Associate Director of Municipal Credit Analysis

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

Sun Life offers a competitive salary range of $84 - $163k, depending on experience. In addition to salary, this position is eligible for incentive awards based on individual and business performance, as well as a broad range of competitive benefits.

We are committed to fostering a diverse, equitable, and inclusive environment, where all employees feel valued, respected, and supported. We are dedicated to building a diverse workforce offering wide perspectives and creative ideas that benefit our clients, teams, and the communities where we operate.



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