Maintain and update financial models
Review financial statements, investment offering memorandums, and third party research
Assist in the preparation of research reports using qualitative and quantitative analytical tools
Assist in the preparation of research industry sector reviews for portfolio manager.
Assist in the production of Issuer High Yield templates including probability of rating outcomes
Assist in the production of research materials to be used for marketing purposes
Listen to company conference calls in order to increase market knowledge and update internal information
Represent LGIMA in a professional manner at company presentations and/or industry conferences
Complete ad hoc projects that assist the US IG Fixed Income Research team
Complete High Yield templates and regularly update with new information
Work with Portfolio Managers to evaluate all new issues within your coverage universe
Work with Investment Grade counterparts to identify rising star and fallen angel candidates
Provide timely, accurate published research on events that have the potential to alter either the credit quality of an issuer or the valuation of the issuer’s securities
Maintain financial models on assigned coverage universe
Produce materials and present deep dive issuer research to PMs on an ad hoc basis
Collaborate with sector analysts in other asset classes on special topics or other thematic-based research via the Global Research and Engagement Groups
Provide input on regular deliverables to clients (e.g., stress tests, watch lists, and other scenario-based research)

Qualifications

Familiarity with intermediate-to-advanced accounting principles
Familiarity with economic principles
Experience analyzing sector fundamentals and developing external information networks
Experience modeling corporate financial statements
Ability to identify and measure company fundamental profit and cash flow drivers
Experience of analyzing data and information with a high degree of complexity
Experience working in recognized investment institution ideally within front office roles
An understanding of the fundamentals of the investment industry and the role of analysts and portfolio managers
Advanced level of PC skills including Microsoft Office suite
Excellent analytical ability
Excellent communication skills
Excellent report writing skills

Salary Range

140,000-175,000

The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance.

EOE Statement

As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)