Credit RESEARCH ANALYST

COMPANY OVERVIEW:

R.M. Davis is a leading provider of wealth management and investment advisory services to
clients in more than forty states and five countries. We are dedicated to delivering exceptional
service to over 2,300 clients. The firm has approximately $6 billion in assets under
management, and 60 employees across two New England offices (Portland, ME and
Portsmouth, NH).

POSITION OVERVIEW:

The Credit Research Analyst will perform fundamental credit analysis within the income side
of portfolios, develop and effectively communicate investment recommendations and monitor
existing fixed income holdings. We are seeking a Credit Research Analyst who is passionate
about markets, research, and investing in income producing assets.

REQUIREMENTS:

strongly preferred. Formal bank credit training and an MBA is also strongly preferred.

• Prior experience that includes a wide variety of income-producing products and securities,

recommendations and ideas to members of the investment team. Ability to communicate
complex and nuanced proposals and ideas in a succinct and effective manner that is well-
tailored to the audience.

investment ideas and evaluate ongoing risks and opportunities. Ability to understand and
synthesize large volumes of complex information succinctly and expeditiously to arrive at a
supportable conclusion.

• Highly developed technological skills. The ability to work with a wide array of database and

workplace. Must be comfortable having ideas and thesis challenged and demonstrate
professional maturity and open-mindedness in the context of professional debates.

able to do whatever is needed to enhance the work quality and success of the Company
and the Research and Trading departments.

ACCOUNTABILITIES:

• Recommends the purchase and sale of traditional fixed income, as well as other income

• The Credit Research Analyst will be relied upon to become the subject matter expert and

• Responsible for analyzing market conditions and keeping Portfolio Managers and other

• Supports the work of Research and Trading in areas of the economy, markets, rates,

• Responds promptly to Portfolio Manager and other associate’s requests for assistance

• Creates and maintains monthly and quarterly reports to the CIO, Management

• At the CIO’s request, involvement in investment industry trade groups and/or “think

BENEFITS:

• Competitive compensation and annual bonus opportunity
• 401k plan with employer contributions
• 100% company-paid employee health insurance
• Generous paid time off, including parental leave
• Education reimbursement
• Company paid, covered parking
• Short and long-term disability insurance
• Hybrid work opportunities
• Professional downtown office setting
• Collaborative work culture

R.M. Davis is an equal opportunity employer that values diversity. We do not discriminate on the
basis of race, religion, color, national origin, gender, sexual orientation, age, marital status,
veteran status, or disability status.

If you are a highly motivated individual with a passion for credit analysis and a proven track
record of success, we encourage you to apply for the position of Credit Research Analyst at our
firm. Please submit a cover letter, resume and additional relevant information to Denise
Vigneault, Managing Director – Human Resources, at dvigneault@rmdavis.com.

FLSA Status: Exempt
This position may be at the Assistant Vice President or Vice President level.
The final level associated with this position will be determined upon consideration of prior work
experience and other qualifications.




Reports to the Chief Investment Officer March 2023