Lead Director - Municipal Credit Research
• Performed credit analysis on all municipal sectors: GO/tax-backed, transportation, utilities, and healthcare.• Covered a $2-$3 billion investment grade municipal bond portfolio with over 200 issuers across the nation. • Provided timely buy/sell/hold recommendations to the portfolio manager/trader regarding relative value and positioning.• Responsible for incorporating ESG (environmental, social, & governance) factors into credit analysis.• Determined the impact of legislative and economic changes with regards credits and the portfolio. • Prepared ad hoc reports regarding portfolio positioning and content for our management, clients, and marketing.• Served as backup for the portfolio manager/trader when they were out of the office. • Participated in industry seminars and conferences.