Public Credit Research Analyst

Overview

This role is part of the Public Corporate Credit Analysis team and involves conducting 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
• Make 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 the Public Credit Analysis and Portfolio Management teams 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 regarding industry topics
• MBA/CFA

Compensation & Benefits

Base Pay Range

• $184,680.00 - $225,720.00

The actual compensation offered may vary based 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 eligible employees and eligible dependents)
• 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 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.

Equal Employment Opportunity

The organization is an Equal Opportunity / Affirmative Action Employer (M/F/D/V). If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access the career center as a result of your disability.