Contributes to value added portfolio management decisions and strategy research. Assist and back up portfolio managers as needed.
Contributes to value added portfolio management decisions and strategy research. Assist and back up portfolio managers as needed.

QUALIFICATIONS

• Minimum five years in the financial services industry, investment management, ratings agencies experience preferred.
• Undergraduate degree in finance or economics or equivalent combination of training and experience required.

• Undertake scenario analysis, prepares financial models and provides findings on the relationship between operating results and credit quality. Presents findings to senior analysts for further analysis.
• Maintains financial information for databases and oversees data quality reports.
• Prepares analysis to interpret sector/company specific information and assist in strategy analysis.
• Collaborates with Senior Analysts to develop understanding of capital structures and relative value. Helps to generate investment ideas and write recommendations.
• Aside from strong collaboration with the senior analysts, you will work closely with the portfolio managers and traders within the broader Vanguard fixed income group.
• Tracks earnings and engages with rating agency and sell-side analysts. Summarizes key takeaways for analysts. Prepares presentation materials.
• Contact issuers, rating agencies, and sell-side analysts. Attend selected industry conferences
• Contributes to team investment process improvements.
• Participates in special projects and performs other duties as assigned.