Bulge Bracket Investment Banks

Posted 2 months ago

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Support management of a loan portfolio through fundamental credit analysis, financial modeling, and strategy development. Work with senior portfolio managers and traders to create and analyze Synthetic Risk Transfers and formulate credit and relative value views. Build models to project cash flows, perform valuation work, and communicate portfolio management strategies to stakeholders. Cover multiple credits in a dynamic environment and assist with data analysis and automation.

Compensation: Not specified
City: New York City
Country: United States

Full Job Description

Location: New York, NY, United States

Join a high-performing team where your analytical skills and creativity will help shape credit portfolio strategies and drive impactful results. As part of the Credit Portfolio Group, you’ll collaborate with experienced professionals, develop innovative solutions, and gain exposure to a wide range of credit products and markets. This is your opportunity to grow your career in a collaborative, intellectually stimulating environment focused on portfolio management and research.

Job Summary
As an Associate – Credit Portfolio Management & Research in the Credit Portfolio Group Lending team, you will support the management of our loan portfolio through fundamental credit analysis, modeling, and strategy development. You will work alongside senior portfolio managers and traders, contribute to the creation and ongoing analysis of Synthetic Risk Transfers, and communicate portfolio management strategies to stakeholders. You will play a key role in formulating credit and relative value views, building models, and supporting the team’s decision-making process.

Job responsibilities

Support management of the loan portfolio through credit analysis and collaboration with senior portfolio managers and traders

Contribute to the creation, management, and ongoing analysis of Synthetic Risk Transfers (SRTs)

Formulate credit and relative value views around portfolio positions

Build and maintain models to project future cash flows and perform valuation work

Develop and communicate portfolio management strategies to portfolio managers and senior management

Analyze financial statements, perform financial modeling, and conduct valuation analysis

Cover multiple credits in a dynamic environment, efficiently evaluating opportunities in response to news and market changes

Assist in data analysis, manipulation, and organization using Excel and other tools

Required qualifications, capabilities, and skills

Minimum 3 years of experience in banking, research, or accounting-focused roles such as desk analyst or investment banking analyst

Proficiency in analyzing financial statements, financial modeling, and valuation

Strong Excel skills for data analysis, manipulation, and organization

Strong written and oral communication skills

Demonstrated ability to cover multiple credits and evaluate opportunities in a dynamic environment

Intellectual curiosity and passion for markets and investing

Preferred qualifications, capabilities, and skills

Knowledge of loan and CDS markets

Progress toward or completion of CFA designation

Strong technical coding skills, including Python and other languages for data analysis and automation

Experience with relative value analysis

Experience in portfolio management or research roles

Support loan portfolio management through credit analysis, modeling, and strategy development in a dynamic team.

Full Job Description