UBS

Municipal Credit Strategist

UBS$140K — $180K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-10+ years of experience in municipal credit analysis across multiple sectors.
  • Advanced Excel and financial modeling abilities; skilled with sector-level models.
  • Proficient in Bloomberg and credit analytics platforms; familiarity with coding is a plus.
  • Strong written and verbal communicator, able to simplify complex credit analysis.
  • Possession of Series 7, 52, and 66 licenses or willingness to obtain them.
  • Strong credit instincts and judgment, especially in high-pressure situations.
  • Excellent organizational skills, adaptable in a fast-paced environment.

Responsibilities

  • Provide municipal credit coverage across utilities, transportation, and education sectors.
  • Deliver timely and independent municipal research through written reports and presentations.
  • Communicate research findings via podcasts and videos as necessary.
  • Utilize financial models and credit judgment to evaluate investment opportunities.
  • Conduct focused credit analysis during market stress and adjust priorities accordingly.
  • Collaborate with municipal sales and financial advisors to share actionable credit insights.
  • Manage and respond to inquiries effectively while balancing multiple tasks.

Benefits

  • Comprehensive employee benefits package.
  • Opportunities for professional development and training.
  • Flexible work environment with meaningful independence.
  • Supportive team culture within the Chief Investment Office.
Full Job Description
Your role

We're looking for a Municipal Credit Strategist to:
• Provide municipal credit coverage across various sectors including utilities (electric and water/sewer), transportation (toll roads/airports), private higher education, and select high profile and special-situation credits.
• Provide timely and independent municipal research via written commentary, presentations, and client-facing materials.
• Communicate and present research findings via podcasts and video, as needed.
• Apply financial models alongside seasoned credit judgment to assess relative value, downside risk, and structural protections.
• Offer in-depth coverage of specific credits during periods of market stress, reprioritizing quickly as events unfold.
• Work closely with municipal sales and financial advisors to deliver timely, actionable credit views.
• Respond efficiently to inbound inquiries, balancing multiple priorities in a dynamic environment.

Your team

We are seeking an experienced Municipal Credit Strategist to provide broad, judgment-driven municipal credit coverage across multiple sectors. This role blends sector modeling with qualitative credit analysis and requires the ability to respond quickly and decisively in fast-moving, headline-driven markets. The position offers meaningful independence and flexibility, having a direct impact on investment decisions. The candidate will serve as the primary contact across various sectors for municipal credit insights on a small team within the Chief Investment Office of UBS.

Your expertise
• ideally 5-10+ years of meaningful experience in municipal credit analysis with exposure across multiple sectors.
• Strong Excel and financial modeling skills; comfort working with sector-level models.
• Proficiency with Bloomberg and credit analytics platforms; coding skills a plus.
• Strong written and verbal communication skills with the ability to translate complex credit work into clear conclusions.
• Series 7, 52, and 66 licenses required (or willingness to obtain).
• Sound credit instincts and judgment, particularly under pressure.
• Highly organized, responsive, and able to multitask in a fast-paced environment.
• Collaborative team player who works well with advisors, team members and sales partners.
• Confident, outward-facing communicator with strong relationship and marketing skills.

Salary information

The indicative gross base salary range as a full-time equivalent role:
• United States - New York - New York min USD 140000 - max USD 180000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

About UBS

UBS Group AG is a Swiss multinational investment bank and financial services company founded in 1862 and headquartered in Zurich, Switzerland. UBS is one of the largest and most respected financial institutions in the world, with a presence in over 50 countries. The company offers a wide range of financial services to its clients, including wealth management, investment banking, asset management, and retail banking. UBS is committed to providing its clients with innovative and effective financial solutions that meet their unique needs and goals.
Learn more about UBS
Size
71,697 employees
Market Cap
$64.8 billion
Industry
Founded
1854
5 Year Trend
-6.5%
NASDAQ

Similar Jobs

More Jobs at UBS

More Finance & Insurance Jobs

Find similar Municipal Credit Strategist jobs: