Analyst Jobs in Patterson, NY

JGB is a Westport, CT based credit hedge fund that just began its 20th year. JGB is looking to hire an analyst to join our investment team for our Westport office. Qualifications: - Ability to dial/email/meet/cultivate a large number of intermediaries, make them like you, and have them show you their deals. This is by far the most important part of the job. You must also help vet deals and usher them through the investment process in a diligent and efficient manner. - Strong entrepreneurial ethos is critical. - Candidates must have a bachelor's degree or higher. Military experience is a plus. - 2+ years' experience in finance or a related field. - Strong verbal and written communication skills, willingness to network in order to identify new investment opportunities. Responsibilities Your job will be finding senior secured investment opportunities. You will also help negotiate investments, assist in the diligence and monitoring of investments, and participate in all other stages in the investment process. You will be a part of a team of experienced professionals and receive on the job training as necessary. Compensation is heavily performance-based and is tied primarily to how much profit is produced by the deals you have found. Job Type: Full-time. Salary: Base salary 80-125k plus performance-based bonus. Full health, dental & vision. 401(k).

One of the largest Commodities Trading firms in the world is rapidly expanding their growing Risk function and are looking to hire a Risk Analyst covering their Retail Energy portfolio. We are working directly with the Head of Market Risk at this firm who is looking to bring on an Analyst to build out his growing function. This hire will be responsible for tracking PnL positions, supporting energy trading and optimization, and actively work with desks to manage risk in the retail energy portfolio Each individual must have excellent communication skills, prior exposure to risk management, and an understanding of financial instruments on the market. Prior experience in Market Risk covering commodities is extremely valuable. Responsibilities: Oversee Market Risk associated with the Firm's trading strategies covering Retail Power portfolio Quantify Market Risk through varying risk metrics such as VaR, hedging, and optimization Interface with traders to asses limit breaches and provide traders with risk exposure to trades and own PnL Allocation Design and Develop Stress Testing scenarios Develop Key Risk Reports to be used throughout the business Keep key relationships with senior stakeholders throughout the business Qualifications: Market Risk Analyst: 2+ Years of Experience in Finance Prior exposure to financial instruments as a trader, jr. trader, or risk professional Prior experience using Python, SQL, and other analytical suites

We are seeking an Energy Analyst to join our team! We are looking for a trustworthy, outgoing, and ambitious candidate who is seeking to establish a career in the energy and sustainability industry. This person will be working directly with the Executive Director of Energy Services at Stanwich Energy and will have daily interaction with suppliers and utility companies to provide clients with regular reporting. Responsibilities: Perform various client-facing energy analyses Maintain and optimize internal databases Assist with bill auditing and solve utility billing discrepancies Be a Subject Matter Expert in sustainability and green power Learn and become familiar with the different deregulated energy markets and pricing components Conduct market research to determine potential of products and services Research and create presentations/reports on new regulatory changes in the markets Qualifications and Skills: Bachelor's degree - preferably in an Engineering, Energy, Economics, or related field 0-3 years experience in the energy industry Strong analytical and critical thinking skills Proficiency with Microsoft Excel Quick learner with strong writing and verbal communication skills Excellent time management skills and ability to multi-task without compromising accuracy Demonstrates an ability to identify problems and find creative and efficient ways of solving them

*** How much experience do you have as a Data Analyst/Scientist or related? *** How much experience do you have writing scripts in SQL or Python? *** What is your visa status (US Citizen, Greencard Holder, H1-b, etc.)? *** What is your target base salary? *** Where do you currently live (city, state)? *** Are you able to work onsite in Brewster, NY? *** What is your availability to start a new role?

• Trade Reconciliation • Corporate Action • Cash Management • Middle Office Function Required skills: • Middle Office cash reporting UI experience • Eagle Accounting knowledge • Experience in defining user experience and user interface design • Intraday cash reporting knowledge, including front office use cases • Cash reconciliation processes and data sets • Knowledge of corporate action events inclusive of SWIFT messages (MT564, 565, 567, 568) and voluntary election workflow (middle office service provider, middle office client, external parties/custodians). Additional skills: • Experience working with data outputs from Smartstream TLM Reconciliation-Premium • Knowledge of corporate action software (e.g., TCS BaNCS, FIS/XSP

About Us **************************** Keter Environmental Services is a full-service waste and recycling management company operating on a national platform. As a national environmental services provider, we manage 1400 client programs and work with over 2500+ providers nationally. Our team is made up of real estate, financial, and environmental professionals that understand the complexities of commercial and municipal properties and the unique challenges they present. We specialize in developing value-based solutions to implement and maintain the most efficient, sustainable, and economical solution for each individual property's waste stream. Visit *************** for more information. Exciting News: Keter Environmental Services and Waste Harmonics have united to create a powerful force in environmental solutions. Join our dynamic team to be a part of this new era in sustainability. Comprehensive Benefits Package Competitive Compensation Annual Bonus Plan at Every Level Continuous Learning and Development Opportunities 401(k) Retirement Savings with Company Match; Immediate Vesting Medical & Dental Insurance Vision Insurance (Company Paid) Life Insurance (Company Paid) Short-term & Long-term Disability (Company paid) Employee Assistance Program Flexible Spending Accounts/Health Savings Accounts Generous Paid Time Off (PTO), Including birthday off, community volunteer hours and a Friday off in the summer 7 Paid Holidays Job Description Waste Harmonics Keter is seeking a Senior Strategic Pricing Analyst to drive revenue and profitability growth by transforming customer data into actionable insights. Reporting to the Head of Pricing within the Strategy & Transformation organization, this role manages customer price requests, analyzes pricing proposal success rates, and collaborates with Relationship Managers to enhance win rates. Additionally, the analyst will support pricing initiatives, including performance monitoring, KPI assessments, pricing tool updates, and SOP reviews to ensure best practices. This is an excellent opportunity for a data-driven professional to make a significant impact on pricing strategy and business success. Key Job Responsibilities Independently handle customer price requests which include performing customer analysis, identifying revenue generating and/or revenue saving opportunities via strategic pricing practices, and crafting a price proposal backed by data-driven decision-making. Report on success rate of pricing proposals with the ability to correctly diagnose key factors which are attributed to a proposal's success or failure Regularly collaborate with the Relationship Managers to provide pricing guidance on specific customer proposals Execute the customer price increase analysis and implement price increases based on the customer's contract terms. Assist, collaborate, and build pricing enablement tools as needed Report on performance of pricing impact against established KPIs as well as price impact against strategic initiatives Help identify additional areas of revenue leakage opportunities backed by data and can be actioned via strategic pricing practices Ad hoc pricing analysis requests based on business needs Key Job Behaviors Genuine enthusiasm, enjoyment for uncovering revenue and profitable growth opportunities via data-driven strategic pricing practices Comfortable with performing pricing, revenue, and profitability analysis Comfortable with presenting price recommendations to internal stakeholders and the ability to defend the recommendation using key metrics. Ability to successfully collaborate with peers and influence pricing decisions without relying on escalation to Senior Leadership Comfortable with reaching out for help or assistance Minimum Qualifications: 3-5 years of prior experience in strategic pricing, finance, marketing, or similar role is required. Bachelor's Degree in Business Administration, Finance, Marketing, or a similar field of study or its equivalent is required. Strong data analytical background with a history of turning data analysis into actionable insights Core understanding of the sales process and how the pricing function fits within the sales cycle. Ability to successfully build cross-function relationships based on trust Superior Excel based skills Strong communicator Experience with using Salesforce Preferred qualifications: Master's Degree, MBA, or equivalent is preferred Has prior experience in sales Has prior experience in the waste management industry or logistics industry Strong data visualization skills using tools such as Tableau or Power BI Prior experience using data analytics software such as Alteryx or SQL Compensation details: 80000-120000 Yearly Salary PI0529cce5c458-26***********2

Seeking an experienced financial analyst for a full-time, in-person investment banking/PE role at a highly-successful boutique investment banking and PE firm in expansion mode in Greenwich, Connecticut. The firm specializes in asset finance for corporate clients with >$40 billion in annual revenue and has recently expanded into renewable energy. Min. of 3-years of financial analysis experience (DCF, Excel modeling, balance sheet analysis, lease analysis, tax analysis, fund modeling, etc.) . You will be part of a team serving our clients and supporting deals. The financial analysis positions at our firm are long-term roles and not viewed as an entry to a sales or marketing role. However, they do involve customer engagement and some travel. Must be hard-working, self-motivated, eager to engage with customers and ready for a high-pressure environment, as the firm structures and places financing for high-value assets for ultra-large corporate clients (no individual or retail customers). The firm also has an asset management business with a focus on sustainable aviation fuel. Given our size, all staff are involved in all activities. Ideal candidate is currently an analyst at an investment bank. You will have (or obtain) the following licenses: SIE, 7, 66 and 79. Familiarity with financial reporting is a plus.

Our client is a top hedge fund. We are seeking a highly motivated and detail-oriented Trading Operations Analyst. This role will be integral to ensuring the smooth and efficient processing of trades across a variety of asset classes. The ideal candidate will possess a strong understanding of financial markets, excellent problem-solving skills, and the ability to thrive in a fast-paced, high-pressure environment. Responsibilities: Provide comprehensive trade support for all asset classes, including equities, fixed income, foreign exchange for related cash and derivatives. Monitor and reconcile daily trading activity, identifying and resolving trade breaks and errors promptly. Generate and distribute daily trading activity reports to management, providing clear and concise summaries of key metrics. Collaborate closely with portfolio managers and risk managers to address trade-related inquiries and resolve any issues that may arise. Ensure accurate and timely trade settlement and confirmation processes. Maintain a thorough understanding of market regulations and compliance requirements. Participate in process improvement initiatives to enhance operational efficiency. Assist with ad-hoc projects and tasks as assigned. Qualifications: Bachelor's degree in finance, economics, or a related field. 1-2 years of relevant experience in trading operations or a related financial services role. Strong understanding of financial markets and various asset classes (equities, fixed income, FX, derivatives). Proficiency in MS Excel, including advanced functions (e.g., pivot tables, VLOOKUP). Excellent analytical and problem-solving skills. Strong attention to detail and ability to work accurately under pressure. Excellent communication and interpersonal skills. Ability to work effectively in a team environment. Must be able to work on site 5 days per week in Fairfield County, CT.

About the Company - US Tech Solutions is a global staff augmentation firm providing a wide-range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit our website. ************************** About the Role - The Procurement Research Analyst will work to support the development, implementation, and fairness of procurement strategies, processes and tools that assist our clients in establishing compliant and effective contracting mechanisms and operations. Responsibilities Consulting with clients of varying backgrounds and roles to identify, define, document, analyze, prioritize, and affirm requirements. Conducting online and documentary research and analysis for issue-related, subject matter area, and market research, including qualitative and quantitative data. Supporting reliable assessment of available options for decision-making, including consideration of strengths/weaknesses and risks/mitigations. Writing and preparing reports, briefing notes, presentations, and other professional documents. Developing procurement strategies and processes, in collaboration with colleagues, clients and stakeholders, to achieve business objectives. Preparing and reviewing complex RFx documents (e.g., Requests for Proposals (RFP), Requests for Qualifications (RFQ), Multi-supplier arrangements, Request for Information (RFI) etc.) and components of the same (e.g., statements of work, statements of requirement, payment and contract terms, etc.); Establishing objective and meaningful evaluation criteria and implementing assessment processes to support the receipt and fair assessment of qualified proposals to assure the delivery of operational requirements. Have experience in research, elicitation, and analysis of requirements and/or experience in the development of business requirements / evaluation criteria or similar documentation. Providing strategic and tactical advice on a range of procurement and contract management matters; and Supporting other related internal and client initiatives. if interested you can Email me at : ******************************* Job Requisition Id: 25-32500

I'm partnering with an established multi strategy PE firm with portfolio companies across all different industries to find them a Strategic Finance Analyst to drive both financial and strategic goals. The team is growing and the role comes with tons of exposure to the C-suite and room for impact. This is a perfect role for someone who currently works in strategic finance, FP&A, or wants to transition in-house from I-banking or Private Equity. This role is particularly awesome because of the team - they all have different backgrounds (several of them have worked for huge multibillion dollar global brands, some of them at high growth start-ups, some in tech, some from PE, etc.) and I know them personally - they're all really impressive and development of people on their team is a top priority for them. You'll have multiple people to learn from and they all go to bat for each other (sounds cliché but it's true). The company They own subsidiaries across all different industries: Sports, Tech (SaaS & AI), Consumer Products, Health & Wellness, Energy, Manufacturing, etc. Has grown a ton over the last 5 years an The cross industry exposure keeps things interesting day-to-day, and would also set you up to be able to go in lots of different directions if you ever wanted to make another career move down the line. The role: Financial modeling & growth strategy Drive overall planning, monitoring, are reporting of financial performance (budget, forecast, strategic planning) Develop dashboards, KPIs, and build presentations for stakeholders, parent company, and c-suite Analyze performance vs. plans, forecasts, market share and competitive market analysis to bring insights to the org Who you are: 1 - 3 years of experience in Finance, FP&A, Strategic Finance, PE, or I-banking Need to be strong in financial modeling Bonus points if you've done data visualization Bonus points if you have industry experience in Health, SaaS, Energy, Sports, Engineering, etc. 💵Compensation: $110k -$130k base salary + cash bonus + benefits and flexible for the perfect candidate!

Confidential HRIS Analyst Opportunity - Asset Management - Greenwich, CT or Charlotte, NC 3-8 years experience A leading global investment firm is seeking a Human Resources Information System (HRIS) Analyst to join its dynamic HR team. This role is integral to maintaining data integrity, optimizing HR processes, and supporting HRIS system enhancements. The ideal candidate is highly analytical, detail-oriented, and possesses strong technical skills, particularly in Microsoft Excel. Key Responsibilities: Maintain and optimize the HRIS system by ensuring accurate and efficient employee data entry and audits. Leverage advanced Excel functions (e.g., VLOOKUP, pivot tables, data validation) to manipulate, report, and analyze HR data. Conduct regular data audits to uphold accuracy, consistency, and integrity across HRIS and related systems. Handle sensitive and confidential HR data with discretion, adhering to all privacy regulations and internal policies. Identify opportunities for process improvements and automation to enhance efficiency. Automate and structure HR data reports to provide insights and support business decision-making. Collaborate with HR and cross-functional teams on data-driven initiatives and ad-hoc reporting needs. Qualifications & Skills: 3 - 6 years of experience in financial services or a data/CRM management-related role preferred. Exceptional Microsoft Excel proficiency. Strong analytical and problem-solving skills with impeccable attention to detail. High level of integrity, discretion, and professionalism in handling confidential information. Excellent organizational and time management skills, with the ability to manage multiple priorities effectively. Proactive, self-motivated, and able to work independently as well as in a collaborative team environment. Strong sense of ownership, accountability, and a commitment to excellence. Ability to thrive in a fast-paced, high-performance work environment.

A fantastic opportunity to join a leading Hedge Fund with a vibrant culture and fantastic benefits. * The ideal candidate will have 0-3 years of operations experience at a fund, bank, or through prior internships. This newly created role, driven by the firm's growth, is for a Junior Middle Office Analyst within the Trading Services group. Reporting directly to the Managing Director of Middle Office, you will be based on the trading floor, providing essential trade capture support for systematic trading and Portfolio Management teams. Responsibilities include trade confirmation, transmission of trade recap files, and issue resolution. This is an exciting opportunity to be deeply involved in the markets, collaborating closely with Portfolio Managers on the desk. The role offers a fast-paced environment with significant growth potential! In-Office Policy: 5 days in office ID#: 43603

The temporary person will be working in Accounts Payable Invoice Booking covering for the resignation of the employee as well as PTO during summer peak workload. Primary responsibility is assisting with processing vendor related invoices in SAP with accuracy and efficiency. Ability to review the invoice and purchase order data, ensuring accuracy and efficiency while following departmental procedures. The information related to all tasks will be delivered in a timely manner. Experience in understanding accounts payable processes and Administrative control procedures, especially in areas related to accounts payable. Experience with computers and working in an Office environment. Skills: Must have Accounts Payable & Office Experience Excellent interpersonal skills High accuracy and attention to detail Analytical competence and technical skills Interact professionally and effectively with all levels of staff Self-motivated and works independently Strong critical thinking & listening skills Education Associate's Degree - with a minimum of 3 years of relevant experience Contract Benefits: Medical, Vision, and Dental Insurance Plans 401k Retirement Fund About The Company: Our client is a leading sustainable energy company with a footprint in 24 states and $40 billion in assets. They serve 3.3 million electric and natural gas customers in the Northeast and have a diverse renewable energy portfolio. The company is committed to ethical business practices and has been named one of the World's Most Ethical Companies for three consecutive years. They are also a leader in the growing U.S. offshore wind industry and invest in charitable organizations in the communities they serve. About GTT GTT is a minority-owned staffing firm and a subsidiary of Chenega Corporation, a Native American-owned company in Alaska. As a Native American-owned, economically disadvantaged corporation, we highly value diverse and inclusive workplaces. Our clients are Fortune 500 banking, insurance, financial services, and technology companies, along with some of the nation's largest life sciences, biotech, utility, and retail companies across the US and Canada. We look forward to helping you land your next great career opportunity! 25-19610 #gttutility

Our client, a $50mm AUM Hedge Fund in Greenwich, CT is seeking a Junior Investment Analyst. Long/short absolute return focused hedge fund is looking to fill one analyst position working closely with its industry veteran, founder & Chief Investment Officer. Must have prior analyst experience in buy-side research, preferably at a hedge fund. The ideal candidate has a solid academic background, went to a top university, and has 1-2 years of fundamental experience. Responsibilities: Conducting deep, fundamental securities analysis understanding business Being the primary contact with companies under consideration - including prepping questions, scheduling & leading calls, and handling all follow-up Formulating analysis & summarizing key analytical conclusions in investment memos from your research, co/industry calls, sell-side conferences, special events, etc Attend and participate in weekly investment team research meetings Present new long/short ideas to the CIO and Investment Team for consideration to be added to the portfolio Monitoring existing portfolio companies - both news-flow, valuation, and financial modeling updates Assist in the updating of internal screens and watchlists Performing detailed risk analysis on investments & risk management on the Portfolio Assisting in the general operation of the fund when required - including updating ideas in the marketing deck and helping write-up key investment ideas for the quarterly investor memo.

Objective: The LaundryLux Credit Analyst is responsible for supporting the creditworthiness of potential borrowers and assessing the risks associated with lending activities. This typically involves analyzing financial statements, credit reports, and other relevant data to determine the likelihood of repayment. The Analyst aims to support decision-making processes in funding by providing detailed assessments that help financial institutions make informed choices about extending credit. Additionally, they provide superior service and support to our customers. Responsibilities: Collect and analyze financial data to support lending decisions. Assist in reviewing, analyzing and interpreting financial information. Assist with completing loan applications. Collaborate with team members and communicate findings to senior credit analysts or management to assist in decision-making processes. Research and identify process improvement opportunities and make recommendations to management Reconcile customer statements/billings Ensure collateral is perfected according to the approved credit decisions. Review loan package for accuracy and completeness including but not limited to business entity documents prior to preparing loan documents. Assists in the preparation of loan modification, renewal and extension documents of loans Collects and analyzes financial data to support lending decisions, including reviewing payment histories and evaluating any risk factors. Prepare Ad hoc documents as needed Enter applications into proprietary software Request and review insurance certificates to ensure sufficient coverage of collateral Perform other duties/projects as assigned Required Skills/Abilities: Understanding of loan documentation principles and the perfection of security interests. Ability to effectively manage time to meet deadlines and prioritize tasks. Familiarity with leasing software for efficient management of leases. Experienced in using Microsoft Word and Excel for documentation and analysis. Highly analytical with strong critical thinking abilities to solve problems. Detail-oriented, ensuring accuracy and thoroughness in all tasks. Exceptional written and oral communication skills for effective interactions. Confident in making and handling phone calls in a professional manner. Brings energy and enthusiasm to the workplace and team environment. Must be able learn quickly and adapt to read loan documents Education and Experience: Bachelors in finance or related field is required; 1 - 2 years of experience in credit analysis, financial analysis, or a related field is expected.

We are working with a well-established community bank in the Fairfield County market to find a Credit Analyst. This role will focus on underwriting Commercial & Industrial (C&I) and Commercial Real Estate (CRE) loans. Key Responsibilities: Analyze financial statements, tax returns, and other relevant documents to assess creditworthiness of loan applicants. Prepare and present credit write-ups and recommendations for loan approvals. Conduct due diligence, including market analysis, property appraisals, and financial modeling. Review and assess risk factors and make recommendations for mitigating potential issues. Work closely with lending officers and other teams to facilitate loan processing. Maintain thorough and accurate records of loan applications and decisions. Qualifications: Minimum of 2 years of credit analysis experience, preferably in C&I and CRE loans. Strong understanding of financial statements, credit risk, and lending practices. Ability to work independently and as part of a team. Excellent written and verbal communication skills. Proficient in Microsoft Excel and other financial analysis tools.

Tax Analyst - ITV US Tax Group ITV Studios is a scaled and global creator, owner and distributor of high-quality TV content. We operate in 13 countries, across 60+ labels and have a global distribution network. We are diversified by genre, geography and customer in the key creative markets around the world and are known for bringing shows to life in the U.S. from the heartwarming “Queer Eye”, to “Hell's Kitchen”, “Fixer Upper”, “One Piece, “Franklin” and many more. Based in ITV'S East Coast HQ in Stamford, CT, this role will report to the US Tax Manager for ITV Plc. The US Tax team is responsible for all aspects of domestic tax compliance for all of the wholly owned US subsidiaries and US partnerships of ITV plc, a UK publicly listed company. The team works closely with ITV America, ITV Studios America, and ITV Studios Global Entertainment, which are engaged in the business of producing and distributing television programs of various genres. PRIMARY DUTIES Maintaining and updating the US tax calendar Tax compliance preparation of various federal, state, and local income and franchise tax returns Assisting with tax provisions and tax forecasting Researching tax issues Interpreting and complying with state, local and international statutes, regulations, and legislation Preparing for and assisting with US and global tax audits Assisting with the reconciliation of general ledger tax accounts Assist with and implement tax planning Developing and implementing tax process improvements MINIMUM QUALIFICATIONS: Bachelor's degree in Accounting, Finance, or related field CPA certification 1-3 years applied work experience in public accounting or industry Advanced skills in MS Excel Strong analytical skills, excellent interpersonal and communications skills Attention to detail and outstanding organization skills Ability to multi-task and work independently Enjoy working in a fast paced environment with a wide variety of people Knowledge of Corptax software preferred ITV is for everyone. ITV is an Equal Opportunity Employer and is committed to maintaining a creative and collaborative environment with a diverse workforce. We especially encourage members of traditionally underrepresented communities to apply, including women, people of color, LGBTQ people, and people with disabilities. Please reach out to discuss any support/personalization you may need during our application and selection process as per our commitment to providing reasonable adjustments or accommodations. The pay scale for this role is $80,000 to $110,000 annually, with bonus potential, and full benefits including paid time off and 401(k) match. The base pay offered may vary depending on multiple individualized factors including office location, skills, and experience.

Job Title: Middle Office Analyst In-Office Policy: 5 days in office Our client is an industry leading financial services firm seeking a Middle Office Analyst to join their Operations Team in Connecticut. This position will sit on the trading floor directly supporting the Portfolio Managers. Ideal candidates will have 1-3 years of experience in trade support/operations coming from financial services. Open to entry level candidates with relevant internship experience. Qualifications: Bachelor's Degree in Economics, Finance, or related field Understanding of various financial products #43603

Clinton Investment Management is seeking a Municipal Credit Analyst to support the firm's rapid growth of assets under management. Primary job responsibilities include performing detailed credit analysis for securities across multiple municipal sectors and with varying risk profiles. The analyst will help identify potential investment opportunities utilizing the firm's investment thesis and philosophy and articulate credit opinions to internal and external stakeholders. Core Responsibilities • Perform fundamental credit analysis for a complex portfolio of municipal issuers across the risk spectrum, including high yield • Surveil a portfolio of assigned credits within stipulated deadlines through analysis of periodic financial reports, news sources, management discussions, and other external sources to fulfill regulatory requirements • Recommend, through written reports and verbal communication, the potential suitability of specific municipal credits for individual portfolios and commingled funds • Develop, review, and maintain internal credit models to support analysis and trade recommendations • Effectively communicate with team members, rating agencies, broker/dealers and other industry players • Draft periodic credit commentaries on key market and industry developments • Perform special/ad hoc projects, as needed, to advance the research team and firm's objectives Qualifications • Three-to-five years of municipal credit analyst experience at buy/sell side firms, bond insurers, credit ratings agencies, issuers, etc. Other pertinent experience will be considered • Advanced analytical and quantitative skills, particularly an ability to navigate complex data sets and systems to assess credit risks • Knowledge of and interest in macroeconomic topics (economic, political, and legal) and their linkages to municipal securities • Excellent written and verbal communication skills to successfully articulate credit opinions to trading desk and clients • Strong intellectual curiosity, independent thinking, and ability to work collaboratively in team-based settings • Excellent time management/organizational skills and attention to detail Education • Bachelor's degree in a related field (economics, finance, public policy/administration, business, mathematics) is required o Advanced/master's degree is preferred • CFA or progress towards obtaining designation is a plus Preferred Qualifications • Exposure to sectors such as charter schools, healthcare/CCRCs, transportation, higher education, tobacco, and project finance sectors is a plus • High yield experience Compensation Competitive pay and bonus commensurate with professional experience