Full Job Description
Position Summary:
Develop and apply municipal credit expertise to generate forward-looking credit views, internal ratings, and investment recommendations across a range of municipal sectors. Responsibilities include fundamental and market-based research, ongoing credit surveillance, and clear communication of insights to portfolio managers and the broader investment team. Work product includes concise written reports, data-driven analysis, and proactive identification of emerging risks and opportunities.
Responsibilities:
• Conduct comprehensive fundamental credit analysis across multiple municipal sectors, incorporating financial, economic, policy, and demographic factors.
• Formulate and maintain internal credit ratings and outlooks, with clear supporting rationale.
• Monitor issuer performance and market developments, proactively identifying credit risks and opportunities.
• Produce clear, concise, and actionable research for portfolio managers and investment committees.
• Communicate credit views and recommendations effectively across the investment platform.
• Contribute to sector research, thematic analysis, and team-wide initiatives, including data and technology enhancements.
• Support ongoing improvements in research processes, tools, and analytics
Requirements:
• Bachelor's degree required; CFA designation or progress preferred.
• 3-5 years of municipal or fixed income credit experience.
• Strong analytical capabilities, including financial statement analysis and credit risk assessment.
• Ability to synthesize complex information into clear, well-supported conclusions.
• Strong written and verbal communication skills.
• Proficiency in Excel and data tools; experience with Power BI, Python, or similar tools is a plus, along with familiarity with AI-enabled tools (e.g., Copilot) to enhance research efficiency and insight generation.
• Demonstrated ability to work both independently and collaboratively in a team-oriented environment.
• Intellectual curiosity and a proactive approach to research and problem solving.