- Utilizing both qualitative and quantitative research, provide fundamental analysis on investment grade municipal bond issuers. This includes timely recommendations for the portfolio management team on both primary and secondary opportunities as well as conducting surveillance of existing holds.
- Ownership of sectors and issuers: The range of ownership will be based on the analyst's experience level and analytical abilities.
- Gather, analyze and disseminate relevant and timely market, sector and issuer-level insight to the Investment Team.
- Work with Marketing and Sales to support analysis of prospective and existing client portfolios, answer client inquiries, and help to develop marketing materials.
- Contribute to continuous process improvement in Appleton Partners' research capabilities with a focus on implementing technology enhancements.
- 2-5 years of municipal credit research preferred.
- A demonstrated dedication to the investment industry with knowledge of the municipal market, fixed income securities, municipal bond offering documents and financial statement analysis.
- Experience working with Investortools' Perform as well as Microsoft Office product suite.
- Excellent organizational skills and ability to work both independently and within a team environment.
- Strong attention to detail, intellectual curiosity, and confidence in decision-making.
- Developed verbal, written and interpersonal skills with the ability to interact with clients, issuers, brokers, rating
- Bachelor's degree required; Chartered Financial Analyst designation, or progress towards, a plus.
-
Research Analyst
1 week ago
AIRINC Boston, United StatesAIRINC provides a unique global culture, remote opportunities, interesting projects, and a highly flexible and supportive work environment. We trust and empower employees to do their best work each day, and highly value our considerate, curious, and innovative community. In servi ...
-
Research Analyst
2 weeks ago
Jennison Associates Boston, United StatesDate Posted: October 2023 · Job Title · Principal, Research Analyst (Global Equity - Emerging Markets) · Who We Are · Jennison Associates is a global investment management firm with over $170 billion in Assets under Management spanning across a range of various equity and fix ...
-
Research Analyst
2 weeks ago
Massachusetts Health Policy Commission Boston, United StatesPosted on April 2, 2024 · seeks a Research Analyst to support the work of the department. This is an opportunity to join a team generating high-quality, objective research to support the HPC's mission of developing and supporting data-driven health policy throughout the Commonwea ...
-
Principal Research Analyst
2 weeks ago
City of Boston Massachusetts Boston, United StatesUnder the supervision of the Director of the Boston Regional Intelligence Center, the Principal Research Analyst will conduct extensive analyses of crime and intelligence data (including terrorism) using Geographic Information Systems (GIS) technolog Research Analyst, Principal, ...
-
Principal Research Analyst
2 weeks ago
City of Boston Massachusetts Boston, United StatesShort term, tactical planning and analysis through cluster/hotspot identification. Long term planning and analysis using raster based analysis. Conduct crime analysis using community characteristics, demographic reports, intelligence data, field inte Research Analyst, Principal, ...
-
Senior Research Analyst
2 weeks ago
Aztec Boston, United StatesWho We Are · Point32Health is a leading health and wellbeing organization, delivering an ever-better personalized health care experience to everyone in our communities. At Point32Health, we are building on the quality, nonprofit heritage of our founding organizations, Tufts Heal ...
-
Securitized Research Analyst
2 weeks ago
Income Research + Management Boston, United StatesIncome Research + Management · Income Research + Management is a Boston-based, privately owned, fixed income asset management firm. IR+M delivers strong performance and consistent results through a rigorous, bottom-up security selection process and strives to provide best-in-cla ...
-
Research Technology Analyst
2 weeks ago
Boston Medical Center Boston, United StatesResearch Technology Analyst page is loaded · Research Technology Analyst · Apply · locations · Boston · Remote · time type · Full time · posted on · Posted Yesterday · job requisition id · 33897 · POSITION SUMMARY: · Provides expert support to end-users, employing a h ...
-
Boston University Boston, United StatesJob Description · Boston University's Industry Engagement team seeks a Research Contract Analyst to provide review and processing of a variety of research related agreements. Industry Engagement (IE) is a crucial component of the University's research enterprise serving as a bri ...
-
Equity Research Analyst
1 week ago
GMO Boston, United StatesFounded in 1977, GMO is a global investment manager committed to delivering superior long-term investment performance and advice to our clients. We offer strategies and solutions where we believe we are positioned to add the greatest value for our investors. These include multi-a ...
-
Research Analyst, Asset Allocation Research
3 weeks ago
Fidelity TalentSource LLC Boston, United States· Job Description: · The Department · With over $625 billion in assets under management, Fidelity Asset Management Solutions (FAMS) is a leading provider of asset allocation solutions for institutional and retail clients. The range of investment solutions includes target date fu ...
-
Municipal Research Analyst
1 week ago
Eaton Vance Boston, United StatesMorgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,100 investment professionals around the world and $1.6 trillion in assets under management or supervision as of December 31, 2021. Morgan Stanley Investment Management ...
-
Equity Research Analyst
1 week ago
Wellington Management Boston, United StatesAbout Us · Wellington Management · offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries ...
-
Research Analyst, Asset Allocation Research
3 days ago
Fidelity TalentSource LLC Boston, United StatesJob Description: · The Department · With over $625 billion in assets under management, Fidelity Asset Management Solutions (FAMS) is a leading provider of asset allocation solutions for institutional and retail clients. The range of investment solutions includes target date fun ...
-
Biotechnology Research Analyst
2 weeks ago
HighVista Strategies Boston, United StatesHighVista Strategies Overview · HighVista Strategies is a Boston-based investment firm with approximately $10 billion in assets under management and 70 employees. We were founded in 2004 and manage funds for institutional investors including sovereign wealth funds, endowments, fo ...
-
Manager Research Analyst
2 weeks ago
Fidelity Investments Boston, United StatesJob Description: · Manager Research Analyst, Fidelity Asset Management Solutions · The Team · With over $650 billion in assets under management, Fidelity Asset Management Solutions (FAMS) is a leading provider of asset allocation solutions for institutional and retail clients. ...
-
Data Analyst and Researcher
3 weeks ago
Fidelity TalentSource LLC Boston, United States· Job Description: · The Role · Do you have a passion for understanding the complexities of family relationships? Do you have a vision for how data analytics can contribute to our understanding of how people relate to each other? Are you curious about the interactions of psychol ...
-
Research Analyst
2 weeks ago
Colliers International Boston, United Stateslocations · Boston, Massachusetts, United States of America · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · JR13113 · Make your next move an expert one. · At Colliers it's not our success that sets us apart, it's how we achieve it. Our people ar ...
-
Research Analyst
2 weeks ago
Massachusetts Health Policy Commission Boston, United StatesPosted on April 2, 2024 · The Massachusetts Health Policy Commission (HPC) seeks a Research Analyst to support the work of the Research and Cost Trends (RCT) department. This is an opportunity to join a team generating high-quality, objective research to support the HPC's missio ...
-
Research Analyst
1 week ago
AIRINC Boston, United StatesAIRINC provides a unique global culture, remote opportunities, interesting projects, and a highly flexible and supportive work environment. We trust and empower employees to do their best work each day, and highly value our considerate, curious, and innovative community. In servi ...
Municipal Bond Research Analyst - Boston, United States - Appleton Partners Inc
3 weeks ago
Description
Appleton Partners, Inc. is a 100% employee-owned and Boston-based SEC-registered investment advisor offering avariety of high- quality fixed income separately managed account strategies. The Firm has $12.6 billion in assets under management and has seen steady growth since being founded in 1986. We are currently seeking a Boston-based candidate for this permanent position with our Fixed Income Team. Appleton's sole office is located at One Post Office Square in Boston, MA. For additional information, please visit our website at
MUNICIPAL RESEARCH ANALYST
We are seeking a Municipal Research Analyst with 2 to 5 years of relevant credit analysis experience to play an important role within Appleton's Fixed Income team.
Fundamental research has always been foundational within Appleton's investment process and we seek a candidate that will carry on that commitment of diligent and thorough analysis.
Reporting to the Director of Municipal Research, the Analyst will apply both quantitative and qualitative research on investment grade municipal bond issuers, requiring attention to detail and excellent organizational skills.
We believe our client focus sets us apart at Appleton.As a result, the Analyst can expect interaction with portfolio managers, traders, sales and marketing as we all work to provide consistent investment results along with high standards of client service.
In addition to job-specific skills, the right candidate appreciates the value of teamwork, respect for colleagues and dedication to the firm's growth.
Key Responsibilities:
Work Experience / Knowledge:
Skills / Other Personal Attributes Required:
Education: