Corporate Credit Analyst - New York, United States - Rockefeller Capital Management

Rockefeller Capital Management

Verified Company

New York, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

About Rockefeller Capital Management:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra
- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $133 billion in client assets as of March 31, 2024.

Position:

Rockefeller Capital Management is seeking a Corporate Credit Analyst with 5+ years' experience to work, preferably, in the firm's NYC location with the opportunity for a hybrid schedule.

This individual will contribute to the investment process primarily by 1) providing fundamental research and analysis on primarily corporate bond issuers to assess current and expected risk profile and 2) make buy/sell/hold recommendations within an absolute and relative value framework.

This is an opportunity to have a meaningful impact in the evolution of the fixed income business at a growing asset management firm.

The Analyst will report to Rockefeller Asset Management's Director of Fixed Income.

Responsibilities:

Contribute to the investment process by providing fundamental corporate credit research across multiple sectors including U.S. banks, international banks that issue Yankee bonds, US insurance companies and REITs, with opportunity to expand coverage universe over time
Collaborate with portfolio managers, making buy/sell/hold recommendations within an absolute and relative value framework on a real time basis
Build and maintain financial models
Continuous monitoring of credits held with written reviews on at least a quarterly basis; more frequently if a significant event occurred that would alter the company's fundamentals either positively or negatively identifying qualitative and quantitative factors.
Author credit reports that include a company's financial, debt and governance factors that impact their current and expected credit risk profile
Responsible for sourcing new investment opportunities and for surveillance of existing holdings
Responsible for investment committee presentations and ad hoc commentary on topical companies and/or news impacting corporate credit sectors
Maintain the corporate credit database
Develop relationships with rating agencies and sellside analysts
Partner with distribution team to provide thought pieces on the corporate credit market
Partner with the broader asset management team to provide cross asset credit views

Qualifications:

5+ years of corporate credit analyst experience preferably from the buy side, but other relevant experience will be considered
Bachelor's degree in finance or related field, ideally with a postgraduate qualification (MBA and/or CFA)
Experienced with Microsoft Excel, PowerPoint, Bloomberg required
Broad knowledge of the corporate credit bond universe and depth across multiple sectors including a focus on finance sector analysis (i.e. banks, insurance, REITs), a plus
Advanced knowledge of financial statement modeling and analysis, economics, finance, and the asset management industry
Strong attention to detail, sound judgment, and ability to reason
Excellent written and oral communication skills
Team player with an entrepreneurial attitude, strong interpersonal skills, and good work ethic
Act as resource for peers, provide candid feedback and promote constructive dialogues to advance growth

Compensation Range:

Disclosure:
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P.

(individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.