9 часов назад
Private Credit Analyst (Fixed Income)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Private Credit Analyst (Fixed Income): Supporting institutional fixed income portfolio management through investment analysis, regulatory capital evaluation, and cross-functional collaboration with an accent on portfolio analytics, asset selection, and manager due diligence. Focus on building quantitative models, assessing risk limits and strategic asset allocation, and analyzing insurance regulatory capital frameworks.
Location: Philadelphia, Pennsylvania, United States; office environment required
Company
is an international financial services company providing insurance, retirement, and investment solutions as part of Aegon.
What you will do
- Build and maintain analytical models for asset selection, relative value, spread analysis, cash flow projections, deployment planning, and scenario analysis.
- Conduct sector, issuer, and market research to support portfolio construction, rebalancing, and capital allocation across liability-backed portfolios.
- Prepare medium-term planning materials, quantitative analysis, presentations, investment memos, due diligence materials, and governance documentation.
- Monitor portfolio mandates, risk-limit utilization, strategic asset allocation, external manager performance, attribution, and compliance.
- Evaluate external investment managers through investment and operational due diligence, documentation review, track-record analysis, and reference calls.
- Coordinate with actuarial, risk, accounting policy, and derivatives teams on investment approvals, pricing inputs, cash flow testing, and governance requirements.
Requirements
- Bachelor’s degree in a quantitative discipline.
- 1–2 years of relevant experience in fixed income investment analytics, insurance investments, or institutional asset management.
- Front-office investment experience at a bank, hedge fund, asset management firm, or insurance company.
- Proficiency in Excel and experience with Bloomberg, BlackRock Aladdin, and Clearwater Analytics.
- Strong analytical skills and the ability to translate analysis into clear, actionable recommendations.
- Working knowledge of insurance regulatory capital frameworks, including NAIC risk-based capital, statutory accounting, IFRS, and GAAP, will support the role.
Nice to have
- CFA or ASA designation.
- Understanding of insurance asset management and asset-liability management concepts.
- Knowledge of fixed income analytics, including duration, option-adjusted spread, yield metrics, convexity, liquidity, prepayments, and defaults.
- Experience with general account investment assets, including fixed income securities, asset-backed securities, and alternative investments.
- Experience querying and analyzing large datasets to create repeatable analytical processes, or using AI for research and process improvement.
Culture & Benefits
- Collaborative workplace focused on accountability, inclusion, career development, and work-life balance.
- Competitive pay and eligible employee bonuses.
- Health, dental, vision, disability, pension, and 401(k) match benefits.
- Paid time off starting at 160 hours annually in the first year and ten paid holidays per year.
- Tuition reimbursement, career training, parental leave, adoption assistance, wellness programs, and employee assistance resources.
- Occasional travel of less than 10% and internal travel as needed.
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