Municipal Bond Research Analyst
4 weeks ago
Responsibilities:
Utilizing both qualitative and quantitative research, provide fundamental research analysis on taxable municipal bond issuers. This includes conducting surveillance of existing holds.
Provide timely and insightful credit and relative value opinions on municipal bond investment opportunities
Provide written credit opinions of issuers, incorporating financial statement analysis, economic/market trends and sector developments
Review offering memoranda for suitability of bondholder protections
Work closely with all members of the Real Asset Debt team
Participate in investment team meetings and offering research perspective
Assisting other divisions within the Public Securities Group (Marketing, Client Service, Operations) for data analytics of portfolios/accounts.
Qualifications & Requirements:
Bachelor’s degree in Economics, Finance, Mathematics, Quantitative Finance or related field.
5+ years of experience as a taxable municipal bond credit analyst.
Demonstrated quantitative, data analysis and problem-solving skills.
Strong verbal and written communication skills. Independent thinker willing to challenge convention.
Willing to present ideas with precision, passion and conviction.
Desire to work in a team environment possessing strong interpersonal and relationship building skills.
Strong proficiency with Bloomberg, Excel, and PowerPoint required.
The following would be considered assets:
successful completion of, or current enrollment in the CFA program
experience with databases (Access, SQL) and Python
Candidates must be able to work in the U.S. without visa sponsorship.
Travel:
Approximately 10-20% travel required.
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