Associate Taxable Research Analyst

The role

The Associate Taxable Research Analyst supports the taxable fixed income investment team through fundamental research and financial analysis. The analyst evaluates issuer and industry fundamentals to contribute to investment recommendations.

What you will do

• Conduct fundamental credit analysis of corporate issuers.
• Support senior analysts through earnings analysis, industry research, and review of company filings.
• Build and maintain financial models.
• Develop and communicate credit opinions and investment recommendations.
• Evaluate relative value across issuers, sectors, ratings, maturities, and capital structure.
• Monitor issuers and sectors for material developments.
• Participate in the evaluation of new bond issues.

Required qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Statistics, or a related field.
• 1-3 years of relevant experience in corporate credit research, fixed income, leveraged finance, commercial or investment banking, rating-agency analysis, or a related role.
• Familiarity with corporate credit markets, including financial statement analysis, cash flow, leverage, liquidity, capital structure, credit ratings, spreads, and downside risk.
• Demonstrated analytical, problem-solving skills, and technical skills.
• Proficiency in Microsoft Excel and experience building or maintaining financial models.

Nice to have

• CFA charter holder or progress toward the CFA designation
• Familiarity with generative AI tools and their use in research, data analysis, and workflow enhancement
• Familiarity with Bloomberg, FactSet, Capital IQ, or comparable financial-data and research platforms
• Experience with Python, SQL, Power BI, Power Automate, VBA, or similar programming, data-analysis, or workflow-automation tools

Benefits

• Health and dental care coverage
• Employer-matched 401k
• Tuition reimbursement
• Parental leave
• Benefits that support a healthy work/life balance

About the company

GW&K is a growing and dynamic investment management firm. The firm focuses on a collaborative culture to help clients achieve investment objectives.