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Investment Grade Research Analyst

Schroders
New York, United States, Americas
$175K-$200K a year
Full-time

About Schroders

We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 5,000 people on six continents. And we’ve been around for over 200 years, but keep adapting as society and technology changes.

What doesn’t change is our commitment to helping our clients and society prosper.

The Base

We are based at 7 Bryant Park in the heart of NYC. And we have everything we need to work flexibly. We operate a hybrid working model, with a requirement that our Investment Grade Research Analyst be in the office 3 days per week.

This is to sustain our culture of innovation, collaboration, knowledge sharing, and building relationships within the business

The Team

This is an opportunity to work interdependently with an engaged team that sits within a global Fixed Income function at a global asset management firm.

The global investment grade team manages more than $50bn of assets across USD, Euro and Sterling strategies. We have a team of specialist portfolio managers who are supported by global research analysts.

As research-driven bond investors, we gain a performance advantage by using our large team of specialist analysts and portfolio managers to research ideas in their local markets.

Idea generation is a key component of our success and therefore we are committed to operate a diverse, creative and smart team.

Research partners with portfolio management to source alpha for clients.

Position Overview

Schroders is seeking an Investment Grade Research Analyst to join the US Fixed Income Research team. While there is flexibility for the right candidate, the role will generally focus on the analysis of Investment grade credits across a variety of sectors including but not limited to Capital Goods, Aerospace and REITs.

Responsibilities

  • Perform fundamental analysis including modelling. Monitor performance and holdings relative to investment objectives, benchmarks and outlook.
  • Produce both written and oral relative value recommendations.
  • Develop and maintain sell-side research relationships, contact issuer management teams and attend industry conferences.
  • Collaborate with other debt and equity analysts and portfolio managers as the credit expert on the covered industries.
  • Frequently interact with portfolio managers and traders.
  • Participates in periodic Industry Outlooks / Update and Thematic research sessions while utilizing the Data Insights Unit and the Environmental, Social and Governance resources.
  • Meet with clients and prospects to discuss coverage themes and outlooks.
  • Quickly respond to ad hoc credit requests.

Basic Qualifications

  • Bachelor’s degree in finance, accounting, business, economics or related subject.
  • Minimum of four years of investment grade credit research experience.
  • Understanding of financial statements, capital structure, cash flow analysis, capital markets and portfolio management.
  • Independent thinker with the ability to hold contrarian views.
  • Ability to work effectively both independently and in a team environment with limited supervision.
  • Strong communication skills.
  • Proficient in Excel, Word, PowerPoint, Capital IQ and Bloomberg.
  • Personable, collegial and team-oriented.

Preferred Qualifications

  • MBA and / or CFA / CPA. Actuarial, mathematical, engineering or computer science credentials and / or experience.
  • Broad experience within the full spectrum of investment grade market.
  • Experience working in an asset manager.
  • Aladdin experience.
  • Thomson Reuters Eikon experience.
  • Willingness to develop new coverage.
  • Sell-side and buy-side relationships.

Compensation

Schroders offers a base salary in a range of $175,000 to $200,000 for this position.

The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education / training and skill level.

Schroder Investment Management North America Inc. complies with the Americans with Disabilities Act of 1990.

We recognize potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose.

This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer : you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics

15 days ago
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