RBFCU Wealth Management
Associate Investment Research Analyst – Municipal Bonds
This role directly impacts our portfolios and the work you do will influence trades in the millions of dollars on a regular basis.
Key Responsibilities:
· Utilize data analytics, news aggregation, and other tools to monitor high quality credits across a variety of municipal bond sectors
· Complete more thorough reviews of flagged credits, putting key datapoints in context and elevating to senior analysts as necessary
· Maintain and enhance the muni analytics platform to drive efficiency and further our research analytics strategy
· Help maintain integrity of the municipal credit management system (Investortools – CreditScope) data
· Over time, a successful candidate will learn to think like a fixed income investor, assuming more responsibility for making and communicating internal rating/recommendation changes and contributing to team discussions focused on sector trends, key topics, and investment opportunities
Required Qualifications:
· 5-7 years of municipal bond or other relevant fixed income experience
· BA or BS degree that demonstrates intellectual ability and rigor
· A comfort level with quantitative tools and analytics or developing advanced quantitative skills
· Established and demonstrated work ethic and willingness to invest in their careers
· Strong organizational skills coupled with an ability to take initiative and work independently
· Proficient in Excel, Python/R, VBA or the equivalent
· Basic understanding of SQL or other programming languages
· The ability to integrate and function effectively on a team that places clients first and is dedicated to sustaining excellence
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
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India Business Unit
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