Fixed Income Research Analyst

Allspring Global Investments Holdings, LLC; Milwaukee (WI); Hybrid; USD 125,000 - 160,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Allspring Global Investments Holdings, LLC invites applications for a US Investment Grade Credit Research Analyst on our Global Fixed Income Research team in Milwaukee. The role focuses on fundamental credit analysis of companies, supporting portfolio managers with investment ideas and relative value work.

The position operates in a hybrid model with in-office work 4 days per week and requires a degree with at least 3 years of credit or equity research experience.

Qualifications

• Bachelor's degree or equivalent required.
• Minimum 3 years of credit or equity research experience.
• Strong analytical and communication skills.
• Ability to work in a collaborative environment.
• CFA designation or progress toward CFA preferred.

Responsibilities

• Perform fundamental credit analysis including financial statement review and management quality assessment.
• Assess industry trends and investment implications.
• Prepare written research supporting recommendations for traders and portfolio managers.
• Participate in research meetings and collaborate with team members on projects.
• Represent research capabilities in client and consultant meetings.
• Attend industry presentations and liaise with market participants.

Skills

Financial statement analysis

Industry trend analysis

Analytical thinking

Communication skills

Collaborative teamwork

Education

Bachelor's degree

Tools

Bloomberg

Excel

Microsoft Office

Job description

Overview

US Investment Grade Credit Research Analyst on our Global Fixed Income Research team, supporting our fixed income portfolio management teams. The analyst’s role will include fundamental analysis of individual companies in assigned industries focusing on financial performance, competitive industry placement, and the quality of company management. This fundamental analysis will be the basis for relative value evaluations and investment recommendations provided by the analyst to the portfolio management teams.

We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days per week.

Location(s): Milwaukee, WI

Responsibilities

• Perform thorough fundamental credit analysis, including financial statement analysis, evaluation of financial policy, quality of management, management strategy, competitive position, etc.
• Assess broad industry trends such as shifts in competition, regulation, and general market dynamics with a view towards investment implications.
• Produce written research to support fundamental and relative value recommendations and effectively communicate with traders and portfolio managers.
• Participate in daily, weekly, and quarterly research meetings, as well as an array of other meetings relevant to the investment process.
• Work with portfolio managers and other research analysts on ad hoc projects as appropriate.
• Represent Allspring Global Investment’s research capabilities at client and/or consultant meetings.
• Attend company and industry presentations; liaise with sell-side contacts and build relationships with other market participants such as rating agency analysts.

Qualifications

Required Qualifications

• The candidate must be degree qualified.
• At least 3 years of relevant industry experience in credit or equity research.
• Strong analytical skills, particularly in performing financial statement analysis and assessing industry trends.
• Ability to communicate effectively with audiences in person and in electronic format, as well as written material.
• Ability to work in a collaborative business environment in close quarters with peers and varying interruptions.

Preferred Qualifications

• CFA designation or progress towards attaining the CFA designation.
• Experience in the utilities sector a plus.
• Ability to exercise judgement in time management and prioritization of work.
• Bloomberg and Microsoft Office (particularly Excel) experience.
• Capability to work independently and is self-motivated.

Please note: This position does not offer sponsorship for employment visas. Applicants must be legally authorized to work in The United States without sponsorship now or in the future.

Compensation

Base Pay Range: $125,000 - $160,000

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)

Disclosure

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status