Credit Analyst – Fixed Interest Funds

This leading, independently owned, investment manager currently has a high-profile role available within their Fixed Interest Team for a Credit Analyst. Working directly alongside the Fund Managers:

Role & Responsibilities

  • Assist the Fixed Interest team in selecting appropriate corporate bonds (including Sub-sovereign, supranational and Agency) for retail funds, segregated mandates and private client portfolios. Predominantly large cap, investment-grade sterling, dollar and euro markets.
  • Help fund managers to review and optimise portfolios
  • Attend daily morning meetings and other relevant meetings in order to maintain knowledge and assist the institutional fund managers in the formulation of strategy and stock selection
  • Ensure an understanding of portfolio objectives, fund and group benchmarks and risk, and fund guidelines – regulatory and IA
  • Monitor issuer and sector allocations by company and industries
  • Stock level credit research, generating internal views and outlooks and producing qualitative narrative and quantitative outputs
  • Monitor company announcements/research releases and highlight/provide commentary thereon
  • Ensure accuracy and validity of data inputs and check outputs from quantitative screens
  • Communicate broader stock, sector and strategy research and themes
  • Ensure familiarity and compliance with FCA requirements

Background & Experience

  • Demonstrable credit analyst experience from ‘sell-side’ or ‘buy-side’
  • CFA Charterholder
  • Advanced Excel skills
  • Understanding of the financial services industry and investment markets with a good knowledge of key industry trends and best practice within the pooled funds sector
  • Ability to analyse information on companies, judging the suitability of investments for purchase/hold/sale
  • Read and understand a set of accounts
  • Experience of operating within the FCA regulatory framework, with working knowledge and understanding of current legislation and future regulatory developments
  • Experience of operating within a risk management framework together with an understanding of the risks and threats pertaining to a private client business
  • Strong attention to detail
  • Ability to work both autonomously and within a team

To hear more about this challenging opportunity, please contact Karen Consalvi on 020 7847 8874 or email karen@meredithbrown,com

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.

< Back to Opportunities