Jobs
>
California

    Investment Analyst - California, United States - Old Mutual

    Old Mutual
    Old Mutual California, United States

    3 weeks ago

    Default job background
    Description
    Investment Analyst | Diversified Credit page is loaded

    Investment Analyst | Diversified Credit

    Apply

    remote type

    Hybrid

    locations

    Pinelands

    time type

    Full time

    posted on

    Posted Yesterday

    job requisition id

    JR-49678

    Let's Write Africa's Story Together
    Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
    Job Description
    The Diversified Credit business is responsible for the Old Mutual Shareholder and Liability Driven Investments ("LDI") diversified credit mandates.

    The Credit Team supports the business in delivering on its strategic objectives through sound risk management capabilities achieved through counterparty analysis, demonstrable sector knowledge and expertise, legal analysis and instrument rating.

    This role is responsible for all aspects of credit risk management for a diversified portfolio of credit investments comprising,

    inter alia , Property/REITS, Corporates, State Owned Entities, Securitizations, Municipalities and Leverage Buy-Outs. Responsibilities of the role would mainly be focused on

    credit analysis

    , modelling, review of legal documentation, and ongoing monitoring across both unlisted and listed credit investments however would also be required to support the Credit Manager and Head of Credit.

    Key Result Areas:
    Counterparty and sector evaluation, legal analysis and instrument structuring and pricing.
    Preparation and presentation of credit/investment proposals to the relevant Credit/ Investment Committee(s).

    Ongoing and proactive monitoring of sector and counterparty developments and verbal and written communication of views and recommendations to key stakeholders to facilitate appropriate action.

    Review and negotiation of legal documents for approved investments for both unlisted and listed transactions.

    Relative quantitative and qualitative risk rating of counterparties and instruments in the various investment portfolios managed including the application of risk scoring methodologies.

    Maintain internal relationships with portfolio managers, debt originators, legal advisors and credit or investment committee members.
    Stakeholder interaction and relationship building, including interaction with external credit market participants, engaging with counterparties and clients.
    Develop an understanding of the credit market and potential investment opportunities and communication of views to key stakeholders.

    Credit Risk Management Framework:
    provide input aimed at enhancing existing processes and capabilities

    Skills, Qualifications and Experience required:
    CA (SA), CFA or equivalent professional qualification.
    Minimum 5 years post articles relevant experience in Credit Risk.
    Prior corporate or structured credit transaction experience at an SA bank or asset manager.
    Property (REIT) experience highly advantageous.
    Previous

    supervisory/managerial

    experience advantageous.
    Strong understanding of structured credit investment and legal agreements.
    Strong knowledge of credit and fixed income markets.
    Good excel skills (including modelling skills).

    Key Attributes and Competencies:
    A highly professional approach/work ethic.
    Responsible, self-motivated and enthusiastic.
    Leadership and people skills.
    Attention to detail.
    Excellent planning & organizational skills.
    Excellent technical and analytical skills.
    Excellent communication (written & verbal) skills.
    Ability to work independently with limited guidance.
    Ability to work under pressure and deliver to deadlines.
    Articulate and confident.
    Strong commercial focus.
    Flexibility and intellectual curiosity.
    Ability to multi-task.
    Customer focused attitude.
    Team player.
    Skills
    Credit, Investments

    Education
    Closing Date
    03 May 2024


    The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

    Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.
    All prospective employees are required to disclose their vaccination status as part of the recruitment process.
    Please refer to the Old Mutual's Covid-19 vaccination policy for further detail.

    Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

    The Old Mutual Story
    Similar Jobs (4)

    Investment Analyst

    locations

    Pinelands

    time type

    Full time

    posted on

    Posted 6 Days Ago


    Investment Professional:
    Credit

    remote type

    Hybrid

    locations

    Pinelands

    time type

    Full time

    posted on

    Posted Yesterday


    Investment Analyst:
    Impact Fund

    remote type

    Hybrid

    locations

    Pinelands

    time type

    Full time

    posted on

    Posted Yesterday

    Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries.

    The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.

    We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.

    #J-18808-Ljbffr
  • Public School Retirement System

    Investment Analyst

    1 day ago

    Public School Retirement System Jefferson City, United States

    Be a part of the award-winning, world-class investment team at one of the world's largest institutional investors. PSRS/PEERS is looking for an organized and motivated investment professional who will use their experience and expertise to help us achieve the best possible public ...

  • Central Bank

    Investment Portfolio Analyst

    2 weeks ago

    Central Bank Jefferson City, United States Full time

    Job Description · The Investment Portfolio Analyst role conducts quantitative analysis of individual securities, industry segments, or other potential investment opportunities; monitors market conditions, external fixed-income research, and trading volume/activity; assists in th ...

  • Public School Retirement Systems of Missouri

    Investment Analyst

    3 days ago

    Public School Retirement Systems of Missouri Jefferson City, United States Full time

    Be a part of the award-winning, world-class investment team at one of the world's largest institutional investors. PSRS/PEERS is looking for an organized and motivated investment professional who will use their experience and expertise to help us achieve the best possible public ...

  • Central Bank

    Investment Portfolio Analyst

    3 days ago

    Central Bank Jefferson City, United States Full time

    The Investment Portfolio Analyst role conducts quantitative analysis of individual securities, industry segments, or other potential investment opportunities; monitors market conditions, external fixed-income research, and trading volume/activity; assists in the development of an ...

  • Bank of America

    Equity Research Associate/ VP

    2 weeks ago

    Bank of America California, United States

    Job Description: · Power & Utilities is a $1.1 trillion market cap sector with 55 stocks under coverage across Power, Regulated & Unregulated Utility companies. This sector garners high investor interest across institutional and retail clients and generates meaningful trading vo ...

  • Sanmanuel Nsn

    Investment Strategies Director

    18 hours ago

    Sanmanuel Nsn California, United States

    Investment Strategies Director page is loaded · Investment Strategies Director · Apply · locations · Highland, CA · time type · Full time · posted on · Posted Yesterday · job requisition id · R · Based in Irvine California, under the direction of the Chief InvestmentOf ...

  • Cdhomesolutions

    Independent Business Consultants California, United States

    2 days ago

    Cdhomesolutions California, United States

    6 - 10 years · California, United States · Full-time · Onsite · 2 weeks ago · Independent Business Consultants · 6 - 10 years · California, United States · Full-time · Onsite · 2 weeks ago · About the role · About Us Our firm helps entrepreneurs rapidly grow their busi ...

  • Strativa

    Principal Analyst-Cloud, Enterprise Applications,

    18 hours ago

    Strativa California, United States

    Principal Analyst/Research Leader - Cloud, Enterprise Applications, & Infrastructure Transformation · Background : · Avasant is a Los Angeles, California-based top management consulting, advisory and analyst firm providing strategic sourcing, IT and business transformation, and ...

  • Finservpartners

    Analyst

    3 weeks ago

    Finservpartners California, United States

    Read below job descriptions carefully and apply if interested · Job Description · Roles and Responsibilities: · We are seeking a highly motivated and analytical Junior Analyst to join our dynamic team. The ideal candidate will possess a strong foundation in financial concepts, ...

  • Archer

    Head of Investor Relations

    3 weeks ago

    Archer California, United States

    Archer is an aerospace company based in San Jose, California building an all-electric vertical takeoff and landing aircraft with a mission to advance the benefits of sustainable air mobility. We are designing, manufacturing, and operating an all-electric aircraft that can carry f ...

  • Dynatechconsultancy

    Presales Consultant

    18 hours ago

    Dynatechconsultancy California, United States

    We are expanding our team and looking for an enthusiastic and skilled Presales Consultant/Business Analyst to join our dynamic team. If you're passionate about leveraging technology to solve business challenges and have a knack for understanding client needs, we want to hear from ...

  • GHB Intellect

    Patent Analyst Position

    2 weeks ago

    GHB Intellect California, United States

    GHB Intellect is a world-class, engineering and intellectual property (IP) consulting services firm. With hundreds of top-notch experts and professionals, state-of-the-art equipment and laboratories, and over a decade of business history, we provide unparalleled expertise and unp ...

  • Bank of America

    Sr Quantitative Fin Analyst

    2 weeks ago

    Bank of America California, United States

    Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...

  • Sanmanuel Nsn

    Director, Financial Planning

    18 hours ago

    Sanmanuel Nsn California, United States

    Director, Financial Planning & Analysis page is loaded · Director, Financial Planning & Analysis · Apply · locations · Highland, CA · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · R · The Director, Financial Planning and Analysis (FP&A) w ...

  • Brookfield

    Senior Analyst, Risk and SOX Compliance

    2 weeks ago

    Brookfield California, United States

    Senior Analyst, Risk and SOX Compliance page is loaded · Senior Analyst, Risk and SOX Compliance · Apply · locations · Toronto, Ontario · time type · Full time · posted on · Posted 5 Days Ago · job requisition id · R · Location · Brookfield Place - 181 Bay Street · Bu ...

  • Exemplar Companies, PBC

    Accomplished Investment Bankers

    2 weeks ago

    Exemplar Companies, PBC California, United States

    [et_pb_section fb_built="1" fullwidth="on" admin_label="Hero Section" _builder_version="4.16" background_enable_image="off" custom_margin="0px||0px||false|false" custom_padding="0px||0px||false|false" global_colors_info="{}" _module_preset="default" theme_builder_area="post_conte ...

  • Pacific Asset Management

    VP Investment

    3 days ago

    Pacific Asset Management California, United States

    VP Investment & Product Solutions page is loaded · VP Investment & Product Solutions · Apply · locations · Newport Beach CA-700 · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · R12548 · Job Description: · Providing for loved ones, plannin ...

  • Avery Dennison

    Director, IT Development

    1 day ago

    Avery Dennison California, United States

    Avery Dennison is Everywhere You Look. Avery Dennison (NYSE: AVY) is a global materials science and manufacturing company specializing in the design and manufacture of a wide variety of labeling and functional materials. The company's products, which are used in nearly every majo ...

  • Verkada

    Sr. Analyst/Associate, GTM Strategic Finance

    3 weeks ago

    Verkada California, United States

    Sr. Analyst/Associate, GTM Strategic Finance · San Mateo, CA United States · Who We Are · Verkada is the largest cloud-based B2B physical security platform company in the world. Only Verkada offers six product lines — video security cameras, access control, environmental sensor ...

  • Zoommetrix

    Senior Economist

    4 days ago

    Zoommetrix California, United States

    We are hiring a Senior Economist to help improve our forecasting research, strategy and execution across Chime. This role will be part of our growing forecasting team and will engage with many teams across Chime including all of Data Analytics, Data Science, ML Platform, Data Eng ...