Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes.
More than just an administration platform, the innovative technology, paired with experienced investment specialist support, empowers advisers to deliver on their clients' investment objectives via an unconstrained investment universe, and backed by exceptional client service.
Established in ****, Mason Stevens is privately owned with over $10 billion of funds under administration and management.
Led by some of Australia's most experienced finance, technology and investment professionals, with over 80 staff nationally.
About the Role
We are seeking a dynamic and detail-oriented Credit Analyst to join our Fixed Income & Markets team.
This role is instrumental in supporting the implementation of our Fixed Income function, with a strong focus on credit analysis, transaction facilitation, and strategic contribution to our asset management capabilities.
As the primary desk-based credit analyst, you will play a key role in facilitating fixed income & private debt transactions across internal discretionary funds and client-managed portfolios.
You'll be responsible for developing and maintaining financial models, preparing high-quality credit papers, and presenting investment ideas and analysis to both internal stakeholders and external clients—including senior leadership and prospective investors.
Key Responsibilities
Managing internal and external fixed income facilitation as relates to credit work
Providing new issuance deal analysis, new issue notifications and managing counterparty relationships
Analytical and operational support on fixed income products under management (Managed & Tailored Portfolios)
Analytical support for retail and wholesale client base (including IFAs and SDAs)
Active engagement in daily morning meeting when required
Provide support for Fixed Income and Foundation multi-asset performance reports as required.
Provide support to PowerPoint pitch deck preparation where required
Work with Head of Fixed Income and Markets to support Fixed Income strategy, including project work as and when required
Required Skills, Knowledge and Attributes
4-5+ years' experience in financial markets, particularly credit analysis for fixed income and/or lending, either in investment management or fixed income sell side
General understanding of the Australian credit market, as well as broader financial market related concepts.
An understanding of global credit also beneficial, although not required.
Client relationship management
Advanced Excel skills, some experience with Bloomberg preferred.
Intermediate Word, PowerPoint skills, not required but favourable, willingness to learn
Required General Skills and Attributes
High attention to detail and accuracy in all aspects
Strong written and verbal communication skills
Strong presentation skills as required for pitch deck presentations
Ability to manage competing priorities
Analytical skills
Teamwork
Passion for credit analysis and bottom-up research, eagerness to learn about markets
Willingness to learn in general & can take direction
Qualifications
Undergraduate degree in Business, Commerce, Economics (or related field), or quantitative degree with interest in financial markets
CFA designation (is not a prerequisite, however would be looked at favourably)
Life at Mason Stevens
At Mason Stevens, relationships matter to us, and by leaving our egos at the door, we can realise remarkable outcomes whilst supporting each individual to realise their potential.
We are committed to building and maintaining a diverse and talented team, backed by the belief that it is only by working together, that we will achieve our purpose; helping our Clients to realise better tomorrows.
We believe in keeping our 'minds wide open' and empowering people with the resources and trust needed to make a meaningful difference.
We know an idea can only change lives if it happens, and value the kind of people who believe in being the change they seek and see opportunity in challenge.
Above all, we know you will be a great fit for us if you value people, show kindness and play fair.
Kindly note that Australian full work rights are required for this application.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Analyst
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