Financial Expert for Credit and Bond Analysis

1 month ago


Cincinnati, Ohio, United States Fort Washington Investment Advisors, Inc. Full time

Welcome to Fort Washington Investment Advisors, Inc., a leading financial institution dedicated to providing value to our clients through exceptional service and expertise.

With over 135 years of operating history, we have built a reputation as a trusted partner in the investment industry. Our commitment to integrity, top-notch performance, collaboration, and teamwork has earned us a spot among Fortune 500 companies and recognition as a best company for career growth.

We are seeking a seasoned Credit Analyst II to join our team of experts in leveraged credit analysis. This role requires a deep understanding of fundamental credit and/or equity analysis, with at least 5 years of relevant experience.

The ideal candidate will possess excellent verbal and written communication skills, with the ability to convey complex information to internal and external customers in a clear, focused, and concise manner.

Responsibilities:

  • Conduct ongoing analysis of assigned sectors within our corporate bond and loan portfolios, focusing on industry and company-specific fundamentals, relative value, risk positioning, and security-specific trade ideas.
  • Present timely purchase, sell, and position-sizing recommendations to portfolio managers, traders, and credit research teams, considering factors such as relative value, strategy objectives, risk, liquidity, and execution ability.
  • Stay current on industry news, trends, and controversies within assigned coverage areas, providing frequent updates to the credit research team, portfolio managers, head of credit, and CIO.
  • Function as the sector lead for assigned sectors, working closely with portfolio managers to determine positioning within those sectors.

Requirements:

  • Bachelor's degree in finance, accounting, economics, or a quantitative-related field.
  • Proficiency in Bloomberg and Microsoft Office applications.
  • Strong Excel modeling skills, VBA knowledge a plus.
  • Demonstrated experience influencing groups and conveying information effectively.

Estimated Salary Range: $80,000 - $110,000 per annum, depending on experience and qualifications.

We offer a comprehensive benefits package, including medical, dental, vision, prescription, pet insurance, life insurance, disability, fertility, maternity/caregiver & parental leave, and more. Additionally, we provide a retirement solution with a 401(k) savings plan and pension plan, paid time off that increases with tenure, tuition reimbursement, subsidized parking, on-site cafeteria and fitness center, and on-site registered nurse.

To learn more about this opportunity and our company culture, please visit our careers website.


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