Knights of Columbus
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Credit Analyst II
role at
Knights of Columbus
1 week ago Be among the first 25 applicants
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Feel Good About Doing Good
The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years.
While we have many employees who are not Catholic, we follow the Church’s teachings in our investment strategies and our employee benefits. As part of our religious mission, we support the pro-life cause by contributing to the March for Life and pregnancy resource centers, oppose assisted suicide and euthanasia, evangelize for the Catholic faith, and support Christians facing religious persecution in the Middle East. We work together to support our two million members as they volunteer to help others in their parishes and communities worldwide.
Share Your Talent. Live Your Purpose.
We are a growing, purpose-driven community of professionals. Join us to discover how you can meet your goals and ours!
Overview The role provides support to the credit portfolio manager and senior trader, including preparing credit reports, monitoring fixed income portfolio holdings, and assisting in trade execution. Occasional presentation of private placements to the Investment Committee and support in finding attractive investment issues are also involved.
Core Responsibilities
Analyze and publish on assigned credits and investments considered for purchase. Maintain surveillance of credits through financial reporting, news sources, and communication with industry professionals. Create financial models.
Publish updates on watchlist credits.
Develop expertise in industry sectors, including preparing industry updates.
Make recommendations on companies after fundamental review, articulating clear investment thesis.
Review offerings from brokerage and synthesize information to identify potential investments; determine relative value.
Assist in executing credit and municipal trading orders, possibly expanding to other asset classes.
Complete ad-hoc projects as directed.
Skills Qualifications
Understanding of security and portfolio analysis concepts
Strong organizational, analytical, and communication skills
Ability to work with moderate supervision
Proficiency in Microsoft Office, Bloomberg, portfolio software, and electronic platforms
Education
BA or BS in Finance or related field
Experience analyzing credit and capital markets preferred
MBA and CFA are desirable
Compensation The estimated salary range is $69,600 - $115,000, based on various factors including experience, skills, and location (Connecticut). The organization reserves the right to adjust this range.
Additional Requirements Authorization to work in the U.S. is required; visa sponsorship is not available.
Physical Demands Must remain stationary for most of the workday.
KofC Cares Our mission emphasizes family and faith, supporting employees in maintaining a balanced life. Benefits include paid holidays, vacation, sick leave, professional development, retirement plans, health insurance options, and wellness programs.
Job Details
Seniority level: Mid-Senior
Employment type: Part-time
Job function: Finance and Sales
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Credit Analyst II
role at
Knights of Columbus
1 week ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
Feel Good About Doing Good
The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years.
While we have many employees who are not Catholic, we follow the Church’s teachings in our investment strategies and our employee benefits. As part of our religious mission, we support the pro-life cause by contributing to the March for Life and pregnancy resource centers, oppose assisted suicide and euthanasia, evangelize for the Catholic faith, and support Christians facing religious persecution in the Middle East. We work together to support our two million members as they volunteer to help others in their parishes and communities worldwide.
Share Your Talent. Live Your Purpose.
We are a growing, purpose-driven community of professionals. Join us to discover how you can meet your goals and ours!
Overview The role provides support to the credit portfolio manager and senior trader, including preparing credit reports, monitoring fixed income portfolio holdings, and assisting in trade execution. Occasional presentation of private placements to the Investment Committee and support in finding attractive investment issues are also involved.
Core Responsibilities
Analyze and publish on assigned credits and investments considered for purchase. Maintain surveillance of credits through financial reporting, news sources, and communication with industry professionals. Create financial models.
Publish updates on watchlist credits.
Develop expertise in industry sectors, including preparing industry updates.
Make recommendations on companies after fundamental review, articulating clear investment thesis.
Review offerings from brokerage and synthesize information to identify potential investments; determine relative value.
Assist in executing credit and municipal trading orders, possibly expanding to other asset classes.
Complete ad-hoc projects as directed.
Skills Qualifications
Understanding of security and portfolio analysis concepts
Strong organizational, analytical, and communication skills
Ability to work with moderate supervision
Proficiency in Microsoft Office, Bloomberg, portfolio software, and electronic platforms
Education
BA or BS in Finance or related field
Experience analyzing credit and capital markets preferred
MBA and CFA are desirable
Compensation The estimated salary range is $69,600 - $115,000, based on various factors including experience, skills, and location (Connecticut). The organization reserves the right to adjust this range.
Additional Requirements Authorization to work in the U.S. is required; visa sponsorship is not available.
Physical Demands Must remain stationary for most of the workday.
KofC Cares Our mission emphasizes family and faith, supporting employees in maintaining a balanced life. Benefits include paid holidays, vacation, sick leave, professional development, retirement plans, health insurance options, and wellness programs.
Job Details
Seniority level: Mid-Senior
Employment type: Part-time
Job function: Finance and Sales
#J-18808-Ljbffr