Description
The Credit Portfolio Analyst will assist in managing single and multi-sector investment portfolios. This role will also build and maintain Stifel Capital Management's (SCM) credit analysis documentation on existing holdings and potential buy candidates. The analyst will work with trading desks, executing portfolio strategies with the guidance of the CIO.
What We're Looking For
• Establish a process/system to document published Research from Moody's, S&P, Fitch, Credit Insights, Sell-side, etc., of the issuers we own or are considering owning both debt and equity.
• Summarize the research on individual credits, sectors, or macro trends relevant to SCM's strategies.
• Assist in managing single and multi-sector investment portfolios for high net-worth individuals and their entities, institutions, endowments, municipalities, and not-for-profit organizations using appropriate securities and vehicles per each client's investment policy and preferences.
• Work closely with other professionals throughout the Firm who bring specific and relevant expertise to bear on client matters.
• Manage each client's relationship to build rapport, satisfy the client's needs, and work closely with their advisors.
• Respond to requests for data, information, and calls from internal and external clients; some client and internal presentations are expected.
What You'll Bring
• Display a solid understanding of all capital markets, the economy, investment products, and their interrelationship with one another.
• Specific experience in the fixed-income markets and knowledge of various fixed-income investment vehicles, including Corporates, Municipals, Mortgage & Asset Backed Securities, US Treasuries, and US Agencies.
• Strong analytical skills, service-oriented, excellent interpersonal and communication skills, strong organization skills and attention to detail, self-motivated, and able to multi-task independently and on time.
• Strong intellectual curiosity and a desire for personal growth.
• The ability to communicate information and ideas in spoken or written form so that others will understand.
• Strong understanding of complicated trading and order management tools.
Education & Experience
• Minimum Required: Bachelor's Degree in Finance, Business, or a related field.
• Minimum Required: 3+ years of experience in the financial industry, fixed income, asset management, or related field.
Systems & Technology
• Proficient with Microsoft Office.
• Previous experience with Bloomberg, BondWorks, TradeWeb, Market Axes, Vestmark, Perform PFCII, and APL.
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
We Value Diversity
Stifel is an equal opportunity employer dedicated to fostering, cultivating, and preserving a culture of diversity and inclusion by embracing and welcoming everyone. At Stifel, we believe a diverse team is a critical element of how we find success and strive to build on diversity, inclusion, respect, and engagement in all that we do, across the firm. Accordingly, we welcome applications for employment from all qualified candidates.
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