Credit Investor/Fixed Income Investment Analyst- RELOCATION

Smith Capital Investors

New York, NY, USA

Published: 6/14/2022

Full Time

Job Description

Onsite address: 1555 Blake St. Denver, CO 80202

As a mid‐level Fixed Income Investment Analyst, you will play a central role in shaping portfolio decisions and driving performance across a diverse range of fixed income strategies. This is a chance to step into position where your analytical rigor, market intuition, and independent thinking directly influence investment outcomes.You’ll take ownership of sector and issuer coverage, develop differentiated investment theses, and collaborate closely with portfolio managers to translate insights into actionable positioning. Your work will span macroeconomic, fundamental, technical, and valuation factors, giving you a broad platform to deepen your expertise and expand your impact.

Qualifications:

7+ years of credit research analyst experience.
Demonstrable security selection ability with a proven track record.
Strong investor mindset with the ability to think beyond traditional analyst frameworks.
Demonstrated proficiency in building and maintaining independent financial models to test a wide range of company outcomes.
Deep understanding of corporate finance, accounting, and fixed income markets.
Ability to integrate top-down macro views with bottom-up fundamental analysis.
Experience and/or willingness to cover securities across the risk spectrum (IG, HY, loans, structured credit, etc.). Prior leveraged finance experience or financial sector coverage experience is a positive.
Strong verbal and written communication skills, with the ability to articulate views concisely and persuasively.
Ability to work and make decisions independently in time sensitive environments, while also functioning effectively within a team.
Strong interpersonal skills with the ability to build internal and external relationships.
Experience interacting with clients is advantageous
Bachelor’s degree required; advanced degrees or certifications (e.g., CFA) are a plus.
Advanced proficiency in MS Excel and Bloomberg
Basic coding experience (Python, R, or similar) is not required but highly valued.
Demonstrated creativity, initiative, and drive.
Entrepreneurial mindset with flexibility and adaptability in a business building environment.
Prior experience mentoring or guiding junior analysts is preferred; willingness to take on leadership responsibilities is expected.
Candidates must be based in or willing to relocate to the Denver, Colorado area. We value local presence for collaboration and engagement with our team and clients. We primarily work in the office and offer some hybrid flexibility to accommodate work-life balance needs.

Responsibilities:

Conduct independent, high conviction research to formulate investment recommendations on individual securities.
Serve as a sector expert across multiple sectors, developing deep expertise over time.
Identify and recommend the best risk adjusted total return opportunities across the capital structure, with a focus on downside protection.
Maintain ongoing coverage of portfolio holdings, ensuring timely updates and adherence to the investment process.
Participate in research meetings, company visits, and industry engagements, including discussions with management teams, competitors, customers, suppliers, and other relevant stakeholders.
Communicate research findings clearly and effectively through written notes, reports, presentations, and direct dialogue with Portfolio Managers.
Support portfolio construction discussions by providing insights on relative value, risk factors, and market dynamics.
Collaborate with team members across fixed income strategies to support portfolio needs and firmwide investment initiatives.
Mentor and potentially manage junior analysts, providing guidance on research approaches, modeling, and professional development.
Contribute to the evolution and enhancement of the team’s investment process and analytical frameworks.
Understand and adhere to all regulatory obligations and firm policies applicable to the role.
Carry out additional duties as assigned.

Skills:

Advanced financial modeling and valuation capabilities.
Strong understanding of credit analysis, capital structures, and fixed income instruments.
Ability to synthesize macroeconomic, industry, and company-specific data into actionable investment insights.
High attention to detail with strong analytical rigor.
Proficiency with Bloomberg and Microsoft Office; familiarity with coding languages is a plus.
Strong security selection intuition supported by disciplined research.
Ability to balance top-down and bottom-up perspectives.
Comfort evaluating securities across varying levels of credit risk.
Entrepreneurial mindset with the ability to identify opportunities and improve processes.
Clear, concise, and persuasive written and verbal communication.
Ability to present complex ideas to Portfolio Managers and senior leadership.
Strong relationship-building skills with internal teams, external partners, and company management.
Ability to mentor junior team members and contribute to a collaborative, high-performance culture.
Independent decision-making with sound judgment under time pressure.

Company DescriptionSmith Capital Investors is an investment firm dedicated to the principles of integrity and accountability. We are committed to building an income-focused, investment-centric firm with a solid foundation in fundamental analysis. Our process is centered around performance, relationships, and investing excellence. Our ultimate goal is to provide clients with a consistent, risk-adjusted return with a keen focus on capital preservation.
Our culture is central to our success, and people of high character are our primary differentiators. We are a private, independent firm, focused on building lasting partnerships. We have a deeply ingrained understanding that hard work, collaboration, and discipline translate into success and that integrity is central to purposeful and meaningful work.
We offer comprehensive benefits including a 401(k) plan and a healthcare package to support your well-being.
Please visit our website to learn more about Smith Capital Investors or contact us at careers@smithcapitalinvestors.com

Company Description

Smith Capital Investors is an investment firm dedicated to the principles of integrity and accountability. We are committed to building an income-focused, investment-centric firm with a solid foundation in fundamental analysis. Our process is centered around performance, relationships, and investing excellence. Our ultimate goal is to provide clients with a consistent, risk-adjusted return with a keen focus on capital preservation.\r\nOur culture is central to our success, and people of high character are our primary differentiators. We are a private, independent firm, focused on building lasting partnerships. We have a deeply ingrained understanding that hard work, collaboration, and discipline translate into success and that integrity is central to purposeful and meaningful work. \r\nWe offer comprehensive benefits including a 401(k) plan and a healthcare package to support your well-being.\r\nPlease visit our website to learn more about Smith Capital Investors or contact us at careers@smithcapitalinvestors.com