CVS Health · 2 days ago
Lead Director, Credit Research
CT - Hartford
Full-time
Hybrid
Director/Executive
$144K/yr - $288K/yr
10+ years expCVS Health is focused on building a world of health around every individual. The Lead Director will be responsible for conducting comprehensive credit analysis and providing timely buy/sell/hold recommendations of corporate credits, while also mentoring junior analysts and collaborating with portfolio managers on investment strategies.
Health CareMedicalPharmaceuticalRetailSales
Responsibilities
Independently conduct highly comprehensive credit research including corporate credit analysis, industry, structure, 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 in-depth knowledge, serve as internal sector expert, and maintain on-going 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 sustainability 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
Qualification
Required
Bachelor's Degree required
10 or more years of investments experience
Preferred
Master's degree or CFA preferred
Strong analytical and financial modeling skills
Solid communication skills
Undergraduate Studies in Finance, Investments, Accounting, Economics, or Mathematics
Benefits
Affordable medical plan options
401(k) plan (including matching company contributions)
Employee stock purchase plan
No-cost 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.
Company
CVS Health
CVS Health is a health solutions company that provides an integrated healthcare services to its members.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$4BKey Investors
Michigan Economic Development CorporationStarboard Value
2025-08-15Post Ipo Debt· $4B
2025-07-17Grant· $1.5M
2019-11-25Post Ipo Equity
Leadership Team
David Joyner
President and Chief Executive Officer, CVS Health
Chandra McMahon
SVP & CISO
Recent News
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2026-01-22
bloomberglaw.com
2026-01-22
Maryland Daily Record
2026-01-19
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