Municipal Research Analyst
- Employer
- Prime Advisors, Inc.
- Location
- Redmond, WA
- Salary
- Commensurate with experience
- Closing date
- Feb 8, 2019
View more
- Job Function
- Credit Analysis, Fixed Income Research: Buy Side
- Industry Sector
- Asset Management
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
POSITION/DUTIES
Prime Advisors, Inc. is seeking a municipal research analyst to work in its Redmond, WA office. This position will be a key member of the investment team which deals with municipal, corporate, structured, and equity assets, with a primary focus on the municipal market. This position works market hours from 5:30 AM to 3:00 PM.
COMPANY DESCRIPTION
Prime Advisors, Inc. manages investment portfolios for institutional and high net worth clients. Founded in 1988, Prime has developed a disciplined approach to working with our clients to establish investment strategies that are linked to their unique financial goals and objectives. On June 30, 2015, Prime Advisors, Inc. entered into an agreement with Sun Life Financial Inc. in which Prime now operates as a standalone subsidiary under the Sun Life Financial umbrella.
We believe diversity is the foundation for understanding the needs of our clients and care about the mental, physical and financial well-being of our employees.
RESPONSIBILITIES
- Research and perform fundamental credit analysis of municipal issuers to assess financial and operational strength, bond structure, and suitability for Prime’s clients
- Document research and investment recommendations for a variety of audiences - internal use by traders and portfolio managers, inclusion in our research database, client presentations or reports, etc.
- Prepare reports or presentations relating to the municipal market in response to client questions or requests
- Give presentations to clients on the municipal market, portfolio holdings, sector outlooks, etc.
- Monitor economic, demographic, regulatory, legal, and political changes to determine the impact on municipal issuers, sectors and investment strategy
- Work across the organization with traders, portfolio managers, accountants, and actuaries to respond to client requests
- Support growth by working on prospective client portfolio reviews, finals presentations, etc.
SKILLS
- Self-motivated and self-directed, effectively manage and coordinate multiple projects and tasks
- Strong attention to detail given the importance of client reporting and bond structure in the municipal market
- Strong presentation skills
- Communicate clearly and concisely, both orally and in writing
- A collaborative work style and positive attitude
- Advanced computer skills, including experience with Bloomberg and Microsoft Office products
- Ability to remain calm and objective in the face of periods of excessive optimism or extreme pessimism in the capital markets.
QUALIFICATIONS/REQUIREMENTS
- 3-5 years of municipal research experience
- Undergraduate degree
- MBA and/or CFA or CFA candidacy a plus
- Ability to pass a background check
- Must be able to respond negatively to a Disciplinary History Questionnaire as required by securities regulations
Hours: 5:30 AM to 3:00 PM Pacific Standard Time
Company
Prime Advisors, Inc. (Prime) is a Sun Life Investment Management company that specializes in partnering with insurance companies to provide capital efficient customized solutions. As part of a $759 billion global financial services organization with over $125 billion in insurance assets under management, we understand the unique regulatory, capital and market considerations facing property/casualty, life, title, and health companies of all sizes. Sun Life Investment Management has expertise in managing assets across public, private, liquid and illiquid markets while also offering actuarial-based insurance investment tools, including full cash flow modeling, and accounting services.
- Website
- http://www.primeadvisors.com/
- Telephone
- 4252022080
- Location
-
22635 Northeast Marketplace Dr
Suite 160
Redmond
WA
98053
US
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