Overview Analyzes fixed income investments. Monitors and evaluates existing fixed income portfolio holdings. Prepares and presents reports to the portfolio manager and Credit Team. Performs in-depth research on new issues.
Core Responsibilities
Researches and evaluates potential fixed income investments and markets. Analyzes financial data from corporate statements, databases and Wall Street firms. Prepares and presents credit reports to the portfolio manager and Credit Team for action. Obtains and evaluates information from other research analysts and/or company officials.
Proactively monitors industry/sector developments, providing industry and sector input to help form relative value opinions for sector investments and to recommend changes to exposures when warranted.
Analyzes watch list issues quarterly and prepares write-up for Committee review.
Maintains relationships with sell-side research analysts.
Attends Wall Street conferences and maintains relationships with Wall Street research analysts.
Skills Qualifications Required:
Good communication and interpersonal skills
Ability to understand and analyze financial statements
Microsoft Office, including Word, Excel and PowerPoint
Strong personal computer skills,
Preferred: Knowledge of database software desirable