Senior Municipal Credit Analyst Lead

2 weeks ago


Wellesley, Massachusetts, United States Sun Life Full time

Company Overview

Sun Life is a global institutional asset manager with a growing presence in the municipal credit market. Our team of experienced professionals works closely with portfolio managers and traders to provide expert analysis and recommendations.

Salary

The estimated salary for this position is $84 - $163k, based on industry standards and location. In addition to salary, this role is eligible for incentive awards based on individual and business performance, as well as a broad range of competitive benefits.

Job Description

This is an exciting opportunity for a skilled Municipal Credit Analyst to lead our team in evaluating and monitoring municipal credits. As Associate Director, you will be responsible for:

  • Performing fundamental credit research of municipal issuers to assess financial and operational strength, bond structure, and suitability for clients.
  • Monitoring economic, demographic, regulatory, legal, and political changes to determine the impact on municipal issuers, sectors and investment strategy.
  • Documenting research and investment recommendations for various audiences.
  • Collaborating with traders, portfolio managers, accountants, and actuaries to respond to client requests.
  • Providing support on ESG and Sustainable Investing initiatives.
  • Assisting in the preparation and presentation of materials for credit, sector, or topical reviews.

Required Skills and Qualifications

To succeed in this role, you will need:

  • 5+ years of experience related to municipal analysis.
  • Bachelor's degree.
  • Ability to work independently in a time-sensitive environment and contribute insights in team discussions.
  • Strong communication skills (verbal and written).
  • Desire to learn and be inquisitive.
  • Ability to make decisions with limited and imperfect information.
  • Ability to work under pressure and challenge consensus views.

Benefits

Sun Life offers a comprehensive package of benefits, including:

  • Generous vacation and sick time.
  • Market-leading paid family, parental, and adoption leave.
  • Partially-paid sabbatical program.
  • Medical plans.
  • Company-paid life and AD&D insurance.
  • Disability programs.
  • Retirement and stock purchase programs.

Others

We value diversity, equity, and inclusion in the workplace and strive to create an environment where all employees feel valued, respected, and supported.



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