Senior Credit Analyst

1 week ago


Cincinnati Ohio, United States Western & Southern Financial Group Full time
Job Summary

We are seeking a highly skilled Senior Credit Analyst to join our team at Western & Southern Financial Group. As a Senior Credit Analyst, you will be responsible for analyzing and evaluating credit sectors within our corporate bond and loan portfolios.

Key Responsibilities
  • Conduct in-depth analysis of assigned credit sectors, including industry and company-specific fundamentals, relative value, risk positioning, and security-specific trade ideas.
  • Collaborate with peers across the firm's investment research teams to stay current on industry news, trends, and controversies within assigned coverage areas.
  • Present timely purchase, sell, and position-sizing recommendations to portfolio managers, traders, and credit research teams, focusing on relative value, strategy objectives, risk, liquidity, and ability to execute.
  • Function as the sector portfolio manager for assigned sectors, working directly with portfolio managers to determine positioning within assigned sectors of various fixed income strategies.
  • Cultivate and maintain relationships with external research, sales, trading, and industry management teams.
  • Understand third-party total return and internal insurance asset-liability management (ALM) fixed income portfolio strategies, objectives, risk-tolerances, and constraints.
  • Actively contribute to team discussions of corporate credit valuation and strategy, collaborating with portfolio managers and peers to assist in top-down risk allocations to credit sectors.
Requirements
  • Bachelor's degree in finance, accounting, economics, or a quantitative-related field.
  • Typically five or more years of proven successful experience in fundamental credit and/or equity analysis.
  • Demonstrated experience effectively influencing a group to a recommended course of action.
  • Proven track record of outperformance.
  • Demonstrated excellent verbal and written communication skills with the ability to convey information to internal and external customers in a clear, focused, and concise manner.
  • Proven ability to effectively interact and communicate with all levels of staff and management.
  • Demonstrated strong analytical skills.
  • Proven ability to conceptualize and use new methodologies.
  • Proven ability to work under multiple deadlines and minimal supervision.
  • Proven strong quantitative and mathematical skills.
  • Demonstrated desire and initiative to strive for continuous improvement and excellence.
  • Proven strong team orientation.
  • Proficient in Bloomberg and Microsoft Office applications.
  • Strong Excel modeling skills, VBA knowledge a plus.
  • Chartered Financial Analyst (CFA) preferred.

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