Overview
The Senior Credit Analyst (Leveraged Credit) is responsible for the ongoing analysis of assigned sectors within the Fort Washington corporate bond and loan portfolios. Analysis will focus on both industry and company-specific fundamentals as well as relative value, risk positioning and security-specific trade ideas that support the overall client mandate.
Responsibilities
What you will do:- Researches assigned credit sectors and evaluates fundamental characteristics, trends, opportunities and risks therein. Research activities include frequent collaboration with peers across the firm's investment research teams; including investment grade credit, leveraged credit, emerging markets debt and equity.
- Presents timely purchase, sell and position sizing recommendations with regard to both security selection and sector allocation to the portfolio manager(s), trader(s) and credit research team(s) with a focus on relative value, strategy objectives, risk, liquidity and ability to execute.
- Stays current on industry news, trends and controversies within assigned coverage areas. Provides relevant, frequent and timely updates to the credit research team(s), portfolio manager(s), Head of Credit and CIO(s). This includes, but is not limited to, new issue commentary/recommendations and regular sector and positioning reviews for credit investment strategies.
- Functions as the “sector PM” for assigned sectors; works directly with portfolio manager(s) to determine positioning (credit, curve and/or CUSIP-level) within assigned sectors of various fixed income strategies.
- Cultivates and maintains relationships with external research, sales, trading and industry management teams where possible.
- Understands third-party total return and internal insurance asset-liability management (ALM) fixed income portfolio strategies, objectives, risk-tolerances and constraints.
- Actively contributes to team discussions of corporate credit valuation and strategy. Collaborates with the portfolio manager(s) and peers to assist in top-down risk allocations to credit sectors.
- Works with portfolio manager(s), account administrators, operations and marketing staff within Fort Washington as well as a variety of other Western & Southern departments.
- Performs other duties as assigned
- Complies with all policies and standards
Qualifications
- Bachelor's Degree In finance, accounting, economics or quantitative-related field. (Required) and
- Master's Degree MBA (Preferred)
- Typically eight or more years of proven successful experience in fundamental credit and/or equity analysis. (Required) and
- Demonstrated experience effectively influencing a group to a recommended course of action. (Required)
- Proven track record of outperformance.
- Demonstrated excellent verbal and written communication skills with 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. Must provide examples from working experience of going above and beyond the call of duty to assist team members.
- Proficient in Bloomberg and Microsoft Office applications.
- Strong Excel modeling skills, VBA knowledge a plus.
- Chartered Financial Analyst (CFA) Upon Hire (Preferred)
Work Setting/Position Demands:- Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
- Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
- Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
- Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
- Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
- Performs substantial movement of wrists, hands, and fingers for continuous computer work.
- Extended hours required during peak workloads or special projects/events.
Travel Requirements:
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