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SVB Asset Management ("SAM") is a SEC registered investment adviser that manages fixed income portfolios primarily for public and private corporations. We are seeking an experienced buy-side Credit Analyst. This role will perform credit fundamental analysis of assigned industry sectors. This person will work closely with members of the Investment Management Team to formulate investment ideas, manage credit risks, contribute to thought leadership programs, and regularly prepare and present to the Investment Committee, Portfolio Management team, and internal partners.
Credit Analysis: Perform fundamental credit analysis of assigned issuers based on exhaustive independent research. Assess current and forward-looking business model, competitive advantages, and general financial health. Perform cash flow analysis, balance sheet evaluation, profitability projections, financial flexibility, capital structure, etc. Stay current with issuer regulatory filings, material press releases, senior management presentations, rating agency assessments and outlook, and 3rd party research publications.
Internal/External Communications & Thought Leadership: Write assessment of issuers and client notifications of key events such as rating actions, major credit trends, and regulatory changes impacting creditworthiness of approved issuers. Communicate with strong conviction credit actions affectively to internal and external clients. Collaborate with Portfolio Management, Marketing, and other teammates to produce thought leadership publications. Create advisories and credit insights to educate/support client investments. Contribute as a SME to produce content for SAM's monthly newsletter, quarterly economic report, and market driven events.
Investment Recommendations: Recommend investment limits and ensure assigned sectors are reviewed, analyzed, and documented on a timely basis. Work closely with the Portfolio Management team to review issuers along with generating investment ideas within assigned sectors. Lead due diligence sessions with senior management of issuers.
Investment Strategy Focused Projects: Produce insights for SAM Investment Committee, FOMC discussions, and recurring credit meetings. Collaborate with PM team to ensure investment strategies evolve to serve clients' investment goals, lead or co-lead new investment mandates (ESG, tax-advantaged strategies, structured products, etc.).
5 to 7 years of credit analysis experience
Master's Degree or CFA designation is preferred
Self-motivated with ability to work independently while adaptable in a team oriented investment process.
Must be highly organized and possess a high level of attention to detail.
Strong growth mindset with a solid track-record of cross-functional collaboration.
Advanced knowledge of accounting, finance and financial modeling.
Strong analytical and problem-solving abilities.
Prioritizes tasks in a fast pace environment to meet business needs.
Excellent written and verbal communication skills.
Strong thought leadership track record.
Ability to manage multiple tasks/projects concurrently.
Experience in credit risk management with ability to build rapport and influence change.
Expert knowledge of Excel, PowerPoint, Word, and Bloomberg. Must be proficient with Bloomberg API