- Work with a team of Portfolio Managers covering High Yield/ Private US Corporates, and assisting them in their investment decision
- Interacting with the management of companies under the portfolio for seeking additional information and presenting the investment opinion of the company
- Preparing financial models including calculations of key credit quality determinants, and demonstrating strong proficiency with excel, financial models, financial data, and financial statement analysis
- Structuring & underwriting loans by analyzing revenue model, value proposition, industry & customers dynamics, investment attributes, risk & mitigants, historical & projected financials
- Preparing opinionated credit reports based on fundamental analysis for a set of assigned credits/companies
- Making recommendations to the credit committee for loan approvals, interest rates & yield pricing
- Regularly interacting with Portfolio Managers to discuss deliverables, credits and deals
- Preparing thematic presentations and industry decks, such as those highlighting key sector trends, emerging risks, or potential turnaround candidates
- Close monitoring of the assigned portfolio
- Support the client with any other ad-hoc research requests
- Engage with client teams proactively and suggest new ideas to enhance client engagement
Candidate Profile :
- Background in conducting credit analysis of corporates with exposure to Healthcare, Software and Digital infrastructure will be preferred. Should be able to independently create, update and forecast financial models
- Strong knowledge of fundamental credit analysis with an ability to identify bonds and recommend buy/sell/hold ideas
- Good understanding of covenant analysis, capital structure analysis and recovery analysis
- Independent and decisive mindset
- Critical thinking skills
- Excellent written and oral communication skills
- Good awareness of global financial and macroeconomic trends
Essential Qualifications :
MBA/CA/US CFA with more than 5 years of experience in buy side credit research or credit rating
Preferred Qualifications :
- MBA/CA and CFA Level 2 cleared OR Buy-side OR credit Rating experience
- Exposure to Healthcare, Digital Infrastructure OR Software industry
- Exposure to Private company research will be preferred
- Familiarity with data sources e.g. FactSet, Bloomberg, Morningstar, Reuters, CapitalIQ
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