Ptmacareers
Senior Credit Research Analyst
Denver, CO · Senior
No sponsorshipDetected 20 days ago
ExcelResearchCommunicationTime ManagementMentoringPublic SpeakingMicrosoft Office
About the role
- PTMA Financial Services, an investment advisory firm with dual headquarters in Denver, CO and Naperville, IL, is looking for a Senior Credit Research Analyst.
- This position reports to the Head of Credit Research and is a member of the PTMA Credit Team and Credit Committee, working closely with others in a dynamic and collaborative work environment.
- The credit review process requires complete fundamental and risk management reviews.
Responsibilities
- Fundamental credit analysis of approved and proposed issuers through due diligence, sector and issuer research, developing and conducting proprietary analysis, preparing compelling written recommendations and presenting before Credit Committee.
Requirements
- MS Office skills Advanced Excel skills Familiarity with S&P Capital IQ and Bloomberg Strong teamwork skills required High degree of initiative Excellent oral and written communication skills.
- Applicants must be authorized to work for employer in the U.S. Duties/
- Attend industry conferences and client presentations as required.
- Required Skills/Abilities: MS Office skills Advanced Excel skills Familiarity with S&P Capital IQ and Bloomberg Strong teamwork skills required High degree of initiative Excellent oral and written communication skills.
- Applicants must be authorized to work for employer in the U.S.
Nice to have
- PTMA Financial Solutions, provides treasury management, liquidity management, and other financial products and services to the public sector.
- Our financial expertise, comprehensive products, and advanced technology help clients achieve more today for a better tomorrow.
- The firm's primary operational hubs are in Denver, Colorado, and Naperville, Illinois, with other offices throughout the United States.
Skills
- Masters degree or CFA designation or other specialized education preferred
- Continual cycle surveillance using pre-established markers and recommendation of new markers and analytical tools.
Compensation
- Prepare written reports for new initiations, annual credit reviews, and quarterly sector overviews.
Visa & Work Authorization
- Applicants must be authorized to work for employer in the U
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This listing is sourced directly from Ptmacareers's careers page and normalized into a canonical job model.