Research Associate – Preferred Securities recruitment
Major Responsibilities/Activities
- As a day-to-day matter, run various reports for the team relating to security valuation, portfolio tracking, index positioning and performance, and manage databases relating to these reports.
- Work closely with senior analysts who are evaluating risk and return profile of fixed income securities.
- Contribute to reports and processes that allow for effective management and reporting of fixed income portfolios.
- Work with senior analysts to develop additional quantitative and analytical tools to enhance security selection and portfolio management.
- Perform active surveillance of portfolio holdings in order to identify trends and make recommendations.
- Identify and communicate ways to improve underwriting and surveillance practices.
- Stay abreast of the credit markets; market technical and issuer/deal fundamentals that impact relative value.
- Work on various ad hoc client-related projects and support marketing efforts and information requests relating to client accounts.
- Work on miscellaneous market and security valuation projects with the portfolio manager and senior analysts.
- Contribute to overall success of the Fixed Income Research Team
Minimum Requirements
- BA degree and a strong desire to work in asset management
- 1-3 years of buy-side or sell-side experience preferred
- Experience in covering companies, particularly in the banking and insurance space, a positive. However, other sector backgrounds welcomed.
- European or Asian language skills a plus
- Desire to pursue a CFA is a plus
- Strong facility with computers, particularly Excel and Bloomberg applications
- Facility with fixed income markets and mathematics is a plus
- Ability to develop as an analyst in covering companies and assessing security valuation
Beneficial Skills and Abilities
- Excellent communication skills – written and verbal.
- Team oriented and collaborative planning capabilities
- Intelligent, bright, conceptual thinker and a quick learner with the ability to quickly assess a situation and generate new insights and usable ideas.
- Hardworking with an ability to multi-task in a dynamic work environment
Working Conditions
- Minimal travel
- Location: New York, NY
Note: This job description reflects management's assignment of essential functions, it does not prescribe or restrict the tasks that may be assigned.
July 10, 2012
• Tags: Asset Management careers in the USA, Research Associate – Preferred Securities recruitment • Posted in: Financial