Lead Analyst - Application Software (Corporate Credit)
We are seeking a Sector Lead to oversee Application Software credit research within a diversified structured credit platform. This role will own fundamental research across the application software universe, support portfolio construction, and play a critical role in investment decision‑making across CLOs and related vehicles.
The ideal candidate brings deep experience analyzing software issuers from a credit perspective, strong relative‑value judgment, and the ability to lead coverage independently while collaborating closely with Portfolio Managers and senior investment professionals.
Key Responsibilities
- Lead fundamental credit research coverage for the global Application Software sector
- Analyze leveraged loan, high yield, and private credit issuers with a focus on downside risk, cash flow durability, and capital structure dynamics
- Develop and maintain detailed financial models, issuer write‑ups, and relative‑value frameworks
- Present investment recommendations and sector views to Portfolio Managers and investment committees
- Monitor portfolio holdings and recommend trades, position sizing, and risk adjustments
- Track sector trends, M&A activity, sponsor behavior, and macro impacts relevant to software credit
- Engage with management teams, private equity sponsors, and syndicate banks
- Mentor junior analysts and contribute to the development of best practices across the research team
- Partner with portfolio management, trading, and risk teams to optimize performance and compliance
Qualifications
- 7+ years of experience in credit research, leveraged finance, CLO investing, or related roles
- Demonstrated expertise covering Application Software issuers from a credit perspective
- Strong understanding of leveraged loan and high yield markets
- Advanced financial modeling and credit analysis skills
- Proven ability to generate differentiated investment insights and actionable recommendations
- Excellent written and verbal communication skills
- Experience presenting to senior investment professionals
- Bachelor's degree required; advanced degree or CFA preferred
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.