Lead Supervisor, US Structured Credit (multiple positions)

Morningstar, Inc.
life insurance, tuition reimbursement, 401(k), remote work
United States, New York, New York
150 Greenwich St Fl 48 (Show on map)
Sep 22, 2024
Job Title: Lead Supervisor, US Structured Credit (multiple positions) Location: New York, NY Base salary: $169,707 - $174,707 Annual bonus target: 15% Responsibilities: Manage a portfolio of US Structured Credit (SC) ratings. Ensure ratings reflect rigorous and timely credit analysis. Oversee production of detailed discussion and committee memos for US Structured Credit. Assist junior analysts with drafting memos, press releases, presale and rating reports. Foster a compliance-oriented mindset within the team. Lead transaction analytics for both new issue and surveillance SC ratings. Gather and analyze quantitative and qualitative data, reports and legal documents for the purpose of producing ratings and publishing rating reports. Present rating recommendations to a committee of credit analysts. Assess legal, regulatory, counterparty and other risks related to SC transactions. Participate in conversations with market participants. Coach, mentor and develop analysts in NYC and Mumbai. Coach and mentor new hires within their career paths for the purpose of further affiliation with in business function within the team (analytics, new deal, surveillance). Coordinate the US SC team's activities to support timely rating execution. Handle compliance requests in a timely manner. Participate in management reporting, training and discussions. Build rapport with internal ratings teams and engage regularly with market participants and clients, communicating credit views and demonstrating CLO market and credit rating industry knowledge. Manage and foster relationships with the highest level of professional integrity, transparency and fairness. Co-manage US SC Research production, collaborate with other internal ratings teams in research. Conduct market research and produce research commentaries related to US SC with targeted outreach to the market. Respond to market participant inquiries regarding methodologies, analysis and research. *Remote work requests will be considered consistent with company's remote work policy. Requirements: This position requires a Bachelor's degree in Finance, Mathematics, or a related quantitative field, or foreign equivalent and 7 years of related work experience in Assistant Vice President, Senior Financial Analyst, Financial Analyst, or a related position. This position also requires: 7 years of experience with quantitative, analytical, and critical thinking skills necessary to make decisions and solve problems; 5 years of experience with advanced credit analysis skills such as transaction structuring, legal documentation review, and cash flow-based analysis; 5 years of experience with reading and interpreting complex structured credit financial instruments; 5 years of experience with modelling skills and spreadsheet-based financial models; and 5 years of experience operating as a lead and managing multiple projects in a high-pressure financial environment with conflicting priorities. Must possess unrestricted right to work in the U.S. in this position Morningstar DBRS (f/k/a DBRS Inc.) is an equal opportunity employer. "#LI-DNI" Compensation and Benefits** At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plansand coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disabilityinsurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Leave & Paternity Leave Adoption Assistance Leadership Coaching & Formal MentorshipOpportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups R06_DBRSInc DBRS, Inc. - US Legal Entity Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.