Responsibilities:

• Conducts fundamental credit analysis of approved and proposed corporate/government issuers through due diligence and sector and issuer research.
• Develops proprietary analysis, prepares compelling written recommendations and presents before the credit committee.
• Prepares 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.
• Conducts continual cycle surveillance using pre-established markers and recommendation of new markers and analytical tools.
• Monitors surveillance of financial metrics, market signals and other factors using Excel and other internally developed risk management models.
• Assists the credit team in writing several macro focused pieces.
• Interacts with the Portfolio Managers and Credit team to determine appropriate investment counterparties, set hold codes and concentration limits, and evaluates investment policies.
• Attends industry conferences as directed.
• Manages 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 a related function
• Ability to analyze large amounts of data and distill findings
• Demonstrated interest in public financial markets particularly fixed income
• Strong intellectual curiosity, initiative, and time management skills

Competencies Required:

Computer Skills:

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

Soft Skills:

• 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.
• Ability to think quickly on their feet and defend their analysis.
• Exercise independent judgment and work well with all levels of employees.
• Strong presentation skills to diversified audiences
• Accuracy and attention to detail
• Strong teamwork skills required
• High-level of initiative

Compensation:

$55,000 - $70,000 annually
Bonus eligible

Benefits:

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