Credit Research Role - Insurance Domain

Credit Research - Insurance Sector

Experience : 3 to 8 Years

Location : Pune

JD :

- Work with a team of Portfolio Managers covering the Insurance Sector

- Preparing opinion based credit reports and updates based on fundamental analysis for a set of assigned credits

- Preparing/ Updating credit models including peer analysis, relative value analysis and calculations of key credit quality determinants

- Strong understanding of fundamental credit analysis with an ability to identify bonds and recommend and communicate buy/sell/hold investment recommendations

- Good understanding of current trends and the regulations impacting the Insurance Sector

- Ability to assign internal rating to the Insurance Companies Covered

- Support the client with any other ad-hoc research requests

- Engage with client teams proactively and suggest new ideas to enhance client engagement

- Establish and maintain consistent standards and processes in credit analysis through interaction with sector specialists and senior analysts

- Responsible for client and project management, need-based training's, process initiatives and quality improvements of the team

- Support in content review, mentor and train new hires in the division

Skills :

- At least 3 years of experience in the Credit domain having experience in covering Insurance Sector

- Credit Report writing and financial modeling experience

- Excellent understanding of financial statements and current regulatory trends

- Experience in delivery of structured solutions to clients

- In-depth understanding of the industry dynamics

- Good understanding of local and global financial markets and trends

- Working knowledge on Bloomberg and Reuters is preferred

Qualification : MBA/CA/US CFA