CHEManager International · 12 hours ago
Research Analyst
Philadelphia, PA
Full-time
Onsite
Senior Level
5+ years expPenn Capital is an SEC registered investment adviser and manager focused on serving institutional investors. The Research Analyst will follow industry developments and perform security level analysis to provide buy and sell recommendations for credit and equity products within the portfolio team.
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Responsibilities
Provide buy recommendations for each product utilizing credit and equity market analysis. The research process utilizes a combination of quantitative analysis (such as financial statement analysis and cash flow modeling) and qualitative analysis (such as interviewing industry management teams and understanding industry dynamics)
Utilize credit market analysis such as cash flow modeling, liquidity analysis and covenant review to provide a Penn Risk Recommendation (PRR) independent of credit rating agency opinion
Perform equity market analysis that utilizes credit market analysis as well as the identification of fundamental catalysts, Capital Structure Catalysts and cash flow modeling
Demonstrate strong analytical skills, sound investment judgement, strong interpersonal skills, and a high level of energy and motivation
Qualification
Required
Bachelor's Degree in Finance, Marketing, Business, or a related field
Minimum 5-10 years of professional investment experience, preferably in public credit and/or equity markets
Demonstrated ability to effectively pitch credit and/or equity ideas to portfolio managers
Excellent communication skills including verbal, written and presentation; ability to interact and build relationships with consultants and clients
Ability to work as a collaborative team player, treating colleagues with the highest level of respect and professionalism
Excellent Bloomberg and Microsoft Office (Excel, Microsoft Word, PowerPoint) skills
Flexibility for business travel
Preferred
Masters of Business Administration with a focus on Investment Management or Investment Banking
Chartered Financial Analyst (CFA) designation
Minimum 5 years of experience working within a 'buyside' investment advisor
Company
CHEManager International
Wiley’s leading media brand providing first-hand information on the global chemical, life science and process industries
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase