• Bachelor's Degree In finance, accounting, economics, or quantitative-related field. - Required
• MBA - Preferred
• Typically, 1-3 years of proven successful experience in fundamental credit and/or equity analysis or related business experience. - Required
• Demonstrated experience in effectively influencing a group to a recommended course of action. - Preferred
• 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.
• 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 of working experience of going above and beyond the call of duty to assist team members.
• Strong Excel modeling skills, including proficiency with Bloomberg BQL/API, VBA, SQL, and/or similar programming languages and knowledge of database software and design and application a plus.
• Experience with PACE and/or Tableau a plus.
• Track record of outperformance.
• Chartered Financial Analyst (CFA) Upon Hire - Preferred
• Certified Public Accountant (CPA) 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.
• Occasional after-hours work needed
Travel Requirements:
• 10% travel client meetings, assigned company management meetings and industry conferences