Analyzes security-level investment accounting data, maintains GAAP and statutory portfolio values, verifies transactions and corporate actions, reconciles assets, cash, positions, and market values, resolves discrepancies with custodians, prepares internal reports, and supports accounting process improvement initiatives.

Own and maintain the firms intranet and extranet as a senior full‑stack engineer. Debug, enhance, and build new features across presentation, application, and integration layers. Lead large projects from intake through release, collaborate with design/content/product teams, enforce technical standards (testing, CI/CD, version control), ensure performance, security, and accessibility (WCAG 2.1 AA), and mentor junior engineers.

Conduct in-depth municipal credit research and analysis, evaluate new issue and secondary market credits, build analytical models and tools, monitor portfolios, formulate sector investment strategy, author research and thought leadership, and support compliance, trading, and marketing materials.