Lead Director Credit Research Group
Lead Director Credit Research Group
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$ 144200 - 288400
1 Vacancy
Job Description
At CVS Health were building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nations leading health solutions company we reach millions of Americans through our local presence digital channels and more than 300000 purposedriven colleagues caring for people where when and how they choose in a way that is uniquely more connected more convenient and more compassionate. And we do it all with heart each and every day.
Job Purpose and Summary
The overall mission of Investment Management is to actively manage Investment Portfolios (Health Group Insurance and Large Case Pensions) in a manner that is prudent and consistent with preserving the Companys capital while maximizing investment income and total return relative to internal benchmarks within appropriate business legal economic capital markets and regulatory constraints.
Position Summary: Lead Director will be responsible for independently conducting comprehensive credit analysis and providing timely buy/sell/hold recommendations of corporate credits primarily in Technology Media and Telecommunications sectors. Will be responsible for preparing timely written analyses on individual credits sectors or events. Monitor global macroeconomic conditions broad sector performance expectations yield curve expectations internal/external business conditions and market technicals. Provide indepth knowledge serve as internal sector expert and maintain ongoing dialogue with Investment Grade and High Yield portfolio managers on investment strategy in a collaborative team environment. May be responsible for mentoring coaching and assessing the performance of junior members of the analyst team.
Primary Job Duties & Responsibilities:
- Independently conduct highly comprehensive credit research including corporate credit analysis industry structure workout and country analysis.
- Conduct thorough analysis of corporate financial statements and assess relative value of security and company investment opportunities.
- Provide timely buy/sell/hold recommendations to Portfolio Managers taking into account total exposure maturity and relative value considerations.
- Provide indepth knowledge serve as internal sector expert and maintain ongoing dialogue with Portfolio Managers on investment strategy in a collaborative team environment.
- Evaluate and interpret current or potential bond holdings relative to a portfolio strategy and recommend appropriate actions based on portfolio requirements.
- Evaluate corporate fundamentals and industry trends key operating metrics business quality and competitive position incorporating ESG fundamental factors in the overall analysis.
- Attend industry and company conferences interacting when appropriate with corporate borrower management teams as part of ongoing due diligence process.
- Prepare timely written analyses on individual credits sectors or events.
- Concisely presents facts analyses conclusions and recommendations.
- Mentor coach and assess the performance of junior members of the analyst team as appropriate.
- Maintain extensive relationships with contacts at rating agencies Wall Street firms and other outside sources to obtain external views on individual credits or industries.
Education
- Bachelors Degree required; Masters degree or CFA preferred
Prior Relevant Work Experience
- 10 or more years of investments experience
Preferred Qualifications and Functions
- Direct Experience in Technology Media and Telecommunications sectors
- Strong analytical and financial modeling skills
- Solid communication skills
- Undergraduate Studies in Finance Investments Accounting Economics or Mathematics
Pay Range
The typical pay range for this role is:
$144200.00 $288400.00
This pay range represents the base hourly rate or base annual fulltime salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience education geography and other relevant factors. This position is eligible for a CVS Health bonus commission or shortterm incentive program in addition to the base pay range listed above. This position also includes an award target in the companys equity award program.
Our people fuel our future. Our teams reflect the customers patients members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
Great benefits for great people
We take pride in our comprehensive and competitive mix of pay and benefits investing in the physical emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages our great benefits include:
Affordable medical plan options a 401(k) plan (including matching company contributions) and an employee stock purchase plan.
Nocost programs for all colleagues including wellness screenings tobacco cessation and weight management programs confidential counseling and financial coaching.
Benefit solutions that address the different needs and preferences of our colleagues including paid time off flexible work schedules family leave dependent care resources colleague assistance programs tuition assistance retiree medical access and many other benefits depending on eligibility.
For more information visit anticipate the application window for this opening will close on: 05/26/2025 Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal state and local laws.
Required Experience:
Director
Employment Type
Full-Time
