POSITION OVERVIEW:

The position of Credit Analyst at Winthrop Capital Management (WCM) is an intermediate level position designed to provide candidates with a challenging, meaningful and supportive opportunity to build a career in the investment management business.

The position requires a disciplined, organized, and engaged individual who is a critical thinker and can contribute positively to our culture in a team-oriented environment. The successful candidate should have the ability to contribute in a positive manner to our culture by operating consistently within established processes, holding oneself accountable, and seeking to continually learn.

RESPONSIBILITIES:

· Assist in the analysis of credit securities

· Maintain the compliance of investments relative to policy guidelines

· Assist in the settlement process of credit investments

· Maintain financial models of credit investments

· Provide support to portfolio managers and analysts as needed

· Maintain securities data on internal systems

· Assist in quarterly client reporting process

SKILLS & QUALIFICATIONS:

· 3-5 years of experience in credit analysis or investment industry

· Possession of bachelor’s degree in finance, economics, accounting, or business

· Solid mathematics and quantitative skills

· Exceptional organizational skills

· Strong proficiency in Microsoft Excel and Word

· CFA Charter or the desire to pursue CFA

COMPANY DESCRIPTION

Winthrop Capital Management was founded in 2007. We implement value-oriented investment strategies in both equity and fixed income portfolios and serve institutional investors. Our goal is to provide outstanding long- term investment performance results consistent with the risk tolerance and investment constraints of each client. We seek to provide the highest level of service to our clients to help them achieve their investment objectives.

WCM MISSION

Our goal is to help our clients achieve successful financial outcomes in relation to their specific Investment Management objectives. To accomplish this, we focus on long-term goals and create solutions that will realistically help clients achieve those goals with minimum risk.

To apply, please send an updated, resume to:

Gregory Hahn

10201 N. Illinois Street, Suite 275

Carmel, IN 46290

Or send via email to admin@winthropcm.comAll resumes are considered confidential.

Winthrop Capital Management is an equal opportunity employer.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as necessary to meet the ongoing needs of the organization.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Work setting:

• In-person

Education:

• Bachelor's (Preferred)

Work Location: In person