What are the responsibilities and job description for the Global Credit Research Analyst - Industrials/Technology position at Brown Advisory?
Company OverviewEvery firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 900 colleagues worldwide, all of whom are equity owners of the firm. Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.CBrown Advisory is currently seeking a dynamic individual to join our team as a Global Credit Research Analyst with a coverage preference for Industrials and / or Technology. The candidate will support the research process with the performance of fundamental research across regions, countries, and companies within developed global markets. This position would aid the team in company and industry analysis, investment ideation, securities analysis, surveilling existing positions, investment debate, and portfolio-level analysis.This role will require credit research expertise surrounding industry trends, business models, company fundamentals, capital structures, and fixed income instruments such as bonds, floating-rate notes, convertibles, and derivatives. The fundamental research process is highly integrated with sustainable investing principles when supporting sustainable portfolio strategies. The candidate will be expected to execute and communicate sector coverage in the context of different fixed income strategies.This is a full-time position that can be located in our Baltimore, London, New York or Washington, DC offices.Duties and ResponsibilitiesConduct fundamental research across various countries, sectors, and companiesCreate and communicate investment recommendations, including financial models, investment memos, and presentationsEffectively communicate recommendations and observations within a collaborative team environmentMonitor and report on market and company data as they relate to investment thesesOversee portfolio holdings, including quarterly earnings and other significant event updatesAttend conferences and meetings associated with the fundamental research effortCollaborate with the sustainable research team to integrate sustainable investing into the research processAssist portfolio managers in tracking and analyzing portfolio-level metricsAssist in the sales and marketing efforts to communicate externally and to clientsJob Requirements5 years of work experience as a credit analyst with coverage preference for : Industrials and / or TechnologyBachelor’s degree requiredCFA and / or MBA preferredStrong quantitative and communication skillsCritical thinker and intellectually rigorousLife-long learner with an insatiable appetite for growthStrong and collaborative work ethicExtensive knowledge of financial statements, Microsoft Excel, and BloombergWillingness to be outside the comfort zone and support other functions of Brown AdvisoryWillingness to travel at least 25% annuallyAbility to work in an office locationBase salary ranges : $190k to $210k for a location in Baltimore, MD$190k to $210k for a location in Washington, DC$190k to $210k for a location in New York, NYThis base salary range is commensurate with experience and location. This range does not include bonus or long term incentive eligibility (if applicable).BenefitsAt Brown Advisory we offer a competitive compensation package, including full benefits.
- Medical
- Dental
- Vision
- Wellness program participation incentive
- Financial wellness program
- Gym membership discounts
- Fitness event fee reimbursement
- Corporate gym membership discounts
- Colleague Assistance Program
- Telemedicine Program (for those enrolled in Medical)
- Adoption Benefits
- Daycare late pick-up fee reimbursement
- Basic Life & Accidental Death & Dismemberment Insurance
- Voluntary Life & Accidental Death & Dismemberment Insurance
- Short Term Disability
- Paid parental leave
- Group Long Term Disability
- Pet Insurance
- 401(k) (50% employer match up to IRS limit, 4 year vesting)Brown Advisory is an Equal Employment Opportunity Employer.SummaryLocation : Baltimore, MD; US DC Washington DC Office; New York, NY; London, UKType : Full time
Salary : $190,000 - $210,000