Credit Analyst

3 months ago

palm beach, United States Great Elm Capital Management, Inc. Full time

Experienced Credit Analyst

Position Summary:

Great Elm Capital Management is seeking an experienced Credit Analyst to support its senior investment team and report to the Head of Research. The individual is expected to provide analysis of various industries and the companies within them and make investment recommendations. Expertise in credit research for high yield bond, leveraged loans, preferred stock, and reorg equities across the risk spectrum from deep distressed to performing is required. Strong analytical and interpersonal skills are of critical importance. Responsibilities will include supporting the research and portfolio management team in the evaluation and presentation of new investment ideas, monitoring financial trends and existing portfolio investments, conducting industry-specific research, and supporting the execution of transactions approved by the investment committee.


Essential Position Responsibilities:

  • Provide fundamental credit analysis to assess the risks of current portfolio positions and potential new investments both with respect to business trends and deep credit document analysis.
  • Proactively generate and communicate investment ideas by initiating discussions with the Investment Committee.
  • Develop detailed financial models with projections supporting investment theses.
  • Conduct ongoing monitoring of investments to include updates to financial models / internal tracking memos, highlighting changes in fundamental factors and relative value considerations.
  • Foster and maintain relationships with “sell side” traders, sales coverage, analysts, lawyers, consultants and “buy side” parties to facilitate the flow of credit ideas, market information, and co-investment opportunities.
  • Respond to internal inquiries regarding credit concerns and market overviews.
  • Act as a backup to the trading desk including trading within approved parameters as needed.


Skills and Qualifications:

  • Ability to effectively communicate/pitch ideas with internal constituents, including to the Investment Committee.
  • Must have a minimum of 3 years of work experience in the areas of credit research and/or investment banking with material knowledge of financial modelling, valuation methodologies and credit documents.
  • Sector generalist with strong financial modeling and superior writing skills.
  • Deep experience in credit document analysis and a strong understanding on how these documents impact both performing and distressed investment opportunities.
  • Capacity to thrive in a fast paced, dynamic environment with a proven commitment to generating consistent, high-quality work.
  • High level of integrity, energy and flexibility with a positive team oriented "can-do" attitude.
  • Experience with fixed income and issues that often arise in high yield and distressed debt.
  • Experience with transacting in Credit Markets and ability to execute trades.
  • Strong interpersonal relationship skills are critical. Must have solid communication skills and a personal style conducive to building relationships.


Education & Experience:

  • Bachelor’s Degree is required.
  • CFA designation is preferred.
  • Experience investing in the technology, media and healthcare sectors is a plus, but not a requirement
  • MBA or Master’s Degree in accounting, finance or economics degree is a plus.

  • Credit Analyst

    7 months ago

    Palm Beach, United States Great Elm Capital Management, Inc. Full time

    Experienced Credit Analyst Position Summary:Great Elm Capital Management is seeking an experienced Credit Analyst to support its senior investment team and report to the Head of Research. The individual is expected to provide analysis of various industries and the companies within them and make investment recommendations. Expertise in credit research for...

  • Credit Analyst

    2 months ago

    palm beach, United States Great Elm Capital Management, LLC Full time

    Experienced Credit Analyst Position Summary:Great Elm Capital Management is seeking an experienced Credit Analyst to support its senior investment team and report to the Head of Research. The individual is expected to provide analysis of various industries and the companies within them and make investment recommendations. Expertise in credit research for...

  • Commercial Credit Analyst Professional

    4 weeks ago

    West Palm Beach, Florida, United States First Horizon Bank Full time

    About the RoleWe are seeking a skilled Commercial Credit Analyst to join our team at First Horizon Bank. As a Senior Credit Analyst, you will provide high-level analytical support in underwriting and analyzing commercial credit facilities.

  • Senior Credit Analyst

    7 months ago

    North Palm Beach, United States First Horizon Bank Full time

    Summary The Credit Analyst, Sr position provides high level analytical support in underwriting/analyzing commercial credit facilities and assisting Portfolio Managers and Relationship Managers in managing customer relationships. A Senior CA will be expected to provide credit analysis support for assigned lending relationships. The position also...

  • Private Credit Analyst or Associate

    1 month ago

    Palm Beach County, United States Selby Jennings Full time

    A leading private investment firm with over $10B AUM is looking to add a Private Credit Analyst or Associate to the team in West Palm Beach, FL. The Private Credit Associate will invest across direct lending and special opportunities strategies and will be responsible for evaluating new investment opportunities, structuring and executing private investments,...

  • Credit Analyst

    3 days ago

    Beach Park, United States Uline, Inc. Full time

    Credit Analyst2200 S. Lakeside Drive, Waukegan, IL 60085Join our growing Finance team as a Credit Analyst evaluating financial health of a loan applicant, preparing reports, making credit decisions and recommending credit limits to our customers.Better together! This position is on-site at our Waukegan, IL location, and we are looking for people who share...

  • Municipal Credit Research Analyst

    3 weeks ago

    Newport Beach, California, United States PIMCO Full time

    PIMCO Job DescriptionPIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets.A key component of our success is our research-driven approach, which empowers...

  • Credit Research Analyst, Municipals

    4 months ago

    Newport Beach, United States PIMCO Full time

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the...

  • Municipal Credit Research Specialist

    3 weeks ago

    Newport Beach, California, United States PIMCO Full time

    PIMCO, a leading global investment solutions provider, seeks an experienced Municipal Credit Research Analyst to join its team in Newport Beach, CA. This dynamic role will support the growth of tax-exempt assets under management by analyzing public finance credit opportunities and developing independent credit opinions.Job DescriptionWe are looking for a...

  • Financial Analyst, Sr

    3 weeks ago

    North Palm Beach, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are in search of an experienced Financial Analyst, Sr to be an integral part of our team. As a Financial Analyst, Sr, you will be tasked with conducting intricate financial analysis of various company-related issues and decisions, proposing strategies that enhance the company's financial results. This role is located in...

  • Manager, Credit Risk

    3 months ago

    Juno Beach, United States NextEra Energy Full time

    Our Everbright team is hiring a Manager of Credit Risk & Revenue. This position is responsible to drive change through the development and implementation of Everbright’s Risk Management frameworks related to risk monitoring and control identification, assessment, and testing.  This role oversees Everbright’s risk metrics, data and reporting that...

  • Product Data Analyst

    3 weeks ago

    Virginia Beach, United States RIT Solutions, Inc. Full time

    Job Description: This Product Analyst will be responsible for synthesizing requirements from the stakeholder into prioritized user stories, approving features that are in alignment with agreed upon acceptance criteria, and providing feedback to the team with a strong decision-making mindset. You will drive product delivery from inception until the solution...

  • Accounts Receivable Business Analyst Lead

    3 weeks ago

    Deerfield Beach, Florida, United States CHAMPRO Full time

    Job OverviewChampro, a reputable sporting goods and apparel manufacturer, is seeking an experienced Accounts Receivable Business Analyst to join its AR/Credit Department. The ideal candidate will have a strong background in finance, sports, or business administration, with excellent analytical and problem-solving skills.

  • High Net Worth Credit Portfolio Director

    7 days ago

    Newport Beach, California, United States Pacific Life Full time

    Company Overview:Pacific Life is more than a job, it's a career with purpose. We collaborate and innovate to transform the industry for the better. Our employees are empowered to work in and out of the office.We prioritize our policyholders' needs, providing them with financial security when it matters most. It's a big ask, but we have the power to deliver...

  • Product Data Analyst 5 positions

    2 weeks ago

    Virginia Beach, United States RIT Solutions, Inc. Full time

    Job Description: This Product Analyst will be responsible for synthesizing requirements from the stakeholder into prioritized user stories, approving features that are in alignment with agreed upon acceptance criteria, and providing feedback to the team with a strong decision-making mindset. You will drive product delivery from inception until the solution...

  • Senior Business Analyst Leader

    3 weeks ago

    Virginia Beach, Virginia, United States Resource Logistics Full time

    Job Title: Senior Business Analyst LeaderOverviewResource Logistics is seeking a highly experienced Senior Business Analyst Leader to join our team. As a key member of our organization, you will be responsible for driving business analysis and process improvement initiatives across various departments.SalaryThe estimated salary for this position is between...

  • Financial Analyst to Senior Financial Analyst

    3 weeks ago

    Seabrook Beach, United States Unitil Service Corporation Full time

    Our CompanyMore than a utility company, Unitil provides energy for life.Our work helps keep homes comfortable, businesses thriving and communities connected.  Unitil is an investor-owned public utility proudly serving Maine, Massachusetts and New Hampshire.  We are dedicated to delivering energy to our customers safely and reliably.   Unitil is committed...

  • Strategic Fixed Income Portfolio Analyst

    3 weeks ago

    Newport Beach, California, United States PIMCO Full time

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets.Our flexible capital base and deep relationships with issuers have helped us become one of the...

  • Real Estate Portfolio Analyst

    3 weeks ago

    Newport Beach, California, United States NAIOP SoCal Full time

    At NAIOP SoCal, we're seeking a highly skilled Real Estate Portfolio Analyst to join our team. This role plays a critical part in the success of our organization, and we're looking for someone with a strong background in real estate credit and portfolio management.About UsWe're one of the world's leading asset managers, dedicated to delivering an investment...

  • ATM/ITM Fleet Operations Coordinator

    1 month ago

    Virginia Beach, United States Chartway Credit Union Full time

    Job Title: ATM/ITM Fleet Operations CoordinatorJob Type: Full-timeLocation: Virginia Beach, VirginiaAll of us at Chartway stand united in our strong culture of listening and learning. We treat people with respect, integrity, and kindness, and are committed to continuously developing a diverse and inclusive workplace where team members are empowered to be...