Department Investments
Category Finance
City Oklahoma
State OK
Travel
Involved
Type of
Position
Full-Time

An, Fixed Income Credit

CEI / FIN

Description:

The successful candidate will provide support to Fixed Income Portfolio Managers, including research, financial modeling and presentations to the insurance company’s credit committee. • Conduct fundamental credit analysis of investment grade corporate and municipal debt insures. • Synthesize information from filings, Moody’s reports, management presentations and current financial news to construct issuer-specific credit opinions. • Monitor credit quality and existing holdings in assigned industries and assist portfolio managers in monitoring company and industry developments. • Prepare written credit research and present findings at credit committee. • Assist in the development and improvement of credit research tools, process and reporting.

Requirements:

• 3-5 years related credit analyst work experience. • Bachelor’s degree in finance, accounting, economics or related field. • MBA/CFA preferred. • Advanced knowledge of Microsoft Excel, experience with Bloomerg API a plus. • Ability to use multiple investment data providers such as Bllomberg, Moody’s, EEMA and FactSet. • Demonstrated ability to clearly articulate ideas and recommendations both verbally and in writing.