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The Senior Analyst will analyze and assign credit ratings for U.S. RMBS, conduct transaction analysis, review cash-flow models, collaborate with senior analysts, and engage with external market participants.
Top Skills:
ExcelOffice Applications
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As a Senior Analyst, you will conduct credit research, analyzing performance, providing actionable investment insights, and mentoring junior analysts while working closely with legal teams.
Top Skills:
Financial And Valuation ModelingFundamental Credit Analysis
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The Credit Analyst evaluates and underwrites credit requests, interacts with customers, and prepares loan proposals while ensuring compliance with banking standards.
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ExcelMS Office
Position Description
The Credit Analyst will be part of a larger Fixed Income team with responsibilities including, but not limited to, the following:
- Conduct fundamental credit analysis of both Investment grade corporate issuers and municipal issuers using self-created dynamic modeling tools that can respond to both credit and macro driven events.
- Assign & maintain internal credit ratings and monitor issuer fundamentals, ratings changes, and macroeconomic trends. Assign periodic industry/sector outlooks to both corporate and municipal sectors.
- Conduct portfolio analysis for prospective and current clients.
- Work closely portfolio managers, effectively communicating credit risk assessments and analysis to support the portfolio manager’s investment decisions. Providing on-going surveillance of credit exposure, staying abreast of all issuer updates, and relying relevant information to the team.
- Partner with Firm’s Economist, wealth and client advisors to support new business efforts and maintain strong client relationships.
- Help to ensure portfolios adhere to internal investment guidelines, client mandates, and applicable regulatory frameworks.
- Work closely with compliance, operations, and legal teams to support best practices and operational efficiency.
Qualifications
- Bachelor’s degree in Finance, Economics, Accounting, or a related field; advanced degree (MBA, MPA) or CFA designation a plus.
- 3-5 years of experience in credit analysis preferably within a wealth management, investment advisory, asset management environment or ratings agency environment.
- Strong understanding of investment grade corporate structures, municipal bond structures and preferred securities.
- Ability to work independently and collaboratively in a client-centric, performance-driven culture.
- Excellent analytical, communication and presentation skills.
- Strong technology skills, including experience in FactSet, Bloomberg and Excel. Experience with Addepar is a plus.
Chilton seeks candidates who have outstanding analytical skills coupled with strong organizational and communication skills. Applicants should be pro-active, motivated, passionate, and work well in a team environment. We pride ourselves on building a team of professionals working toward a common goal in a collaborative fashion.
We offer a competitive and comprehensive compensation and benefits package that is based on, among other things, your overall performance and contributions to the firm. The salary range for this job is $115,000 to $135,000. Base salaries are determined based on a wide variety of factors including but not limited to years of relevant experience, education and other qualifying factors like additional accreditations. Base salary does not include others forms of compensation and benefits including medical and dental coverage, disability and life insurance, 401(k) plan (and company match on contributions made) and accrued paid time (which may vary based on role and tenure).
Chilton Trust New York, New York, USA Office
300 Park Avenue, New York, NY, United States, 10022
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