As a Securities Analyst, you will be working with senior members of the research team in conducting fundamental investment analysis leading to investment recommendations in the firm’s fixed income portfolio.
What you will be doing:
Acquiring skills in financial statement analysis, indenture analysis, and relative value assessment.
Working with senior analysts to identify attractive investment opportunities through the utilization of fundamental credit analysis for the company’s $23 billion portfolio.
Building and maintaining detailed financial models for use in the investment decision making process.
Assisting in the reporting and documentation of earnings calls, management discussions, and credit report generation.
Interacting with other members of the investment team including Portfolio Managers and Traders to help facilitate an effective investment decision making process.
What you need to have:
1-3 years relevant Fixed Income experience
Bachelors degree in Finance, Business or a related field
CFA/MBA preferred
This opportunity requires a strong professional presence, proven initiative and a solid work ethic. Vital to your success will be your passion for the investment industry. As a member of the 40|86 team, you must be able to thoroughly research recommendations, and sell those recommendations throughout the organization. As a result, excellent written and verbal communication is imperative.
*Midwest and local candidates are encouraged to apply.*
