Research Analyst

Responsibilities

• Provide buy recommendations for each product utilizing credit and equity market analysis.  The research process utilizes a combination of quantitative analysis (such as financial statement analysis and cash flow modeling) and qualitative analysis (such as interviewing industry management teams and understanding industry dynamics).  
• Utilize credit market analysis such as cash flow modeling, liquidity analysis and covenant review to provide a Penn Risk Recommendation (PRR) independent of credit rating agency opinion.  
• Perform equity market analysis that utilizes credit market analysis as well as the identification of fundamental catalysts, Capital Structure Catalysts and cash flow modeling.  
• Demonstrate strong analytical skills, sound investment judgement, strong interpersonal skills, and a high level of energy and motivation.

Qualifications:

• Bachelor’s Degree in Finance, Marketing, Business, or a related field.
• Masters of Business Administration with a focus on Investment Management or Investment Banking preferred.
• Chartered Financial Analyst (CFA) designation preferred.
• Minimum 5 years of professional investment experience, preferably in public credit and/or equity markets.
• Minimum 5 years of experience working within a “buyside” investment advisor preferred.
• Demonstrated ability to effectively pitch credit and/or equity ideas to portfolio managers. 
• Excellent communication skills including verbal, written and presentation; ability to interact and build relationships with consultants and clients
• Ability to work as a collaborative team player, treating colleagues with the highest level of respect and professionalism.
• Excellent Bloomberg and Microsoft Office (Excel, Microsoft Word, PowerPoint) skills.
• Flexibility for business travel.