The credit analyst will conduct comprehensive research and analysis of assigned industries integrating quantitative data (financial statements market sizing growth projections) and qualitative insights (competitive dynamics regulatory environment) to identify and evaluate high-potential investment opportunities.
RESPONSIBILITIES:
Monitor respective investments in the Telecom and Media Aerospace and Defense and Financial Services sectors within the Leveraged Loan market.
Present written analysis on individual credits including but not limited to; business outlook industry dynamics company management deal sponsor capital structure key credit agreement terms collateral profile cash flow projections/sensitivity analysis comparable analysis and relative value.
Research investments incorporating fundamental analysis of companies within the leveraged loan space. Specifically the analyst will be responsible for building/maintaining financial models preparing written investment memoranda and quarterly/annual portfolio management reports.
Research potential investments based on Relative Value that incorporate criteria such as yields credit statistics and industry tailwinds/headwinds.
Assist in preparation of sector presentations on a periodic basis providing current state of industry company comparisons valuations new ideas trends etc. to the Investment Committee.
Maintain high level of knowledge on current/evolving industry trends and monitor primary and secondary credit market activity in the leveraged loan/high yield space via networking/conversation with research analysts third parties and colleagues within the leveraged loan space.
Bachelors degree in Accounting Finance or related field of study
1 to 5 years of experience in credit markets including formal credit training and financial analysis and modeling
Prior investment banking experience a plus
Broadly Syndicated Loan Market experience preferred but not necessary
CPA CFA and/or MBA a plus
Demonstrated understanding of GAAP principles/financial analysis/valuation/modeling
Ability to forecast/project based on drivers of applicable business.
Demonstrated ability to interpret/analyze Quality of Earnings reports; understand/opine on Adjustments to EBITDA.
Ability to calculate figures and amounts used in Discounted Cash Flow and Net Present Value exercises.
Ability to assess Relative Value based on yield calculations internal/external ratings considerations and credit metrics.
ABOUT YOU:
Ability to interact with outside institutions in professional manner
Ability to write correspondence and/or reports in a thoughtful well organized manner
Ability to effectively present information to customers clients and other employees of the organization.
Ability to read analyze and interpret financial reports and/or legal documentation including defining issues collecting data and drawing valid conclusions.
Demonstrated competence with respect to overall macro factors and subsector trends/allocations.
Demonstrated competence with Microsoft Excel Word PowerPoint.
Demonstrated competence in use of Bloomberg.
Demonstrated competence with Moodys/S&P online platforms for ratings/industry analysis.
Ability to learn/adapt to technological platforms OFS employs on proprietary basis.
OFS is committed to creating a successful diversity equity and inclusion (DEI) program in which ALL employees recognize and understand individual differences and how we can adjust our preconceived biases and perceptions of others and thereby promote an inclusive environment at OFS based on its core tenets of HonestyIntegrityKindness and Respect. As an equal opportunity employer we prohibit any unlawful discrimination against a job applicant on the basis of their race color religion gender gender identity gender expression sexual orientation national origin family or parental status disability* age veteran status or any other status protected by the laws or regulations in the locations where we operate. We respect the laws enforced by the U.S. Equal Employment Opportunity Commission (EEOC) and are dedicated to going above and beyond in fostering diversity across our workplace.
*Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group.Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process.
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