KPB Sr. Lead Analyst

About the Role

Key Responsibilities

• Apply knowledge of mathematics and statistics in research duties with a working understanding of regression analysis and basic statistical methods.
• Participate in conference calls with Sell-side analysts, rating agencies, and issuer management teams.
• Prepare and apply financial forecasts, comparable company analyses, and valuation models to identify opportunities.
• Prepare and participate in presentations to investment strategy teams and clients.
• Provide clear written and oral communication regarding issuer opportunities and concerns, including final transaction decisions.
• Complete special projects and other duties as assigned by management.
• Provide coaching on job competencies and leadership qualities, and identify prospects for strategic guidance.
• Use Microsoft Office Suite for financial statement optimization modeling and portfolio analysis.
• Manage and identify opportunities to cultivate business through client delivery and employee development.
• Deliver actionable insights to strengthen branding and identify growth opportunities.
• Ensure strategies reflect in-market learning and marketing messages are optimized for ROI.
• Assess research prudently to identify value among entities with varying risk metrics.
• Build and maintain high-profile relationships with issuers and Wall Street resources.
• Present credits and sector thesis effectively to portfolio managers, clients, and during internal meetings.
• Develop strategies to deliver maximum risk-adjusted returns.
• Manage client expectations on projects of varied scale, prioritizing activities independently.
• Price external research studies and resources effectively.
• Grow network of contacts to discover new opportunities and enhance client perception.
• Understand investment models, industry dynamics, and competitive analysis.
• Demonstrate leadership and proactively interact with stakeholders.
• Develop marketing materials for clients and media.
• Assist in managing and monitoring separately managed portfolios.
• Partner with portfolio management teams for client service and prospect calls.
• Offer expertise in assembling internally managed strategies for evolving markets.

Requirements

• Bachelor's degree in Finance, Accounting, or Economics with a minimum of 6 years of relevant investment experience.
• Master's degree or CFA preferred.
• Proficiency in Microsoft Office Suite, Bloomberg, and S&P's CAP IQ.
• Ability to work in a fast-paced environment driven by market conditions.
• Strong communication skills for oral presentations and written reports.
• Ability to work independently supporting various investment strategies.
• Commitment to learning and developing relationships supporting department goals.
• Ability to apply statistical methods to macroeconomic theory and financial modeling.

Nice to Have

• Master's degree or CFA certification.

Qualifications

• Bachelor's degree in Finance, Accounting, or Economics.
• Minimum 6 years of relevant investment experience.
• Proficiency in Microsoft Office Suite, Bloomberg, and S&P's CAP IQ.