2 R. M. Davis, Inc. Jobs
R. M. Davis, Inc. is Hiring a Remote Credit RESEARCH ANALYST
COMPANY OVERVIEW:
R.M. Davis is a leading provider of wealth management and investment advisory services to
clients in more than forty states and five countries. We are dedicated to delivering exceptional
service to over 2,300 clients. The firm has approximately $6 billion in assets under
management, and 60 employees across two New England offices (Portland, ME and
Portsmouth, NH).
POSITION OVERVIEW:
The Credit Research Analyst will perform fundamental credit analysis within the income side
of portfolios, develop and effectively communicate investment recommendations and monitor
existing fixed income holdings. We are seeking a Credit Research Analyst who is passionate
about markets, research, and investing in income producing assets.
REQUIREMENTS:
- 5 years of institutional fixed income or commercial banking credit experience.
- A Chartered Financial Analyst (CFA) designation or progress towards this designation is
strongly preferred. Formal bank credit training and an MBA is also strongly preferred.
- Prior experience that includes a wide variety of income-producing products and securities,
- Strong background in financial statement analysis and in evaluating corporate
- Strong analytical, oral, and written communication skills with the ability to present investment
recommendations and ideas to members of the investment team. Ability to communicate
complex and nuanced proposals and ideas in a succinct and effective manner that is well-
tailored to the audience.
- A high degree of intellectual curiosity is required in order to generate new income-oriented
investment ideas and evaluate ongoing risks and opportunities. Ability to understand and
synthesize large volumes of complex information succinctly and expeditiously to arrive at a
supportable conclusion.
- Highly developed technological skills. The ability to work with a wide array of database and
our industry.
- Projects a professional image and earns the confidence of others, including clients and
- Must be able to maintain a mature, collaborative, and problem-solving demeanor in the
workplace. Must be comfortable having ideas and thesis challenged and demonstrate
professional maturity and open-mindedness in the context of professional debates.
- Ability to manage a multitude of disparate tasks and responsibilities. Must be willing and
able to do whatever is needed to enhance the work quality and success of the Company
and the Research and Trading departments.
ACCOUNTABILITIES:
producing securities to Research and Trading personnel, as well as Portfolio Managers.
key thought leader for income producing investments, including issuer credit worthiness
and identifying market opportunities and specific investment opportunities, while
assessing issuer risk through relative value and fundamental credit analyses.
associates apprised of key market developments that may impact fixed income portfolio
decision-making or account maintenance.
investment strategy and performance, industry, and company and issuer analysis.
Maintains a wide breadth of information and insight into macroeconomic factors affecting
fixed income and equity portfolios.
and research. Monitors risk in the bond portfolio and weekly bond holdings that may be
sale candidates and discusses bond investments with clients either independently or in
conjunction with the manager of the account.
Committee, and the Portfolio Management Team on the fixed income market conditions,
opportunities, and challenges, as well as review of material impacts or risks to the firm’s
fixed income portfolio.
tanks” relevant to the officer’s role.
BENEFITS:
- Competitive compensation and annual bonus opportunity
- 401k plan with employer contributions
- 100% company-paid employee health insurance
- Generous paid time off, including parental leave
- Education reimbursement
- Company paid, covered parking
- Short and long-term disability insurance
- Hybrid work opportunities
- Professional downtown office setting
- Collaborative work culture
R.M. Davis is an equal opportunity employer that values diversity. We do not discriminate on the
basis of race, religion, color, national origin, gender, sexual orientation, age, marital status,
veteran status, or disability status.
If you are a highly motivated individual with a passion for credit analysis and a proven track
record of success, we encourage you to apply for the position of Credit Research Analyst at our
firm. Please submit a cover letter, resume and additional relevant information to Denise
Vigneault, Managing Director – Human Resources, at dvigneault@rmdavis.com.
FLSA Status: Exempt
This position may be at the Assistant Vice President or Vice President level.
The final level associated with this position will be determined upon consideration of prior work
experience and other qualifications.
Reports to the Chief Investment Officer March 2023
Job Summary
Full Time
Investment Management
$59k-76k (estimate)
05/31/2023
05/14/2024
rmdavis.com
PORTLAND, ME
25 - 50
1978
G W ALLEN
$10M - $50M
Investment Management
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About R. M. Davis, Inc.
Families, foundations and institutions deserve a wealth partner who thinks in decades, not days. R. M. Davis embraces this mindset. We take pride in helping our clients build enduring legacies since our founding in 1978. Today, with more than $4 billion in assets under management, we are the trusted partner to discerning individuals and organizations seeking quality advice from an experienced firm. We provide a broad complement of wealth services and solutions, spanning across all wealth and life stages. We offer investment management, trust and estate services, financial planning, and persona ...
l affairs management. The R.M. Davis experience is different. When it comes to our clients' wealth, we are their first call. We know their hopes, dreams and fears -- and provide guidance along the journey of life. We're just as likely to meet with clients around their kitchen table as we are in a conference room. We continuously strive for better. We want to be better colleagues, better partners to our clients, and and better members of our community. Come visit us in our Portland or Portsmouth offices. Or better yet, let's meet at your kitchen table. Call us today to learn more. ~R.M. Davis does not accept endorsements, testimonials, or recommendations.~
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The job skills required for Credit RESEARCH ANALYST include Credit Analysis, Written Communication, Problem Solving, Commercial Banking, Communicates Effectively, Financial Statement Analysis, etc. Having related job skills and expertise will give you an advantage when applying to be a Credit RESEARCH ANALYST. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Credit RESEARCH ANALYST. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Credit RESEARCH ANALYST positions, which can be used as a reference in future career path planning. As a Credit RESEARCH ANALYST, it can be promoted into senior positions as a Credit Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Credit RESEARCH ANALYST. You can explore the career advancement for a Credit RESEARCH ANALYST below and select your interested title to get hiring information.
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