Manager - Investment Research (Credit Research)

Linedata; Mumbai; On-site; INR 6,000,000 - 9,000,000; Full time

Job summary

Linedata in Mumbai seeks an experienced Manager for its Research team to deliver fundamental credit analysis for global asset managers. You will work with Portfolio Managers and Senior Researchers, owning deliverables and ensuring high-quality research across US and European credit markets.

Ideal candidates have 8+ years in credit research, strong Excel modelling, and a CFA/MBA. You will mentor juniors, coordinate multiple clients, and drive informed investment decisions for fund clients.

Qualifications

• MBA or CFA or equivalent finance qualification.
• 8+ years in credit research.
• Experience with US/European capital markets.
• Strong Excel modelling and analytical skills.
• Ability to work under tight deadlines.

Responsibilities

• Provide credit research support to global asset managers.
• Initiate/maintain deliverables such as financial models, screeners, and research notes.
• Conduct detailed capital structure and covenant analysis.
• Prepare earnings summaries, credit outlook, and writeups on investments.
• Communicate research findings to clients and stakeholders.
• Lead a team of analysts and mentor junior staff.

Skills

Credit research

US/European markets

Excel modelling

Analytical skills

Communication skills

Team leadership

Client management

Education

MBA or CFA

Tools

Bloomberg

CapIQ

Thomson Reuters

Job description

About Us

WHY LINEDATA ?

Join us in shaping the fintech of tomorrow.

With more than 1,350 colleagues across 20 locations worldwide, you'll help build cutting-edge platforms and tailored services that power the daily operations of 700 leading financial institutions. As a global, multicultural company with over 45 nationalities represented and just as many languages spoken, we thrive on diverse perspectives and collaboration. Together, we tackle future-focused topics like Al and the digitalization of finance, delivering smart solutions for our customers.

Whether you're just beginning your career or are an experienced professional, Linedata offers exposure to large-scale client projects, internal mobility and opportunities to develop your skills alongside leading experts.

THE ROLE

You will join a team that directly caters to the front offices of global asset managers. As a Manager in Linedataʼs Research team, you

will work closely with Portfolio Managers and Senior Research Professionals. You will be responsible for providing fundamental

research support to buy-side clients. The role spans across various aspects of investment research – initiating/maintaining analysis

on the coverage universe, understanding macroeconomic and sectoral trends, tracking corporate events, reviewing the work of comembers,

training and mentoring junior analysts, etc. You are also expected to proactively engage with different stakeholders to

ensure informed and timely investment decision making by clients. You are required to take complete ownership of the

deliverables and demonstrate utmost integrity and commitment. As a manager, you will be responsible for managing multiple

clients and help craft client solutions.

Responsibilities:

Expertise and Qualifications

• Provide credit research support to global asset managers investing in US and European loans and bonds
• Initiate/maintain multiple deliverables, such as financial models, screeners, research notes for the companies/industries under coverage

• Conduct detailed capital structure and covenant analysis
• Prepare earnings summaries, credit outlook, and writeups on investment pros and cons for companies under coverage
• Effectively communicate ideas and research findings to clients
• Manage multiple clients and stakeholders and execute multiple assignments with tight deadlines
• Train junior analysts and review their work
• Ensure adherence to high quality standards and industry best practices
• Lead a team of analysts to conduct in-depth credit research and help scale the research practice

Skills Required

• Sound experience in credit research (8+ years)
• Exposure to US/European capital markets
• Deep understanding of capital/corporate structure and various debt documents such as credit agreements and bond indentures
• Experience in writing reports
• Strong excel modelling and analytical skills with attention to detail
• Ability to independently execute assignments under tight deadlines
• Excellent verbal and written communication skills
• Team player with professional demeanor

Advantageous Skills

• Knowledge of third-party databases such such as Bloomberg, CapIQ, Thomson Reuters, etc.

Academic Requirements

• MBA or equivalent qualification in finance, and/or CFA

Skills Required

• Sound experience in credit research (8+ years)
• Exposure to US/European capital markets
• Deep understanding of capital/corporate structure and various debt documents such as credit agreements and bond indentures
• Experience in writing reports
• Strong excel modelling and analytical skills with attention to detail
• Ability to independently execute assignments under tight deadlines
• Excellent verbal and written communication skills
• Team player with professional demeanor

Advantageous Skills

• Knowledge of third-party databases such such as Bloomberg, CapIQ, Thomson Reuters, etc.