Role: (JOB SUMMARY)
- Responsible for the ongoing credit assessment of a complex portfolio of issuers in accordance with the relevant methodology.
- Regarded as an authority by issuers and investors at individual credit and industry levels.
Responsibilities:
Analytics/Monitoring
· Conduct quantitative assessment of financial statements and economic/market data, as well as intensive analysis of bond indentures, liquidity agreements, official statements and other legal documents.
· Conduct initial and on-going credit analysis on a high profile portfolio of companies.
· Actively monitor portfolio and make recommendations for rating transitions in a timely fashion.
· Perform and present in-depth fundamental credit analysis on a regular basis to rating committees to assign and maintain credit ratings.
· Demonstrate rating judgment as evidenced by the ability to distinguish among different entities at different ratings levels.
· Attend rating committee meetings with Senior Management and Risk Credit Officer to ensure consistency across teams.
· Involvement in ensuring team complies with credit and compliance/regulatory policy issues as directed by Senior Management and/or compliance department.
Research
· Produce timely and relevant research on specific issuers, general credit trends, or sector related issues that is in-depth, high quality, insightful and focused.
· Proactively identify relevant topics for research.
· Review draft research products of team members.
· Involved in adhoc publications.
Issuer/Investor Relations
· Manage challenging issuers while maintaining high profile relationships with investors and issuers, interacting frequently based upon industry and topical research written.
· Manage regular outreach events such as investor briefings, teleconferences, conference participation and third party presentations.
· Lead issuer meetings, including presenting key rating factors effectively and asking probing questions that result in substantive dialog about key rating issues.
Communications
· Present credits effectively and comprehensively in rating committees and other internal analytical meetings.
· Coach and develop Junior analysts and support associates.
Qualifications:
- Graduate / second-level degree (e.g. MBA, Master’s) required or equivalent strong academic background.
- Eight to ten years relevant experience with complex financial instruments and/or accounting principles e.g., accounting for derivatives financial instruments
- Well-developed analytical skills
- Strong written and oral communication capabilities
- Ability to manage multiple competing priorities within deadlines.
- Strong abilities in Excel, Word and PowerPoint.
