Credit Analyst – Fixed Income and Funds

Job Description

Fixed Income Analyst | Pivotal Solutions

The Tone:
This is a full-time role at Pivotal Solutions, located in New York, NY. Pivotal Solutions is a leading investment firm dedicated to delivering exceptional financial solutions to empower clients. The company achieves this through strategic approaches and a strong commitment to excellence, fostering a collaborative culture that champions diversity and supports professional growth for its team members. This critical position involves performing detailed credit analysis for both fixed income and fund investments, directly contributing to the firm’s buy-side and sell-side activities and strategic objectives.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, New York, NY
• Mission: Conducts comprehensive credit analysis for fixed income and fund investments, supporting both buy-side and sell-side operations.

What You’ll Actually Do
• Credit Analysis: Conduct thorough and detailed credit analysis for various fixed income instruments and fund investments, assessing their financial health and risk profiles to inform investment decisions.
• Market Engagement: Actively participate in both buy-side and sell-side activities, contributing to research, trading strategies, and client solutions for fixed income and fund investing.
• Valuation: Perform detailed asset valuation across a range of securities, utilizing various methodologies to accurately determine the fair market value and intrinsic worth of investments.
• Strategic Review: Apply sophisticated relative value analysis techniques to compare investment opportunities, identifying underpriced or overpriced assets and advising on optimal allocation strategies.
• Modeling: Develop, maintain, and utilize complex financial models to project performance, analyze scenarios, and support quantitative assessments for investment decision-making processes.

The Must-Haves
• Background: Requires a relevant educational background, specifically a Bachelor’s degree in finance, economics, or a closely related quantitative field, providing a strong theoretical foundation for financial analysis.
• Experience: Candidates must possess practical experience in conducting both buy-side and sell-side analysis within financial markets. Additionally, demonstrable experience in asset valuation is essential for this role.
• Skills: Strong analytical skills are paramount for dissecting complex financial data and market trends. Proficiency in financial modeling is required for constructing robust valuation and forecasting tools. Furthermore, a solid knowledge of relative value analysis is necessary to identify optimal investment opportunities.