About the role
Act as a sector expert working independently to provide deep analytical information and high conviction investment recommendations using a combination of top-down sector views and bottom-up fundamental analysis across High Yield, Leveraged Loans and Private Credit. Ownership of coverage areas including underwriting credit selection, sector expertise, RV, and positioning. Working independently and in close collaboration with Portfolio Managers and traders, generating alpha through differentiated views, timely recommendations, and active industry positioning across HY bonds and broadly syndicated loans. Provide timely interpretation of market developments and implications for coverage universe and portfolio. Contribute positively to portfolio outperformance through security selection, sector positioning, and structuring. Engage with external parties, including borrowers, advisors, and consultants, in execution of due diligence activities. Clear ability to calibrate and evaluate relative and absolute risk return trade-offs in primary and secondary markets. Leverage AI and large language model tools (e.g., Claude) to accelerate research, due diligence, and portfolio surveillance workflows—synthesizing filings, transcripts, and rating agency materials—and to generate novel analytical insights that sharpen credit recommendations and relative value views. Produce investment recommendations to Portfolio Managers, Director of Research, Research Team Members, and related Investment Committees. Maintain a One Team/One Portfolio approach to investment decision-making, leveraging diverse perspectives to identify and pursue investment opportunities that align with overall portfolio objectives. Exhibit intellectual curiosity about global markets, asset classes, our organization and industry. Demonstrated deep leveraged finance credit expertise; preferably across both public and private markets with a successful history in HY and Leveraged Loans. Effective and concise communicator, both written and verbally, with multiple stakeholders including portfolio managers, investment committees, and senior management. 7+ yrs experience as an analyst making successful investment recommendations. Collaborate generously within and across teams, building strong trusting relationships and interacting productively with a broad group of colleagues and investors at all levels. Demonstrates leadership in utilizing AI to enhance speed, accuracy, and insight generation while maintaining sound judgment and compliance with governance standards. Bachelors degree and relevant experience in global fixed income, MBA & CFA preferred