Exciting opportunity to join Morningstar DBRS's Private Credit team as a Senior Analyst and advance your skills in credit analysis
Overview
£80000 - £108000
Chicago, United States of America - Hybrid
Expires at anytime
Organization summary
Morningstar DBRS is a reputable company that offers extensive career growth and development opportunities. It operates with a strong focus on enhancing the financial wellness of its employees, making it an ideal place to work and grow professionally.
Role Summary
- Work closely with the Sector Lead to assess the creditworthiness of small to medium-sized highly leveraged companies.
- Interact with various private capital market participants and research broader topics.
- Perform fundamental financial analysis and prepare rating committee packages.
- Build and maintain relationships with market participants, such as lenders, investors and bankers.
- Help refine work processes, build and update related databases as required.
- Produce timely, high-quality credit analysis and research.
Role Requirements
- Two to four years of relevant experience in credit analysis or corporate lending is preferred.
- Bachelor's degree in business, finance, economics or another relevant discipline.
- Potential completion of CFA program.
- Strong knowledge of credit analysis and capital markets is a must.
- Excellent communication skills, both oral and written.
- Self-starter and team player with an ability to work in a fast-paced environment
Application Process Details
- Upon acceptance of offer, personal and any related investments must be disclosed to our Compliance team.
- Any conflicts of interest identified must be liquidated immediately.
- Dependent on your department and work location, employee accounts must be held with an approved broker.
Morningstar DBRS' Private Credit team is seeking a highly motivated individual with two to four years of relevant experience and strong analytical and interpersonal skills to join its team as a Senior Analyst.
The role: Working closely with the Sector Lead, the successful candidate will be responsible for assessing the creditworthiness of small to medium-sized, highly leveraged companies involved in various corporate sectors. The successful candidate will also interact with various participants in the private capital markets and research broader topics. Responsibilities include supporting ratings surveillance of a portfolio of small to medium-sized companies with high leverage, performing fundamental financial analysis and preparing rating committee packages, presenting recommendations at rating committee discussions, building and maintaining relationships with market participants, such as lenders, investors and bankers, organizing and tracking a large portfolio of credits and helping refine work processes, building and updating related databases as required, and producing timely, high-quality and insightful credit analysis and research.
Job requirements: Two to four years of relevant experience, with preference to experience in credit analysis or corporate lending. Bachelor's degree in business, finance, economics or another relevant discipline. Completion or partial completion of the CFA program is preferred. Strong knowledge of credit analysis and capital markets. Strong analytical skills with a thorough knowledge of financial statements. Excellent communication skills, both oral and written. Self-starter and team player with demonstrated ability to work in a fast-paced environment.
Benefits: At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups.
Additional information: If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.