Investor Marketing and Credit Analysis

About the Role

J.P. Morgan's public finance investor marketing team is Wall Street's premier sell-side desk analyst team. This role requires fast-paced critical thinking based on analysis of financial positions and trends, news and events, and relative value. The group is entirely based in New York City.

Key Responsibilities

• Make credit trading recommendations to high yield and high grade traders.
• Develop credit marketing strategies for new issue municipal bond sales.
• Assess credit structures and documentation to determine marketability.
• Present actionable trade ideas formulated by independent research and analysis.
• Master the reading and interpretation of complex legal documents.
• Determine the financial feasibility of projects and the creditworthiness of borrowers.
• Perform data analysis.
• Provide credit support for secondary trading and the primary market syndicate desk.
• Assist in the development of marketing strategies.
• Write independent credit reviews and pitch proposals.
• Facilitate issuer roadshows.
• Read and interpret rating agency publications and muni issuer disclosure documents.
• Draft credit notes.
• Analyze comparables and update desk on engagement for primary market bond sales.
• Perform ad hoc research assignments relevant to sector credit themes.
• Develop technology tools to streamline analysis and automate ongoing desk tasks.
• Maintain an interest in municipal bond investing and municipal issuers.
• Perform regular interaction with various types of issuer and investor clients, and develop these relationships over time.

Requirements & Tech Stack

• Strong knowledge or interest in public finance and the municipal bond market.
• Analytical Skills:
• Financial statement analysis (accounting).
• Quantitative skills.
• Ability to build, interpret, and manipulate credit models.
• Ability to synthesize data to identify trends and conclusions.
• Ability to read and interpret complex legal documents.
• Communication Skills:
• Strong verbal and written skills.
• Professional and comfortable in client-facing situations.
• Interpersonal Skills:
• Ability to multi-task.
• Flexibility, assertiveness, a positive attitude, and ability to be a strong team player.
• Ability to process new information quickly and effectively.
• Ability to work in a high volume, fast-paced trading floor environment.
• Must be able to start immediately.
• Preferred: Strong Excel and Bloomberg skills.

Qualifications

• Up to 3 years' experience in financial markets (rating agency, investment bank, asset manager, municipal financial advisor or issuer).