Municipal Credit Research Portfolio Manager - Sales and Client Support

Tampa, Florida
Salary based on experience + Bonus
Mar 24, 2021
May 23, 2021
Industry Sector
Consulting Firm
Employment Type
Full Time

Municipal Credit Research SME for Sales and Client Support

Muni Analyst to Support Research Sales, Provide Client Service, Marketing, and Sales/Operations.

Human Capital Resources, a national recruiting and consulting firm is seeking, on behalf of a Prestigious Tampa Bay institutional financial services firm, a professional with municipal investments/analytics experience and accounting or finance background to support senior sales professionals.  Individual will provide a wide range of support to sales, existing clients, analysts/research staff as well as internal reporting and tracking support to firm management.  Individual will communicate with clients and provide product training and support. Individual will support operations for invoicing, accounting liaison and production and other services.  Depending on experience, there is an opportunity to develop a strategy product including other marketing related activities. Candidates must have excellent understanding of municipal and other fixed income securities and a basic understanding of accounting, finance and business forecasting. Best candidate will be an analyst who desires to expand skill set including client facing experience. Individual must be a team player and client centric. Strong presentation and communications skills are a must.

This is a career opportunity for the right entrepreneurial candidate.

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