Manager - Credit Research Strategy & Institutional Client Delivery

Experience: 8 - 10 Years

Industry: Investment Management / Credit Research

About the Role:

We are seeking a Credit Research Manager to oversee institutional research engagements and strengthen analytical capabilities supporting global investment portfolios.

The position requires a combination of credit - market expertise, client relationship management, research governance, and people leadership.

The incumbent will be responsible for directing research coverage across corporate debt issuers, translating investment requirements into structured analytical solutions, and ensuring that research teams deliver consistent, high - value outputs.

The role offers an opportunity to shape research operations for institutional clients investing in US and European debt markets.

The successful candidate will bring mature financial judgement, the ability to manage complex client expectations, and experience building a team environment focused on analytical discipline, accountability, and continuous improvement.

Key Responsibilities:

Research Strategy & Coverage Oversight:

- Establish coverage priorities across assigned sectors and corporate borrowers based on client mandates, portfolio interests, and changing credit - market conditions.

- Oversee the development of issuer assessment frameworks, financial forecasting tools, and screening methodologies used to support institutional credit decisions.

- Evaluate the impact of macroeconomic developments, interest - rate movements, sector cycles, and financing conditions on corporate debt risk.

- Direct the examination of borrower capital structures, debt repayment hierarchies, covenant protections, and refinancing exposure.

- Challenge research assumptions and analytical conclusions where financial trends, contractual terms, or market developments indicate potential weaknesses.

- Guide the preparation of forward - looking credit scenarios to assess borrower resilience under changing operating and financing conditions.

Institutional Client Solutions:

- Own research delivery across multiple institutional client engagements, ensuring that analytical scope, output formats, and service commitments reflect agreed requirements.

- Engage with portfolio managers and investment research stakeholders to understand emerging information needs and define appropriate research approaches.

- Present research conclusions, explain key risk drivers, and discuss the potential implications of issuer developments for credit investment decisions.

- Develop tailored research solutions that address client - specific coverage priorities while maintaining consistent analytical standards.

- Manage delivery expectations, resolve escalated research queries, and coordinate internal resources to maintain service continuity.

- Identify opportunities to improve client deliverables through enhanced sector coverage, more effective screening tools, and better - organized research processes.

Research Governance & Analytical Excellence:

- Establish review mechanisms for financial models, credit assessments, research publications, and supporting documentation.

- Ensure that investment conclusions are traceable to reliable evidence, clearly stated assumptions, and defensible analytical reasoning.

- Monitor recurring research errors, delivery delays, and process gaps, implementing corrective measures to improve overall output quality.

- Promote consistent interpretation of financial disclosures and debt documentation across analysts and coverage teams.

- Oversee the maintenance of research methodologies and documentation standards as client requirements and market practices evolve.

- Encourage the adoption of efficient research tools and structured workflows to improve productivity without weakening analytical rigour.

Team Leadership & Operational Management:

- Lead and develop a team of credit research professionals responsible for issuer analysis, financial modelling, and client deliverables.

- Translate business priorities into team - level objectives, allocate capacity across engagements, and monitor progress against delivery commitments.

- Conduct performance reviews of analytical work, provide developmental feedback, and strengthen the team's ability to handle complex research assignments.

- Build subject - matter expertise through knowledge - sharing sessions covering credit - market developments, financial analysis techniques, and debt structures.

- Anticipate resource constraints and capability gaps, planning staffing and training requirements in line with evolving client demand.

- Work with senior leadership to expand research capabilities, improve operational efficiency, and support the sustainable growth of the institutional research practice.

Required Qualifications:

- 8 - 10 years of relevant experience in credit research, institutional investment research, fixed - income analysis, or a closely related financial services function.

- MBA or equivalent qualification in Finance; CFA certification or progress toward the designation is desirable.

- Strong working knowledge of US and European corporate debt markets, including loan and bond instruments.

- Expertise in interpreting corporate financing structures, credit agreements, bond indentures, covenant provisions, and creditor priorities.

- Experience overseeing financial models, issuer research, credit outlooks, and investment - oriented reporting.

- Advanced Excel capabilities and strong quantitative reasoning for evaluating borrower performance and debt risk.

- Demonstrated ability to manage institutional client engagements, communicate complex financial findings, and address escalated analytical requests.

- Experience leading analysts, reviewing research output, and coordinating multiple concurrent assignments.

- Strong judgement, attention to detail, and the ability to make sound decisions under demanding deadlines.

- Excellent stakeholder management, written communication, and team leadership capabilities.

Preferred Qualifications:

- Familiarity with Bloomberg, S&P Capital IQ, LSEG Workspace, or similar financial data and market research platforms.

- Experience supporting global asset managers, credit funds, or institutional fixed - income investment teams.

- Exposure to research process transformation, analytical workflow standardization, and capacity planning.

- Demonstrated ability to improve client delivery models while maintaining research quality and operational discipline