Credit Analyst

About Mason Stevens

Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes. More than just an administration platform, the innovative technology, paired with experienced investment specialist support, empowers advisers to deliver on their clients' investment objectives via an unconstrained investment universe, and backed by exceptional client service.

Established in 2010, Mason Stevens is privately owned with circa A$9 billion of funds under administration and management. Led by some of Australia's most experienced finance and investment professionals, with over 80 staff nationally in Sydney and Melbourne.

About the Role

We are seeking a dynamic and detail-oriented Credit Analyst to join our Fixed Income & Markets team. This role is instrumental in supporting the implementation of our Fixed Income function, with a strong focus on credit analysis, transaction facilitation, and strategic contribution to our asset management capabilities.

As the primary desk-based credit analyst, you will play a key role in facilitating fixed income & lending transactions across internal discretionary funds and client-managed portfolios. You'll be responsible for developing and maintaining financial models, preparing high-quality credit papers, and presenting investment ideas and analysis to both internal stakeholders and external clients—including senior leadership and prospective investors.

Key Responsibilities:

• Managing internal and external fixed income facilitation as relates to credit work
• Providing new issuance deal analysis, new issue notifications and managing counterparty relationships
• Analytical and operational support on fixed income products under management (Managed & Tailored Portfolios)
• Analytical support for retail and wholesale client base (including IFAs and SDAs)
• Analytical support for multi-asset portfolios (Foundation ETF portfolios)
• Active engagement in daily morning meeting when required
• Provide support for Fixed Income and Foundation multi-asset performance reports as required.
• Provide support to PowerPoint pitch deck preparation where required
• Work with Head of Fixed Income and Markets to support Fixed Income strategy, including project work as and when required

Required Skills, Knowledge and Attributes:

• 4-5+ years' experience in financial markets, particularly credit analysis for fixed income and/or lending, either in investment management or fixed income sell side
• General understanding of the Australian credit market, as well as broader financial market related concepts. An understanding of global credit also beneficial, although not required.
• Client relationship management
• Advanced Excel skills, some experience with Bloomberg preferred.
• Intermediate Word, PowerPoint skills, not required but favourable, willingness to learn

Required General Skills and Attributes:

• High attention to detail and accuracy in all aspects
• Strong written and verbal communication skills
• Strong presentation skills as required for pitch deck presentations
• Ability to manage competing priorities
• Problem solving skills
• Analytical skills
• Collaborative
• Teamwork
• Passion for credit analysis and bottom-up research, eagerness to learn about markets
• Willingness to learn in general & can take direction

Qualifications:

• Undergraduate degree in Business, Commerce, Economics (or related field), or quantitative degree with interest in financial markets
• CFA designation (is not a prerequisite, however would be looked at favourably)
• RG 146 understanding

Life at Mason Stevens

At Mason Stevens, relationships matter to us, and by leaving our egos at the door, we can realise remarkable outcomes whilst supporting each individual to realise their potential.

We are committed to building and maintaining a diverse and talented team, backed by the belief that it is only by working together, that we will achieve our purpose; helping our Clients to realise better tomorrows.

We believe in keeping our 'minds wide open' and empowering people with the resources and trust needed to make a meaningful difference. We know an idea can only change lives if it happens, and value the kind of people who believe in being the change they seek and see opportunity in challenge.

Above all, we know you will be a great fit for us if you value people, show kindness and play fair.

Kindly note that Australian full work rights are required for this application.