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Senior Investment Analyst - Private Credit

Company: Unum
Location: Chattanooga
Posted on: January 15, 2022

Job Description:

Job Posting End Date: January 30Unum is a company of people serving people. As one of the world's leading employee benefits providers and a Fortune 500 company, Unum's financial protection benefits help protect more than 36 million working people and their families from the financial impact of illness or injury.Unum's two distinct, but similarly focused US businesses - Unum US and Colonial Life - are each a market leader in making disability, life, accident, critical illness, dental, and vision insurance accessible in the workplace.Headquartered in Chattanooga, Tennessee, Unum also has significant US operations in Portland, Maine and Baton Rouge, Louisiana - and over 35 field offices nationwide. Colonial Life is headquartered in Columbia, South Carolina with over 40 field offices nationwide.General Summary:This position is responsible for analyzing, structuring, and monitoring debt private placements. The individual will provide credit opinions and recommendations to the VP / Senior Managing Director of Private Asset Investments, and internal committees. These opinions and recommendations are utilized to evaluate risk, and are the basis for buy/sell/hold decisions.Principal Duties and ResponsibilitiesCredit Analysis - New Transaction Execution

  • Assess credit quality of investment grade, debt private placement offerings across various industries and countries, using a variety of research sources, including offering documents, rating agencies, Bloomberg, third party research, and SEC filings
  • Analyze various risk factors associated with the investment, including political, economic, ESG, legal, sovereign, industry, and liquidity risk. Work with legal counsel - both internal and external - to ensure that the transaction is appropriately structured
  • Work closely with supervisor and VP to ensure that recommended investments meet client objectives in terms of pricing, duration, risk tolerance, etc.
  • Engage in due diligence of potential investments, including onsite visits-- some travel required, both domestic and international, subject to resumption of normal travel conditionsCredit Analysis - Portfolio Maintenance
    • Monitor the credit quality of portfolio companies and make buy/sell/hold recommendations as changes in the credit profile or portfolio needs warrant
    • Regularly provide written and oral reports regarding portfolio companies
    • Effectively communicate within Investments and other internal units, as well as external constituents such as senior management of portfolio companies, bankers, and legal counsel
    • Assign internal credit outlooks and rate credits biannually
    • Perform month-end portfolio pricing in cooperation with Investment Accounting
    • Work alongside legal counsel in amendment and workout situations
    • Assume responsibilities for special projects or other duties when requiredQualifications
      • 4+ years relevant work experience in investments and/or corporate lending
      • Strong knowledge of fixed income market, economics, and credit research required
      • Minimum Bachelor's degree required-- MBA and/or CFA credentials preferred (for CFA candidates, future exam fees paid by Unum)
      • Strong analytical skills, both qualitative and quantitative
      • Deep knowledge of financial statement analysis and financial modeling
      • Excellent communication skills, both oral and written
      • Strong critical thinking, with ability to problem-solve
      • Excel and Bloomberg proficient
      • Negotiation and documentation skills
      • Demonstrated ability to collaborate in a team setting#LI-LR1-IN1 Our company is built on helping individuals and families, and this starts with our employees. We want employees to maintain a positive balance, which is why we provide access to the benefits and resources they need to invest in themselves. From our onsite fitness facilities and generous paid time off to employee professional development programs, we are committed to helping employees live and work their best - both inside and outside the office.
        Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.Company:Unum

Keywords: Unum, Chattanooga , Senior Investment Analyst - Private Credit, Accounting, Auditing , Chattanooga, Tennessee

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