Asset Management - Municipal Research Analyst - Executive Director jobs in United States
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JPMorganChase · 2 days ago

Asset Management - Municipal Research Analyst - Executive Director

JPMorganChase is one of the oldest financial institutions, offering innovative financial solutions. As a Municipal Research Analyst, you will evaluate municipal securities for investment opportunities and manage ongoing investment recommendations in collaboration with a global team.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Provide and maintain buy and/or sell investment recommendations via credit discussions and written credit reports for municipal securities for assigned sectors
Perform independent credit risk on issuers to identify relative value and investment opportunities with an entrepreneurial mindset
Perform due diligence, pre- and post-issuance, by engaging municipal issuers and investment bankers and making site visits (some domestic travel required)
Actively monitor market themes and sector trends
Communicate investment recommendations, market themes and sector trends to portfolio managers, internal stakeholders and clients
Build and maintain relationships with investment bankers and analysts, the broker-dealer community, rating agencies, and legal professionals, among other market participants

Qualification

Credit analysisMunicipal market knowledgeFinancial analysisGAAP/GASB accountingCash flow modelingCFACFA candidateBusiness software proficiencyCommunication skillsInterpersonal skillsTeam-orientedAttention to detail

Required

Minimum of 10 years of experience in credit analysis
Bachelor's degree in related field
Critical Technical Skills
Demonstrated ability to evaluate municipal issuer credit risk, determine relative value, and communicate concisely under typically stringent time constraints
Working knowledge or interest in municipal market technicals and identification of primary and secondary market opportunities
Proficient accounting and financial analysis skill with excellent cash flow modeling and revenue/expense forecasting and advanced knowledge of GAAP/GASB accounting
Ability to read and evaluate complex bond documents and structures with attention to detail
Strong written and oral communication and interpersonal skills; team-oriented
Demonstrated experience common business software packages/applications

Preferred

CFA or CFA candidate preferred
Degrees specializing in data science, finance and/or economics preferred

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

JPMorganChase

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With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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Company data provided by crunchbase