Director of Municipal Credit Research
7 days ago
The Associate Director, Municipal Credit Research Analyst position is a key role within the Municipal Credit team at Sun Life. As a seasoned professional, you will be responsible for evaluating and monitoring municipal credits, actively contributing to municipal team discussions regarding market developments, and helping respond to client and marketing requests.
Key Responsibilities- Perform Fundamental Credit Research: Conduct in-depth analysis of municipal issuers to assess financial and operational strength, bond structure, and suitability for clients.
- Monitor Market Developments: Stay up-to-date on economic, demographic, regulatory, legal, and political changes to determine their impact on municipal issuers, sectors, and investment strategy.
- Monitor Existing Portfolio Positions: Regularly review and assess the performance of existing municipal bond holdings.
- Document Research and Recommendations: Prepare and present research findings and investment recommendations to traders, portfolio managers, and clients.
- Collaborate with Cross-Functional Teams: Work closely with traders, portfolio managers, accountants, and actuaries to respond to client requests and provide support on various initiatives.
- Prepare and Present Materials: Assist in the preparation and presentation of materials for credit, sector, or topical reviews.
- Support ESG and Sustainable Investing Initiatives: Provide support on various ESG and Sustainable Investing initiatives.
- Other Ad-Hoc Projects: Participate in various projects within the team and across different investment asset groups to support improving the investment process and implementing technology enhancements.
- 5+ Years of Experience: Proven experience in municipal analysis, with a strong understanding of credit fundamentals and market trends.
- Bachelor's Degree: A degree in a relevant field, such as finance, economics, or business.
- Strong Communication Skills: Excellent verbal and written communication skills, with the ability to present complex information to various audiences.
- Ability to Work Independently: Strong ability to work independently in a fast-paced environment, with a willingness to contribute insights in team discussions.
- Quantitative Skills: Strong quantitative skills, with a preference for candidates with experience in municipal analysis and credit research.
- Competitive Salary: A competitive salary range of $84 - $163k, based on experience and qualifications.
- Incentive Awards: Eligibility for incentive awards based on individual and business performance.
- Benefits and Wellness Programs: A comprehensive benefits package, including generous vacation and sick time, paid family, parental, and adoption leave, a partially-paid sabbatical program, medical plans, company-paid life and AD&D insurance, and more.
- Retirement and Stock Purchase Programs: A 401(k) plan with an employer-paid match, as well as an employer-funded retirement account.
- Flexible Work Environment: A flexible work environment with a friendly, caring, collaborative, and inclusive culture focused on career growth and development.
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Wellesley, Massachusetts, United States Sun Life Full timeAbout the RoleThe Associate Director, Municipal Credit Research Analyst position is a key role within the Municipal Credit team at Sun Life. As a seasoned professional, you will be responsible for evaluating and monitoring municipal credits, actively contributing to municipal team discussions regarding market developments, and helping respond to client and...
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Investment Grade Credit Specialist
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