Conduct fundamental credit analysis on domestic and global fixed-income portfolios, monitor portfolio credits, assess credit risk and relative value, and provide investment recommendations to portfolio managers. Support market evaluations, company and management meetings, client reviews, research initiatives, portfolio positioning, and compliance with investment governance and risk standards.
Responsibilities
Senior Analyst, Credit Research
At Principal, we invest in what matters. And building dedicated teams is where it all begins. We’re drawn to people who bring outstanding perspectives, passion, and expertise to help us advance the financial security and well-being of our customers. We also aim to transform our growing business and drive positive change in the communities where we live and work.
When we invest in you, and you invest in us, great things happen.
We are looking for a motivated investment professional to join our Fixed Income team as an Senior Analyst, Credit Research. This role is responsible for conducting fundamental credit analysis on bonds held within our domestic and global fixed income portfolios, supporting portfolio managers with investment recommendations, and contributing to credit research initiatives across the team.
What You’ll Do
- Conduct credit analysis and provide recommendations on bond investment opportunities across domestic and global fixed income portfolios.
- Monitor and review portfolio credits through ongoing surveillance, including quarterly and annual credit reviews.
- Support Portfolio Managers in evaluating market developments, credit risks, and investment opportunities.
- Assist in portfolio positioning through credit analysis, relative value assessments, and investment recommendations.
- Participate in company visits and management meetings as part of the credit evaluation process.
- Contribute to client meetings, investment reviews, and marketing initiatives by providing credit and market insights.
- Support research projects and initiatives aimed at enhancing investment outcomes and team effectiveness.
- Ensure compliance with investment processes, risk management standards, and governance requirements.
Who You Are
- Bachelor's degree in Finance, Accounting, Economics, or a related field. CFA progress or other relevant professional qualifications are a plus.
- 4-8 years of experience in credit research, fixed income, asset management, corporate banking, investment banking, or related financial services roles.
- Solid understanding of financial statement analysis, credit risk assessment, and fixed income markets
- Strong analytical, communication, and interpersonal skills, with the ability to present investment views clearly and concisely.
- Self-motivated, detail-oriented, and able to work effectively in a collaborative team environment.
- Demonstrates sound judgment, professional integrity, and a willingness to continuously learn and develop.
Additional Information
Who We Are
Principal Financial Group is a Fortune 500 global leader in financial services specializing in insurance, retirement, and asset management. We have 18,000 employees and 51 million customers around the world with over $714B in assets under management.
Principal Financial Group New York, New York, USA Office
New York, United States
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