Investment Analyst

Job Description

Who we are

Aberdeen Investments is part of Aberdeen Group plc, one of the UK’s leading Wealth & Investments groups. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders and society. We are repositioning our specialist asset management business to meet client demand and are committed to providing excellent client service, supported by leading technology and talent. As a global business, Aberdeen consists of three divisions: Investments, Adviser, and interactive investor (ii). Each division is dedicated to meeting and adapting to our clients' evolving needs. In the Americas, our sole focus is on the investments business. We have offices in Boston, New York, Philadelphia and Sao Paolo. Our breadth of experience gives us close proximity to the companies we invest in and the markets we operate in.

Position

The Credit Research Analyst conducts research across the quality spectrum for Corporates including Investment Grade and High Yield corporate issuers in a highly collaborative, global team environment. Primary responsibilities include creating and maintaining research on fixed income securities and issuers focusing on fundamentals, debt structure, technicals and overall credit worthiness. This position generates investment ideas and makes fundamental recommendations to help lead all corporate fixed income investment strategies. Location Philadelphia (preferred) or Boston.

• Conducts detailed fundamental research, prepares reports analyzing securities, issuers, industry, competitive landscape, valuation and other factors such as ESG risks for new and existing issues.
• Builds and maintains financial models with historical and forward-looking projections as well as utilizes other analytical tools including Excel, Charles River & Bloomberg.
• Utilizes independent judgment to formulate opinions and investment recommendations.
• Works closely with other team members including Equity colleagues as well as rating agency analysts and sell side research analysts, serving as a subject matter expert for specific Industrial sectors.
• Develops and applies in-depth knowledge of investment models and processes to improve performance results.
• Coordinates and participates in portfolio reviews with Portfolio Managers. Assists in coordinating the implementation of investment decisions.
• Represents the research team in meetings with clients, consultants and prospects as required. This may include reviewing the investment process, portfolio positioning, individual positions, performance and attribution.
• Monitors and reacts as appropriate to changing market conditions, investor sentiment and industry trends.
• Performs related duties as assigned.
  
  

Desired Qualifications

• Bachelor's degree in Finance, Economics, Accounting or related field. CFA/MBA are preferred.
• 3-5 years investment industry experience as a Credit Analyst.
• Industrials experience with a preference for Energy and/or Utilities (not a requirement).
• Strong technology skillset, focus on Excel and Bloomberg.
• A passion for investment management with a strong work ethic, integrity and a dedication to continuing individual development.
• Ability to work effectively both independently and in a highly collaborative team environment is required.
• Excellent communication and presentation skills
  
  

Our Benefits

When you join Aberdeen Investments, you will be rewarded with a comprehensive benefits package that invests in each employee’s financial future, health and well-being. We offer a range of benefits to meet your family’s needs and employees are immediately eligible to begin participating. We have an environment where you can learn, get involved and be supported.

What We Offer

• Best in class Medical, Dental, and Vision plans with well-known carriers; Telehealth and Health Concierge services
• Health, Dependent and Commuter Flexible Spending Plans
• Employer provided Life Insurance, Critical Illness Insurance, Short Term and Long Term disability with additional optional coverage options
• Investing for your Future - 401(k) Retirement Savings plan with top notch company Profit Sharing contribution which is immediately vested!
• Generous time off starting day one with 4+ weeks annual vacation plus 9 paid holidays
• Paid Parental, Adoption, and Family Sick/Caregiver leave programs
• Volunteer Days and Study Time to focus on what is important to you!
• Make a donation to your favorite Charity and Aberdeen Investments will match up to $500 per year!
• Employee Assistance, Travel and Discount Programs. From helping you navigate the healthcare system, to providing resources and assistance to parents and caregivers of children with development disabilities.
• Flexible, voluntary benefits including Accident Insurance, Identity Protection, and Legal Assistance
• Wellness program including Nutritional Counseling and Gym Membership Reimbursements
  
  

How We Create Value

• Our strategic drivers are the foundations from which we deliver for all our stakeholders: High Impact Intelligence, Enduring Relationships, Connections without borders and Future fit. You can find out more about our values here.
  
  

Our Inclusive Culture

• We are committed to exploring the possibilities of working smarter. This means we’d like to hear from you, whatever way you like to work.
• We have a long-term commitment to building inclusive workplaces; we value diversity in our workforce and welcome enquiries from everyone. If you need assistance or a reasonable adjustment due to a disability, please let us know as part of your application and we will assist. You can find out more about our inclusive culture here.
• Aberdeen Investments is an affirmative action - equal opportunity employer.
  
  

We are an affirmative action - equal opportunity employer. We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.

If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.