Investment Grade Job Description
Investment grade
provides investment recommendations on investment grade investments, including fundamental and relative value views within Industrial or Financial sectors.
Investment Grade Duties & Responsibilities
To write an effective investment grade job description, begin by listing detailed duties, responsibilities and expectations. We have included investment grade job description templates that you can modify and use.
Sample responsibilities for this position include:
Developing and updating financial models using excel, which are used to project earnings, and providing detailed analysis of capital structures
Publishing industry and company specific reports
Analyzing issuers via financial analysis, evaluation of industry positioning, assessment of management and strategy, and interrogation of management and sell-side analysts, among other factors
Assessing the relative value of IG bond investment opportunities by interpreting risk-reward parameters, legal and capital structures, bond covenants, market drivers of bond performance and the value of available alternatives
Analyse issuers via financial analysis, evaluation of industry positioning, assessment of management and strategy, and interrogation of management and sell-side analysts, among other factors
Assess the relative value of investment grade bond investment opportunities by interpreting risk-reward parameters, legal and capital structures, bond covenants, market drivers of bond performance and the value of available alternatives
Prepare and distribute recaps of investment grade market to clients and internal management
Allocate, execute, and reconcile trades
Analyzing Global Banks, Finance companies and REITs, publishing investment recommendations on their debt securities and derivatives
Working extensively with our sales force, trading desk and strategy teams
Investment Grade Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Investment Grade
List any licenses or certifications required by the position: CFA
Education for Investment Grade
Typically a job would require a certain level of education.
Employers hiring for the investment grade job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, MBA, Economics, Business, Accounting, Mathematics, Engineering, Education, Statistics, Graduate
Skills for Investment Grade
Desired skills for investment grade include:
Bloomberg
Numerous credit sectors in the investment grade marketplace
Blackrock Aladdin is desirable
Corporate finance
Credit analysis
Excel
Excel/Visual Basic
Financial accounting
Industry
Market
Desired experience for investment grade includes:
Quantitative and analytical with excellent attention to detail
Strong systems knowledge and technology skills
Risk management focused
Daily dialog with investor clients, corporate issuers of debt securities, sales and trading
Developing presentations for marketing use to external and internal clients
Self-starter who can work effectively on their own with a team, while being resourceful and able to work with other groups to obtain the information necessary to complete tasks
Investment Grade Examples
1
Investment Grade Job Description
Job Description Example
Our company is growing rapidly and is hiring for an investment grade. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for investment grade
- Provide portfolio analysis, performance, and market color to PWM professionals
- Experience using financial databases such as Bloomberg
- A strong sense of business ethics and keen awareness of evolving market regulations
- Familiarity with securities laws – 1933 Act and 1940 Act rules governing 4(a)(2)/144a private placements
- Recommending investments across a range of portfolios (e.g., with different risk appetites, restrictions on currencies/countries) and defending those recommendations in both oral and written communication with portfolio managers
- Performing ongoing due diligence and monitoring of portfolio positions and key credits in those industries, and communicating updates in a timely fashion (orally and in writing) to team members across the globe
- Analyzing Global Insurance Companies and publishing investment recommendations on their debt securities and derivatives
- You will establish an analytical frame work for the European investment grade Insurance sector and will also bring a background in European banks
- Recommend investments across a range of portfolios (i.e., with different risk appetites, restrictions on currencies/countries) and defending those recommendations in both oral and written communication with portfolio managers
- Perform ongoing due diligence and monitoring of portfolio positions and key credits in those industries, and communicate updates in a timely fashion (orally and in writing) to team members across the globe
Qualifications for investment grade
- Knowledge of derivatives especially as related to credit default swaps and interest rate swaps
- Undergraduate degree in the sciences, engineering, or finance is strongly preferred
- Strong oral and written communication skills, including high level of fluency in English
- 5 years minimum experience in investment grade credit markets
- Numerical and analytical with good attention to detail
- A keen interest in learning about and following financial markets
2
Investment Grade Job Description
Job Description Example
Our innovative and growing company is looking for an investment grade. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for investment grade
- Report new issues to Regulatory Reporting team
- Monitor TRACE reports
- Develop proficiency with internal transaction databases
- Take ownership of monitoring and updating league table information
- Help with deal‐specific P&L reporting
- Work within the investment grade credit team managing corporate bond portfolios
- Contribute to decision-making process for setting broader portfolio credit strategies
- Partner with other portfolio managers, credit research analysts, and credit traders based in New York, Columbus, and London
- Analyzing TMT companies, publishing investment recommendations on their debt securities and derivatives
- Daily dialogue with investor clients, corporate issuers of debt securities, sales and trading
Qualifications for investment grade
- An entrepreneurial spirit in the approach to the job
- Ability to multi-task & be prepared for a fast paced dynamic environment
- Construction Machinery
- Diversified Manufacturing
- Real Estate / Real Estate Investment Trusts (REITs)
- Demonstrable experience in financial statement analysis required
3
Investment Grade Job Description
Job Description Example
Our company is searching for experienced candidates for the position of investment grade. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for investment grade
- Actively conversing with underwriters, sell-side research, credit rating agencies, professionals of municipal bond issuers and industry organizations
- Can manage all aspects of operating the trading desk and lead investment team meetings to provide full and accurate market information
- Attending internal and external investment meetings
- Present succinct recommendations with conviction to our investment team
- Strong fundamental and quantitative analysis skills
- Thorough knowledge of Microsoft Office suite of products and modern programming capabilities (VBA, SQL, Matlab, Python, C#)
- Basic understanding of fixed income with respect to pricing, risks and portfolio construction
- 1-3 years of prior work experience in the field would be an asset
- Excellent understanding of accounting and financial statement analysis, economic theory and experience using portfolio management systems
- Bachelor's degree or equivalent in Math, Finance, Sciences, Engineering or Economics
Qualifications for investment grade
- MBA qualification required
- Strong communication skills (oral and written) needed
- Establishing, developing and retaining a network of affluent clients
- Identifying and initiating contact with a diverse group of prospects
- Assess investment needs by conducting financial planning and regular portfolio reviews as you provide professional advice to ensure our clients’ financial goals are met
- Communicate regularly with, and work collaboratively with your Branch Manager
4
Investment Grade Job Description
Job Description Example
Our growing company is hiring for an investment grade. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for investment grade
- Attend industry conferences, investor events and rating agency meetings to stay abreast of industry trends and developments
- Maintaining market condition slides
- An independent thinker and self-starter
- Strong communication skills and ability to communicate recommendations effectively
- A passion and enthusiasm for capital markets and fixed income investing
- Provide day-to-day cash management for High Yield funds, including making final decisions on which bonds to buy or sell
- Work closely with credit analyst on new issues, determine relative value, and make decisions on buying/selling versus existing holdings
- Support client services and marketing teams in preparing periodic client statements, request for proposal (RFP)
- Research product trends and compile fund data
- Coordinate efforts between departments
Qualifications for investment grade
- 3 years’ experience in credit analysis with a focus on European insurance required
- Experience covering banks a plus
- Background in Fixed Income/ Sales & Trading support is helpful, but not required
- Solid organizational skills, attention to detail, ability to multi‐task
- Accounting and finance knowledge a plus
- Investment grade credit analyst with experience covering multiple sectors
5
Investment Grade Job Description
Job Description Example
Our growing company is hiring for an investment grade. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for investment grade
- We will look to you to present your views and discuss markets in regular market review meetings
- Perform fundamental credit research in assigned industries, likely to focus on the Energy and parts of the Basic Materials sectors
- Monitor existing portfolio positions, making relative value recommendations based on a combination of bottom-up and top-down fundamental credit research
- Discover new opportunities within assigned sectors
- Convey sector thoughts / observations to the group and subsequent portfolio positioning
- Incumbent will work closely with the portfolio manager and other credit analysts to supply oral and written support for recommendations
- Develop rapport with rating agency and sell-side analysts peer buy-side analysts
- Participate in special projects as needed to better develop the research / investment process
- Build and maintain pricing models for individual Municipal entities
- Would be integral member of the IG credit Team
Qualifications for investment grade
- 3+ years’ experience in credit analysis with a focus on European investment grade credit required
- Minimum 5 to 7 years buy and/or sell side corporate bond credit research experience in a large organization supporting a variety of mandates ranging across unconstrained total return, insurance and money market funds
- Investment grade corporate bond and CDS or high yield experience
- Demonstrated track record of providing successful investment recommendations
- Demonstrated strong fundamental credit analysis skills
- Strong understanding of relative value analysis and factors influencing credit spread performance across the maturity spectrum and across currencies