- Conduct and maintain research on Tax Exempt issuer/borrowers
- Generate content to communicate research to other analysts and portfolio managers
- Collaborate with CIM's portfolio management team and recommend attractive investment opportunities based upon our investment process
- Stay abreast of trends and news, maintain pro-active views, and communicate conclusions/recommendations concerning pertinent sectors and macroeconomic trends and developments
- Attend sell side conferences and issuer management meetings
- Develop and maintain financial models
- Participate in investment meetings and work closely with other CIM portfolio managers and analysts to share views on market events and analysis
- Monitor existing investments and industry developments
- Prepare specific sector reviews
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
- 7-12 years of direct experience in the asset management industry, preferably in an investment research role
- Strong academic record
- Bachelors/University degree, Masters degree preferred
- CFA preferred
- Strong written and verbal communication skills, analytical skills and technical insight
- Ability to effectively handle multiple assignments
- Strong attention to detail
- Demonstrated ability to work both independently and as part of a team
Education:
- Bachelor's/University degree, Master's degree preferred