Investment Grade Research Analyst

1 month ago

New York, New York, United States Schroders Full time

About Schroders

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 5,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients and society prosper.

The Base

We are based at 7 Bryant Park in the heart of NYC. And we have everything we need to work flexibly. We operate a hybrid working model, with a requirement that our Investment Grade Research Analyst be in the office 3 days per week. This is to sustain our culture of innovation, collaboration, knowledge sharing, and building relationships within the business

The Team

This is an opportunity to work interdependently with an engaged team that sits within a global Fixed Income function at a global asset management firm.

The global investment grade team manages more than $50bn of assets across USD, Euro and Sterling strategies. We have a team of specialist portfolio managers who are supported by global research analysts.

As research-driven bond investors, we gain a performance advantage by using our large team of specialist analysts and portfolio managers to research ideas in their local markets. Idea generation is a key component of our success and therefore we are committed to operate a diverse, creative and smart team. Research partners with portfolio management to source Alpha for clients.

Position Overview

Schroders is seeking an Investment Grade Research Analyst to join the US Fixed Income Research team. While there is flexibility for the right candidate, the role will generally focus on the analysis of Investment grade credits across a variety of sectors including but not limited to Capital Goods, Aerospace and REITs.

Responsibilities

  • Perform fundamental analysis including modelling. Monitor performance and holdings relative to investment objectives, benchmarks and outlook.
  • Produce both written and oral relative value recommendations.
  • Develop and maintain sell-side research relationships, contact issuer management teams and attend industry conferences.
  • Collaborate with other debt and equity analysts and portfolio managers as the credit expert on the covered industries.
  • Frequently interact with portfolio managers and traders.
  • Participates in periodic Industry Outlooks/Update and Thematic research sessions while utilizing the Data Insights Unit and the Environmental, Social and Governance resources.
  • Meet with clients and prospects to discuss coverage themes and outlooks.
  • Quickly respond to ad hoc credit requests.

Basic Qualifications

  • Bachelor's degree in finance, accounting, business, economics or related subject.
  • Minimum of four years of investment grade credit research experience.
  • Understanding of financial statements, capital structure, cash flow analysis, capital markets and portfolio management.
  • Independent thinker with the ability to hold contrarian views.
  • Ability to work effectively both independently and in a team environment with limited supervision.
  • Strong communication skills.
  • Proficient in Excel, Word, PowerPoint, Capital IQ and Bloomberg.
  • Personable, collegial and team-oriented.

Preferred Qualifications

  • MBA and/or CFA/CPA. Actuarial, mathematical, engineering or computer science credentials and/or experience.
  • Broad experience within the full spectrum of investment grade market.
  • Experience working in an asset manager.
  • Aladdin experience.
  • Thomson Reuters Eikon experience.
  • Willingness to develop new coverage.
  • Sell-side and buy-side relationships.

Compensation

Schroders offers a base salary in a range of $175,000 to $200,000 for this position.

The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.

ADA

Schroder Investment Management North America Inc. complies with the Americans with Disabilities Act of 1990.

We recognize potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics

  • Investment Grade Credit Analyst

    15 hours ago

    New York, New York, United States AXA Group Full time

    Job OverviewThe Investment Grade Credit Analyst will play a pivotal role in enhancing the fixed income investment strategy by assisting the US Investment Grade Team's fundamental research initiatives. This position entails conducting comprehensive credit evaluations, including the assessment of ESG factors, for Investment Grade issuers with a forward-looking...

  • Analyst in Investment Grade Capital Markets

    6 days ago

    New York, New York, United States The Goldman Sachs Group, Inc Full time

    About Goldman SachsGoldman Sachs stands as a premier global investment banking, securities, and asset management firm with a strong presence in the financial industry. Our Investment Grade Capital Markets division is in search of a skilled Analyst to contribute to our operations in New York.Key Responsibilities Facilitate the process of Investment Grade debt...

  • Investment Analyst

    6 days ago

    New York, New York, United States BTG Pactual Timberland Investment Group Full time

    Company OverviewBTG Pactual Timberland Investment Group ("TIG") stands as a leading entity in the timberland investment management sector, overseeing assets and commitments totaling US$ 7.1 billion across nearly 3 million acres in both the United States and Latin America.Position SummaryTIG is on the lookout for an Analyst to enhance its Client Solutions...

  • Investment Analyst

    6 days ago

    New York, New York, United States BTG Pactual Timberland Investment Group Full time

    Company OverviewBTG Pactual Timberland Investment Group ("TIG") stands as a leading entity in timberland investment management globally, overseeing assets and commitments totaling US$ 7.1 billion across nearly 3 million acres in the United States and Latin America.Position SummaryTIG is in search of an Analyst to enhance its Client Solutions team based in...

  • Investment Analyst

    6 days ago

    New York, New York, United States BTG Pactual Timberland Investment Group Full time

    Company OverviewBTG Pactual Timberland Investment Group ("TIG") stands as a prominent entity in the realm of timberland investment management, overseeing assets totaling US$ 7.1 billion across nearly 3 million acres in both the United States and Latin America.Position SummaryTIG is in search of an Analyst to contribute to its Client Solutions division...

  • Analyst, Investment Grade Capital Markets, New York

    6 days ago

    New York, New York, United States The Goldman Sachs Group, Inc Full time

    About Goldman SachsGoldman Sachs is a premier global investment banking, securities, and asset management firm with a significant presence in the financial industry. Our Investment Grade Capital Markets division is looking for a skilled Analyst to contribute to our operations in New York.Key Responsibilities Facilitate the process of Investment Grade debt...

  • Investment Analyst II

    1 month ago

    New York, New York, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Investment Research Specialist

    6 days ago

    New York, New York, United States YMCA Retirement Full time

    Position Overview:We are seeking a dedicated and analytical professional to contribute to our investment operations, focusing on a substantial multi-asset class fund that plays a crucial role in securing the retirement futures of numerous participants. As an Investment Analyst or Senior Analyst, you will play a vital role in implementing our long-term...

  • Investment Analyst

    23 hours ago

    New York, New York, United States Jefferies Full time

    Exciting Opportunity at Jefferies:Buy Side Equity Analyst / AssociateKey Responsibilities:Contribute to the equity investment team as a key member, specializing in the technology sector.Support senior investment professionals in due diligence and portfolio maintenance activities.Develop and update company-specific models and industry databases to inform...

  • Investment Analyst

    6 days ago

    New York, New York, United States Bridge Investment Group Full time

    Position OverviewAt Bridge Investment Group, we recognize and appreciate the unique contributions of each individual. Our commitment to fostering an inclusive workplace ensures that every team member feels valued and respected.Key ResponsibilitiesConduct in-depth analysis of investment opportunities.Collaborate with cross-functional teams to assess market...

  • Investment Analyst

    6 days ago

    New York, New York, United States Bridge Investment Group Full time

    At Bridge Investment Group, we recognize and appreciate the unique contributions of each individual, understanding that our workforce is the cornerstone of our achievements. We are dedicated to fostering an inclusive atmosphere where every team member feels valued and respected. Beyond our business goals, we aim to positively influence our communities and...

  • Investment Analyst

    6 days ago

    New York, New York, United States Bridge Investment Group Full time

    About UsAt Bridge Investment Group, we recognize and appreciate the unique qualities of each individual, understanding that our workforce is the cornerstone of our achievements. We are dedicated to fostering an inclusive atmosphere where every team member feels valued and respected. Beyond our business goals, we aim to positively influence our communities...

  • Investment Analyst

    6 days ago

    New York, New York, United States Bridge Investment Group Full time

    Bridge values the unique contributions of each individual, understanding that our workforce is the cornerstone of our achievements. We are dedicated to fostering an inclusive atmosphere where everyone feels acknowledged and appreciated. Alongside our business goals, we aim to positively influence our communities and adhere to ESG principles across our...

  • Financial Investment Analyst

    6 days ago

    New York, New York, United States New York University Full time

    Position: Financial Investment AnalystLocation: New York, NYJob ID: WS1296Type: Investment OfficeOpenings: 1Category: Finance/Real Estate/Procurement/Grant ManagementCompany: New York UniversityOverview:The Financial Investment Analyst will collaborate closely with the Investment Office team to assist in the oversight of New York University's endowment. This...

  • Quantitative Investment Analyst

    6 days ago

    New York, New York, United States CNB Full time

    Position OverviewQuantitative Investment Analyst - Focused on Due DiligenceThis role is integral to the CNR Manager Research team, providing essential support in both Investment and Operational Due Diligence functions. The team is responsible for managing City National Rochdale's (CNR) diverse investment strategies, including the development of new products...

  • Investment Strategy Analyst

    6 days ago

    New York, New York, United States Neuberger Berman Group LLC Full time

    Overview: Neuberger Berman Group LLC manages a substantial portfolio, overseeing assets for a diverse clientele including individuals, families, and philanthropic organizations. The Investment Strategy Team is integral to the investment framework, focusing on the development of tailored portfolio solutions. This includes crafting strategic asset allocation...

  • Investment Acquisitions Analyst

    6 days ago

    New York, New York, United States The Albanese Organization Full time

    Acquisitions Analyst/AssociateAbout the Company:The Albanese Organization is a well-established, privately owned real estate firm with a legacy of 75 years. The Company is committed to developing commercial and residential properties that are distinguished by quality, architectural excellence, and environmental sustainability, all while enhancing the...

  • Investment Application Support Specialist

    16 hours ago

    New York, New York, United States Insight Investment Full time

    Insight Investment Trading Systems Support AnalystAs a vital member of our team, you will:Deliver user-centric assistance across all sectors of the Insight Investment operations.Assess and prioritize challenges based on their potential impact on business continuity.Formulate lasting resolutions for recurring issues.Take ownership of reported concerns from...

  • Investment Analyst in Venture Capital

    6 days ago

    New York, New York, United States XY Booster Group Full time

    We are looking for a dedicated Investment Analyst specializing in Venture Capital and Private Equity to join our team at XY Booster Group, a prominent hedge fund in the investment sector. The ideal candidate will be instrumental in assessing potential investment avenues and aiding in the management of our investment portfolio.Key Responsibilities:Perform...

  • Biotechnology Equity Research Analyst

    6 days ago

    New York, New York, United States Jefferies Full time

    Join a Leading Investment Bank as an Equity Research AnalystWe are seeking a dedicated equity research analyst to assist a senior biotechnology analyst in evaluating mid- and small-cap biotech firms.Key Responsibilities:Perform in-depth research and assess drug development pipelines by reviewing scientific publications, participating in medical conferences,...