Investment Management

Our global Investment Management client is seeking to recruit an experienced Investment Analyst to evaluate fixed income private placement investment opportunities and to conduct credit research in designated sectors and recommend investment grade and high yield corporate bond investments consistent with portfolio strategy and return objectives.

Responsibilities:

• Evaluate fixed income private placement investment opportunities and to conduct credit research in designated sectors and recommend investment grade and high yield corporate bond investments consistent with portfolio strategy and return objectives
• Perform fundamental credit research and make actionable investment recommendations to traders and portfolio managers
• Author credit research reports highlighting investment analysis and investment risk potential
• Analyze and monitor existing portfolio investments and make updated recommendations based on market conditions, financial news, geopolitical activities, rating agency analysis and other market and industry factors
• Collaborate with traders, portfolio managers and senior management to exchange ideas and industry sector developments
• Interact frequently with key market participants including company executives, sell side analysts, rating agency analysts and other credit market stakeholders
• Assist with internal process improvements and best practices
• Perform ad hoc projects as required

Requirements:

• Bachelor’s Degree
• 7+ years of public or private credit research or investment analysis experience
• Private placement investment experience strongly preferred
• Prior rating agency or project finance credit experience is a plus
• Advance knowledge of fixed income markets and investment grade and high yield corporate bonds
• Broad knowledge of private placement investing
• Advanced Excel, Word and PowerPoint skills
• Ability to analyze and synthesize complex financial data and draw cogent investment recommendations
• Strong financial analysis skills with demonstrated ability to analyze corporate financial statements
• Ability to interact with key stakeholders and influence decision making

Our elite global Investment Management client is seeking to recruit a Supplier Sourcing/Vendor Operations Manager to manage vendor onboarding, supplier risk and compliance analysis, vendor invoicing and internal process improvement and automation projects for the front-office investment management business.

Responsibilities:

• Manage vendor onboarding, supplier risk and compliance analysis, vendor invoicing and internal process improvement and automation projects for the front-office investment management business
• Manage and maintain relationships with data, pricing and rating agency vendors
• Manage the vendor contract process including, but not limited to, period performance reviews, pricing, renewals, etc.
• Serve as the point of contact for vendor inquiries and supplier delivery issues
• Perform periodic risk assessments and compliance reviews during the vendor selection and onboarding process
• Research and resolve vendor expense issues
• Reconcile and process all vendor invoices
• Work closely with investment team members on business process improvements and automation projects
• Manage various ad hoc projects as required

Responsibilities:

• Bachelor’s Degree
• 5 years of vendor management and vendor/supplier onboarding experience
• Experience conducting risk assessments and vendor onboarding compliance reviews
• Strong project management skills
• Advanced problem solving skills and a high attention to detail
• Demonstrated experience managing vendor invoicing and expense management issues
• Ability to build and maintain relationships with internal and external stakeholders