Credit Research Associate

About the Role

The credit research associate will work with three senior analysts covering investment grade specialty finance, BDCs, and industrials including aerospace & defense, construction machinery, paper & packaging, railroads, and transportation services.  

About the Team

The Loomis Sayles credit research team prides itself in providing independent views and forward-looking assessments of credit risk and potential investment opportunities. The team thinks beyond rating agencies when performing research and values unique ideas and perspectives. Research coverage spans the broad credit spectrum across investment grade, high yield and bank loans in developed and emerging markets. Credit recommendations combine rigorous bottom-up fundamental analysis, structural risk assessment, and relative value-based insights. Credit research analysts are integrated into sector teams that offer market and research insight through the collaboration of portfolio managers, strategists, analysts, and traders.

Job Responsibilities

• Contribute to fundamental industry and company credit analysis as part of a collaborative team led by a senior analyst
• Build and maintain financial models
• Compile and analyze industry and company data using Excel, PowerPoint and internal applications. 
• Create and maintain foundational infrastructure instrumental in conducting fundamental credit research, inclusive of Environmental, Social and Governance (ESG) factors
• Contribute to new issue reviews, detailed credit updates, in-depth sector reviews, and other research memos and presentation materials
• Identify credit risk factors and have an understanding of financial markets
• Develop skills in assessing relative valuation

Qualifications & Education Requirements

• Bachelor’s degree with experience in an analytical discipline such as accounting, finance, business, economics or mathematics
• 0-3 years of relevant experience
• Basic accounting skills with a solid understanding of financial statements and detailed model building
• Strong Excel skills and experience using Bloomberg as well as leveraging Artificial Intelligence into workflows
• Strong interest in financial analysis, research, and the ability to source new information and offer insights
• Quick learner who is organized and able to manage multiple projects in a time-sensitive environment
• Solid writing and developing presentation skills
• Excels in a team environment – proactive, collaborative, and collegial 
• Positive attitude, takes direction well and embraces feedback

Additional Requirements

The position follows a hybrid schedule with two days work from home and three days work from office.

Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this positionis $70,000 - $100,000 USD. Yourstarting salary will be based on your experience, skills, qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award, which is based on individual and company performance. In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being and financial security.