Corporate Credit Assessment – Director / Senior Director

Corporate Credit Assessment – Director / Senior Director

Requirements

• Bachelor’s degree in any subject that prepared you to be a thoughtful qualitative and quantitative analyst and a strong writer.
• Minimum of (10) or more years in an investment research or similar financial analyst roles within a bank or other financial institution and prior fundamental credit training (including financial statement analysis).
• Experience with corporate financial statements including 10-Ks, 10-Qs.
• Strong communication skills (verbal and written) and proven ability to work both independently and as a team.
• Prior managerial experience, with an emphasis on growing and developing the analytical skills of junior analysts.
• Experience with Microsoft Office Excel, Microsoft Word and Power Point.

Responsibilities

• Analyze financial statements and creditor agreements to identify key strengths and weaknesses and use findings to inform credit assessments.
• Provide and review credit assessments on corporates based on an analysis of their financial statements. Write rationale to defend assessments and present analysis to internal and external stakeholders.
• Assist senior team members with key initiatives in areas including methodology development and research.
• Collaborate on writing and publishing timely research about corporate credit trends, markets, and any other topics relevant to KBRA clients.
• Work in partnership with professionals in other KBRA sectors daily to meet client deadlines and deliver the best-in-class work for which KBRA has been recognized.
• Develop a deep understanding of variables that impact corporate credit and credit risk.

Preferred Qualifications

• Master’s degree is preferred, including postgraduate professional certifications, such as the Chartered Financial Analyst (CFA) designations.
• Research experience is a plus.
• Keen interest in writing research.
• Possess a solid understanding of capital markets and relevant experience in credit, fixed income research or capital markets. Direct and relevant experience in the private credit industry is preferred.
• Familiarity with Generative AI tools such as ChatGPT for research, data insights, and general productivity is a plus.