Welcome to Western & Southern Financial Group – Our focus on creating value for our customers through everything we do is foundational to who we are. We provide meaningful and challenging work for our associates, a key facet of our incredible culture that helps make Western & Southern a career destination.
135 years of operating history;
- Born as a modest, door-to-door life insurance business and built to last forever
- Ranked 284 on Fortune 500
- Ranked No. 29 among Fortune 500 companies as a best company for career growth
- Award winning Talent Development Team
- Top 10 for Top Spouse Employer and Military Friendly Employer in 2023
- We consider Cincinnati the best place to live, work and celebrate life – that is why we are committed to doing good for our community
Our Culture
We are building our company to thrive and provide value to our customers, business partners and associates over the long term. To accomplish this, we look for professionals who embody our culture of integrity, top-notch performance, collaboration and teamwork. We are committed to hiring and developing associates who are driven to excel, have a strong work ethic and use astute, fact-based and ethical judgment in decision-making.
A Day in the Life –
The Credit Analyst – Leveraged Credit is responsible for the ongoing analysis of assigned sectors within the Fort Washington corporate bond and loan portfolios. Analysis will focus on both industry and company-specific fundamentals as well as relative value, risk positioning and security-specific trade ideas that support the overall client mandate. Skill sets served include but are not limited to an individual with 5+ years of relevant experience in fundamental credit and/or equity analysis.
Duties and Responsibilities
- Researches assigned credit sectors and evaluates fundamental characteristics, trends, opportunities and risks therein. Research activities include frequent collaboration with peers across the firm's investment research teams, including investment grade credit, leveraged credit, emerging markets debt and equity.
- Presents timely purchase, sell, and position-sizing recommendations with regard to both security selection and sector allocation to the portfolio manager(s), trader(s), and credit research team(s) with a focus on relative value, strategy objectives, risk, liquidity and ability to execute.
- Stays current on industry news, trends and controversies within assigned coverage areas. Provides relevant, frequent and timely updates to the credit research team(s), portfolio manager(s), head of credit and CIO(s). This includes, but is not limited to, new issue commentary/recommendations and regular sector and positioning reviews for credit investment strategies.
- Functions as the “sector PM” for assigned sectors; works directly with portfolio manager(s) to determine positioning (credit, curve and/or CUSIP-level) within assigned sectors of various fixed income strategies.
Desired Competencies and Skills:
- Bachelor's Degree in finance, accounting, economics or quantitative-related field.
- Proficient in Bloomberg and Microsoft Office applications.
- Strong Excel modeling skills, VBA knowledge a plus.
- Demonstrated experience effectively influencing a group to a recommended course of action.
- Demonstrated excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner.
To view the full job description please visit –
Premier Benefits to Support YOU
- Comprehensive benefits including medical, dental, vision, prescription, pet insurance, life insurance, disability, Fertility, maternity/caregiver & parental leave, and more!
- Retirement solution with our 401(k) savings AND pension plan!
- Paid time off that increases with tenure.
- Tuition Reimbursement
- Subsidized affordable parking
- On-site Cafeteria and fitness center (including sports leagues)
- On-site Registered Nurse
- Career Coaching/Mentoring
- Individualized development plans and career pathing
Learn more about who we are visit; www.westernsouthern.com/careers/home-office-careers.