Research Analyst

Davita Inc.; Pasadena (CA); On-site; USD 165,000 - 215,000; Full time

Job summary

A leading financial management firm seeks a Research Analyst to join its Investment Team in Pasadena, CA. The role offers opportunities to deepen research expertise, make impactful investment recommendations, and engage with clients across the Investment Grade and Bank Loan sectors. Candidates should possess significant industry experience and strong analytical skills to thrive in a collaborative environment.

Qualifications

• Minimum of 5 years industry experience in Investment Grade and Bank Loan sectors.
• Strong financial mathematical skills and experience presenting to clients.
• Ability to communicate effectively with portfolio managers and traders.

Responsibilities

• Make actionable investment recommendations in the Investment Grade and Bank Loan sectors.
• Conduct market research and build proprietary financial models.
• Communicate investment ideas to clients as an expert in selected sectors.

Skills

Communication

Analytical skills

Problem-solving ability

Attention to detail

Financial and statistical skills

Education

Undergraduate degree in Business, Finance, Mathematics, or Economics

Chartered Financial Analyst (CFA), MBA or other advanced degree

Job description

WHO IS WESTERN ASSET

Western Asset Management focuses on supporting our clients' financial goals and creating positive outcomes for all kinds of people. Primarily a globally integrated fixed-income manager, we source ideas and investment solutions worldwide, with an emphasis on long-term fundamental value investing, using multiple diversified strategies.

Western Asset is a global asset management firm renowned for its expertise in fixed-income investments. Operating as a cohesive team, we leverage an open, integrated investment platform to deliver superior results. Our collegial team culture is a significant asset, enabling us to harness the combined experience and fixed-income acumen of our investment professionals worldwide. With approximately $300 billion USD in fixed income strategies managed globally, we pride ourselves on our dedication to excellence and collaborative spirit.

Western Asset is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world.

As a Research Analyst in our Investment Team, you will workin a highly collaborative team structure, you will deepen your research expertise and build relationships and knowledge that cement your career as a research analyst. It's a great opportunity to make your mark on your sectors of expertise within our highly entrepreneurial, fixed-income investment business.

What you will do

• Make actionable investment recommendations in the Investment Grade and Bank Loan sectors
• Provide intensive, bottom up fundamental research and analysisto support and inform your views
• Perform primary and secondary research on the entire capital structure of loans and bonds
• Conduct market research and relative value analysis utilizing your considerable credit skills
• Build and maintain proprietary financial models for the entire peer group in your assigned sectors, accompanied by internal due diligence meetings with management teams and company visits
• Attend industry conferences and bridge sell-side and rating agency relationships to help promote fully actionable investment ideas
• Communicate with and present to clients as the expert in your select sectors

What you will bring

• A minimum of 5 years of industry experience, demonstrating knowledge and understanding of Investment Grade and Bank Loan corporate bond markets
• Demonstrated knowledgeand understanding of investment grade bonds
• The ability to effectivelycommunicate with portfolio managers, traders and external clients
• Effective writing and presentation skills
• An undergraduate degree in Business, Finance, Mathematics, or Economics
• Chartered Financial Analyst (CFA), MBA or other advanced degree valued
• Strong attention to detail, analytical and problem-solving ability
• Excellent financial, mathematical and statistical skills

Please note - This role is based in our Pasadena, CA office.**

Expected base salary for the role will generally be between $165,000 - $215,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include other forms of compensation such as, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.

About Western Asset

At Western Asset we're saying hello to the future. Committed to being the leading fixed-income investment management firm in the world, we're investing in new technologies, methodologies and markets. We're also investing in our people. Our business is guided by a belief in doing the right thing: that if we treat our clients and colleagues with fairness and respect, success will follow. We're building on our reputation and resources with an entrepreneurial approach that drives innovation. Every day is an opportunity for us to get better by making the most of the possibilities that our people and ideas can bring.

Our Commitment to Diversity

We believe a diverse and cohesive workforce promotes the formation of different ideas and viewpoints, enhances independent thinking, and helps create a work environment where the best ideas are identified and implemented. We are committed to unlocking the power of diversity through an inclusive environment that affords everyone the opportunity to develop individually, advance professionally and participate fully in the Firm's success.

EQUAL EMPLOYMENT OPPORTUNITY ("EEO")

Western Asset Management is an Equal Opportunity/AffirmativeAction Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law.

Link to Equal Employment Opportunity Statement

Link to Pay Transparency Notice

Link to Equal Employment Opportunity Poster

Link to Equal Employment Opportunity Poster Supplement

Link to Vietnam Era Veterans Readjustment Assistance Act

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