Credit Portfolio Analyst

2 weeks ago

New York, New York, United States Stifel Full time
About the Role

We are seeking a highly skilled Credit Portfolio Analyst to join our team at Stifel. As a key member of our investment team, you will be responsible for managing single and multi-sector investment portfolios for high net-worth individuals and their entities, institutions, endowments, municipalities, and not-for-profit organizations.

Key Responsibilities
  • Establish a process/system to document published research from leading credit rating agencies and sell-side firms.
  • Summarize research on individual credits, sectors, or macro trends relevant to our investment strategies.
  • Assist in managing investment portfolios, utilizing appropriate securities and vehicles per each client's investment policy and preferences.
  • Work closely with other professionals throughout the firm to bring specific expertise to bear on client matters.
  • Manage client relationships, building rapport and satisfying client needs.
  • Respond to client requests for data, information, and calls; some client and internal presentations are expected.
Requirements
  • Strong understanding of capital markets, the economy, and investment products.
  • Specific experience in fixed-income markets and knowledge of various fixed-income investment vehicles.
  • Strong analytical skills, service-oriented, excellent interpersonal and communication skills, strong organization skills and attention to detail.
  • Strong intellectual curiosity and a desire for personal growth.
  • Ability to communicate complex information effectively.
Education and Experience

Bachelor's Degree in Finance, Business, or a related field. Minimum 3+ years of experience in the financial industry, fixed income, asset management, or related field.

Systems and Technology
  • Proficient with Microsoft Office.
  • Previous experience with Bloomberg, BondWorks, TradeWeb, Market Axes, Vestmark, Perform PFCII, and APL.
About Stifel

Stifel is a global wealth management and investment banking firm with a rich history and a commitment to innovation and fresh ideas. We are built on a simple premise of safeguarding our clients' money as if it were our own. Our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

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