Asset & Wealth Management, Fixed Income, Municipal Research, Analyst/Associate

Fixed Income & Liquidity Solutions Overview

Fixed Income and Liquidity Solutions, within Public Investing, manages more than $1.7 trillion* in assets for a variety of clients, including private wealth mandates and institutional clients such as insurance companies, pension funds, and endowments. The team has a long history of investing across public fixed income strategies including rates, currency and credit on behalf of our clients. Investment ideas are created through collaboration between portfolio managers, research analysts, and traders.

Role Overview

The Municipal research team works closely with the portfolio managers/traders covering credit review and analysis for the municipal platform. The team manages in excess of $170bln across various instruments including separate accounts, mutual funds and ETFs. Credit review responsibilities are across all municipal sectors and from high grade to high yield credit quality.

Responsibilities

• Review investment grade municipal bonds to assess credit-worthiness
• Reviews include new market issues, surveillance and event driven analysis
• Help develop and assemble presentation materials
• Track rating agency action and general municipal news
• Help to build technology solutions

Qualifications

• BS/BA degree
• 2-3 years’ work experience
• Strong verbal and written communication skills
• Experience reading financial statements
• Strong tech skills including excel, AI experience a plus
• Rating agency or municipal buy-side experience a plus

Salary Range

N/A

Benefits

• We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
• We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
• We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
• We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
• To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
• We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.