Dartmouth Partners
Dartmouth Partners is working with a leading institutional investor managing over $100 billion across public and private markets that is looking to add a Credit Strategist to its Portfolio Strategy team.
This is a highly visible role sitting at the intersection of credit markets, asset allocation, portfolio construction, and risk management. The successful candidate will help shape top-down investment views and influence capital allocation decisions across a broad range of credit asset classes.
Key Responsibilities
- Develop and communicate forward-looking views on credit markets, translating insights into portfolio positioning and asset allocation recommendations.
- Analyze relative value opportunities across public and private credit markets, including direct lending, asset-based finance, structured credit, real estate debt, investment grade, and high yield.
- Monitor market trends, portfolio exposures, and risk factors to identify opportunities and potential areas of concern.
- Conduct thematic, macroeconomic, and market research to support investment strategy and decision-making.
- Present actionable investment recommendations and market insights to senior investment professionals and key stakeholders.
Key Qualifications
- 5+ years of experience in credit research, portfolio strategy, asset allocation, portfolio management, or a related investment function.
- Strong knowledge of public and/or private credit markets and the factors that drive performance across credit sectors.
- Ability to connect macroeconomic developments and market conditions to investment and portfolio implications.
- Excellent analytical, quantitative, and investment research skills, with the ability to distill complex information into clear recommendations.
- Strong communication and presentation skills with experience influencing investment decisions and engaging senior stakeholders.