Senior Credit Analyst

Overview

A financial services organization specializing in treasury management, liquidity management, and other financial products for the public sector is seeking a Senior Credit Research Analyst. The firm serves over 12,000 local governments, school districts, and public entities, as well as more than 1,000 financial institutions nationwide. The company operates primarily from Denver, Colorado, and Naperville, Illinois, with additional offices across the United States.

Responsibilities

• Conduct fundamental credit analysis of approved and proposed issuers through due diligence, sector and issuer research.
• Develop and perform proprietary analysis, prepare detailed written recommendations, and present findings before the Credit Committee.
• Prepare written reports for new initiations, annual credit reviews, and quarterly sector overviews.
• Perform continual cycle surveillance using pre-established markers and recommend new markers and analytical tools.
• Monitor financial metrics, market signals, and other factors using Excel and internally developed risk management models.
• Collaborate with Investment Advisor and Credit teams to determine appropriate investment counterparties, set hold codes and concentration limits, and evaluate investment policies.
• Assist in mentoring and developing new analysts.
• Attend industry conferences and client presentations as required.
• Contribute to firm-wide initiatives as requested.

Requirements

• Bachelor’s degree in Finance, Economics, or a related field.
• 3-5 years of experience in credit analysis or a related function, preferably in banking credit analysis.
• Proficiency in MS Office, with advanced Excel skills.
• Familiarity with S&P Capital IQ and Bloomberg.
• Strong teamwork and communication skills, both written and verbal.
• Ability to concisely distill issuer information and communicate credit strengths, weaknesses, and due diligence areas.
• Strong presentation skills for diverse audiences.
• High attention to detail and accuracy.
• Ability to think quickly and defend analysis.
• Independent judgment and ability to work well with all levels of employees.
• Strong understanding of macroeconomic and sector trends and their impact on credit issuers and portfolio holdings.
• Authorized to work in the U.S.

Preferred Qualifications

• Master’s degree or CFA designation.
• Demonstrated interest in public financial markets, particularly fixed income.
• Strong intellectual curiosity, initiative, and time management skills.

Compensation & Benefits

• Salary range: $125,000 - $155,000 per year.
• Remote work option available.

Location

Primary operational hubs are in Denver, Colorado, and Naperville, Illinois, with other offices throughout the United States.