Investment Analyst: Listed Credit

SUMMARY:
We are seeking an experienced and detail-oriented Listed Credit Analyst with a background in asset management, particularly in analyzing public companies and debt instruments. The ideal candidate will have expertise in assessing P/E ratios, negotiating DMTNs to ASISA standards, and executing investment strategies in a fast-paced, high-performing environment.

POSITION INFO:
Key Responsibilities:
Investment & Credit Analysis:

• Analyze financial, risk, and operational aspects of public companies and listed debt instruments.
• Perform in-depth industry, economic, and company-specific research to inform investment decisions.
• Assess P/E ratios and other key financial metrics to evaluate the value and risks of investments.
• Utilize credit ratings, market trends, and other factors to develop strategies for trading and pricing listed credits and debt instruments.
• Present oral and written investment recommendations to the Credit Committee.
• Review existing transactions and advise on strategies such as hold/sell/buy based on ongoing analysis.

• Source and evaluate investment opportunities in the listed credit, secondary markets, and debt instruments, ensuring alignment with client goals.
• Develop and maintain strong relationships with intermediaries and key stakeholders.
• Lead negotiations and structuring of DMTNs to ASISA standards.
• Collaborate with legal advisors to ensure solid legal protections in all deal documentation.

• Maintain an up-to-date database of listed credit counterparties, debt instruments, and assets.
• Ensure the accuracy and timeliness of investment data used for portfolio decision-making.
• Contribute to valuation processes, ensuring appropriate methodologies are applied.

• Participate in internal initiatives related to listed bonds, debt instruments, and process improvements.
• Contribute to client presentations, discussions, and other marketing materials.

• Essential: BCom Finance Honours (or equivalent).
• Advantageous: CA(SA), CFA candidate, or other relevant professional qualifications.
• Minimum of 3 years’ experience in asset management, with a strong focus on public companies, listed credit analysis, and debt instruments.
• Experience negotiating and structuring DMTNs to ASISA standards is highly desirable.
• A genuine passion for investing and analyzing public companies and debt instruments.