at Morningstar, Investment Management, LLC in New York, New York, United States
Job Description
About the Role
Morningstar DBRS is seeking an experienced full-time senior credit analyst to join its Financial Institution Ratings team in New York. The individual will have lead and backup analyst responsibilities on a portfolio of U.S. banks. The position will report to the Sector Lead. Candidates with minimum of seven years of experience in financial institutions credit analysis gained from a rating agency or financial institution or related experience will be given priority.
Job Responsibilities
The successful candidate will be part of an experienced and growing team of professionals responsible for analyzing financial institutions in the U.S. The analyst's primary responsibilities will be to act as a lead analyst in managing a portfolio of issuers, including ongoing analysis and surveillance, participate in rating committees and attend issuer meetings.
The analyst will be required to have both solid financial industry and specific issuer/financial sector knowledge; strong financial statement analytical abilities and spreadsheet skills, and strong research and writing skills. The analyst will also prepare rating committee presentations and publish press releases, rating reports and related topical research. Strong client facing skills will be expected.
Highly motivated candidates who are self-starters with a strong work ethic and who have the following skills will be paid particular attention: strong writing, quantitative and presentation skills; knowledge of the U.S. financial system; and experience working under pressure in a close-knit team in the field of financial institution analysis, bank ratings or bank debt capital markets.
Qualifications
Undergraduate degree in business, finance or a closely related field.
Masters degree and CFA are a plus
Minimum of seven years of experience in bank/and or financial institution credit analysis or directly related field
Excellent business writing, communication and analytical capacity
Strong interpersonal skills
Team player with demonstrated ability to work in a fast-paced environment
Willingness to travel as required
Bloomberg skills a plus
Base Salary Compensation Range:
$110,000 - $200,000
Annual Bonus Target:
30%
.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
75% 401k match up to 7%
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Physical Health
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plansand coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disabilityinsurance
Emotional Health
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Leave & Paternity Leave
Adoption Assistance
Leadership Coaching & Formal MentorshipOpportunities
Annual Education Stipend
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
.
Base Salary Compensation Range$110,000.00 - $200,000.00
Bonus Target %30R06_DBRSInc DBRS, Inc. - US Legal Entity
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
Morningstar and its subsidiaries are an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity, parental status, or other legally protected characteristics or conduct.
