Credit Research Analyst

NY Office

Firm Description

Chilton Investment Services (“CIS”) and Chilton Trust Company (“CTC”) are affiliated private wealth management firms launched in 2010 by Chilton Investment Company, LLC (“Chilton”). CIS and CTC offer full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services. CIS is based in Stamford, CT and New York City and CTC is based in Palm Beach, Florida.

Our mission is to provide our clients with a portfolio of products that capture superior long-term returns throughout all market cycles by executing our proven commitment to value-oriented, fundamental research and disciplined portfolio management. We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership.

Position Description

The credit research team is integral to our investment process and is relied upon for issuer credit reviews, market insight and relative value ideas. The working environment is collaborative, with the team seated together on a trading desk. The analyst will work closely with portfolio managers and the head of credit research. Primary responsibility will be performing credit reviews of corporate and municipal bond issuers. Chilton invests in substantially all major corporate industries and municipal sectors and the analyst should be prepared for a “generalist” role. As a buy-side analyst, the successful candidate will actively contribute to our market views and relative value decisions.

Other areas of focus include but are not limited to:

· Assist in client communications with periodic written reports and meetings

· Conduct portfolio analysis for prospective and current clients

· Maintain and update investment database and spreadsheet applications

Position Requirements

· 3-5 years of experience in credit research

· Interest in learning the investment management business

· Organized, with the ability to multitask in a fast-paced, deadline-driven environment

· Ability to process large amounts of information, arrive at a timely opinion and clearly convey opinion either in writing or verbally

· Strong working knowledge of Excel

· Comfortable learning and utilizing new software / technology applications

· Understanding of economics, statistics and financial statement analysis


Compensation and Benefits

Competitive base salary plus eligible for year-end performance bonus. Group health, dental, life and disability insurance, 401K eligible after six months, 4 weeks per year of paid time off, etc.

Chilton seeks candidates who have outstanding analytical skills coupled with strong organizational and communication skills. Applicants should be pro-active, motivated, passionate, and work well in a team environment. We pride ourselves on building a team of professionals working toward a common goal in a collaborative fashion.

In connection with Rule 206(4)-5 under the Investment Advisers Act of 1940, offers for this position are subject to the applicant's disclosure, and Chilton's review, of all political contributions made after March 14, 2011. Chilton may reject your application if Chilton determines in its sole discretion that the effect of such political contributions under Rule 206(4)-5 could have an adverse impact on Chilton's current or prospective business activities and strategies. Any misrepresentation of or omission of any contributions from this information request, will be cause for rejection or dismissal from employment.

Please visit OneWire.com and search keyword “Chilton” to apply for this position. Please do not submit resumes via e-mail.