What are the responsibilities and job description for the Senior Investment Research Analyst – Municipal Bonds position at Columbia Mgmt Invst Adv LLC?
Key Responsibilities
· In-depth quantitative and qualitative evaluation of investment opportunities in the municipal bond market. Strong understanding of tax-exempt financing and flexibility to cover a broad range of investment grade and noninvestment grade securities is critical for success in the role.
· Communicate investment recommendations that summarize the evaluation and research of an investment opportunity. When appropriate, write recommendation documents to present to the team.
· Responsible for surveilling existing investments in the municipal bond market. Update analyses and communicate material changes in outlook with clear and concise reasoning. Closely monitor coverage sectors by engaging with research analysts and Wall Street firms to source opportunities and gather information critical to investment analysis.
· Interact with issuers and dealers, attending calls, meetings, and conferences as needed.
· Contribute to team discussions focused on investment opportunities and performance.
Required Qualifications
· 5 years of work in municipal bond investment management or a related field.
· Strong analytical skills to cover all aspects of independent research.
· Communication and relationship building skills to appropriately influence and share ideas with others.
· Understanding of the fixed income markets.
· BA/BS degree.
Preferred Qualifications
· Experience analyzing healthcare and/or land secured tax-exempt securities.
· Advanced degree or Chartered Financial Analyst (CFA) designation.
About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
Salary : $195,000