Senior Credit Analyst, Public Fixed Income

Nicola Wealth; Toronto; On-site; CAD 165,000 - 195,000; Full time

Job summary

A leading wealth management firm in Toronto seeks a Senior Credit Analyst fluent in credit and portfolio management. The role involves researching investment-grade and high-yield credits and constructing optimal portfolios. Candidates with 3-6 years of relevant experience and an educational background in finance are encouraged to apply. Competitive salary ranges from $165,000 to $195,000 with performance bonuses offered.

Benefits

Performance bonus

RRSP contribution

Profit-sharing

Qualifications

• 3-6 years of experience in fixed income portfolio management or credit analysis.
• Experience with credit portfolio construction and risk management.
• Proven credit due diligence and underwriting skills.

Responsibilities

• Perform in-depth research on corporate credits.
• Construct credit portfolios with strong risk/reward characteristics.
• Actively monitor existing portfolio positions.

Skills

Credit analysis

Portfolio management

Risk management

Data analysis

Financial modeling

Education

Undergraduate or Graduate degree in related discipline

Job description

Senior Credit Analyst, Public Fixed Income

Join to apply for the Senior Credit Analyst, Public Fixed Income role at Nicola Wealth.

About Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth. By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future.

Purpose of the Role: We are seeking a highly motivated individual with a commitment to excellence and experience in the management of public fixed income portfolios. The Senior Credit Analyst would be primarily focused on Investment Grade and High Yield credit research, portfolio construction, risk management and trading execution across the broad portfolios. We work in a team-based environment so the successful candidate will be exposed to all aspects of the investment management process.

Core Responsibilities

• Perform in-depth research on corporate credits in the investment grade and high yield spaces.
• Construct credit portfolios with strong risk / reward characteristics across different mandates.
• Develop expertise in other credit markets and products for potential inclusion in the portfolios.
• Actively monitor existing portfolio positions and make relative value decisions based on a combination of bottom-up and top-down fundamental credit research.
• Demonstrate a good understanding of the risks of fixed income securities and companies.
• Participate in meetings with corporate issuers and industry analysts.
• Conduct research on global economies, financial markets, industries and individual companies.
• Assist in the preparation and presentation of materials for credit, sector, or topical reviews.
• Assist with the integration of new technologies to streamline the investment management process.

Required Skills & Qualifications

• 3-6 years’ experience in fixed income portfolio management and / or credit analysis.
• Undergraduate or Graduate degree in a related discipline.
• Proven credit due diligence and underwriting skills including research reports on specific companies and / or industries.
• Experience with credit portfolio construction and risk management.
• Experience with creating actionable investment recommendations both at individual credit and industry levels and monitoring of related performance.
• Experience constructing detailed financial models and industry reports.
• Experience trading money market and fixed income instruments is considered an asset.
• Experience with levered mandates, credit-focused hedge funds, global credit markets and / or leveraged finance research (HY / LL) is considered an asset.
• Ability to work with large data sets and strong technical proficiency in statistical analysis including statistical programming languages is considered an asset.
• CFA, CA, CPA, MBA, or CBV considered an asset.
• You are willing to travel in North America.
• You are legally eligible to work in Canada for any employer.

Compensation & Benefits

This position comes with a base salary range of $165,000 - $195,000 plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.

At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit: www.nicolawealth.com / total-rewards.

Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: www.nicolawealth.com / careers.

It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at [e-mail] and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.

Thank you for your interest in a career with Nicola Wealth!

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

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