Research Analyst

Overview

We are seeking a US Municipal Credit Research Analyst to join our Global Fixed Income Research team, supporting our municipal bond portfolio management teams. The analyst will conduct fundamental credit analysis of municipal issuers across various sectors, including state and local governments, healthcare, education, and infrastructure.

Responsibilities

• Evaluating financial health, budgetary performance, and debt profiles of issuers.
• Absessing policy, legal, and regulatory frameworks that impact creditworthiness.
• Analyzing economic and demographic trends relevant to municipal credit.
• Monitoring market developments and identifying relative value opportunities.
• Providing investment recommendations and credit opinions to portfolio managers.
• Collaborating with other research analysts and contributing to team-wide initiatives.

Location(s)

Milwaukee, WI

Qualifications

• Required Qualifications:
  • Degree qualified.
  • CFA designation or progress towards attaining the CFA designation.
  • Ability to work independently and collaboratively in a cross-functional environment.
  • Remain in stationary position for prolonged periods of time.
  • Operate computer programs and software.
  • Communicate effectively with audiences in person and in electronic formats.
  • Work in a collaborative business environment in close quarters with peers and varying interruptions.
• PREFERRED Qualifications:
  • At least (5-7 years) relevant industry experience in credit or equity research.
  • Experience in the financial sector a plus.
  • Strong analytical skills, particularly in performing financial statement analysis and assessing industry trends.
  • Effectively communicate credit recommendations and trading ideas (via verbal and written material).
  • Exercise judgement in time management and prioritization of work.
  • Bloomberg and Microsoft Office (particularly Excel) experience.
  • Capability to work independently and is self-motivated.

Compensation

Base Pay Range: $140,000 - $160,000

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.).