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Chase · 1 day ago

Wealth Management, Global Credit Strategy, Vice President

270 Park Ave, New York, NY, 10017, US

Full-time

Onsite

Mid, Senior Level

$150K/yr - $285K/yr

5+ years exp

Chase is a leading financial institution providing innovative financial solutions. They are seeking an experienced credit professional to join their Global Credit Strategy team, focusing on corporate credit analysis, investment idea generation, and client communication.

BankingFinancial Services

Responsibilities

Monitor existing bond recommendations and generate new security specific investment ideas. Proactively articulate investment ideas by initiating discussions with team rather than relying on external direction. Ownership over security recommendations from initiation to exit

Produce written reports such as company evaluations and quarterly updates, relative value analyses, and industry reviews. Author thematic thought pieces relating to both top down and bottoms up market opportunities for internal and client use

Assist in training of junior talent on the team

Provide investment advice to advisors and wealth management clients by fielding inquiries on credit markets and company views, participating in client meetings, and presenting on advisor calls

Provide customized portfolio analysis for clients and recommend specific trade ideas based on the clients' objectives and constraints

Qualification

Corporate credit researchFinancial modelingFixed income marketsCFA designationData managementSpanish speakingCommunication skillsTeam collaboration

Required

5 years work experience in corporate credit research

Emerging Markets and/or Financials experience, and/or Spanish speaking viewed favorably

Must be willing to cover credits across a variety of industries under a generalist model

Strong financial modeling and accounting experience is required

Demonstrated ability to make judgments regarding credit, risk, and security valuation

Ability to form an investment recommendation with minimal direction and to make preliminary decisions in a short time frame with incomplete information

Excellent communication skills, both written and verbal, that demonstrate credibility and the ability to take complex topics and distill them into digestible narratives

Strong understanding of and passion for fixed income and credit markets and security types

Strong academic credentials and achievement

High energy, self-motivated, creative and organized

Attention to detail

Very strong excel and data management skills

Ability to collaborate and work well with others of varying functions globally (traders, market strategists, client advisors, etc) with varying credit experience

Team-oriented mindset is a must