Credit Analyst

The Montgomery Partnership Ltd
London (Greater)
08 Mar 2018
16 Mar 2018
Contract Type
Full Time


  • Assist the Fixed Interest team in selecting appropriate corporate bonds (including Sub-sovereign, supranational and Agency) for retail funds, segregated mandates and private client portfolios.
  • Predominantly large cap, investment-grade sterling, dollar and euro markets.
  • Reports to –Lead Fund Manager
  • Regulatory Status – CF30


Fund Management:

  • Help fund managers to review and optimise portfolios
  • Attend daily morning meetings and other relevant meetings in order to maintain knowledge and assist the institutional fund managers in the formulation of strategy and stock selection
  • Ensure an understanding of portfolio objectives, fund and group benchmarks and risk, and fund guidelines – regulatory and IA
  • Monitor issuer and sector allocations by company and industries
  • Investment Research:
  • Attend daily morning meetings, weekly meetings, e.g. Wednesday investment, administration meetings and any other meetings relevant to role (including company meetings)
  • Stock level credit research, generating internal views and outlooks and producing qualitative narrative and quantitative outputs
  • Monitor company announcements/research releases and highlight/provide commentary thereon
  • Ensure accuracy and validity of data inputs and check outputs from quantitative screens
  • Communicate broader stock, sector and strategy research and themesCompliance and training:
  • Ensure familiarity and compliance with FCA requirements
  • Attend compliance meetings annually
  • Continuous Professional Development:
  • Attend internal/external seminars as appropriate
  • Ensure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate CPD in order to reach their full potential (for the wider benefit of the Group)
  • Regularly and comprehensively log CPD undertaken
  • Where required, actively contribute to the development of colleaguesRisk Management:
  • Demonstrate an understanding of the risks to clients within the operation and how these will be mitigated
  • Demonstrate an understanding and application of the Group's Conduct Risk Framework i.e. how the conduct risk framework is applied and used to manage risks pertaining to client / counterparty detriment and the integrity of the market because of inappropriate systems / processes and / or judgment by staff in the execution of the group’s businessKnowledge Management, Administration and Record Keeping:
  • Manage records and data appropriately in line with Group policy
  • Proficient in the use of all relevant internal and external systems and information feeds
  • Apply effectively and consistently the department's decision making and escalation processes
  • Understand the operating structure of the division and roles and responsibilities of the departmental management team
  • Operate in accordance with division's policies and procedures manuals
  • Ensures comprehensive client records are kept and that these are accurate and up to date at all times

Person specification

Education and Qualifications:

  • CFA CharterholderExperience and Skills:
  • Demonstrable credit analyst experience from ‘sell-side’ or ‘buy-side’
  • Advanced Excel skills
  • Understanding of the financial services industry and investment markets with a good knowledge of key industry trends and best practice within the pooled funds sector
  • Ability to analyse information on companies, judging the suitability of investments for purchase/hold/sale
  • Read and understand a set of accounts
  • Experience of operating within the FCA regulatory framework, with working knowledge and understanding of current legislation and future regulatory developments
  • Experience of operating within a risk management framework together with an understanding of the risks and threats pertaining to a private client business
  • Strong attention to detail
  • Ability to work both autonomously and within a team

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