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Credit Analyst II

Location: 

New Haven, CT, US, 06510

Category:  Investments

Feel Good About Doing Good

The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years.

 

While we have many employees who are not Catholic, we follow the Church’s teachings in our investment strategies and our employee benefits. As part of our religious mission, we support the pro-life cause by contributing to the March for Life and pregnancy resource centers, we oppose assisted suicide and euthanasia, we are evangelists for the Catholic faith, and we help Christians who are facing religious persecution in the Middle East.  We all work together to support our two million members as they volunteer to help others in their parishes and communities around the world.

 

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We are a growing and purpose-driven community of professionals. Join us to discover how you can meet your goals and ours!

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Overview

Provides qualitative and quantitative support to the credit portfolio manager and senior trader. Prepares credit reports in assigned sector(s) to the portfolio manager, credit team and Investment department. Monitors and evaluates existing fixed income portfolio holdings in assigned sector(s). Occasionally presents private placements to the Investment Committee. Assists senior trader and portfolio manager in execution of trades, including back-up for money markets. To a lesser extent, assists portfolio manager and senior trader with finding attractive issues for both the General Account and mutual funds/commingled funds. Assists in optimizing and aligning the mutual funds with the commingled funds and indices.

Core Responsibilities

  • Analyze and publish on assigned credits and investment considered for purchase. Maintain surveillance of assigned credits through evaluation of periodic financial reporting, monitoring electronic and written news sources and communication with peer group professionals, external industry analysts and corporate management. Create financial models on assigned credits and prospective investments.
  • Publish update reviews on assigned watchlist credits.
  • Develop an expertise in assigned industry sectors, including preparing regular industry updates.
  • After fundamental review, make recommendations on specific companies to the portfolio manager with clear articulation of thesis.
  • Review available offerings from brokerage community and synthesize them to find potential investments that are a good fit for the General Account or Funds. Determine relative value of purchase or sale candidates.
  • Assist in execution of credit and municipal trading orders as directed by portfolio manager and senior trader. Infrequently, asset classes could be expanded to include preferred, common equities and money markets.
  • Complete ad-hoc projects as directed by the portfolio manager of CIO.

Skills Qualifications

Required:
  • Understanding of higher-level security and portfolio analytical concepts
  • Good organizational, analytical and communication skills
  • Ability to work with moderate supervision
  • Microsoft Office, Bloomberg, portfolio analytic software, electronic platforms like Market Access

Education

Required:
  • BA or BS degree in Finance or related field
  • Several years of analyzing credit, strong affinity for the capital markets Preferred:
  • MBA desirable
  • CFA or progress towards it desirable

Compensation

The wage range for this role takes into account a broad array of factors that are considered in making compensation decisions, including but not limited to: skill sets; experience and training; licensure and certifications; and other business and organizational needs.  The range below applies as long as the work is performed in Connecticut; the Knights of Columbus reserves the right to adjust the wage range if the position is performed in another location.  At the Knights of Columbus, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $69,600 - $115,000.

Authorization to work in the United States is required.

This position is not eligible for visa sponsorship.

Physical Demands

Must be able to remain in a stationary position for a majority of the workday.

KofC Cares

Our mission is focused on family and faith, and we support our employees in seeking a balanced life.

 

Employee benefits include:

 

Time Away: 13 paid holidays per year in addition to vacation and paid sick leave, and flexible workweek schedules.

 

Professional Development: Certifications, designation, and tuition reimbursement.

 

Retirement Benefits: 401(k) retirement savings plan with matching company contributions, and cash balance retirement plans fully funded by the company.

 

Health and Wellness:

 

  • Short-term disability and term life insurance fully paid for by the company;
  • Up to 12 weeks of childbirth leave under STD policy.
  • One week of fully paid parental leave for all new parents, including adoptive and foster parents.
  • A variety of health insurance options, including premium-level family coverage and a pre-tax Health Savings Account with employer contributions. The Order's health plans do not cover abortion, sterilization, or contraception, and the Order has helped advocate for other employers who do not want to provide coverage.
  • Long-term disability insurance;
  • Dental insurance;
  • Vision insurance;
  • Health club membership reimbursement;
  • Employee Assistance Program

 


Nearest Major Market: New Haven
Nearest Secondary Market: Hartford

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