Associate Analyst, Municipals

Role Summary and Responsibilities

• The Associate Analyst program is a 3-5 year structured program offering extensive mentorship and training, designed to develop future credit investors
• Diverse responsibilities including transaction and sector-related research projects, extensive financial analysis, and collaboration with analysts, portfolio managers, and traders
• Opportunity to interact with senior management teams across an array of municipal issuers
• Daily opportunity to learn directly from our senior investment professionals
• Expectation to provide investment insight and impact the investment process
• Strong support for pursuing the CFA designation
• Competitive compensation with significant upside potential for high performers
• Exceptional performers have the potential to be promoted to Fixed Income Research Analyst

Qualifications

Required:

• Bachelor's Degree required with a focus in Accounting, Finance, Business, Economics, Public Policy or a related field preferred 
• Strong Excel skills and demonstrated ability to work with data 

Preferred:

• Strong academic background and demonstrated intellectual curiosity
• Highly motivated, confident self-starter with the ability to work independently and collaboratively with others
• Interest in credit research, fixed income investing, and/or the municipal market 
• Effective communication skills (verbal and written)
• Demonstrated ability to conduct in-depth thematic research across a broad spectrum of topics which can be additive to the investment process
• Progress toward CFA designation is a plus

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.