Credit Analyst
Credit Analyst
Great Elm Capital Management, Inc.
Palm Beach, FL
See who Great Elm Capital Management, Inc. has hired for this role
Experienced Credit Analyst
Position Summary:
Great Elm Capital Management is seeking an experienced Credit Analyst to support its senior investment team and report to the Head of Research. The individual is expected to provide analysis of various industries and the companies within them and make investment recommendations. Expertise in credit research for high yield bond, leveraged loans, preferred stock, and reorg equities across the risk spectrum from deep distressed to performing is required. Strong analytical and interpersonal skills are of critical importance. Responsibilities will include supporting the research and portfolio management team in the evaluation and presentation of new investment ideas, monitoring financial trends and existing portfolio investments, conducting industry-specific research, and supporting the execution of transactions approved by the investment committee.
Essential Position Responsibilities:
- Provide fundamental credit analysis to assess the risks of current portfolio positions and potential new investments both with respect to business trends and deep credit document analysis.
- Proactively generate and communicate investment ideas by initiating discussions with the Investment Committee.
- Develop detailed financial models with projections supporting investment theses.
- Conduct ongoing monitoring of investments to include updates to financial models / internal tracking memos, highlighting changes in fundamental factors and relative value considerations.
- Foster and maintain relationships with “sell side” traders, sales coverage, analysts, lawyers, consultants and “buy side” parties to facilitate the flow of credit ideas, market information, and co-investment opportunities.
- Respond to internal inquiries regarding credit concerns and market overviews.
- Act as a backup to the trading desk including trading within approved parameters as needed.
Skills and Qualifications:
- Ability to effectively communicate/pitch ideas with internal constituents, including to the Investment Committee.
- Must have a minimum of 3 years of work experience in the areas of credit research and/or investment banking with material knowledge of financial modelling, valuation methodologies and credit documents.
- Sector generalist with strong financial modeling and superior writing skills.
- Deep experience in credit document analysis and a strong understanding on how these documents impact both performing and distressed investment opportunities.
- Capacity to thrive in a fast paced, dynamic environment with a proven commitment to generating consistent, high-quality work.
- High level of integrity, energy and flexibility with a positive team oriented "can-do" attitude.
- Experience with fixed income and issues that often arise in high yield and distressed debt.
- Experience with transacting in Credit Markets and ability to execute trades.
- Strong interpersonal relationship skills are critical. Must have solid communication skills and a personal style conducive to building relationships.
Education & Experience:
- Bachelor’s Degree is required.
- CFA designation is preferred.
- Experience investing in the technology, media and healthcare sectors is a plus, but not a requirement
- MBA or Master’s Degree in accounting, finance or economics degree is a plus.
-
Seniority level
Associate -
Employment type
Full-time -
Job function
Finance, Analyst, and Research -
Industries
Financial Services and Investment Management
Referrals increase your chances of interviewing at Great Elm Capital Management, Inc. by 2x
See who you knowGet notified about new Credit Analyst jobs in Palm Beach, FL.
Sign in to create job alertSimilar jobs
People also viewed
-
Investment Banking Analyst - Private Capital Advisory
Investment Banking Analyst - Private Capital Advisory
-
Analyst Financial
Analyst Financial
-
Financial Analyst
Financial Analyst
-
Investment Banking Analyst
Investment Banking Analyst
-
Investment Banking Analyst
Investment Banking Analyst
-
Senior Financial Analyst
Senior Financial Analyst
-
Financial Analyst
Financial Analyst
-
Junior Buy Side Equity Research Analyst (Hybrid/Remote)
Junior Buy Side Equity Research Analyst (Hybrid/Remote)
-
Financial Analyst
Financial Analyst
-
Equity Analyst – Entry Level
Equity Analyst – Entry Level
Looking for a job?
Visit the Career Advice Hub to see tips on interviewing and resume writing.
View Career Advice Hub