Research Analyst
- Employer
- Gulf Stream Asset Management
- Location
- Charlotte, North Carolina (US)
- Salary
- $125,000 to $200,000 + merit bonus + comprehensive benefits
- Closing date
- Apr 14, 2023
View more
- Job Function
- Credit Analysis, Fixed Income Research: Buy Side, Investment Advisor/Consultant
- Industry Sector
- Asset Management
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
POSITION SUMMARY
A Charlotte, NC based credit management firm focused on U.S. Broadly Syndicated Corporate Loans (“BSL”) is seeking persons with 7+ years of credit underwriting experience to fill Research Analyst positions.
MAJOR RESPONSIBILITIES
• Make recommendations to the Investment Committee via preparation of a credit memo that will include company and industry analysis, loan covenant structure analysis, cash flow projections, evaluation of collateral adequacy, management, and the identification of key risks
• Review credit documentation for new transactions and amendments
• Building financial models, updating research database, tracking financial reporting
• Perform on-going monitoring and review of existing investments including changes to their internal and external ratings
• Maintain electronic credit files, compliance reports, and credit monitoring reports
• Performing background industry research; Monitoring developments relevant to industry subsectors, specific companies, and impact on investment portfolios and organizing and presenting this information to senior analysts and the Investment Committee
• Support Research generally including Portfolio Managers and Loan Trading
• Respond to portfolio manager inquiries regarding credit concerns, market overviews, and sector changes
QUALIFICATIONS
• Excellent quantitative and qualitative analysis and financial modeling skills
• Exhibits solid understanding of financial statement analysis
• Demonstrates attention to detail and a strong commitment to accuracy
• Advanced user of Microsoft Office, Excel and Word
• Proficient knowledge of Bloomberg terminal functions
• Ability to work independently, multi-task and meet tight project deadlines
• Demonstrates highly ethical behaviors and effective interpersonal skills
• Excellent written and verbal communication skills
• Individual desires and thrives in a team-based environment
• MBA and/or CFA or CFA track is highly regarded
Company
Gulf Stream Asset Management (“Gulf Stream”) is an independent, experienced credit manager, built around an outstanding team of credit research and portfolio management professionals.
- Telephone
- (704) 907-0622
- Location
-
Capitol Towers South
4350 Congress Street, Suite 125
Charlotte
NC
28209
US
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