Converts Investment Analyst
Investment Analyst - Convertibles - NYC/Greenwich
A leading investment firm is seeking a highly motivated and intellectually curious Investment Analyst to support one of the top-performing Convertible Portfolio Managers (PMs) in the industry. This is a high-impact, high-visibility opportunity for a driven individual to work directly with a seasoned PM in a lean team structure.
As the sole analyst on the team, the candidate will play a critical role in supporting investment decisions and will have the opportunity to evolve into an idea generator relatively quickly.
Qualifications
- Experience: 2-4 years on the sell side with exposure to convertibles or equity derivatives
- Education & Background: Ivy League or equivalent academic pedigree; experience at top-tier firms
- Mindset: Coachable, confident, and eager to learn from a seasoned PM
- Location Flexibility: Willingness to commute to Greenwich during the ramp-up period (shuttle provided)
- Availability: Preference for candidates with minimal restrictions on start date
Key Responsibilities
- Conduct in-depth analysis of convertible securities, including pricing, structure, and risk/reward profiles.
- Build and maintain financial models to support investment theses.
- Track market trends, news, and events that impact convertible markets and underlying equities.
- Analyze macroeconomic and sector-specific developments to inform investment decisions.
- Monitor portfolio performance and risk exposures.
- Collaborate with internal teams (e.g., trading, compliance, operations) to ensure smooth execution and reporting.
- Develop a personal investment framework under the mentorship of the PM.
What the Role Offers
- Direct Mentorship: One-on-one mentorship from a top Convertible PM
- Career Growth: Fast-track path to becoming an idea generator
- Team Culture: No other analysts on the team - a unique opportunity to make a direct impact
- Supportive Environment: The PM is known for being collaborative, thoughtful, and invested in long-term development
This is a rare opportunity for a high-potential candidate to step into a pivotal role and grow within a top-tier investment environment. Apply Now
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