Credit Analyst, Corporate Fixed Income - Hybrid

Summary

Symetra Investment Management is an SEC-registered investment advisory firm with approximately $78 billion in assets under management. They are seeking a Corporate Fixed Income Credit Analyst to perform rigorous credit analysis and develop investment recommendations that drive portfolio performance.

Responsibilities

• Perform fundamental credit analysis on IG corporate issuers within an assigned sector coverage universe, including financial modeling, capital structure analysis, covenant review, and ESG/event risk assessment
• Formulate and defend investment recommendations supported by a clearly articulated thesis, robust financial analysis, and scenario evaluations
• Evaluate relative value across the curve, capital structure, and peer group, surface actionable trade ideas to Portfolio Managers and Traders
• Participate actively in the new issue process, including reading prospectuses, assessing value, and providing real-time recommendations on primary market participation
• Conduct ongoing surveillance of covered names, including earnings analysis, rating agency action, M&A and event-driven catalysts, and emerging credit risks (regulatory, secular, AI-driven disruption, etc.)
• Present credits at portfolio reviews and team meetings; produce concise, decision-ready written research
• Maintain coverage models, comp sets, and surveillance dashboards — and continuously look for ways to automate the repetitive parts so your time goes to analysis and judgment
• Collaborate with Portfolio Managers, Traders, and the broader Symetra investment department on portfolio construction, risk management, and client-facing materials

Skills

• Bachelor's degree in finance, economics, accounting, mathematics, or a related field is required
• 3+ years of corporate credit research experience on the buy side or sell side
• Demonstrated ability to support an investment thesis with both quantitative and qualitative evidence, and to communicate it with conviction in writing and in person
• Comfort with uncertainty and the willingness to make recommendations that are well-reasoned but inherently incomplete
• Strong fundamental analysis toolkit: financial statement analysis, cash flow modeling, capital structure, covenant analysis, and relative value frameworks (spread, spread duration, credit curves)
• Proficiency with Bloomberg and Microsoft Office (Excel, Word, PowerPoint)
• Intellectual curiosity, attention to detail, a high level of initiative, and a “get it done” work ethic that supports working under occasional inflexible deadlines
• Ability to work cooperatively within a small team environment while interacting effectively with a broader group of investment professionals
• High school diploma required
• MBA and/or CFA designation (or meaningful progress toward CFA)
• Experience covering multiple sectors
• Familiarity with Power BI
• Prior hands-on AI experience is a plus but not a requirement
• Curiosity to use AI tools, willingness to experiment, and instinct to automate workflows and enhance the investment process

Qualifications

Must Haves

• Bachelor's degree in finance, economics, accounting, mathematics, or a related field is required
• 3+ years of corporate credit research experience on the buy side or sell side
• Demonstrated ability to support an investment thesis with both quantitative and qualitative evidence, and to communicate it with conviction in writing and in person
• Comfort with uncertainty and the willingness to make recommendations that are well-reasoned but inherently incomplete
• Strong fundamental analysis toolkit: financial statement analysis, cash flow modeling, capital structure, covenant analysis, and relative value frameworks (spread, spread duration, credit curves)
• Proficiency with Bloomberg and Microsoft Office (Excel, Word, PowerPoint)
• Intellectual curiosity, attention to detail, a high level of initiative, and a “get it done” work ethic that supports working under occasional inflexible deadlines
• Ability to work cooperatively within a small team environment while interacting effectively with a broader group of investment professionals
• High school diploma required

Nice to Haves

• MBA and/or CFA designation (or meaningful progress toward CFA)
• Experience covering multiple sectors
• Familiarity with Power BI
• Prior hands-on AI experience is a plus but not a requirement
• Curiosity to use AI tools, willingness to experiment, and instinct to automate workflows and enhance the investment process

Benefits

• Flexible full-time or hybrid telecommuting arrangements
• Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
• Paid time away including vacation and sick time, flex days and ten paid holidays
• Give back to your community and double your impact through our company matching