Position Summary:ย
The Investment Analyst - Fixed Income will be responsible for original fundamental research, analysis, and ongoing surveillance of the investment grade and high yield corporate markets. The Analyst will evaluate market data, industry dynamics, and issuer credit quality to support investment decisions and security selection within portfolios. The firm's investment philosophy is grounded in a disciplined, value-oriented approach.
Responsibilities may include but are not limited to:
- Conduct in-depth fundamental research to assess value and identify investment opportunities in the corporate fixed income markets. This includes analysis of business models, financial statements (historical and projected), and key structural characteristics of individual securities.
- Develop and clearly articulate differentiated investment recommendations and portfolio strategies to add value to fixed income portfolios; effectively advocate ideas with portfolio managers.
- Maintain ongoing surveillance of approximately ~30-40 portfolio securities, including monitoring earnings releases, industry developments, and relevant news flow.
- Apply a rigorous investigative process, including company engagement, industry research, financial modeling, and other analytical techniques.
- Develop and maintain research tools, including financial models, databases, and analytical frameworks.
- Collaborate with Harris Associates' equity research team, where applicable, to provide credit perspective and leverage shared insights.
Qualifications
- Bachelor's degree and 5-10 years of relevant investment analysis experience (but less than 5 years' experience will be considered for exceptional, high-talent candidates demonstrating a strong trajectory of advancement in current role).
- Experience in corporate credit research, preferably on the buy side.
- Strong ability to assess and evaluate corporate creditworthiness.
- Demonstrated expertise in financial statement analysis and modeling.
- Intellectual curiosity and a commitment to rigorous, independent research.
- High integrity, sound judgment, and a strong work ethic.
- Detail-oriented, self-motivated, and able to thrive in a collaborative team environment.