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POSITION SUMMARY
The Investment Research Analyst supports Everence’s Fixed Income Portfolio Managers through credit research and quantitative analysis and supports the Equity Portfolio Manager on the Praxis domestic equity index funds. The analyst produces written recommendations and analysis that directly inform portfolio decisions and monitors an assigned set of sectors and issuers for the fixed income team on an ongoing basis.
Everence manages the Praxis Funds according to a faith-based, values-driven investment approach. The ideal candidate has a genuine interest in this type of investing and wants their research to shape investment decisions that reflect those values.
RESPONSIBILITIES AND DUTIES
- Produce written credit research and recommendations on assigned bond issuers, including financial analysis, sustainability assessment and relative value comparisons that Fixed Income Portfolio Managers use to make investment decisions.
- Cover an assigned group of corporate sectors within the fixed income portfolios (specific sectors to be assigned based on team need and analyst background), maintaining current views on issuer credit quality, sector trends, and the broader economic outlook, and communicating changes proactively to the Fixed Income team.
- Support the Equity Portfolio Manager in the management of the Praxis domestic equity index funds, including index tracking and rebalancing analysis.
- Build, maintain, and improve Excel-based models and analytical tools used in the investment process, with the goal of improving analytical efficiency and consistency across the team.
- Develop proficiency in the team’s core investment software (Bloomberg, BondEdge, and Northfield optimization); familiarity with basic scripting or data tools (e.g. Python, VBA) is a plus for handling larger datasets.
- Participate in investment team discussions and debates, presenting and defending research views to Portfolio Managers and contributing to group decision-making.
- Travel occasionally (typically 1-3 times per year) to industry conferences and seminars to build investment and technical skills.
QUALIFICATIONS
Education:
Bachelor’s degree in Finance, Economics, Accounting or a related field
Experience:
2+ years of investment-related experience (e.g. credit research, equity research, portfolio analytics); candidates actively pursuing the CFA credentials with less experience will also be considered. Prior exposure to SRI/sustainable investing is helpful but not required.
License(s):
CFA Charterholder or active CFA candidate preferred
Skills and Abilities:
- Strong written and verbal communication skills, including the ability to present and defend a research view to Portfolio Managers
- Proficiency in Excel and standard Microsoft Office applications; comfort learning specialized investment platforms (e.g. Bloomberg and BondEdge).
- Solid grasp of fixed income and/or equity fundamentals, including credit analysis and relative value concepts.
- Ability to manage deadline-driven work and adapt quickly to changing market conditions.
- Collaborative mindset that works well with others and actively contributes to internal debate and discussion on investment ideas.
SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Full-time
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