Overview As Municipal Research Analyst you will support portfolio managers by performing credit research and data interpretation across a diversified municipal platform. You'll analyze issuers, review financial disclosures, and craft concise credit narratives that inform investment decisions. Work in a small, collaborative team with exposure to the full investment process. You will help monitor macro trends and position portfolios in line with benchmarks and strategy. This role offers meaningful impact in client-centric wealth management and a path to develop technical and analytical expertise. Compensation / Benefitstraining and development opportunitiesequal opportunity employer ResponsibilitiesConduct fundamental credit analysis on municipal issuers (states, local governments, schools, utilities, districts)Review audited financial statements, budgets, official statements, and related disclosuresDevelop written credit summaries and internal investment memorandaBuild and maintain financial models and surveillance reports in ExcelManage and analyze portfolio data: performance metrics, duration, sector allocation, credit exposure, risk characteristicsMonitor macroeconomic, legislative, and sector developments; assist with portfolio positioning relative to benchmarks and strategy guidelines Key requirementsBachelor degree in accounting, finance, economics, or public policy; 0-2 years relevant experience or 3-7 years equivalentStrong proficiency in Microsoft ExcelDemonstrated ability to work with financial reports and data setsExcellent analytical, quantitative, and critical thinking skillsStrong written and verbal communication skillsHigh level of attention to detail and organizational disciplineStrong self-starter who works well independentlyIndependent thinker with natural curiosityLicensing requirements may be obtained following employmentcollaborationanalytical mindsetstrong communicationMicrosoft ExcelBloombergfinancial modeling
Not specified in the original listing.
Not specified in the original listing.
