The successful candidate will conduct in-depth fundamental analysis, partner closely with portfolio managers on security selection and risk management, and serve as a key contributor to sector ...
The successful candidate will conduct in-depth fundamental analysis, partner closely with portfolio managers on security selection and risk management, and serve as a key contributor to sector ...
The team identifies these companies through a combination of rigorous fundamental research and ... Continue to analyze and monitor developments that impact portfolio holdings for which the analyst ...
The team identifies these companies through a combination of rigorous fundamental research and ... Continue to analyze and monitor developments that impact portfolio holdings for which the analyst ...
Portfolio Analyst
$90K - $110K/yr
Location: San Francisco, CA Responsibilities Assist Analysts and Portfolio Managers in fundamental research and maintenance of Emerging Markets securities for various strategies. * Actively ...
Portfolio Analyst
$90K - $110K/yr
Location: San Francisco, CA Responsibilities Assist Analysts and Portfolio Managers in fundamental research and maintenance of Emerging Markets securities for various strategies. * Actively ...
Portfolio Analyst
San Francisco, CA · On-site
$90K - $110K/yr
San Francisco, CA * Assist Analysts and Portfolio Managers in fundamental research and maintenance of Emerging Markets securities for various strategies. * Actively participate in team meetings and ...
Portfolio Analyst
San Francisco, CA · On-site
$90K - $110K/yr
San Francisco, CA * Assist Analysts and Portfolio Managers in fundamental research and maintenance of Emerging Markets securities for various strategies. * Actively participate in team meetings and ...
Lead Analyst - Long/Short Equity (Single Manager style) FinTech, Payments & Non-Balance-Sheet ... You will be joining a multibillion fundamental equities division, which invests Single Manager L/S ...
Lead Analyst - Long/Short Equity (Single Manager style) FinTech, Payments & Non-Balance-Sheet ... You will be joining a multibillion fundamental equities division, which invests Single Manager L/S ...
The successful candidate will conduct in-depth fundamental analysis, partner closely with portfolio managers on security selection and risk management, and serve as a key contributor to sector ...
The successful candidate will conduct in-depth fundamental analysis, partner closely with portfolio managers on security selection and risk management, and serve as a key contributor to sector ...
Lead Analyst - Long/Short Equity (Single Manager style) Information Services, IT Services and Data ... You will be joining a multibillion fundamental equities division, which invests Single Manager L/S ...
Lead Analyst - Long/Short Equity (Single Manager style) Information Services, IT Services and Data ... You will be joining a multibillion fundamental equities division, which invests Single Manager L/S ...
Role Summary Perform fundamental analysis of the biotech sector to identify the key trends and the best-positioned companies. The analyst will work closely with the biotech team and will be ...
Role Summary Perform fundamental analysis of the biotech sector to identify the key trends and the best-positioned companies. The analyst will work closely with the biotech team and will be ...
Business Analyst
Durham, NC · On-site +1
Fundamental analytical and conceptual thinking skills. * Experience creating detailed reports and giving presentations. * Competency in Microsoft applications including Word, Excel, and Outlook. * A ...
Business Analyst
Durham, NC · On-site +1
Fundamental analytical and conceptual thinking skills. * Experience creating detailed reports and giving presentations. * Competency in Microsoft applications including Word, Excel, and Outlook. * A ...
Senior Business Analyst
Dublin, CA · Hybrid
$47.11 - $70.19/hr
Advanced understanding of fundamental analysis and what-if modeling concepts, methods and techniques and analysis of how different factors affect business outcomes. * Creative problem skills to ...
Senior Business Analyst
Dublin, CA · Hybrid
$47.11 - $70.19/hr
Advanced understanding of fundamental analysis and what-if modeling concepts, methods and techniques and analysis of how different factors affect business outcomes. * Creative problem skills to ...
Senior Business Analyst
Dublin, CA · Hybrid
$47.11 - $70.19/hr
Advanced understanding of fundamental analysis and what-if modeling concepts, methods and techniques and analysis of how different factors affect business outcomes. * Creative problem skills to ...
Senior Business Analyst
Dublin, CA · Hybrid
$47.11 - $70.19/hr
Advanced understanding of fundamental analysis and what-if modeling concepts, methods and techniques and analysis of how different factors affect business outcomes. * Creative problem skills to ...
Analyst, Insurance
Arvada, CO · On-site
$20.50 - $28/hr
Contribute to fundamental analysis and the writing of research reports * Build and update financial and industry models * Interpret and analyze financial statements for credit analysis * Monitor and ...
Analyst, Insurance
Arvada, CO · On-site
$20.50 - $28/hr
Contribute to fundamental analysis and the writing of research reports * Build and update financial and industry models * Interpret and analyze financial statements for credit analysis * Monitor and ...
Analyst, Insurance
Arvada, CO · Hybrid
$20.50 - $28/hr
Contribute to fundamental analysis and the writing of research reports * Build and update financial and industry models * Interpret and analyze financial statements for credit analysis * Monitor and ...
Analyst, Insurance
Arvada, CO · Hybrid
$20.50 - $28/hr
Contribute to fundamental analysis and the writing of research reports * Build and update financial and industry models * Interpret and analyze financial statements for credit analysis * Monitor and ...
Senior Business Analyst
Dublin, CA · Hybrid
$47.11 - $70.19/hr
Advanced understanding of fundamental analysis and what-if modeling concepts, methods and techniques and analysis of how different factors affect business outcomes. * Creative problem skills to ...
Senior Business Analyst
Dublin, CA · Hybrid
$47.11 - $70.19/hr
Advanced understanding of fundamental analysis and what-if modeling concepts, methods and techniques and analysis of how different factors affect business outcomes. * Creative problem skills to ...
Senior Business Analyst
Dublin, CA · Hybrid
$47.11 - $70.19/hr
Advanced understanding of fundamental analysis and what-if modeling concepts, methods and techniques and analysis of how different factors affect business outcomes. * Creative problem skills to ...
Senior Business Analyst
Dublin, CA · Hybrid
$47.11 - $70.19/hr
Advanced understanding of fundamental analysis and what-if modeling concepts, methods and techniques and analysis of how different factors affect business outcomes. * Creative problem skills to ...
Senior Business Analyst
Dublin, CA · Hybrid
$47.11 - $70.19/hr
Advanced understanding of fundamental analysis and what-if modeling concepts, methods and techniques and analysis of how different factors affect business outcomes. * Creative problem skills to ...
Senior Business Analyst
Dublin, CA · Hybrid
$47.11 - $70.19/hr
Advanced understanding of fundamental analysis and what-if modeling concepts, methods and techniques and analysis of how different factors affect business outcomes. * Creative problem skills to ...
Senior Business Analyst
Dublin, CA · Hybrid
$47.11 - $70.19/hr
Advanced understanding of fundamental analysis and what-if modeling concepts, methods and techniques and analysis of how different factors affect business outcomes. * Creative problem skills to ...
Senior Business Analyst
Dublin, CA · Hybrid
$47.11 - $70.19/hr
Advanced understanding of fundamental analysis and what-if modeling concepts, methods and techniques and analysis of how different factors affect business outcomes. * Creative problem skills to ...
Business Analyst
Durham, NC · On-site
Fundamental analytical and conceptual thinking skills. * Experience creating detailed reports and giving presentations. * Competency in Microsoft applications including Word, Excel, and Outlook. * A ...
Business Analyst
Durham, NC · On-site
Fundamental analytical and conceptual thinking skills. * Experience creating detailed reports and giving presentations. * Competency in Microsoft applications including Word, Excel, and Outlook. * A ...
Senior Business Analyst
Dublin, CA · Hybrid
$47.11 - $70.19/hr
Advanced understanding of fundamental analysis and what-if modeling concepts, methods and techniques and analysis of how different factors affect business outcomes. * Creative problem skills to ...
Senior Business Analyst
Dublin, CA · Hybrid
$47.11 - $70.19/hr
Advanced understanding of fundamental analysis and what-if modeling concepts, methods and techniques and analysis of how different factors affect business outcomes. * Creative problem skills to ...
Senior Business Analyst
Dublin, CA · Hybrid
$47.11 - $70.19/hr
Advanced understanding of fundamental analysis and what-if modeling concepts, methods and techniques and analysis of how different factors affect business outcomes. * Creative problem skills to ...
Senior Business Analyst
Dublin, CA · Hybrid
$47.11 - $70.19/hr
Advanced understanding of fundamental analysis and what-if modeling concepts, methods and techniques and analysis of how different factors affect business outcomes. * Creative problem skills to ...
Fundamental Analyst information
See salary details
$31K - $40K
11% of jobs
$40K - $49K
9% of jobs
$52.1K is the 25th percentile. Wages below this are outliers.
$49K - $58K
15% of jobs
$58K - $67K
15% of jobs
The median wage is $67.3K / yr.
$67K - $76K
18% of jobs
$82.5K is the 75th percentile. Wages above this are outliers.
$76K - $85K
11% of jobs
$85K - $94K
7% of jobs
$94K - $103K
5% of jobs
$103K - $112K
4% of jobs
$112K - $121K
2% of jobs
$121K - $130K
3% of jobs
$31K
$73.3K
$130K
How much do fundamental analyst jobs pay per year?
What does a Fundamental Analyst do?
A Fundamental Analyst evaluates financial statements, industry trends, and economic factors to assess the intrinsic value of a company or asset. They analyze revenue, earnings, expenses, and market conditions to make investment recommendations. Their goal is to identify undervalued or overvalued assets to guide investment decisions.
What does a typical day look like for a Fundamental Analyst?
A typical day for a Fundamental Analyst involves reviewing and analyzing financial reports, monitoring industry news, and preparing detailed research on specific companies or sectors. You may spend time building financial models, meeting with company management or other stakeholders, and collaborating closely with portfolio managers or senior analysts to discuss investment recommendations. The work is often deadline-driven and requires balancing independent research with team discussions. In addition to crunching numbers, you’ll also be expected to communicate your findings through written reports and presentations. This dynamic environment offers both intellectual challenges and opportunities to contribute directly to investment decisions.
What are the key skills and qualifications needed to thrive in the Fundamental Analyst position, and why are they important?
To thrive as a Fundamental Analyst, you need strong analytical abilities, a solid understanding of financial statements, and a degree in finance, economics, or a related field. Familiarity with data analysis tools like Excel, Bloomberg Terminal, and financial modeling software, as well as certifications such as CFA, are highly valued. Excellent communication, problem-solving abilities, and attention to detail are important soft skills in this role. These skills are critical for accurately evaluating investment opportunities, presenting findings clearly, and informing sound financial decisions.

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 13 days ago
Job description
At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.
We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.
Title: Investment GradeCredit Analyst (Financials)
Level: Associate Director
Business Unit: Investment Grade Corporate
Location: Charlotte, NC
Job Summary
Barings' Investment Grade Corporate team is seeking an experienced investment professional to join the platform as a senior credit analyst. The team manages a large, diversified investment grade corporate credit portfolio and is responsible for fundamental credit research, relative value analysis, and investment recommendations across the capital structure.
This role will lead coverage responsibilities, with primary ownership of the Financials sector. The successful candidate will conduct in-depth fundamental analysis, partner closely with portfolio managers on security selection and risk management, and serve as a key contributor to sector strategy and investment decisions.
Primary Responsibilities
- Provide analysis of investment grade corporate credits within the Financials sector
- Financial analysis and modeling
- Evaluate companies and the risks related to investing in debt securities across the capital structure
- Individual security analysis, including capital structure and indenture analysis, cash flow and liquidity analysis and total return and relative value assessment
- Meet with management teams, develop industry contacts, and utilize other information sources to become an expert in assigned coverage
- Produce clear and concise research reports based on independent observation and analysis
- Produce quarterly industry reviews and communicate recommendations to portfolio management
- Collaborate with other Barings' investment teams optimizing efficiencies and framing relative value within sectors
- Assist with special ad-hoc projects, presentations and initiatives
Qualifications
- 5+ years of credit analyst experience-either investment grade or high yield/bank debt/privates
- CFA and/or MBA preferred
- Client presentation experience preferred
- Excellent writing and communications skills
- Ability to work as a member of a fast-paced, transaction oriented team
- Self-starter, must be organized and able to work independently
- Ability to prioritize work and multi-task responsibilities
- Ability to perform under pressure and meet time-sensitive deadlines
- Strong computer skills, specifically in Microsoft Office applications, Bloomberg, etc
- Some travel required
#LI-CM2
Requisite Skills
Credit Analysis, Credit Research, Financial Analysis, Fundamental Analysis, InvestmentsAdditional Skills
Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.
Barings offers a comprehensive benefits package including:
CORE BENEFITS & WELLNESS
- Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
- Fitness Center Reimbursement Program (Including Online Memberships)
- Employee Assistance Program (EAP)
- Fertility Benefits
FINANCIAL WELL-BEING
- Highly competitive 401(k) Plan with Company Match
- Health Savings Account (HSA) with Company Contributions
- Flexible Spending Accounts (FSA) - Health Care & Dependent Care
- Retirement Health Reimbursement Account
LIFE INSURANCE
- Basic and Supplemental Life Insurance
- Spouse and Child Life Insurance
TIME OFF, DISABILITY AND LEAVE OF ABSENCE
- Paid Vacation, Sick Days and Annual Holidays
- Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
- Short and Long Term Disability Plans
- Paid Volunteer Time
OTHER BENEFITS
- Education Assistance Program
- Charitable Matching Gifts Program
- Commuter Reimbursement Program
- Adoption and Surrogacy Reimbursement Program
About Barings
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Charlotte, NC, US
Year founded
1989