Investment Analyst - Municipals Job at Lensa, Chattanooga, TN

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  • Lensa
  • Chattanooga, TN

Job Description

Lensa is the leading career site for job seekers at every stage of their career. Our client, Unum, is seeking professionals in Chattanooga, TN. Apply via Lensa today!

Job Posting End Date: June 29

When you join the team at Unum, you become part of an organization committed to helping you thrive.

Benefits

Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:

  • Award-winning culture
  • Inclusion and diversity as a priority
  • Performance Based Incentive Plans
  • Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
  • Generous PTO (including paid time to volunteer!)
  • Up to 9.5% 401(k) employer contribution
  • Mental health support
  • Career advancement opportunities
  • Student loan repayment options
  • Tuition reimbursement
  • Flexible work environments
  • All the benefits listed above are subject to the terms of their individual Plans .

And that’s just the beginning…

With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you’re directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!

General Summary

This position is responsible for researching taxable and tax-exempt municipal bond investments for a $5+ billion municipal credit portfolio. The individual will provide credit opinions and recommendations on municipal securities to Portfolio Managers, the Head of Research, and the Chief Investment Officer. These opinions and recommendations are utilized to evaluate risk and are the basis for buy/sell/hold decisions.

There is flexibility in the opening, and we are evaluating individuals from entry to experienced levels.

Principal Duties And Responsibilities

Credit Review and Analysis

  • Assess credit quality of various municipal bond offerings issued by the municipal sectors using a variety of research tools including but not limited to Bloomberg, rating agencies, third-party research, EMMA, etc.
  • Assign/maintain formal ratings (e.g., outlook, trading, ESG, etc.) on taxable and tax-exempt municipal securities and their respective sectors
  • Monitor and make recommendations regarding exposures to respective issuers and municipal sectors
  • For assigned issuers/sectors, provide written research reports and timely updates when appropriate

Credit Management and Trading Recommendations

  • Maintain and develop research contacts and resources with a variety of street, and rating agency analysts
  • Effectively communicate with and critically analyze comments of CEOs, CFOs and Investor Relations Officers within public finance
  • Make investment recommendations on the purchase or sale of municipal bonds to the Head of Research and Portfolio Managers
  • Monitor sector trends and developments such as legislative changes, rating agency outlooks, legal rulings, etc., which could impact the municipal market and/or municipal portfolio
  • Assume responsibilities for special projects or other duties when required

Job Specifications

  • Minimum Bachelor's degree required; MBA and/or CFA credentials preferred
  • 2+ years relevant work experience in investments; solid knowledge of fixed income markets, economics and credit research required
  • Experience with municipal securities/public finance preferred
  • Strong written and verbal communications skills, with the demonstrated ability to quickly and effectively communicate ideas and recommendations
  • Proficiency with Bloomberg and Microsoft Office tools, especially Excel; ability to learn new software
  • Strong financial research skills, producing and maintaining quantitative financial models
  • Excellent problem-solving skills, documentation skills and ability to thrive in a fast-paced environment

~IN1

Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.

Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.

The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience.

$60,500.00-$123,400.00

Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.

Company

Unum

Job Tags

Temporary work, Work experience placement, Worldwide, Flexible hours,

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