Credit Analyst  

Role Summary:

The Credit Analyst is primarily responsible for the identification, analysis and evaluation of credit exposures of the portfolios managed by the firm. He/she reports directly to the Investment Director for Fixed Income and Multi-Asset, is actively involved in the analysis of the different aspects of the sectors and companies he/she is assigned to, and must keep up-to-date with detailed key market and company information for the preparation of reports/analyses for use by the portfolio managers.

Main Duties and Responsibilities:

• Assist the portfolio manager in analyzing investments/credits through independent research and company visits
• Gathering and maintenance of data from internal and external sources; maintain research library
• Perform valuation analysis and generates financial/statistical models
• Help generate investment ideas; translate fundamental and quantitative analyses into applicable investment strategies to contribute to investment performance
• Assist portfolio manager in monitoring and regular updating of Credit Rating scorecards
• Prepare periodic reports/analyses on the credits and sectors assigned and assist in the preparation of fund fact sheets
• Assist in sales and marketing initiatives with reports and presentation requirements
• Provide support in giving presentations to clients and marketing channels as needed
• Comply with regulatory requirements, company and group policies; maintain compliance awareness
• Perform F.I. counterparty analysis for the establishment and/or management of counterparty lines

Competencies required:

• Good understanding of the investment theories and underlying financial instruments
• Strong analytical ability with solid quantitative skills
• Strong attention to detail with the ability to multitask and prioritize in a deadline-driven environment
• Good communication skills (both written and verbal) and interpersonal skills
• High level of integrity

Education and experience required:

• Relevant educational qualifications, preferably in university degree in economics, finance, business, accounting or similar courses
• Experience in asset management or related industry
• With 2 years or more investment experience in credit research (highly preferred)
• Previous exposure to the market/s assigned is desired
• MBA/CFA is a plus