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Seaport Global Holdings LLC · 1 day ago

Research Analyst

Philadelphia, PA

Full-time

Onsite

Senior Level

5+ years exp

Seaport Global Holdings LLC, through its subsidiary Penn Capital, is seeking a Research Analyst to join their portfolio team. The role involves performing security level analysis and providing buy and sell recommendations for credit and equity products, collaborating closely with Portfolio Managers in the investment process.

BankingFinancial Services

Responsibilities

Provide buy recommendations for each product utilizing credit and equity market analysis. The research process utilizes a combination of quantitative analysis (such as financial statement analysis and cash flow modeling) and qualitative analysis (such as interviewing industry management teams and understanding industry dynamics)

Utilize credit market analysis such as cash flow modeling, liquidity analysis and covenant review to provide a Penn Risk Recommendation (PRR) independent of credit rating agency opinion

Perform equity market analysis that utilizes credit market analysis as well as the identification of fundamental catalysts, Capital Structure Catalysts and cash flow modeling

Demonstrate strong analytical skills, sound investment judgement, strong interpersonal skills, and a high level of energy and motivation

Qualification

Financial analysisCFA designationInvestment managementBloomberg skillsMicrosoft OfficeCommunication skillsTeam collaboration

Required

Bachelor's Degree in Finance, Marketing, Business, or a related field

Minimum 5-10 years of professional investment experience, preferably in public credit and/or equity markets

Demonstrated ability to effectively pitch credit and/or equity ideas to portfolio managers

Excellent communication skills including verbal, written and presentation; ability to interact and build relationships with consultants and clients

Ability to work as a collaborative team player, treating colleagues with the highest level of respect and professionalism

Excellent Bloomberg and Microsoft Office (Excel, Microsoft Word, PowerPoint) skills

Flexibility for business travel

Preferred

Masters of Business Administration with a focus on Investment Management or Investment Banking

Chartered Financial Analyst (CFA) designation

Minimum 5 years of experience working within a “buyside” investment advisor

Company

Seaport Global Holdings LLC

Seaport Global is a leading capital markets ﬁrm providing robust sales, trading and research services, with the resources of a full-service investment bank.

Founded in 2001

New York, New York, USA

201-500 employees