Investment Research

Role & responsibilities

You will join a team that directly caters to the front offices of global asset managers. As a Senior Manager in Linedatas Research team, you will work closely with Portfolio Managers and Senior Research Professionals. You will be responsible for providing fundamental research support to buy-side clients. The role spans across various aspects of investment research initiating/maintaining analysis on the coverage universe, understanding macroeconomic and sectoral trends, tracking corporate events, reviewing the work of co-members, training and mentoring junior analysts, etc. You are also expected to proactively engage with different stakeholders to ensure informed and timely investment decision making by clients. You are required to take complete ownership of the deliverables and demonstrate utmost integrity and commitment. As a Senior Manager, you will be responsible for managing multiple clients and help craft client solutions.

Responsibilities

• Provide credit research support to global asset managers investing in US and European loans and bonds
• Initiate/maintain multiple deliverables, such as financial models, screeners, research notes for the companies/industries under coverage
• Conduct detailed capital structure and covenant analysis
• Prepare earnings summaries, credit outlook, and writeups on investment pros and cons for companies under coverage
• Effectively communicate ideas and research findings to clients
• Manage multiple clients and stakeholders and execute multiple assignments with tight deadlines
• Train junior analysts and review their work
• Ensure adherence to high quality standards and industry best practices
• Lead a team of analysts to conduct in-depth credit research and help scale the research practice

Skills Required

• Sound experience in credit research (10-12 years)
• Exposure to US/European capital markets
• Deep understanding of capital/corporate structure and various debt documents such as credit agreements and bond indentures
• Experience in writing reports
• Strong excel modelling and analytical skills with attention to detail
• Ability to independently execute assignments under tight deadlines
• Excellent verbal and written communication skills
• Team player with professional demeanour

Advantageous Skills

• Knowledge of third-party databases such as Bloomberg, CapIQ, Thomson Reuters, etc.

Academic Requirements

• MBA or equivalent qualification in finance, and/or CF