Credit Strategist

Dartmouth Partners; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

Dartmouth Partners is seeking a Credit Strategist to join the Portfolio Strategy team in Boston. This role sits at the intersection of credit markets, asset allocation, portfolio construction and risk management, shaping top-down views that influence capital allocations across credit asset classes.

You will develop forward-looking theses, analyze value across public and private credit, monitor exposures and risk, and present actionable ideas to senior investment professionals and stakeholders.

Qualifications

• 5+ years of experience in credit research, portfolio strategy, asset allocation or related investment function.
• Strong knowledge of public and/or private credit markets and factors driving performance.
• Ability to connect macro developments to investment and portfolio implications.
• Excellent analytical, quantitative and research skills with clear recommendations.
• Strong communication and presentation skills with experience influencing senior stakeholders.

Responsibilities

• Develop and communicate forward-looking views on credit markets and translate into portfolio positioning.
• Analyze relative value across public and private credit markets including various credit sectors.
• Monitor market trends, exposures and risk factors to identify opportunities and concerns.
• Conduct thematic, macroeconomic and market research to support strategy decisions.
• Present actionable investment recommendations to senior investment professionals.

Skills

Credit research

Portfolio strategy

Asset allocation

Portfolio management

Macro analysis

Quantitative analysis

Communication

Job description

Dartmouth Partners is working with a leading institutional investor managing over $100 billion across public and private markets that is looking to add a Credit Strategist to its Portfolio Strategy team. This is a highly visible role sitting at the intersection of credit markets, asset allocation, portfolio construction, and risk management. The successful candidate will help shape top-down investment views and influence capital allocation decisions across a broad range of credit asset classes.

Key Responsibilities

• Develop and communicate forward-looking views on credit markets, translating insights into portfolio positioning and asset allocation recommendations.
• Analyze relative value opportunities across public and private credit markets, including direct lending, asset-based finance, structured credit, real estate debt, investment grade, and high yield.
• Monitor market trends, portfolio exposures, and risk factors to identify opportunities and potential areas of concern.
• Conduct thematic, macroeconomic, and market research to support investment strategy and decision-making.
• Present actionable investment recommendations and market insights to senior investment professionals and key stakeholders.

Key Qualifications

• 5+ years of experience in credit research, portfolio strategy, asset allocation, portfolio management, or a related investment function.
• Strong knowledge of public and/or private credit markets and the factors that drive performance across credit sectors.
• Ability to connect macroeconomic developments and market conditions to investment and portfolio implications.
• Excellent analytical, quantitative, and investment research skills, with the ability to distill complex information into clear recommendations.
• Strong communication and presentation skills with experience influencing investment decisions and engaging senior stakeholders.