Vice President, Research Analyst

Our employees are our most valuable asset.

The Vice President, Credit Analyst performs fundamental credit analysis in assigned sector and makes buy/sell recommendations on individual bond issues to the portfolio managers.

DUTIES AND RESPONSIBILITIES: 

• Assume coverage and responsibility for one or more defined sectors within U.S. public finance with a focus on both IG and HY asset classes.
• Create financial projections with a focus on debt sustainability and develop independent credit opinions for related coverage field.
• Analyze political conditions and the impact on credit fundamentals.
• Report and analyze potential changes in the tax policies and accounting treatment of municipal issuers.
• Provide detailed investment recommendations to tax-exempt and taxable portfolio managers.
• Proactively develop and communicate investment ideas with portfolio managers.
• Produce written reports and presentations as necessary.
• Interact with clients or client service professionals as required.
• Work with other areas of the firm, including corporate credit analysts, to source cross-asset class investment ideas.
• Develops and maintains productive relationships with portfolio managers, investment banks, issuers, rating agencies and fellow analysts.                                                                                   

QUALIFICATIONS:  (education, experience, certifications, licenses, skills required)

• Strong academic credentials and achievement; MBA/CFA preferred, or progress toward them.
• 7-10 years of relevant Public Finance credit analysis experience
• Deep understanding of global fixed income products, including tax-exempt and taxable products.
• Proven track record of consistently adding value to investment portfolios through accurate credit opinions and investment recommendations.
• Ability to make judgments regarding credit, risk, and valuation.
• Market knowledge that allows the analyst to determine the appropriate depth of analysis required for individual credits.
• Experience managing tasks with minimal direction and an ability to make preliminary decisions in a short time frame with incomplete information.
• Good communicator; strong written and oral presentation abilities. Needs to be persuasive and credible.