Director of Municipal Credit Research

7 days ago


Wellesley, Massachusetts, United States Sun Life Full time
About the Role

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.
Requirements
  • 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.
What We Offer
  • 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.


  • Wellesley, Massachusetts, United States Sun Life Full time

    About 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...


  • Wellesley, Massachusetts, United States Sun Life Full time

    **Job Summary**Sun Life is seeking an experienced investment professional to join our Private Fixed Income team as an Associate Director. This role will be responsible for managing a portfolio of investment grade credits and working closely with senior team members on underwriting new investment opportunities.**Key Responsibilities**Monitor and manage a...


  • Wellesley, Massachusetts, United States Sun Life Financial Full time

    Director of Public Fixed Income Research – Sun Life FinancialSun Life Financial is a dynamic global asset management organization dedicated to delivering innovative and diversified investment strategies to institutional clients. With a commitment to excellence, we manage a substantial portfolio exceeding CA$374/US$283 billion in assets under management...


  • Wellesley, Massachusetts, United States Sun Life Financial Full time

    Director of Public Fixed Income and Credit Research – Sun Life FinancialSun Life Financial is a prominent global asset management firm that delivers innovative and diversified investment solutions tailored for institutional investors. We are pioneering new pathways with a comprehensive array of offerings for an expanding institutional clientele exceeding...


  • Wellesley, Massachusetts, United States Sun Life Financial Full time

    Director of Public Fixed Income Research – Sun Life FinancialSun Life Financial is a dynamic global asset management organization delivering innovative and diversified investment strategies to institutional clients. We are pioneering a comprehensive range of solutions for a growing institutional clientele comprising over 1300 entities. Our legacy of...


  • Wellesley, Massachusetts, United States Sun Life Financial Full time

    Director of Public Fixed Income Research – Sun Life FinancialSun Life Financial is a prominent global asset management organization dedicated to delivering innovative and diverse investment strategies to institutional clients. We are pioneering a comprehensive range of solutions for a rapidly expanding institutional clientele comprising over 1300 entities....

  • Research Associate

    2 weeks ago


    Wellesley, Massachusetts, United States Babson College Full time

    Job SummaryThe Research Assistant will provide critical support to Prof. John Marthinsen in his research endeavors, focusing on two key projects: analyzing the mistakes that led to Credit Suisse's failure and takeover, and exploring the potential of Swiss central bank digital currencies (CBDCs) to address related issues.Key ResponsibilitiesCollect and...


  • Wellesley, Massachusetts, United States Sun Life Full time

    Position Overview: Sun Life is in search of a key contributor to our dynamic investment team specializing in investment-grade private credit. The Senior Manager role within the Private Credit Investments – Corporate Private Placement division will oversee an established portfolio of credits while collaborating with senior colleagues on various facets of...


  • Wellesley, Massachusetts, United States Sun Life Full time

    **Job Summary**Sun Life is seeking an experienced investment professional to join our Private Fixed Income team as an Associate Director. This role will be responsible for managing a portfolio of credits and working with senior team members on underwriting new investment opportunities.**Key Responsibilities**Monitor and manage a portfolio of investment grade...


  • Wellesley, Massachusetts, United States Sacred Heart University Full time

    About the RoleWe are seeking a highly skilled and experienced Development Director to join our team at Sacred Heart University. As a key member of our development team, you will be responsible for securing revenue goals and developing volunteer leadership to support our mission.Key ResponsibilitiesRevenue Generation: Achieve revenue goals through...


  • Wellesley, Massachusetts, United States Sacred Heart University Full time

    About the RoleWe are seeking a highly skilled Development Director to join our team at Sacred Heart University. As a key member of our development team, you will be responsible for securing revenue goals and developing volunteer leadership to support our mission.Key ResponsibilitiesRevenue Generation: Achieve revenue goals through solicitation of large...


  • Wellesley, Massachusetts, United States Babson College Full time

    About the RoleThe Senior Director, Business Development at Babson College is a key member of the executive team responsible for driving revenue growth and business development initiatives. This role requires a seasoned sales professional with a proven track record of success in generating new business opportunities and managing existing relationships.Key...


  • Wellesley Hills, Massachusetts, United States Sun Life Financial Full time

    Job Description:Compensation Director, SLC FinancialJob Summary:We are seeking a highly skilled Compensation Director to join our team at Sun Life Financial. As a key member of our Human Resources department, you will be responsible for developing and implementing compensation strategies that align with our business objectives.Key Responsibilities:Develop...


  • Wellesley, Massachusetts, United States Babson Full time

    About the RoleThe Marketing Manager, Babson Academy is a key member of the Babson Academy team, responsible for developing and executing effective marketing strategies to build awareness for the portfolio of programs within the Babson Academy for the Advancement of Global Entrepreneurial Learning.This role is charged with creating and executing effective...


  • Wellesley, Massachusetts, United States Babson College Full time

    Position OverviewThe Academic Success Coordinator is responsible for providing comprehensive academic and personal guidance to approximately 375 undergraduate students, with the actual cohort size varying each semester. Utilizing a holistic framework, the Coordinator aims to empower, educate, and support students throughout their academic journey from...

  • Senior Financial

    1 month ago


    Wellesley, Massachusetts, United States Babson College Full time

    The Senior Financial & Budget Analyst is responsible for performing highly complex data analysis work. Specifically responsible for assisting in planning and development, presentation, and implementation of the preliminary general budget; conducting qualitative and quantitative financial research to support decision-making and budget development for the...


  • Wellesley, Massachusetts, United States Babson College Full time

    Job SummaryBabson College seeks a highly skilled and experienced Assistant Dean, Accreditation and Compliance to oversee all aspects of accreditation for the College's three accreditors: NECHE, AACSB, and EQUIS. The successful candidate will serve as the administrative liaison with the Appointments Decision Making Body (ADMB) and be a member of the academic...


  • Wellesley Hills, Massachusetts, United States Massachusetts Bay Community College Full time

    Executive Administrative CoordinatorDepartment: Office of the President Location: Wellesley Hills Massachusetts Bay Community College is committed to fostering educational excellence and academic achievement, preparing students for both local and global citizenship, addressing critical workforce needs, and contributing to the economic development of the...


  • Wellesley, United States Sun Life Full time

    Job Description : Associate Director, Municipal Credit Research Analyst What is in it for you:  The Municipal Credit team is responsible for managing the municipal holdings of Sun Life’s third-party asset management business. The Municipal Credit Research team works closely with portfolio managers and traders; analysts’ responsibilities including...


  • Wellesley, United States Sun Life Full time

    Job Description : Associate Director, Private Fixed Income – SLC Management What’s in it for you: SLC Management is seeking an integral member of a high performing investment team who are experts in investment grade private credit. The Associate Director role on the Private Fixed Income – Corporate Private Placement team will be responsible for...

  • Consulting Director

    3 months ago


    Wellesley, United States Massachusetts Psychological Association Full time

    Job DescriptionJob DescriptionConsulting Director of Diversity, Equity and InclusionThe Massachusetts Psychological Association (MPA) seeks a contract employee, part-time (10 hours weekly), Consulting Director of Diversity, Equity, and Inclusion (DEI) to work collaboratively with MPA leadership to implement and assess the effectiveness of DEI initiatives in...


  • Wellesley, United States CoSIDA Full time

    Details Posted: 27-Jun-24 Location: Wellesley, Massachusetts Type: Full Time Salary: $65,-$72, Categories: Athletic Communications/Sports Information/Media Relations Directors Internal Number: R Responsible for the leadership, planning, management and oversight of external communications for all 13 varsity sport programs and...

  • Director of Sales

    6 days ago


    Wellesley, United States ASM Global Full time

    EDGE Sports Global LLC EDGE Sports Global LLC, in partnership with ASM Global LLC, is the fastest growing sports facility development and operations company in New England with a portfolio of eleven facilities, over a half dozen programs, tournaments, events and services across ice hockey, swimming, and field sports such as soccer, lacrosse, and field...


  • Wellesley, United States American Heart Association Full time

    Overview As we celebrate our Centennial year, we invite you to join us in shaping the next century of impact. Be a relentless force for a world of longer, healthier lives. Here at the American Heart Association, you matter and so does your career. The American Heart Association has an excellent opportunity for a Development Director, Boston...


  • Wellesley, United States Sun Life Financial Full time

    Senior Director, Insurance Business Development - SLC Management page is loaded Senior Director, Insurance Business Development - SLC Management Apply locations Wellesley Hills, Massachusetts Hartford, Connecticut time type Full time posted on Posted 30+ Days Ago job requisition id JR00096832 SLC Management is a growing...


  • Wellesley, United States Sun Life Financial Full time

    Senior Director, Insurance Business Development - SLC Management page is loaded Senior Director, Insurance Business Development - SLC Management Apply locations Wellesley Hills, Massachusetts Hartford, Connecticut time type Full time posted on Posted 30+ Days Ago job requisition id JR00096832 SLC Management is a growing...


  • Wellesley, United States Babson Full time

    The Marketing Manager, Babson Academy is responsible for creating and executing effective marketing strategies to build awareness for the portfolio of programs within the Babson Academy for the Advancement of Global Entrepreneurial Learning. This role is charged with creating and executing effective strategies to build awareness of the Babson Academy brand,...

  • J.P. Morgan Advisors

    4 weeks ago


    Wellesley, United States JPMorgan Chase Full time

    The Investment Associate is an integral member of the Financial Advisor's team. An Investment Associate works in close partnership with the Financial Advisor(s) in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities. The ideal candidate has a strong understanding of market conditions and global...

  • Senior Financial

    1 month ago


    Wellesley, United States Babson College Full time

    The Senior Financial & Budget Analyst is responsible for performing highly complex data analysis work. Specifically responsible for assisting in planning and development, presentation, and implementation of the preliminary general budget; conducting qualitative and quantitative financial research to support decision-making and budget development for the...


  • Wellesley, United States RBC Full time

    Job Summary Job Description What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...


  • Wellesley, United States ABA Centers of America Full time

    Behavior Technician/Registered Behavior Technician (BT/RBT) – ABA Centers of AmericaPortsmouth / Service Area: Wellesley, MA$5,000 bonus for referring BCBAs to work in MA, NH, TN, PA, or NJAbout ABA Centers of AmericaABA Centers of America provides ABA (Applied Behavior Analysis) therapy and diagnostic services to people with autism. We help clients and...


  • Wellesley, United States ABA Centers of America Full time

    Behavior Technician/Registered Behavior Technician (BT/RBT) – ABA Centers of AmericaPortsmouth / Service Area: Wellesley, MA$5,000 bonus for referring BCBAs to work in MA, NH, TN, PA, or NJAbout ABA Centers of AmericaABA Centers of America provides ABA (Applied Behavior Analysis) therapy and diagnostic services to people with autism. We help clients and...


  • Wellesley, United States Ag Jobs Full time

    Please carefully read the following instructions before beginning your application.Please complete any desired updates to your Job Profile in advance of completing and submitting your application. If completed prior to applying, this information will populate the application sections below (Job History, Education, Languages, and Skills). You will be asked to...


  • Wellesley Hills, United States ABA Centers of America Full time $25 - $30

    Behavior Technician/Registered Behavior Technician (BT/RBT) – ABA Centers of AmericaNot sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements.Wellesley, MA$5,000 bonus for referring BCBAs to work in MA, NH, TN, PA, or NJAbout ABA Centers of AmericaABA Centers of...


  • Wellesley Hills, United States ABA Centers of America Full time $25 - $30

    Behavior Technician/Registered Behavior Technician (BT/RBT) – ABA Centers of AmericaNot sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements.Portsmouth / Service Area: Wellesley, MA$5,000 bonus for referring BCBAs to work in MA, NH, TN, PA, or NJAbout ABA Centers of...