Director of Credit Research
- Vision , Medical , Dental , Life Insurance , Retirement
- Full-Time
Meeder has been managing short and intermediate-term fixed income public sector portfolios for over 30 years, serving more than 400 public entities across the country. The short term and fixed income portfolios include money market funds, local government investment pools (LGIPS), and customized separately managed account solutions. Our team works with operating funds, bond proceeds, insurance and capital reserves, and other funds to structure portfolios to meet client objectives.
This position will lead the Meeder Public Funds Credit team and serve as a member of the Credit Committee, working closely with others in a dynamic and collaborative work environment. This position requires understanding the fundamental credit analysis of fixed income issuers as well as the analysis of the macroeconomic environment.
Primary Responsibilities:
- Lead Meeder Public Funds’ issuer research process and the development of its proprietary analysis
- Perform fundamental credit analysis of approved and proposed corporate, municipal, and asset-backed issuers through due diligence
- Manage a team of credit analysts, including providing guidance, coaching, and feedback
- Manage credit exposure reporting process, across issuers and trading counterparts
- Prepare market research, commentary, and other content suitable for distribution to clients
- Present and interacting with clients and other stakeholders, as needed, on credit and other economic market topics
- Complete ad hoc projects as required
Critical Success Factors:
- Fiduciary and client-oriented mindset
- Ability to analyze large amounts of data and distill findings
- Strong intellectual curiosity, writing, and time management skills
- High level of integrity and strong ethical standards
- Excellent communication skills and ability to work with other team members toward a common goal
- Strong management and teamwork skills required
- High-level of initiative
- Accuracy and attention to detail
Skills Required:
- Bachelor’s degree in Finance, Economics, or related field, required
- Advanced degree, CFA, or other similar credential preferred
- 5+ years of experience in investment analysis
- Proficiency in, Bloomberg, Morning Star and other research/data compilation tools preferred
- Advanced knowledge of Microsoft Office products
- Strong presentation skills to a diversified audience
Meeder's advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.
Address
Meeder Investment Management
Dublin, OHIndustry
Finance and Insurance
Posted date
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