Credit Analyst Career Research and Resources
ETF Advisory Partners
• Established an Investment Advisory firm with the goal of introducing a unique “hybrid” ETF product to the market. The concept involved utilizing an independently capitalized, actively managed fund as an overlay to a passive ETF. This would provide passive ETF holders with the potential for enhanced performance without increasing their risk profile. I was responsible for every facet of the project including development,...
Avg. Salary: $155,000 · Company Rank: Not Available
Wells Capital Management
• Responsibilities included trading and managing the risk for all corporate and sovereign debt positions in the portfolio. Wells Capital manages US$22B in a Total Return Bond Strategy. • Approach entailed a rigorous due diligence process on all issuers traded. Role required a constant dialogue with research team to identify opportunities that would generate the greatest risk adjusted return.
Avg. Salary: $155,000 · Company Rank: Not Available
Tribeca Global Management
• Portfolio Manager for a credit arbitrage strategy that focused on identifying directional, relative value, and curve trading opportunities in the US Credit markets. The group utilized single name default swaps, credit index products, corporate bonds, equities and structured products to express their views. Two analysts supported the portfolio manager on the desk.
Avg. Salary: $155,000 · Company Rank: Not Available
Commerzbank/West LB
• Responsible for the management of the US convertible bond arbitrage strategy. Products utilized for strategy included credit derivatives, listed volatility, and variance swaps.
Avg. Salary: $155,000 · Company Rank: Not Available
Susquehanna Partners
• Identified mis-priced credit risk within the US and European convertible bond market and monitored the credit risk of existing positions.
Avg. Salary: $155,000 · Company Rank: Not Available
Peregrine Securities
• Responsible for the production of all CB research for client distribution. Developed proprietary research product “Convertible Bond Focus” that highlighted mis-priced credit opportunities in the Asian Convertible Bond market.
Avg. Salary: $155,000 · Company Rank: Not Available
First Fidelity Bank
• Completed Formal Credit training program. Analyzed market and company specific risk for proposed credit facilities and recommend appropriate structure.
Avg. Salary: $155,000 · Company Rank: Not Available
Regions Financial
Responsible for utilizing expertise and underwriting knowledge to render sound, common sense decisions based on analysis of loan parameters and documentation in a timely manner. Reviews LTV, credit report, applications, etc. to ensure that each loan meets company standards for sale into secondary market. Evaluate income documentation to determine acceptable risk of an applicant based on analysis of W2’s, pay stubs, pers...
Avg. Salary: $65,000 · Company Rank: Not Available
Stonegate Mortgage
QC Prefund Underwriter Responsible for reviewing a 10% selection of loan files selected on a daily basis. Files are reviewed in a complete re-underwrite manner on all stages of the loan process from origination through post-closing Further responsibilities include but not limited to: • Evaluation of loan files for compliance with state and federal laws • Evaluation of loan files to determine compliance wit...
Avg. Salary: $65,000 · Company Rank: Not Available
Stonegate Mortgage
QC Post Close Analyst Responsible for monitoring the Post Close Quality Control program. Evaluation of loan files for compliance with State and Federal laws; Review files to determine compliance with both Stonegate and agency guidelines and submission of files for review by third party firms and other quality control duties as required. • Assist in development and maintenance of comprehensive statistical analyses, tra...
Avg. Salary: $65,000 · Company Rank: Not Available
