Public Credit Research Analyst

Overview

The organization is seeking a Public Credit Research Analyst to join its Public Credit Analysis team in Newport Beach, CA. Ideal candidates will be based in Newport Beach; fully remote may also be considered (depending on location). Relocation assistance will be provided.

Note: This is a Director level position. Job level may vary based on skills & experience.

This role involves making and communicating informed buy/sell/hold decisions on fixed-income securities within the US Bank sector for inclusion in the company’s general account to support policyholder obligations.

Responsibilities

• Conduct and communicate fundamental credit research on investment grade and high-yield corporate credits
• Provide Buy/Sell Hold recommendations for inclusion in the company’s General Account
• Demonstrate expertise in the analysis of regional banks
• Work closely with the senior bank analyst and teams across Public Credit Analysis and Portfolio Management to identify best opportunities for the portfolio
• Develop and maintain relationships with sell-side analysts, credit rating agencies, and other information providers

Requirements

• 7+ years of investment research experience, including a minimum of 2 years focused on the US Bank sector
• Bachelor’s degree
• Ability to analyze and model financial metrics and business strategies
• Understanding of bank regulation and capital requirements
• Understanding of financial markets and products
• Working knowledge of Microsoft Office Suite
• Familiarity with financial databases, such as Bloomberg

Preferred Qualifications

• Ability to convey complex subjects clearly and concisely
• Passion for fixed-income investing and intellectual curiosity to explore industry topics
• MBA/CFA

Compensation & Benefits

Base Pay Range: $184,680.00 - $225,720.00

• The base pay range reflects the organization’s good faith minimum and maximum range for this role at the time of posting.
• Actual compensation depends on factors including experience, qualifications, and geographic location.
• Most employees are eligible for additional incentive pay.

Benefits (start day 1):

• Medical, Dental, Vision, and Wellbeing Reimbursement Account for you and eligible dependents
• Paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off
• Paid Parental Leave and an Adoption Assistance Program
• Competitive 401k savings plan with company match and an additional contribution regardless of participation

Location

• Newport Beach, CA (fully remote may be considered depending on location)
• Relocation assistance will be provided