Overview:
The Credit Analyst conducts fundamental and relative-value analysis for assigned sectors, issuers, and securities within Fort Washington's public and private fixed income portfolios. The role supports portfolio construction and risk management by developing credit opinions, monitoring market and issuer developments, and preparing investment recommendations for review by senior analysts, portfolio managers, and investment leaders. Coverage may include investment grade credit, high-yield/leveraged credit, emerging markets debt, securitized products, or other assigned fixed income sectors.
Responsibilities:
What you will do:
Conduct fundamental analysis of assigned sectors, issuers, structures, and securities.
Review financial statements, business trends, collateral characteristics, covenants, ratings actions, and market developments.
Build and maintain financial models, credit surveillance materials, and relative-value analysis.
Prepare written and verbal research updates, new issue commentary, and investment recommendations.
Develop purchase, hold, sell, or position-sizing recommendations for review with senior analysts and portfolio managers.
Monitor portfolio holdings and identify changes in credit quality, liquidity, valuation, or downside risk.
Participate in sector, portfolio, and risk discussions.
Collaborate with portfolio managers, traders, credit research peers, and other investment teams.
Develop knowledge of portfolio objectives, client mandates, insurance ALM considerations, and risk parameters.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications:
Bachelor's Degree in finance, accounting, economics, or a quantitative-related field - Required
Demonstrated ability to analyze financial information, interpret data,communicate clearly, and develop sound investment views. - Required
Proficiency in Excel and financial modeling. - Required
Experience with Bloomberg and data tools. - Required
Chartered Financial Analyst (CFA) Upon Hire - Preferred
Certified Public Accountant (CPA) Upon Hire - Preferred
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Occasional after-hours work needed.
Travel Requirements:
10% travel for company management meetings, industry conferences, and client engagements.
Numbers & Facts
Location
CINCINNATI, Ohio
Job Type
Full-time
Skills
Accountingunmatched
Certified Public Accountant (CPA)unmatched
Chartered Financial Analyst (CFA)unmatched
Communication Skillsunmatched
Computer Networksunmatched
Conferencesunmatched
Construction Managementunmatched
Construction Supportunmatched
Credit Analysisunmatched
Data Collectionunmatched
Economicsunmatched
Financeunmatched
Financial Analysisunmatched
Financial Modelingunmatched
Financial Statementsunmatched
Financial Trend Analysisunmatched
Fixed Income Investmentsunmatched
Fundamental Analysisunmatched
Industry/Trade Analysisunmatched
Insuranceunmatched
Investment Managementunmatched
Liquidityunmatched
Machining Operationsunmatched
Market Trackingunmatched
Office Equipmentunmatched
Prepare Correspondenceunmatched
Riskunmatched
Risk Managementunmatched
Salesunmatched
Securitiesunmatched
Surveillanceunmatched
Travel Industryunmatched
Value Analysisunmatched
Willing to Travelunmatched
Writing Skillsunmatched
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