Credit Research Resume Samples

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T Romaguera

Thaddeus

Romaguera

6032 Murphy Ports

Dallas

+1 (555) 978 7393

6032 Murphy Ports

Dallas

Phone

p +1 (555) 978 7393

Experience Experience

San Francisco, CA

Cib-global Credit Research

San Francisco, CA

Connelly-Berge

San Francisco, CA

Cib-global Credit Research

Providing admin cover to the Global Head of Credit and Global Head of Credit Business Management when their assistant is out of the office
Proactive diary management, set up of meetings and conference calls, internally and externally
Expense management: process receipts through Concur system, reconcile accounts monthly
High volume of travel arrangements: flights, hotels, ground transportation, visas, following corporate policy
Processing Invoices
Telephone support for wider group with particular focus on senior coverage during the absence of peers
General office administration including archiving, filing and stationary orders

Boston, MA

GIR, Credit Research Group, Analyst

Boston, MA

Dietrich Inc

Boston, MA

GIR, Credit Research Group, Analyst

Update monthly reports, marketing book, and weekly shells
Listen to and produce briefing notes on companies’ conference calls
Build & maintain basic models
Track credit ratings and company & sector news real-time
Relative valuation across capital structure in bonds and CDS
Write company and industry reports
Fundamental analysis with focus on credit metrics

present

Dallas, TX

Credit Research Associate

Dallas, TX

Bashirian-Auer

present

Dallas, TX

Credit Research Associate

present

1) Performing portfolio analytics on existing deals and aiding in various operational duties (~50%), and
Commitment to enhancing and developing products
Knowledge of advanced concepts, practices and procedures of finance/accounting
Progress toward (or interest in) obtaining the Chartered Financial Analyst (CFA) designation
Proficient in bond math and fixed income pricing methodologies
Proficiency in MS Office products including Excel, Word, PowerPoint and internal Credit Research software applications
Interact with clients via the internal HELP desk/ADSK system

Education Education

Bachelor’s Degree in Business

James Madison University

Bachelor’s Degree in Business

Skills Skills

Strong knowledge of Mizuho’s credit policies and procedures
Ability to analyze complex situations and synthesize and articulate conclusions clearly and succinctly
Relevant market experience - likely to have significant experience in credit research, either for another buy-side organization, an investment bank/commercial bank, or credit rating agency
A profound interest in sovereign analysis, including a thirst to understand political and macroeconomic developments and the interplay between them
Author credit memos and present views to CRM senior professionals for approval defending analysis to senior management and at Credit Committees
Perform detailed quantitative and qualitative credit analyses of sovereigns and countries, identifying key factors impacting a sovereign’s credit quality and wider country risks
Strong team ethic and commitment
Capable of working well independently and in teams
Excellent interpersonal skills
Solid time management skills

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6 Credit Research resume templates

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Distressed & Par Loans Credit Research Resume Examples & Samples

LI-JV1*
Distressed or special sits background, either buy/sell side. Alternatively, background in restructuring advisory / Leveraged finance
Familiarity not only with the modelling aspect but also with documentation / structural / legal issues typically encountered in this space
Fluency inat least one main European language is required

Credit Research Associate Resume Examples & Samples

Work closely with data groups within Bloomberg to validate and identify key areas for improvement in the gathering, capturing and maintaining quality of relevant data sets. This includes data across company financial, individual security, security pricing, capital structure and financial documentation
Review, and help write and post published research to terminal and ensure content complies with global compliance standards
Develop and maintain relationships with internal departments throughout Bloomberg as well as external company, industry and data professionals
Work with other data and core business groups to help develop and enhance Bloomberg Industries functionality across the terminal
Interact with clients via the internal HELP desk/ADSK system
Master's degree in Business, Finance or Accounting discipline and/or CFA designation preferred
Minimum 2 years of fixed income/credit market experience
Proficient in bond math and fixed income pricing methodologies
Keen interest and proficient knowledge of the credit and fixed income markets

Associate High Yield Credit Research Resume Examples & Samples

Evaluate bond and loan documentation and legal agreements as part of investment review process
Contribute to all formal reports and processes (internal ratings, recommendation lists, watch lists, etc.) that enable the efficient and transparent oversight of the asset class
Represent Credit Research in meetings with issuers, interface with TIAA-CREF’s Risk Management Team, and support TIAA-CREF goals and values
1-3 years of related corporate credit research experience with some of that time spent specifically evaluating or structuring high yield loans. The candidate should also possess some experience in a total return environment

Senior Associate High Yield Credit Research Resume Examples & Samples

Work in close collaboration with portfolio managers, traders, and other credit research analysts to provide thorough credit opinions and actionable trading recommendations
Evaluate loan documentation and legal agreements as part of investment review process
Bachelor's degree required. MBA or CFA preferred
At least 5 years of related corporate credit research experience with some of that time spent specifically evaluating or structuring high yield loans. The candidate should also possess some experience in a total return environment
Strong quantitative, analytical, critical thinking, communication, presentation, and financial modeling abilities

Strategist, Credit Research Resume Examples & Samples

Following the high-yield bond and loan markets to identify trading opportunities and assess market trends
Building models, analytics, and approaches to valuing leveraged finance assets
Identifying relative value opportunities
Leverage credit strategy work across the broader Citi platform, including the Rates, EM, Structured Products businesses
Advanced degree in Economics/Finance
7+ yrs. relevant work experience
Experience working with statistical concepts
Client facing role requires strong verbal and written communication skills
Ability to manage a large number of projects and seamlessly interact with sales, trading, and other research personnel
Must be self-motivated and have the ability to work as part of a team environment
Familiarity using data tools such as Bloomberg

Latam Credit Research Strategist Resume Examples & Samples

Communicates recommendations on the purchase, sale or holding of securities to traders and institutional clients in cooperation with sales force [or directly with clients]
Responds to requests from sales force and clients for analysis/advice within assigned area
Meets with clients on marketing trips presenting trade ideas and industry analysis
Supports Debt Capital Markets on HSBC new issues for Latin American credits
Deep knowledge of the Latin American credit markets

Corporate Credit Research Resume Examples & Samples

Research, capital markets or buyside trading/portfolio management experience
Strong corporate credit knowledge with a deep understanding of the US market
Minimum of 3 years of corporate credit fixed income experience
Strong quantitative and financial modeling skills
Ability to employ credit analysis to write single name credit idea pieces

VP-corporate Credit Research Resume Examples & Samples

Strong writing, presentation and client facing skills
The ability to think on your feet and make good judgment decisions with limited or incomplete information
Experience working in a trading desk environment
Strong Client and presentation skills

Head of Latam Credit Research Resume Examples & Samples

Perform fundamental sell-side research analysis on Latam corporates in order to provide recommendations and trade ideas to a wide range of global institutional investors as well as internally to the Sales, Trading, Syndicate and DCM desks within the global credit business
A minimum experience of 10 years covering Latam companies from a credit perspective across non-financial sectors in investment grade and high yield
Strong communication & presentation skills
Team working capacity. Strong client focus and leadership skills
Excellent understanding of corporate fundamentals, macroeconomic data, central bank policies and ratings methodology
Fluency in Spanish or Portuguese will be highly valued
Must meet credit history and criminal background requirements associated with Financial Industry Regulatory Authority registration process, to include FBI fingerprint criminal history, review of credit report, civil litigation, liens, and other public records

Credit Research Resume Examples & Samples

Perform detailed quantitative and qualitative credit analyses of sovereigns and countries, identifying key factors impacting a sovereign’s credit quality and wider country risks
Author credit memos and present views to CRM senior professionals for approval defending analysis to senior management and at Credit Committees
Contribute to wider country risk management
A profound interest in sovereign analysis, including a thirst to understand political and macroeconomic developments and the interplay between them
Ability to analyze complex situations and synthesize and articulate conclusions clearly and succinctly
Superior written and verbal communication skills
Strong team ethic and commitment
Advanced Microsoft Office skills including WORD and EXCEL applications

Director Municipal Credit Research Resume Examples & Samples

Evaluate and monitor the credit quality characteristics of a large portfolio of municipal debt issuers
Assist portfolio managers in forming and implementing their investment strategies
Contribute to all formal reports and processes (internal ratings, recommendation lists, watch lists) that enable the efficient and transparent oversight of the asset class
Represent Credit Research in meetings with issuers, interface with TIAA Risk Management Team, and support TIAA goals and values
Strong municipal accounting knowledge required
Familiarity with Bloomberg strongly preferred

CIB Emerging Markets Credit Research Associate Resume Examples & Samples

Financial modeling
Generate investment ideas for our clients
Experience in building and maintaining financial models

Senior Analyst, Municipal Credit Research Resume Examples & Samples

Perform active surveillance of municipal portfolio holdings and write regular research reports detailing the holdings
Provide guidance and mentoring to junior analysts
Occasional travel is required
Minimum of 3-5 years of industry experience
Broad knowledge of various credit sectors within the municipal marketplace preferred
Strong quantitative, technical, analytical, critical thinking, communication, presentation, and financial modeling abilities required
MBA, MPA, CFA or CPA strongly preferred
Emphasis on municipal credit analysis, fund accounting and/or debt issuance preferred

Credit Research Resume Examples & Samples

1-3 years of experience in accounting and/or financial analysis, strong preference for experience analyzing the TMT sectors
Experience building and updating financial models
Proficient in excel
Passion for following the markets, both debt and equity

Credit Research Associate Resume Examples & Samples

PhD in Statistics (new graduate will be considered) or MS in Statistics with 3+ years of experience in risk management or other analytical area
Solid background and skills in statistical methodologies, tools, and practices
Experience in modeling techniques using past results as an indicative measure of future forecasts
Familiar with database designs and strategies
Experience working with risk management in a large commercial bank, including specific ACL analytics and data management experience, preferred
Working knowledge of Basel II, FAS 5 and FAS 114 regulations and their implications for the Bank’s allowance, preferred
Ability to

Credit Research Resume Examples & Samples

Advanced research skills
Proven credit analysis skills and analytical skills and knowledge
Ability to accurately identify and evaluate underlying risk elements of the borrowers
Aptitude to write well organized, accurate and in-depth reports
Strong multitasking ability to proactively monitor the pool of credits within the assigned industries to detect potential credit problems at an early stage
Sufficient experience to perform all of the above with limited involvement by management
Capable of working well independently and in teams
Strong knowledge of Mizuho’s credit policies and procedures
5+ years of relevant experience preferable

Credit Research Resume Examples & Samples

Relevant market experience - likely to have significant experience in credit research, either for another buy-side organization, an investment bank/commercial bank, or credit rating agency
Familiarity with different credit products, including bonds, loans and credit default swaps
Familiarity with analyzing investment opportunities across different currencies and geographies, including European, North American and Emerging Market issuers
Experience in taking on investment risk or assignment of credit ratings

MBA Summer Intern, Credit Research Resume Examples & Samples

Skills conducting research and basic financial modeling. Demonstrates natural intuition to make good judgments
Strong interest in the financial markets, macroeconomics and investment finance
Proactive in thinking about potential investment ideas
Good communicator; strong written and oral presentation abilities. Needs to be persuasive and credible
Ethical, collaborative, organized, flexible, high-energy, self-starter, accountable, humble
Strong academic credentials and achievement

GIR, Credit Research Group, Analyst Resume Examples & Samples

Build & maintain basic models
Fundamental analysis with focus on credit metrics
Relative valuation across capital structure in bonds and CDS
Track credit ratings and company & sector news real-time
Update monthly reports, marketing book, and weekly shells
Write company and industry reports
Master’s degree in finance, accounting or related field
Minimum 6 months of experience in buy side/sell side research
Strong communication (written and oral) and interpersonal skills
Excellent understanding of Microsoft Office products, tools and utilities for business use
Candidate must be proactive, enthusiastic and team oriented
Ability to prioritize and make decisions in a fast-paced environment
Knowledge of a financial data repository (like FactSet, Bloomberg or Datastream) would be an added advantage

Director, Corporate Credit Research Resume Examples & Samples

Thorough fundamental credit analysis, provide timely recommendations in support of investment and portfolio management needs and new-issue and secondary-market opportunities. Analysis to include total exposure, maturity, and relative value considerations, as well as consideration of broader Genworth investment goals, strategies and risk tolerance
Share knowledge – both verbally and in writing -- regarding ongoing credit or sector developments with other members of the Corporate Credit Research Team, Private Placements and Genworth Investments
Prepare timely, comprehensive written analyses on individual credits, sectors, or events and cogently present facts, analyses, conclusions, and recommendations to a broad audience within Genworth Investments
Maintain and report-out on individual credit or sector events to a broad audience within Genworth Investments and convey implications relative to the portfolio
Provide credit research to support new business initiatives
Beyond the Analyst’s core responsibilities, capabilities will include demonstrated ability or significant progress towards
MBA or equivalent degree and 12+ years corporate credit research experience
Experience and demonstrated ability in analyzing corporate financial statements
Excellent written and verbal communications skills and the ability to present effectively to Investment Area leadership and broader groups
Strong functional capability with Microsoft Office (Excel, Word, PowerPoint, Outlook) suite of applications and Bloomberg terminal functions
Experience covering a number of industry sectors
High Yield or Leveraged Loan Experience

Fundamental Credit Research Resume Examples & Samples

Develop financial models and produce fundamental research and analysis of Healthcare companies
Closely follow market movements in order to develop detailed analyses of individual credit situations
Identify relevant topics of discussion from both a macroeconomic and credit perspective, and leveraging the firm’s research from other disciplines (including economics, equities, commodities, interest rates, and FX)
Support the trading business in understanding their risk in the Healthcare sector, and support firm clients in understanding their investment decisions
Perform analysis on market, sub-industries
Communicate with the sales force and traders, and clients
As a senior member of Barclays, Directors are expected to play a leadership role in non-client activities. Directors will dedicate meaningful time and energy to managing and motivating junior members, recruiting and retaining high quality people, and building the Firm's franchise. Directors will serve as role models, demonstrating a commitment to Barclays' goals and values and actively promoting the success of others in the Firm
5+ years Research experience
5+ years demonstrated financial experience in accounting or banking
5+ years experience analyzing companies in the Healthcare sector
5+ experience building financial models
MBA, preferably with a focus in finance
Series 7, 63
Strong quantitative skill

Cib-global Credit Research Resume Examples & Samples

Proactive diary management, set up of meetings and conference calls, internally and externally
Arranging meeting rooms, beverages and sandwich lunches
High volume of travel arrangements: flights, hotels, ground transportation, visas, following corporate policy
Expense management: process receipts through Concur system, reconcile accounts monthly
Processing Invoices
Telephone support for wider group with particular focus on senior coverage during the absence of peers
General office administration including archiving, filing and stationary orders
Providing admin cover to the Global Head of Credit and Global Head of Credit Business Management when their assistant is out of the office
Organizing team events and client events and coordinating the Credit Boot Camp
Technology savvy, with proficiency in Microsoft Office products in particular Outlook, Excel and PowerPoint
Proactive anticipation and thinking - looking ahead and ensuring all meetings are confirmed and correct, making changes to mail groups to reflect organization changes without being prompted
Ability to demonstrate previous success as an assistant including experience of expense processing and basic account management
Self starter with ability to organize and manage own time
Keen team-player / partnership ethic – expectation to work as part of a strong administrative team, working in partnership with other assistants to ensure cover is provided to the area at all times
Good judgment and excellent organization skills
Responds well to new challenges, keen to learn
Ability to adapt style to demanding situations and audiences
Ability to multi-task effectively in a busy environment and re-prioritize
Willingness to work on wider initiatives to drive improvements
Experience of working within an Investment Bank or similar environment

Director, Fixed Income Credit Research Resume Examples & Samples

Recommend relative value based corporate trades and trading strategies directly to Portfolio Managers for Guardian fixed income & sub-advised portfolios
Pro-active and ongoing fundamental analysis and monitoring of credits within coverage universe for both primary and secondary markets
Robust synthesis and communication of news flow, corporate filing, rating changes, regulatory and legal risks and impact on valuation
Timely verbal and written communication of changes impacting corporate issuers and sector
Support analysis of enterprise level sector and exposure risk
Attend conferences, road shows, and industry events
Maintain active dialog with counterparts across the buy and sell side
Exceptional written and verbal communication skills to effectively communicate and support trade recommendations and portfolio positioning
Accomplished buy or sell side Credit Analyst with minimum of 3-5 years of relevant experience. MBA and or CFA preferred
Proficiency in fundamental company modeling, forecasting and scenario analysis
Bloomberg, Microsoft Office

Credit Research Associate Resume Examples & Samples

1) Performing portfolio analytics on existing deals and aiding in various operational duties (~50%), and
2) Assist in the analysis of new prospects and build the database of targets (~50%)
Bachelor’s degree. (Data such as GPA, class rank, relevant test scores helpful)
Excellent quantitative reasoning skills, supported by course work in mathematics, finance, accounting, economics, business or similar fields
Demonstrated interest in investments and financial markets
Creativity, flexibility and an entrepreneurial spirit
Strong interpersonal skills and a positive attitude for cooperation and collaboration
Highest ethical standards
Mastery of Microsoft Office products; particularly Microsoft Excel
Progress toward (or interest in) obtaining the Chartered Financial Analyst (CFA) designation
Actual industry experience (approx. 1-5 years) a big plus, but not a prerequisite

Senior Director, Municipal Credit Research Resume Examples & Samples

Work in close collaboration with portfolio managers, traders, and other research analysts to provide thorough credit opinions and actionable trading recommendations
Represent Credit Research in meetings with issuers, interface with Nuveen Risk Management Team, and support Nuveen goals and values
Bachelor's degree required. MBA, MPA, CFA or CPA strongly preferred
Minimum of 10 years of industry experience. Emphasis on municipal credit analysis, fund accounting and/or debt issuance preferred
Must be proficient in Excel and PowerPoint. Familiarity with Bloomberg strongly preferred

VP-credit Research Resume Examples & Samples

Make new investment recommendations, conduct due diligence and working with junior staff to author credit summaries and memorandum
Manage a portion of the existing Infrastructure portfolio including: reviewing periodic financial and compliance statements; completing credit reviews; analyzing amendment requests: ensuring accurate monthly portfolio pricing; and other duties as assigned
Provide buy/sell/hold recommendations as appropriate
Assist with special projects as assigned, these include analyzing industry trends and issues
Follow sound risk management and compliance protocols within AIG
Maintain relationships with issuers, Infrastructure sponsors, debt advisors and other investors, as well as work with internal constituents, to source and close transactions

Director, Public Fixed Income Credit Research Resume Examples & Samples

Completion of industry and company specific recommendations using quantitative and qualitative assessments
Monitoring existing portfolio positions and make relative value recommendations based on a combination of bottom-up and top-down fundamental credit analysis
Understanding macroeconomic conditions and adjust recommendations accordingly
Completion of comprehensive analysis of new corporate credits as well as annual credit reviews
Assessing appropriate internal credit rating for individual securities
Conducting meetings with corporate issuers and industry analysts
Creating and presenting credit, industry specific or other topical reviews to internal groups
Forming strong relationships with borrowers, industry analysts and with multiple internal groups
Completing and maintaining all required documentation
Post-secondary degree in Business/Economics/Finance
Preferably 5 or more years of financial analysis experience in an investment research role
Ability to work independently in a time sensitive environment, have a strong attention to detail and have the ability to multi-task
Strong communication skills (verbal/written/listening)
Ability to work closely in a team based environment
LI-JW1

Municipal Credit Research Associate Resume Examples & Samples

Monitor financial and operating performance with specific emphasis on municipal investment grade securities
Compile and analyze financial and operational information for municipal issuers using EMMA filings, disclosure reports, rating agencies, sell-side research and other sources to develop opinions and written reports on issuers and sectors
Contribute to the timely analysis of investment opportunities, including the development of purchase/sale recommendations and relative value ideas within the Unit by keeping abreast of all aspects of the municipal market, including new developments, issuance, and new structures
Make buy/sell investment recommendations based on credit views. This includes writing detailed credit memos for new purchases and annual credit reviews
Proactively monitor industry developments, providing input to help form opinions for sector positioning and support changes to exposures when warranted
Present credit analyses to management credit committee
1- 3 years financial industry experience
Ability to work effectively with others at all levels of the organization
Proficiency in Open Bloomberg, Excel, Word
Excellent oral & written communication skills; Strong organizational skills

Credit Research Associate Resume Examples & Samples

Undergraduate degree or equivalent combination of training and experience
Progress towards CFA preferred
Requires minimum of 3 years of work experience
Demonstrated analytic/conceptual ability
Financial market/sector and company knowledge
Demonstrated ability to interact with and influence peers and senior management
Ability to build and maintain successful working relationships
Proficiency in MS Office products including Excel, Word, PowerPoint and internal Credit Research software applications

VP Credit Research Resume Examples & Samples

Model and explain earnings, cash flow, and balance sheet projections/expectations
Working across a large number of issuers across a variety of jurisdictions, understand, evaluate, and test bond covenants
Proactively manage multiple tasks and meet deadlines while maintaining flexibility and a positive attitude
Maintaining strong relationships with bankers, issuers, external counsel and other investors
An MBA and/or CFA are preferred
Highly skilled in credit metric analysis, preferably across multiple corporate credit sectors within Energy including E&P, Oilfield Services, and Refining, primarily within North America (some International and Emerging market coverage as well)
Advanced modeling skills and the ability to explain earnings, cash flow, and balance sheet projections/expectations
Strong experience in valuations/recovery modeling
Current knowledge of credit securities pricing and relative value, and able to demonstrate conviction in valuation views
Knowledge of commonly used credit indices and understand total return and net investment income strategies, ideally within the context of insurance company fixed income investment portfolios

Head of Municipal Credit Research Resume Examples & Samples

Manage municipal research team including proactive thought leadership and excellent communication with key stakeholders
Monitor and evaluate market, sector and issuer-specific developments
Analyze primary and secondary investment opportunities in assigned sectors and perform active surveillance of portfolio holdings
Communicate credit views and ideas to PM and trader(s) including positioning of the portfolio at the sector and issuer level
Contribute to the timely analysis of investment opportunities, including the development of purchase/sale recommendations and relative value ideas within the Unit by keeping abreast of all aspects of the municipal market, including new developments, issuance, and structures
Make buy/sell investment recommendations based on credit views and relative value analysis, including written credit memos for new purchases and annual reviews
MBA, CFA or equivalent
At least 15 years municipal credit experience, 15+ years of total experience
In-depth knowledge of a specific municipal sector: state and local general obligation and/or healthcare, preferred
Solid quantitative and analytical skills

High Yield Credit Research Resume Examples & Samples

More than 3 years of relevant industry experience as a Senior Research Analyst covering High Yield for Healthcare sectors
Bachelor’s Degree required; FINRA Series 7 & 63 highly preferred
Strong accounting/finance background, as the position entails detailed financial and industry analysis as well as initiating and maintaining recommendation on bonds of issuers in the sectors
Strong interpersonal skills, as well as ability to multi-task, and fluid ability to convey company and sectors information in a timely manner to sales, trading and buy-side clients
Good working knowledge of Bloomberg, and be proficient in MS-Word, Excel, power-point
Must be able to multitask and be comfortable building relationships with internal clients (others research colleagues, sales and trading) as well as external including issuers and buy-side clients
An indivisible must be able to generate impactful industry and company research as well as relative value and absolute buy and sell ideas that are relevant in secondary markets

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