Note: The job is a remote job and is open to candidates in USA. Symetra is a national financial services company dedicated to helping people achieve their financial goals. They are seeking a Corporate Fixed Income Credit Analyst to perform fundamental credit analysis and develop investment recommendations for their Investment Grade Corporate Credit team, managing approximately $50 billion AUM.
Responsibilities
- Perform fundamental credit analysis on IG corporate issuers within an assigned sector coverage universe, including financial modeling, capital structure analysis, covenant review, and ESG/event risk assessment
- Formulate and defend investment recommendations supported by a clearly articulated thesis, robust financial analysis, and scenario evaluations
- Evaluate relative value across the curve, capital structure, and peer group, surface actionable trade ideas to Portfolio Managers and Traders
- Participate actively in the new issue process, including reading prospectuses, assessing value, and providing real-time recommendations on primary market participation
- Conduct ongoing surveillance of covered names, including earnings analysis, rating agency action, M&A and event-driven catalysts, and emerging credit risks (regulatory, secular, AI-driven disruption, etc.)
- Present credits at portfolio reviews and team meetings; produce concise, decision-ready written research
- Maintain coverage models, comp sets, and surveillance dashboards — and continuously look for ways to automate the repetitive parts so your time goes to analysis and judgment
- Collaborate with Portfolio Managers, Traders, and the broader Symetra investment department on portfolio construction, risk management, and client-facing materials
Skills
- Bachelor's degree in finance, economics, accounting, mathematics, or a related field is required
- 3+ years of corporate credit research experience on the buy side or sell side
- Demonstrated ability to support an investment thesis with both quantitative and qualitative evidence, and to communicate it with conviction in writing and in person
- Comfort with uncertainty and the willingness to make recommendations that are well-reasoned but inherently incomplete — credit is decision-making under imperfect information
- Strong fundamental analysis toolkit: financial statement analysis, cash flow modeling, capital structure, covenant analysis, and relative value frameworks (spread, spread duration, credit curves)
- Proficiency with Bloomberg and Microsoft Office (Excel, Word, PowerPoint)
- Intellectual curiosity, attention to detail, a high level of initiative, and a “get it done” work ethic that supports working under occasional inflexible deadlines
- Ability to work cooperatively within a small team environment while interacting effectively with a broader group of investment professionals
- High school diploma required
- MBA and/or CFA designation (or meaningful progress toward CFA) is preferred but not required
- Experience covering multiple sectors is a plus
- Familiarity with Power BI is a plus
- Prior hands-on AI experience is a plus but not a requirement
- We prefer someone who has a curiosity to use AI tools, a willingness to experiment, and an instinct to automate workflows and enhance the investment process
Benefits
- Flexible full-time or hybrid telecommuting arrangements
- Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
- Paid time away including vacation and sick time, flex days and ten paid holidays
- Give back to your community and double your impact through our company matching
Company Overview