JPMorganChase · 1 day ago
Asset Management - Municipal Research Analyst - Executive Director
New York, NY
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expJPMorganChase is one of the oldest financial institutions offering innovative financial solutions. The Municipal Research Analyst will evaluate municipal securities for investment opportunities and manage ongoing investment strategies, working closely with a global team of analysts and portfolio managers.
Asset ManagementBankingFinancial 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
Required
Minimum of 10 years of experience in credit analysis
Bachelor's degree in related field
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
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.
10001+ employees
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)
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Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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