Senior Credit Researcher, Energy and Infrastructure Credit Research, Asia

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full time

**Job Summary**

As a Senior Credit Researcher, you will be responsible for providing thought leadership and analytical guidance on energy and infrastructure credit research in Asia. You will own your own coverage and help guide and provide thought leadership to the broader investment team on issues related to power/energy, utilities, infrastructure, and general non-financial corporate research.

**Key Responsibilities**

  • Develop and maintain historical and projected financial models, incorporating key financial metrics and deal-specific structural analysis; perform regular industry reviews for the benefit of the regional and global research and investment teams.
  • Formulate investment recommendations for the credits under your coverage or under review for initiation that are relevant and impactful for both insurance general accounts and non-insurance books.
  • Review and coordinate credit research performed by analysts across the region to ensure research rigor and global consistency, and help their submission of new credits for adjudication or their annual reviews of issuers already on the investment approved list(s).
  • Provide thought leadership and analytical guidance on energy and infrastructure credit research in Asia, and serve as an anchor on South/Southeast Asia.
  • Represent Sun Life Asia in various engagements, in particular, with engagement efforts both directly and via investor coalitions such as CA100+ and AIGCC.
  • Participate and contribute to various investment initiatives and projects led by RO Investments to support the development of new capabilities in the region, strengthen investment governance by implementing best practices from Corporate, or to respond to and deal with market events.

**Requirements**

  • Advanced degree in economics, finance, accounting, expected. CFA or candidacy preferred.
  • 10-15 years of experience in credit analysis of relevant sectors is required.
  • Excellent command of written and spoken English. Ability to speak a second or third language fluently a plus.
  • Familiarity with Rating Agencies (eg Standard & Poor's, Moody's and Fitch) and their methodologies
  • Familiarity with third-party data providers like Bloomberg, Capital iQ, Aladdin
  • Strong knowledge of Microsoft Word, Excel and PowerPoint. Aptitude for quantitative analysis
  • Ability to combine fundamental credit views with relative value analysis and ESG/Sustainability issues to produce an investment recommendation, and to present investment ideas effectively and clearly, e.g. to CIOs/PMs and others in organization.
  • Investment knowledge across different asset classes a plus
  • Comfortable working in a highly collaborative and flexible environment
  • Ability to build effective relationships, influence and drive actions among a broad group of diverse stakeholders.
  • Understanding the constraints inherent in investing for an insurance company


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