Senior Investment Analyst- Investment Grade Credit

General Summary:

This position is responsible for analyzing, structuring, and monitoring debt private placements. The individual will provide credit opinions and recommendations to the portfolio manager and internal committees. These opinions and recommendations are utilized to evaluate risk, and are the basis for buy/sell/hold decisions.

Principal Duties and Responsibilities:

 

  

Credit Analysis – New Transaction Execution

  • Assess credit quality of investment grade, debt private placement offerings across various industries and countries, using a variety of research sources, including offering documents, rating agencies, Bloomberg, third party research, and SEC filings
  • Analyze various risk factors associated with the investment, including political, economic, ESG, legal, sovereign, industry, and liquidity risk.  Work with legal counsel – both internal and external – to ensure that the transaction is appropriately structured
  • Work closely with supervisor and VP to ensure that recommended investments meet client objectives in terms of pricing, duration, risk tolerance, etc.
  • Engage in due diligence of potential investments, including onsite visits; some travel required, both domestic and international, subject to resumption of normal travel conditions
 

Credit Analysis – Portfolio Maintenance

 

  • Monitor the credit quality of portfolio companies and make buy/sell/hold recommendations as changes in the credit profile or portfolio needs warrant
  • Regularly provide written and oral reports regarding portfolio companies
  • Effectively communicate within Investments and other internal units, as well as external constituents such as senior management of portfolio companies, bankers, and legal counsel
  • Assign internal credit outlooks and rate credits biannually
  • Perform month-end portfolio pricing in cooperation with Investment Accounting
  • Work alongside legal counsel in amendment and workout situations
  • Assume responsibilities for special projects or other duties when required
 

Qualifications

  • 4+ years relevant work experience in investments and/or corporate lending
  • Strong knowledge of fixed income market, economics, and credit research required
  • Minimum Bachelor's degree required; MBA and/or CFA credentials preferred (for CFA candidates, future exam fees paid by Unum)
  • Strong analytical skills, both qualitative and quantitative
  • Deep knowledge of financial statement analysis and financial modeling
  • Excellent communication skills, both oral and written
  • Strong critical thinking, with ability to problem-solve
  • Excel and Bloomberg proficient
  • Negotiation and documentation skills
  • Demonstrated ability to collaborate in a team setting
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