Senior Analyst, Income & Growth

TL;DR

Senior Analyst, Income & Growth: Conducting fundamental and credit research, monitoring relative value, and determining portfolio positioning across a company’s capital structure for a multi-asset strategy managing over $70B AUM with an accent on high-yield credit, leveraged loans, and investment grade. Focus on analyzing companies using subjective and quantitative tools, producing recommendations, and screening for new ideas.

Location: San Diego, CA (onsite, full-time)

Salary: $136,000 - $190,500 USD

Company

Financial services firm managing over $70B in assets with a focus on income and growth strategies.

What you will do

• Gather and analyze company information using subjective and quantitative tools
• Produce recommendations for the team on portfolio positioning
• Monitor relative value, daily news flow, and screen for new investment ideas
• Maintain networks with brokers, analysts, and portfolio managers
• Participate in internal and external skill development programs

Requirements

• Minimum 8 years financial or investment research experience
• Minimum 5 years as buy-side or sell-side credit analyst
• Expertise in accounting and financial statement analysis
• Excellent verbal and written communication skills
• Proficiency in Bloomberg and FactSet
• Ability to work in a team with high motivation and initiative

Culture & Benefits

• Health, dental, vision, and life insurance plans
• 401(k) with up to 6% company match and employer-paid retirement plan (4%)
• Tuition reimbursement up to $5,250/year
• 20 days paid time off, 9 company holidays, flexible Diversity Celebration Day
• 40 hours paid volunteer time per year