Convertible Bond Research Analyst
Position Overview:
We are seeking a highly motivated and detail-oriented Convertible Bond Research Analyst to join our investment team. The ideal candidate will have strong analytical skills, a solid understanding of both equity and fixed income markets, and the ability to evaluate securities that combine characteristics of both asset classes. This role involves providing timely, data-driven insights on convertible securities to support portfolio managers in making informed investment decisions.
Key Responsibilities:
· Conduct fundamental research and valuation of convertible bonds, including analysis of the underlying equity, credit quality, structure, and optionality.
· Analyze capital structures and assess relative value across the issuer’s debt, equity, and convertible instruments.
· Monitor industry trends, macroeconomic factors, and market conditions that impact convertible securities.
· Generate investment recommendations and clearly communicate findings through written reports and presentations.
· Collaborate with portfolio managers, traders, and other research analysts to identify opportunities and manage risk.
· Track and update a coverage universe of convertible bonds, maintaining accurate databases and research notes.
· Participate in management meetings, earnings calls, and industry conferences to gain insights into covered companies.
Qualifications:
· Bachelor’s degree in Finance, Economics, Accounting, or a related field
· 2–5 years of experience in research, investment analysis, or a related role; prior exposure to convertible bonds or hybrid securities a plus.
· Strong financial modeling and valuation skills, with proficiency in Excel and Bloomberg (or similar platforms).
· Solid understanding of both equity and credit analysis techniques.
· Excellent written and verbal communication skills, with the ability to distill complex analysis into clear recommendations.
· Self-starter with intellectual curiosity, attention to detail, and the ability to work independently as well as in a team setting.
· CFA desired or progress towards certification
What We Offer:
· Exposure to a unique asset class at the intersection of equity and fixed income.
· Opportunities to present investment ideas directly to portfolio managers.
· Professional development support, including CFA sponsorship.
· A collaborative and intellectually stimulating environment.
