Functional Title: Analyst
Corporate Title: Assistant Vice President
Department: Fixed Income
Reports To: Head of Fixed Income
Overtime Eligible (Y/N): N (Exempt)
Position Summary
Analyze and recommend investment-grade and high-yield corporate bonds to out-perform defined market benchmarks.
Essential Duties/Function:
- Conduct fundamental credit analysis with emphasis on financial modeling to identify profitable corporate bonds for the portfolio.
- Create in-depth earnings reports including financial projections, credit valuation and recommendations based on expected performance.
- Present detailed and persuasive company reports to PMs reviewing potential investment ideas; consult with management on proposed investment ideas and strategies.
- Liaise with industry sources to capture and develop new investment ideas; pro-actively collect and interpret market information.
- Foster the development of global views across teams located in Tokyo; provide thorough and timely research to secondary audience abroad.
- Miscellaneous duties as assigned.
Experience/Qualifications:
- Bachelor's degree in Finance, Accounting, Economics or equivalent concentration; MBA and/or CFA designation preferred.
- At least 3-5 years of experience in credit analysis, fixed income and fund investing with an understanding of the wider financial environment; both buy-side and sell-side corporation experience are welcome.
- Strong command of MS Office software and advanced Excel; proficiency with Bloomberg and related automated research tools.
- Company research, asset valuation and relative value analysis capabilities required.
- Outstanding analytical, financial modeling, written and verbal communication skills; ability to persuasively present recommendations of profitable investment ideas.
- Detail oriented, pro-active and able to excel in a highly collaborative global team.
- A flexible team player able to adapt to change.
- Depending on experience and qualifications, candidates may be considered for the Vice President level.
The expected annual base salary for this position ranges from $140,000 to $160,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus based on qualitative and quantitative performance factors.
In addition to a competitive base salary and discretionary bonus eligibility, we offer a generous benefits package which consists of the following:
- Medical, Dental, and Vision Insurance - Premiums for employees are covered at 100% and premiums for dependents are covered at 70% by the company
- 401k match and Money Purchase Plan (fully company-funded)
- Life Insurance and Disability Insurance
- Pre-tax Commuter Benefits
- Up to 6 weeks of Paid Parental Leave
- Tuition Reimbursement
- Current Hybrid Work Arrangements
- Paid Holidays in addition to vacation days, floating days and paid sick time
Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. This document is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required by the incumbents. Job responsibilities are subject to change, with or without notice. All employees may be required to perform duties outside of their normal responsibilities at any time at the Company's sole discretion. This document does not constitute a contract of employment with you of any kind, express or implied for any duration, or with respect to any of its stated or omitted terms. As described in the Company's employee handbook, the Company reserves the right to terminate your employment with or without cause, notice or reason at any time at its sole discretion.
