Investment Analyst

CFA Institute; Erie (Erie County); On-site; USD 90,000 - 150,000; Full time

Job summary

The CFA Institute seeks an experienced credit research professional to analyze investment-grade issuers and sector trends, focusing on capital and consumer non-cyclical sectors in the US. You will prepare research, conduct relative-value analysis, and issue buy/hold/sell recommendations to support portfolio decisions.

You will maintain surveillance on credits, review issuer documentation, build models, and engage with management teams and rating agencies to facilitate timely due diligence and

Qualifications

• Bachelor's degree in accounting, finance, mathematics or related field required.
• Master's degree or Chartered Financial Analyst (CFA) designation or in pursuit of CFA preferred.

Responsibilities

• Analyzes economic and market trends, investment-grade corporate credit issuers, with initial sector coverage expected to include the Capital and Consumer Non-Cyclical sectors. Evaluates sector fundamentals, issuer financial performance, cash flow generation, leverage, liquidity, ratings trajectory, covenant considerations, and relative value to determine suitable investments.
• Prepares and presents credit research, relative-value analysis, and buy/hold/sell recommendations for assigned issuers and sectors.
• Maintains ongoing surveillance of assigned investment-grade credits, including earnings releases, rating agency actions, capital allocation decisions, M&A activity, new issuance, sector developments, and material credit events.
• Develops relationships with company management teams, sell-side analysts, rating agencies, traders, and other market participants to support credit due diligence and timely portfolio decision-making.
• Reviews offering documents, bond covenants, rating agency reports, earnings materials, investor presentations, and other issuer-specific documentation as part of the credit research process.
• Maintains credit models, issuer surveillance tools, sector dashboards, portfolio analytics, and Bloomberg/database resources used to support investment decisions and ongoing monitoring.
• Participates in issuer meetings, industry conferences, rating agency discussions, and other due diligence activities as directed.

Skills

Database management

Education

Bachelor's degree in accounting, finance, mathematics or related field

Master's degree

CFA designation or in pursuit of CFA

Tools

Bloomberg

Spreadsheet skills

Job description

Responsibilities

• Analyzes economic and market trends, investment-grade corporate credit issuers, with initial sector coverage expected to include the Capital and Consumer Non-Cyclical sectors. Evaluates sector fundamentals, issuer financial performance, cash flow generation, leverage, liquidity, ratings trajectory, covenant considerations, and relative value to determine suitable investments.
• Prepares and presents credit research, relative-value analysis, and buy/hold/sell recommendations for assigned issuers and sectors.
• Maintains ongoing surveillance of assigned investment-grade credits, including earnings releases, rating agency actions, capital allocation decisions, M&A activity, new issuance, sector developments, and material credit events.
• Develops relationships with company management teams, sell-side analysts, rating agencies, traders, and other market participants to support credit due diligence and timely portfolio decision-making.
• Reviews offering documents, bond covenants, rating agency reports, earnings materials, investor presentations, and other issuer-specific documentation as part of the credit research process.
• Maintains credit models, issuer surveillance tools, sector dashboards, portfolio analytics, and Bloomberg/database resources used to support investment decisions and ongoing monitoring.
• Participates in issuer meetings, industry conferences, rating agency discussions, and other due diligence activities as directed.

Minimum Educational Requirements

• Bachelor\'s degree in accounting, finance, mathematics or related field required.
• Master\'s degree or Chartered Financial Analyst (CFA) designation or in pursuit of CFA preferred.

Additional Experience

• Three years\' experience analyzing investment portfolios, investment performance, risk modeling or equivalent investment experience required.
• Advanced database management, spreadsheet skills and proficiency with Bloomberg preferred.