Credit Analyst I

Knights of Columbus; New Haven (CT); On-site; USD 84,000 - 148,000; Full time

Benefits offered by this job

Time Away: holidays & leave

Tuition reimbursement

401(k) retirement plan with matching

Job summary

Knights of Columbus is seeking a Fixed Income Analyst to analyze investments and monitor portfolio holdings. You will prepare credit reports and present findings to the portfolio manager and Credit Team, drawing on company financials and market data.

Responsibilities include evaluating markets, staying abreast of sector developments, and maintaining analyst relationships. Requires a finance degree and strong analytical skills in a collaborative environment.

Qualifications

• Bachelor's degree in finance or related field is required.
• MBA and CFA are desirable; progress toward these credentials is valued.
• Proficiency in Microsoft Office and financial analysis tools is expected.

Responsibilities

• Researches and evaluates potential fixed income investments and markets.
• Analyses financial data from company statements and databases.
• Prepares and presents credit reports to portfolio managers and Credit Team.
• Monitors industry developments and recommends exposure changes when warranted.
• Maintains relationships with sell-side analysts and attends conferences.

Skills

Strong communication

Financial statement analysis

MS Office

Database software (preferred)

Education

BA/BS in finance

MBA (or progress towards)

CFA desirable

Tools

Database software

Job description

Feel Good About Doing Good

The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years.

The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years.

Share Your Talent. Live Your Purpose.

We are a growing and purpose-driven community of professionals. Join us to discover how you can meet your goals and ours!

Overview

Analyzes fixed income investments. Monitors and evaluates existing fixed income portfolio holdings. Prepares and presents reports to portfolio manager and Credit Team. Performs in-depth research on new issues.

Core Responsibilities

• Researches and evaluates potential fixed income investments and markets. Analyzes financial data from corporate statements, databases and Wall Street firms. Prepares and presents credit reports to portfolio manager and Credit Team for action. Obtains and evaluates information from other research analysts and/or company officials.
• Proactively monitors industry/sector developments, providing industry and sector input to help form relative value opinions for sector investments and to recommend changes to exposures when warranted.
• Analyzes watch list issues quarterly and prepares write-up for Committees review.
• Maintains relationships with sell-side research analysts.
• Attends Wall Street conferences and maintains relationships with Wall Street research analysts.

Skills Qualifications

Required:

• Good communication and interpersonal skills
• Ability to understand and analyze financial statements
• Microsoft Office, including Word, Excel and PowerPoint
• Strong personal computer skills Preferred:
• Knowledge of database software desirable

Authorization To Work In The United States Is Required

This position is not eligible for visa sponsorsip

Education

Required:

• BA or BS degree in finance Preferred:
• MBA (or progress towards) desirable
• CFA desirable

Physical Demands

Must be able to remain in a stationary position for a majority of the workday.

Compensation

The wage range for this role takes into account a broad array of factors that are considered in making compensation decisions, including but not limited to: skill sets; experience and training; licensure and certifications; and other business and organizational needs. The range below applies as long as the work is performed in Connecticut; the Knights of Columbus reserves the right to adjust the wage range if the position is performed in another location. At the Knights of Columbus, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $83,700 -$148,000.

KofC Cares

Our mission is focused on family and faith, and we support our employees in seeking a balanced life.

Employee benefits include:

• Time Away: 13 paid holidays per year in addition to vacation and paid sick leave, and flexible workweek schedules.
• Professional Development: Certifications, designation, and tuition reimbursement.
• Retirement Benefits: 401(k) retirement savings plan with matching company contributions, and cash balance retirement plans fully funded by the company.
• Health and Wellness:
• Short-term disability and term life insurance fully paid for by the company;
• Up to 12 weeks of childbirth leave under STD policy.
• One week of fully paid parental leave for all new parents, including adoptive and foster parents.
• A variety of health insurance options, including premium-level family coverage and a pre-tax Health Savings Account with employer contributions. The Order's health plans do not cover abortion, sterilization, or contraception, and the Order has helped advocate for other employers who do not want to provide coverage.
• Long-term disability insurance;
• Dental insurance;
• Vision insurance;
• Health club membership reimbursement;
• Employee Assistance Program