Analyst, Municipals
Core
Support portfolio managers in municipal fixed income credit analysis, surveillance, and market presentations for state/local governments, transportation, housing, power, higher education, and healthcare.
Role type
Analyst, Municipal Fixed Income
Builds
Portfolio and market-related presentations for municipal finance investments
Domain
Fixed Income / Municipal Finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
credit analysis, financial data compilation, news sourcing, presentation preparation, independent project execution, AI tool integration, external relationship management
Preferred skills
familiarity with Microsoft Power Platform (Power Automate, Power BI, Power Apps)
Technologies
Microsoft Power Platform, Power Automate, Power BI, Power Apps
Responsibilities
Compile financial information and source news reports for credit research; prepare weekly performance and relative value presentations; execute recurring projects independently; identify and implement AI tools to streamline workflows; cultivate relationships with rating agencies and sell-side analysts
Seniority
Analyst, entry-to-mid level