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Chase · 18 hours ago

Asset Management - Municipal Research Analyst - Executive Director

270 Park Ave, New York, NY, 10017, US

Full-time

Onsite

Senior Level, Lead/Staff

$200K/yr - $350K/yr

10+ years exp

Chase is one of the oldest financial institutions, offering innovative financial solutions to a wide range of clients. They are seeking a Municipal Research Analyst to evaluate municipal securities for investment opportunities and provide recommendations based on thorough credit analysis and market monitoring.

BankingFinancial Services

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-oriented

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