Municipal Bond Research Analyst - Boston, United States - Appleton Partners, Inc.

Appleton Partners, Inc. Boston, United States

3 weeks ago

Accounting / Finance

Description

Appleton Partners, Inc. is a 100% employee-owned and Boston-based SEC-registered investment advisor offering a

variety 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:

• 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.

Work Experience / Knowledge:

• 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.

Skills / Other Personal Attributes Required:

• 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

agencies, and peers in a professional manner.

Education:

• Bachelor's degree required; Chartered Financial Analyst designation, or progress towards, a plus.

Research Analyst

1 week ago

AIRINC Boston, United States

AIRINC 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 States

Date 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 States

Posted 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 States

Under 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 States

Short 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, ...
Equity Research Analyst

4 weeks ago

A leading Boston investment firm Boston, United States

A leading Boston-based value equity manager with $12 billion in AUM is looking for an equity research analyst to work cooperatively with fellow analysts and support a team of senior investment professionals. The role will entail extensive financial modelling, data gathering, due ...
Senior Research Analyst

2 weeks ago

Aztec Boston, United States

Who 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 ...
RESEARCH CONTRACT ANALYST, University Research

4 days ago

Boston University Boston, United States

Job 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 ...
Credit Research Analyst

4 weeks ago

Fanning Personnel Boston, United States

Seeking a Credit Research Analyst to join a top Boston asset manager. The individual in this role will be responsible for a subset of investment grade and high yield technology issuers. The Credit Research Analyst will be responsible for analytically supporting senior analysts in ...
Municipal Research Analyst

1 week ago

Eaton Vance Boston, United States

Morgan 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 ...
Securitized Research Analyst

2 weeks ago

Income Research + Management Boston, United States

Income 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 States

Research 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 ...
Equity Research Analyst

1 week ago

Wellington Management Boston, United States

About 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 ...
Equity Research Analyst

1 week ago

GMO Boston, United States

Founded 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 ...
Biotechnology Research Analyst

2 weeks ago

HighVista Strategies Boston, United States

HighVista 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 ...
Research Analyst, Asset Allocation Research

2 days 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 fun ...
Manager Research Analyst

2 weeks ago

Fidelity Investments Boston, United States

Job 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

4 weeks ago

The Boston Consulting Group Boston, United States

ADDITIONAL INFORMATION · The Data and Research Services (DRS) function is a dynamic and highly visible center of excellence focused on business research and process innovation. We collaborate with our consulting teams to bring advanced research capabilities to support projects an ...