Complete a review of AUS findings, analyze loan information, verify credit and file quality and obtain any applicable missing/additional documentation when required.
October 26, 2022
Reporting to the Head of Investment Research, the Junior Credit Research Analyst is responsible for assisting with fundamental investment research across the public and private credit markets.
November 27, 2022
Assist in the review and analysis of third party quality control audits by utilizing expertise and underwriting knowledge to render sound, common sense decisions based on analysis of loan parameters and documentation.
December 14, 2022
Attend Credit Committee meetings, bank meetings and Lender meetings on new and existing clients.
February 07, 2023
Manage the loan-level rebuttal process between counterparties and QC vendor and provide appropriate feedback when required.
March 01, 2023
Monitor corporate bond portfolio, report on material developments, establish and maintain issuer monitor and watch lists, proactively communicate potential risks, and identify potential sales candidates for discussion with portfolio managers and broader investment team.
March 08, 2023
Review and analyze business plans of prospective clients.
March 19, 2023
Provide support in ensuring applicable credit policies, procedures, and process maps are accurate and updated appropriately.
April 30, 2023
Organize data requirements for separate account relationships.
May 09, 2023
Request, input, and analyze borrower financial statements.
May 16, 2023