Fixed Income Analyst, Sr. conducts analysis on debt or fixed income securities in order to make recommendations regarding investment strategy. Stays abreast of trends and news, such as competitive position and financial stability of organizations, in order to identify potential risks. Being a Fixed Income Analyst, Sr. requires a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be a Fixed Income Analyst, Sr. typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)
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Responsibilities
· Conduct fundamental analysis of individual municipal bond issuers.
· Determine the appropriate asset allocation and securities selection strategy for individual and institutional clients.
· Execute trades across various methods.
· Assist with periodic reporting for assigned client relationships.
· Assist and support the business development team.
· Work closely with the investment team to assess the macroeconomic environment.
· Develop content for periodic “white papers” and/or monthly commentary.
· Perform other duties as needed.
Qualifications
· 7-10 years of credit analysis and/or portfolio management experience, primarily in the municipal bond sector
· A Bachelor’s Degree from an accredited college or university, CFA considered beneficial.
· A true team approach that embraces process improvement and doing whatever is necessary to complete the job at hand within a small company environment
· Outstanding organizational and leadership abilities
· Strong aptitude in decision-making and problem-solving
· A desire to serve clients and teammates
· Excellent communication skills, both oral and written
· Impeccable ethical standards
· A sense of humor