Merrill Financial Advisor developing relationships with high - net - worth clients at Merrill Wealth Management. Responsible for providing comprehensive recommendations aligned with client's financial goals.
About the role
- Senior Municipal Finance Credit Analyst managing high yield municipal bond investments for clients. Providing credit analysis and investment recommendations while mentoring junior analysts in the team.
Responsibilities
- Covering one or more municipal sectors with a concentration in high yield
- Pitching detailed investment recommendations to tax-exempt and taxable portfolio managers
- Monitoring opportunities through daily interactions with portfolio managers, Wall Street counterparties and the broader investment team
- Building and maintaining financial models
- Documenting both new issue and secondary research and producing sector-based thematic reports
- Analyzing the impact of federal and state policy changes on covered municipal sectors
- Collaborating with other areas of the firm, including the corporate credit team
- Mentoring junior analysts
Requirements
- Ten or more years of credit analysis experience in public finance, preferably at a buy side or sell side firm
- Experience and demonstrated success with high-yield municipal sectors, including workout experience
- Strong bottom-up credit fundamental analysis and financial modeling skills
- Experience with corporate credit and commercial real estate preferred, but not necessary
- Excellent communication skills and ability to write clearly and concisely
- Bachelor’s degree required; MBA or CFA preferred
Benefits
- Medical, dental, vision, life insurance, disability insurance
- Paid Time Off (PTO), and leave of absences, such as parental and military leave
- 401(k) plan with company match (up to 4%)
- Company-funded pension plan
- Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
- Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
- Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs
- Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service
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