What are the responsibilities and job description for the Credit Analyst position at NR Consulting?
Overview
Support the credit portfolio manager and senior trader through qualitative and quantitative credit analysis. Prepare reports, monitor fixed-income holdings, assist with trade execution, and help identify investment opportunities across assigned sectors.
Core Responsibilities
- Analyze assigned credits and potential investments; build financial models and maintain ongoing surveillance.
- Publish updates on watchlist credits and regular industry reports.
- Provide company recommendations with clear investment theses.
- Review brokerage offerings to identify suitable investments and assess relative value.
- Assist with execution of credit and municipal trades; occasional support across other asset classes.
- Complete ad-hoc projects for the portfolio manager or CIO.
Skills
- Strong understanding of security and portfolio analysis.
- Solid organizational, analytical, and communication skills.
- Able to work with moderate supervision.
- Proficient in Microsoft Office, Bloomberg, portfolio analytics tools, and electronic trading platforms.
Education
- BA/BS in Finance or related field; several years of credit-analysis experience.
- Preferred: MBA; CFA or progress toward CFA.