Senior Research Analyst

Oakbrook Terrace, Illinois
13 Sep 2021
13 Oct 2021
Industry Sector
Asset Management
Employment Type
Full Time

Job Responsibilities:

  • Conduct in-depth fundamental municipal credit analysis to assess credit quality and to make investment recommendations for tax-exempt and taxable municipal bond portfolios with a focus on issuers in the health care and long-term care sectors across the credit spectrum
  • Develop and communicate independent credit opinion - rating and credit trend - on issuers under coverage
  • Make security and sector positioning recommendations based on fundamental credit and relative value analysis
  • Prepare and present industry and credit views to the relevant investment sector teams as appropriate
  • Participate in and present at municipal credit and sector tactical meetings with portfolio managers, traders and other analysts
  • Monitor developments that affect the municipal market (legislation, rating agency views, court cases)
  • Perform other related duties as needed


  • 7+ years' experience doing relevant work in an investment management firm or related experience.
  • Bachelor degree in business, finance, economics or related field, with a solid foundation in finance and accounting; Master's degree in business, finance, economics, public policy or related field preferred
  • CFA or progress towards CFA designation, a plus
  • Strong and verbal communications skills - can synthesize and distill significant analysis and financial information into an investment conclusion communicated clearly and concisely, with strong conviction
  • Understand of now macroeconomic and policy factors affect investment opportunities preferred
  • Solid technical skills, including proficiency with Microsoft Excel, Word & PowerPoint
  • Team player who thrives in a collaborative, performance-driven work  environment

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