Research Analyst- Raymond James Investment Management

Willenborg Wealth Management

Base salary components included; + compensation ma...
Hybrid
3 to 6 years corporate credit analysis experience
Financial statement analysis and cash flow modeling
Investment grade and high yield debt evaluation
Willenborg Wealth Management is seeking a Research Analyst to support their investment management team, focusing on advanced credit analysis for investment-grade and high-yield corporate debt. The ideal candidate will possess a strong background in finance or accounting, with at least three to six years of relevant experience. ###

Job Summary

  • The role involves performing advanced credit analysis to support Portfolio Managers in evaluating investment grade and high yield corporate debt investments.
  • Candidates will be responsible for preparing detailed written credit reports, making investment recommendations, and monitoring portfolio holdings for material risks.
  • The position offers a comprehensive benefits package including medical, dental, vision, life insurance, and retirement savings options.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking a Research Analyst to support their investment management team, focusing on advanced credit analysis for investment-grade and high-yield corporate debt. The ideal candidate will possess a strong background in finance or accounting, with at least three to six years of relevant experience. ###

Salary

Base salary components included; additional compensation may include cash or equity; discretionary bonuses or commissions possible

Skills & Requirements

Must-have

  • 3 to 6 years corporate credit analysis experience
  • financial statement analysis and cash flow modeling
  • investment grade and high yield debt evaluation

Nice-to-have

  • exposure to structured products like ABS and MBS
  • experience with small cap and mid cap financial companies
  • ability to lead projects and mentor junior associates

Key Requirements

  • Bachelor's Degree in Finance, Accounting, Economics, or related field
  • CFA designation or progress toward CFA strongly preferred
  • Minimum of three to six years of relevant experience

Work Rights

Not specified

Tailored Resume

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