Investment Analyst
POSITION SPECIFICATIONS
- Bachelor’s degree in related field required with a solid foundation in finance and accounting; Master's degree in business, finance, economics, public policy or related field preferred
- CFA or progress towards CFA designation a plus
- Investment-related work experience required; two years of municipal credit analysis experience preferred
- Understanding of how macroeconomic and policy factors affect investment opportunities preferred
- Demonstrated knowledge of financial statement analysis required.
- Excellent research and analytical skills required
- Solid computer skills, including proficiency with Microsoft Excel, Word & related applications, required
- Solid written and oral presentation skills required
- High level of academic achievement required
MAJOR DUTIES :
This position performs in-depth research and analysis for assigned investment sector in support of strategies and policy guidelines.
- Conduct fundamental, in-depth municipal credit analysis to assess credit quality and to make investment recommendations for municipal money market portfolios.
- Provide and maintain internal credit assessments and develop municipal sector expertise to assist in portfolio management decisions.
- Participate in and present at municipal credit and sector tactical meetings with portfolio managers, traders and other analysts.
- Maintain on-going, frequent communications with portfolio managers, analysts and traders.
- Develop and maintain working rapport with external industry sources, as needed, to support credit analysis responsibilities and investment decision making.
- Perform other related duties as assigned.
HOURS / LOCATION :
- 8 : 30 a.m. - 5 : 00 p.m. (Overtime as required)
- Pittsburgh, PA hybrid work arrangements (in-office / remote)
EXPLANATORY COMMENTS :
- Excellent written and oral communication skills.
- Ability to work as a contributing member of a team
- Above average work ethic
- Demonstrated ability to multitask
- Occasional travel may be required
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