Credit Analyst

Chilton Trust; New York (NY); On-site; USD 80,000 - 150,000; Full time

Job summary

A leading wealth management firm seeks a mid-senior level Credit Analyst in New York to conduct fundamental credit analysis and support investment decision-making. This role involves teamwork, communication with clients, and understanding of investment strategies, geared towards high-net-worth individuals and institutions.

Qualifications

• 3-5 years of experience in credit analysis.
• Strong understanding of municipal bond structures.
• Ability to work independently and collaboratively.

Responsibilities

• Conduct fundamental credit analysis of municipal issuers and investment-grade corporates.
• Maintain internal credit ratings and monitor issuer fundamentals.
• Work closely with portfolio managers on credit risk assessments.

Skills

Analytical

Communication

Presentation

Teamwork

Education

Bachelor’s degree in Finance, Economics, Accounting

MBA, MPA or CFA designation

Tools

FactSet

Bloomberg

Excel

Addepar

Job description

Firm Description

Chilton Trust is an independent, privately owned, wealth management company providing wealth management services and investment solutions to high-net-worth individuals, families, foundations, endowments, and institutions. Chilton Trust is built on the deep investment culture and rigorous standards of performance excellence which have been the hallmark of its affiliate, Chilton Investment Company, which was founded three decades ago by Richard Lockwood Chilton, Jr.

Firm Description

Chilton Trust is an independent, privately owned, wealth management company providing wealth management services and investment solutions to high-net-worth individuals, families, foundations, endowments, and institutions. Chilton Trust is built on the deep investment culture and rigorous standards of performance excellence which have been the hallmark of its affiliate, Chilton Investment Company, which was founded three decades ago by Richard Lockwood Chilton, Jr.

Chilton Trust offers a full suite of individually customized services including access to internal equity and fixed income management, best-in-class external traditional and alternative managers, standalone national trust company capabilities, fiduciary, consolidated wealth reporting, comprehensive family office services and transactional planning. The firm’s emphasis on relationship management is vital and built upon integrity, confidentiality, high quality service and customization to meet the evolving needs and complexities that often exist with clients. Chilton Trust has more than $8B in assets under management with over 250 family relationships and offices in Charlotte, Charlottesville, Connecticut, Delaware, Naples, New York and Palm Beach.

Position Description

The Credit Analyst will be part of a larger Fixed Income team with responsibilities including, but not limited to, the following:

• Conduct fundamental credit analysis of municipal issuers, as well as investment grade corporates both new issue and secondary
• Maintain internal credit ratings and monitor issuer fundamentals, ratings changes, and macroeconomic trends
• Conduct portfolio analysis for prospective and current clients
• Work closely with portfolio managers in providing credit risk assessments and analysis to support the portfolio manager’s investment decisions
• Partner with Firm’s Economist, wealth and client advisors to support new business efforts and maintain strong client relationships
• Help to ensure portfolios adhere to internal investment guidelines, client mandates, and applicable regulatory frameworks
• Work closely with compliance, operations, and legal teams to support best practices and operational efficiency
  
  

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or a related field; advanced degree (MBA, MPA) or CFA designation a plus
• 3-5 years of experience in credit analysis preferably within a wealth management, investment advisory, asset management environment or ratings agency environment
• Strong understanding of municipal bond structures as well as investment grade corporates
• Ability to work independently and collaboratively in a client-centric, performance-driven culture
• Excellent analytical, communication and presentation skills
• Strong technology skills, including experience in FactSet, Bloomberg and Excel. Experience with Addepar is a plus
  
  

Chilton seeks candidates who have outstanding analytical skills coupled with strong organizational and communication skills. Applicants should be pro-active, motivated, passionate, and work well in a team environment. We pride ourselves on building a team of professionals working toward a common goal in a collaborative fashion.

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Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Internet Publishing

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