Junior Analyst, Credit Research

At TruStage, we're on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what's possible. We need you to help us shape what's next. You'll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Under the direction of the Head of Credit Research, collaborate with senior analysts and portfolio managers to support the due diligence and underwriting analysis of the private and public bonds. Ideally, the junior analyst would be in that role for 2-3 years before deciding if there is an opportunity for the junior analyst and if there is a fit for growth into a more senior position.
 

Job Responsibilities:

• Assist senior analysts in conducting the research and analysis in the credit underwriting process on public and private placement new issue and secondary transactions.
• Attending roadshows in Milwaukee to meet with management teams and/or listening to roadshow conference calls
• Perform earnings write-ups in various sectors depending on need.
• Aid in updating semi-annual private placement reviews.
• Spread and update financial statements of various private placement credits
• Sit in on pricing calls for private placements
• Listen in on management update calls.
• Help to update and maintain deal information in DealCloud
• Help private operations analyst with updating Bloomberg codes in ThinkFolio
• If needed, help out in corporate public bond analysis
• Maintain and foster effective relationships both within and outside the company with portfolio managers, secondary traders, research analysts, Private placement investment bankers, and other market sources.

(The above statements describe the general nature and level of work being performed in this job and are not intended to be an exhaustive list of duties. Additional responsibilities may be assigned, as required, by management.)
 

Job Requirements:

• Undergraduate degree in Business, Economics, Finance, Accounting, or a related field. Will also consider high performers from other fields.
• Has obtained or willing to obtain CFA; Desire to pursue an MBA is preferred as well
• Any experience in fixed income or equity security analysis is a plus.
• 0-5+ years progressively responsible business experience in the assigned investment area
• Ability to build effective relationships at all levels with coworkers
• Communicate effectively both verbal and written
• Achievement-orientation demonstrated by solid judgment, high performance, and achievement of target results
• Ability to handle constructive criticism and balance stakeholder demands
• Desire to foster an environment that is diverse and inclusive.
• Demonstrated knowledge of MS Office is required. Advanced Excel Skills, including building dynamic models and reports.
• Working with data tools and integrating with financial data add-ins like Bloomberg and S&P Capital IQ is preferred.
• Experience with data visualization tools like Tableau or PowerBI as well as experience with programming languages such as python, SQL, R, Java, or similar is preferred.
• Capable of independently learning analytical software and data tools.

#LI-LT

If you're ready to help make a difference, apply today.  A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool.  This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward.  Candidates may choose to opt out of this process.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.  Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees.  We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when "life happens," you can focus on what's most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.