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Credit Portfolio Group - Research - Vice President
senior · Investment Banking
We are seeking a credit trained, highly analytical, creative & self-motivated individual to join the NY based CPG Portfolio Management & Research team. We look for candidates who possess strong accounting, finance, quantitative and business writing/communication skills, as well as modelling, forecasting, and valuation experience.
As a Vice President in Credit Portfolio Management & Research in the Credit Portfolio Group Lending team, your primary role is to support the management of our loan portfolio through credit analysis alongside portfolio managers and traders, and to support the creation, management, and ongoing analysis of CPG originated SRTs (Synthetic Risk Transfers). Portfolio management will start with fundamental credit analysis and lead to the generation of trade ideas and strategies centered around the lending book and being the support function for portfolio managers and traders.
Job responsibilities
- Formulate credit and relative value views around positions in the portfolio
- Build and maintain models to project future cash flows and perform valuation work
- Develop and communicate portfolio management strategies to portfolio managers and senior management
- Analyze financial statements, perform financial modeling, and conduct valuation analysis
- Cover multiple credits in a dynamic environment, efficiently evaluating opportunities in response to news and market changes
- Collaborate with and provide oversight to junior researchers, including training on credit analysis and reviewing work product
- Assist in data analysis, manipulation, and organization using Excel and other tools
Required qualifications, capabilities, and skills
- Minimum 6 years of experience in banking, research, or accounting-focused roles such as desk analyst, investment banking analyst, or other analytical positions
- Proficiency in analyzing financial statements, financial modeling, and valuation; knowledge of relative value highly desired
- Strong Excel skills for data analysis, manipulation, and organization
- Strong written and oral communication skills
- Demonstrated ability to cover multiple credits and efficiently evaluate opportunities in a dynamic environment
- Experience managing and training junior talent, including both market and soft skills
- Intellectual curiosity and passion for markets and investing
Preferred qualifications, capabilities, and skills
- Knowledge of loan and CDS markets
- Progress toward or completion of CFA designation
- Strong technical coding skills, including Python and other languages for data analysis and automation
- Experience with relative value analysis
- Experience in portfolio management or research roles