Municipal Credit Analyst


Southern California
Permanent
USD150000 - USD250000
Investment Management
PR/544048_1747338536
Municipal Credit Analyst

About:

A leading Investment Managment and Wealth Management firm. The firm prides themselves on their commitment to excellence and delivering superior returns for their clients. The team is composed of seasoned professionals dedicated to innovative investment solutions and rigorous financial analysis.

Position Overview:

The firm is looking for an Analyst that has prior experience working with Municipal Bonds. The successful candidate will be responsible for conducting in-depth research, financial analysis, and portfolio management to support our investment decisions.

Key Responsibilities:

  • Perform fundamental credit analysis on an initial and ongoing basis for investment grade municipal credits across the municipal sector for tax-exempt and taxable bond portfolios
  • Make security and sector positioning recommendations to the Municipal Team based on fundamental credit and relative value analysis
  • Perform surveillance of existing holdings to determine if changes in security positioning are necessary
  • Monitor developments that affect the municipal market (legislation, rating agency views, court cases
  • Sourcing and trading both taxable and municipal fixed income securities

Qualifications:

  • Bachelor's degree in Finance, Economics, or a related field; CFA designation preferred.
  • Minimum of 2 years of experience in investment analysis, with a experience with Municipal Bonds.
  • Strong analytical skills and proficiency in financial modeling and valuation techniques.
  • Excellent written and verbal communication skills.
  • Ability to work independently and as part of a team in a fast-paced, dynamic environment.
  • Proficiency in Bloomberg, FactSet, or similar financial research tools.

FAQs

Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.

Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.

We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business. 

That's why we recommend registering your CV so you can be considered for roles that have yet to be created. 

Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.

Handpicked roles for you