Fixed Income Research Analyst- Bank Loans

About the role

Columbia Threadneedle Investments is hiring a Fixed Income Research Analyst for its US Bank Loans team in El Segundo, California. The role supports leveraged finance investment decisions through research, modeling, and data analysis.

• Responsibilities include sector and security analysis, financial modeling, relative value assessment, portfolio monitoring, and issuer and dealer engagement.
• Candidates need a relevant bachelor's degree, 3 or more years of leveraged finance or credit analysis experience, strong communication skills, and financial modeling proficiency.
• Preferred qualifications include 5 or more years of experience, CFA progress or completion, Bloomberg and artificial intelligence tool proficiency, and loan documentation experience.

Key Responsibilities

• Conduct in-depth sector and security analysis to support investment decisions
• Analyze industry trends and integrate findings into actionable investment recommendations
• Perform financial modeling of securities and companies within the leveraged finance space
• Execute relative value analysis across various security types
• Identify and develop data management tools to enhance investment process efficiency
• Contribute to team discussions on investment performance and process improvement
• Collaborate with other fixed income and asset class teams on firm-wide investment initiatives
• Interact with issuers and dealers through meetings and industry conferences
• Monitor existing portfolio holdings and evaluate performance against original investment thesis
• Manage independent research projects and contribute to group research initiatives

Required Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field
• 3+ years of experience in leveraged finance research or credit analysis
• Strong analytical skills with ability to synthesize quantitative and qualitative data into portfolio recommendations
• Excellent communication and relationship-building skills for effective collaboration and idea sharing
• Demonstrated work ethic and commitment to team success in investment management
• Proficiency in financial modeling and data analysis

Preferred Qualifications

• 5+ years of relevant leveraged finance or credit research experience
• Chartered Financial Analyst (CFA) designation completed or in progress
• Proficiency with Bloomberg terminal and AI tools
• Experience with loan documentation and covenant analysis

What We Offer

• Competitive compensation and comprehensive benefits package
• Opportunity to work with a leading global asset management firm
• Professional development support
• Collaborative team environment focused on investment excellence

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary

The estimated base salary for this role is $125,000- $140,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

• Full-Time/Part-Time
• Full time
• Exempt/Non-Exempt
• Exempt
• Job Family Group
• Investment Management
• Line of Business
• AMINV US Asset Management

Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.