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Seaport Global Holdings LLC

Posted 5 months ago

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Research Analyst

PhiladelphiaOn-siteFull-time

AI Summary

A Research Analyst evaluates industry and security-level data to generate buy/sell recommendations across Penn Capital portfolios, integrating quantitative and qualitative analysis and collaborating with Portfolio Managers.

About this role

Penn Capital, a majority owned subsidiary of Seaport Global and a SEC registered investment adviser and manager, seeks a Research Analyst to play a key role within the portfolio team. The Research Analyst follows industry level developments and performs security level analysis to provide buy and sell recommendations regarding securities in all Penn Capital portfolios – credit and equity products. The Research Analyst collaborates with each product’s Portfolio Manager implementing the investment process.

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.

    • Qualifications:

  • Bachelor’s Degree in Finance, Marketing, Business, or a related field.
  • Masters of Business Administration with a focus on Investment Management or Investment Banking preferred.
  • Chartered Financial Analyst (CFA) designation preferred.
  • Minimum 5 years of professional investment experience, preferably in public credit and/or equity markets.
  • Minimum 5 years of experience working within a “buyside” investment advisor preferred.
  • 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.

    • Skills

    BloombergCapital Structure CatalystsCash Flow ModelingCovenant ReviewCredit Market AnalysisEquity Market AnalysisFinancial Statement AnalysisIndustry Interview TechniquesLiquidity AnalysisMicrosoft ExcelMicrosoft WordPowerPointPresentation SkillsQuantitative Analysis

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