Expoint - all jobs in one place

המקום בו המומחים והחברות הטובות ביותר נפגשים

Limitless High-tech career opportunities - Expoint

JPMorgan Asset Management - Municipal Research Analyst Executive Director 
United States, New York, New York 
614718836

31.07.2024

Job Responsibilities

  • Provide buy and/or sell investment recommendations via credit discussions and written credit reports for municipal securities for assigned sectors.
  • Perform independent credit risk on issuers to identify relative value and investment opportunities with an entrepreneurial mindset.
  • Perform due diligence, pre- and post-issuance, by engaging municipal issuers and investment bankers and making site visits (some domestic travel required).
  • Actively monitor market themes and sector trends.
  • Undertake ongoing surveillance of and recommendations for held investments via maintenance of the proprietary internal credit database.
  • Build and maintain relationships with investment bankers and analysts, the broker-dealer community, rating agencies, and legal professionals, among other market participants.

Required qualifications, capabilities and skills

  • Minimum of 7 years of experience in credit analysis.
  • Bachelor’s degree in related field
  • Critical Technical Skills
  • Demonstrated ability to evaluate municipal issuer credit risk, determine relative value, and communicate concisely under typically stringent time constraints.
  • Working knowledge or interest in municipal market technicals and identification of primary and secondary market opportunities.
  • Proficient accounting and financial analysis skill with excellent cash flow modeling and revenue/expense forecasting and advanced knowledge of GAAP/GASB accounting.
  • Ability to read and evaluate complex bond documents and structures with attention to detail.
  • Strong written and oral communication and interpersonal skills; team-oriented.
  • Demonstrated experience common business software packages/applications.

Preferred qualifications, capabilities and skills

  • CFA or CFA candidate preferred.
  • Degrees specializing in data science, finance and/or economics preferred.