• Director, Credit Analyst

    ID
    2019-7424
    Job Locations
    US-CA-San Francisco | US-NY-New York
    Category
    Wealth Management
  • Overview

    We are looking to hire an Investment Grade Corporate Fixed Income Credit analyst to join the Fixed Income Credit Group within First Republic Investment Management. The role requires performing fundamental research on corporate bond issuers, along with related credit monitoring functions for the Fixed Income Group. Research is both qualitative and quantitative in nature. Work product includes written pieces, statistical analysis, modeling, as well as periodic reporting. The analyst will work with trading and portfolio managers to understand the core risks and relative value opportunities associated with corporate debt issuers. Position may be located in SF or NY.

    Responsibilities

    • Analyze investment grade corporate credits in multiple sectors, with emphasis on the financial and energy sectors, for trading and portfolio managers and as part of ongoing surveillance
    • Interpret market and policy developments and their impact on holdings and sectors;       analyst should be able to identify macro issues and assess the effects on individual holdings
    • Promptly respond to trader and portfolio manager requests with quick but thorough analysis
    • Conduct portfolio credit reviews; coordinate with portfolio managers and fixed income traders on credit-related sell recommendations
    • Identify relative value opportunities and contribute to trade idea generation
    • Build and maintain detailed company financial models; the analyst will work with our technology and compliance colleagues to comply with best practices
    • Prepare monthly "Credit Committee" materials and participate in presentation to larger Fixed Income group; this involves adding value
    • Produce white papers and other timely research for both internal and external distribution to broad list of portfolio managers and bankers

    Qualifications

    • Bachelor’s degree, preferably with a focus on finance, accounting, or economics. (MBA or CFA preferred)
    • Advanced Microsoft Excel and PowerPoint skills.
    • Minimum of 2-5 years of experience as a credit analyst or relevant investment professional experience.
    • A demonstrated ability to work as part of a team with a high level of integrity
    • Provides extraordinary service
    • Furthers the First Republic Bank culture and values.

    Desired

    • Bloomberg and Perform/Credit Scope experience
    • Some knowledge of other fixed income products (municipals, preferreds, ABS)
    • Knowledge of VBA, SQL is advantageous

     

    The successful candidate will have:

    • Exceptional organizational skills with the ability to multi-task
    • Excellent communication skills, both written and verbal
    • Knowledge in economics, finance, and capital markets. Basic knowledge of fixed income securities
    • A positive attitude and an entrepreneurial spirit; a willingness to take on projects and see them through to completion
    • A strong attention to detail, sound judgment, and ability to reason
    • Ability to prioritize and manage multiple responsibilities under pressure
    • Ability to quickly process and analyze large amounts of information
    • Ability and willingness to work both independently and in a team environment, and positively contribute toward a culture of collaboration
    • Ability to interact and build relationships with people of varied backgrounds, personalities and levels of seniority

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