Municipal Bond Credit Analyst/Portfolio Manager
$111.44k - $183.08kFull-time
WSFS Bank
Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Municipal Bond Credit Analyst/PM reports directly to the Director of Fixed Income. This role is responsible for all areas of the firm's municipal bond portfolio management including municipal bond trading, portfolio construction and issuer due diligence/credit research. In addition, this position will contribute to daily fixed income trading across other fixed income sectors for client portfolios. Job Responsibilities:
$111,440.00 - $183,082.25 Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at View email address on us.fitly.work. WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
- Conduct detailed analysis across municipal bond issuers and sectors.
- Actively construct and manage municipal bond portfolios for clients.
- Develop and maintain municipal bond strategies across SMA accounts balancing client risk/return objectives.
- Strong and existing knowledge/understanding of the municipal bond market and geographic locations.
- Update and maintain the municipal bond issuer approved buy list. Monitor all credits on the list.
- Manage daily municipal bond trading across client portfolios.
- Monitor trade order screens to ensure timely execution of Investment Advisor trade orders.
- Remain current on developments within the municipal bond industry. Contribute to market and economic commentary while staying on top of current trends.
- Serve as the municipal bond expert within the organization.
- Execute fixed income trades across multiple fixed income trading platforms including but not limited to Fidelity, Altruist, Schwab, BondNav, iCAP, Bloomberg, and Tradeweb.
- Assigned additional duties as deemed necessary by the Director of Fixed Income and Chief Investment Officer.
- Maintain compliance with all firm and regulatory guidelines and procedures including MSRB.
- Provide fixed income support to Investment Advisors regarding fixed income strategies and fixed income investments.
- Strong understanding of municipal bond valuations and adhering to best price and execution.
- Proven track record in managing municipal bond SMA strategy is preferred.
- Strong municipal bond credit analysis skills.
- Working knowledge of trading on various custodian fixed income trading platforms as well as Bloomberg and Tradeweb.
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 10-15 years of experience working as a municipal bond credit analyst and/or portfolio manager.
- Must have an advanced level in Microsoft Office suite, including analyzing data and using formulas in Excel, drafting documents in Word, and creating PowerPoint presentations.
- CFA designation and or advanced degree is preferred.
- High attention to detail and commitment to accuracy, integrity, and process excellence.
- Ability to manage competing priorities in a dynamic, fast-paced environment.
- Strong collaborator who builds trust across senior leadership, advisors, and teams; Ability to adapt a culture of accountability, transparency, and excellence.
- Strong communication, analysis and interpersonal skills, with the presence to engage with senior leadership and external partners.
$111,440.00 - $183,082.25 Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at View email address on us.fitly.work. WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Municipal Bond Credit Analyst/Portfolio Manager in Berwyn, PA vacancy
- Bryn Mawr Trust, a WSFS Company, seeks a Municipal Bond Credit Analyst/PM to oversee municipal bond portfolio management, trading, and issuer due diligence. The role spans broader fixed income contributions and client portfolio support. The ideal candidate has 10-15 years...Municipal
- ...count. Help shape Vanguard’s structured credit strategy by delivering rigorous analysis... ...providing research that optimizes value and manages risk through fundamental analysis and... ...banks, issuers, rating agencies, and peer analysts.Lean in to projects. Contribute to special...SuggestedFull timeWork at office
$200k - $250k
Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across... ...together to develop holistic strategies to optimize clients’ portfolios while mitigating the impact of taxes on their wealth. As a...SuggestedFull timeLocal area$107.5k - $173.08k
...Avantor teams rely on our talent acquisition initiatives to attract, engage and hire the right talent. Avantor’s Product & Portfolio Management vertical is a crucial part of this mix, enabling all our internal teams worldwide to grow beyond their limits.The Portfolio...SuggestedFull timeFor contractorsLocal areaRemote workWorldwideFlexible hours- Univest is seeking a Commercial Credit Analyst II in Pennsylvania to join a team that turns financial data into confident credit decisions. You will partner with Relationship Managers, Portfolio Managers, and Credit Officers to underwrite $1MM-$4MM commercial exposures...Suggested
- WSFS Bank is seeking a Private Banking Portfolio Manager to partner with Relationship Managers and Portfolio Administrators. You will monitor... ..., and underwrite new lending opportunities in alignment with Credit Policy. The role requires underwriting experience, strong...
- Rosenberg & Parker, a boutique surety broker, seeks a Surety Analyst to support Bond Operations by processing bonds and delivering top-tier service to clients, underwriters, Account Managers, and Producers. Location flexibility includes Philadelphia, Wayne PA, or Greenwood...
- ...( Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...build upon your experience to promote portfolio growth. The Merrill Advisor Development... ...federal, state, provincial and municipal laws. The company also prohibits discrimination...MunicipalInterim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Wayne, PA3 days ago - ...Senior Emerging Markets (EM) Corporate Credit Analyst Vanguard is seeking a Senior Emerging... ...allocations within broader multisector portfolios. The role will also support future... ...role partners closely with EM portfolio managers, traders, and global research peers to...
Hackajob
Malvern, PA3 days ago - ...consultants, and internal stakeholders, the specialist evaluates portfolio impacts, identifies risks, and develops solutions for complex... ...execution, operational excellence, and effective risk management.The specialist serves as a critical link between investment strategy...Full time
- ...Credit & Collections Analyst The Credit & Collections team is a key component to Bentley's overall Operations Advancement Organization. We... ...working with Collections Analyst. Escalate user issues to Management, Collections Analyst and Account Managers when their...Worldwide
Bentley
Exton, PA3 days ago - ...Credit Analyst Established in 1987, Triad Metals is a privately held, independent company... .... Monitor of existing customer portfolios. Contact customers to collect past-... ...Knowledge of lending practices and risk management. ~ Proficiency in Microsoft Office....Full timeWork at office
Triad Metals
Horsham, PA1 day ago $7,000 per month
...outstanding service as it remains to be our first and foremost mission. Position Summary: The primary responsibility of the Credit and Collection Analyst I is to collect monies owed A. Duie Pyle Inc. in a timely, efficient manner. Collections contacts are made via telephone...Flexible hoursA. Duie Pyle
West Chester, PA3 days ago- ...Overview As a Desk Analyst on Susquehanna's Systematic Credit team, you will partner with our senior analysts and traders to identify investment opportunities in the credit and bond market. Desk analysts provide real-time opinions on breaking news and in-depth analysis...Visa sponsorshipFlexible hours
Susquehanna International Group
Bala Cynwyd, PA4 hours ago $134.5k - $190.5k
...the pricing strategy for CNA's Medical Professional Liability portfolio across a diverse range of healthcare segments, including Dentists... ....Provides guidance to less experienced team members and manages projects as needed.Produces highly technical actuarial analyses...Full timeWork experience placementFlexible hours$134.5k - $190.5k
...and underwriting partners/ claim, underwriting and pricing business partners.Provides guidance to less experienced team members and manages projects as needed.Produces highly technical actuarial analyses and reports. Communicate findings to other analytical staff and...Full timeWork experience placement- ...products. As a Fund & Investment Operations Analyst, you'll solve operational challenges,... .... Analyzes cash flow, transaction, and portfolio holdings data.Leads process improvements... ...improvements.Oversees daily operation, manages controls and verifies completion of processes...Full timeWork experience placement
- This role offers a chance to make a meaningful impact on investment system access risk management while growing your expertise in financial markets and risk practices. The Senior Analyst serves as a primary point of contact for investment access onboarding, access support...Full timeWork experience placement
$94.88k - $151.8k
...not available for this opportunity.Requisition #: 76399The Role at a GlanceThe Analyst on the Funds Strategy Team is a key contributor supporting fund strategy, analytics, project management, and business reporting across Lincoln’s manager-of-managers investment platform...Work experience placementWork at office3 days per week- Senior Investment Analyst FAS Product & Portfolio Strategy, is a vital component of Vanguard’s offer to our financial intermediary clients and prospects... ...acumenDevelop and refine client facing and relationship management skillsApply financial software and analytical...Full time
- As a Land Development Manager with Ryan Homes, an NVR company, you will be responsible for... ...status of each community through the municipal approval process and land development process... ...Opportunity Employer.Drug Testing and Credit Check are required.Applicants must be...MunicipalContract workWork at office
- ...Professional Engineer's license is requiredDesign-Build Institute of America (DBIA) and/or Project Management Professional (PMP) certification is a plusExperience in municipal wastewater is required, and must include a production of contract drawings and specifications...MunicipalContract workTemporary workVisa sponsorshipWork visaNight shift
Keystone Engineering Group Inc
Malvern, PAa month ago - ...Professional Engineer's license is required Design-Build Institute of America (DBIA) and/or Project Management Professional (PMP) certification is a plus Experience in municipal wastewater is required, and must include a production of contract drawings and specifications...MunicipalContract workTemporary workCasual workNight shift
eZone Staffing LLC
Malvern, PA2 days ago - Overview Responsible for developing analytical credit information for use by lending officers and senior management in making credit decisions. Also require active participation in loan reviews and credit discussions with stakeholders. Assist manager in training or guidance...Self employmentWork at officeLocal area
$60k - $70k
Overview We’re hiring a Commercial Credit Analyst II to join a team where your analysis directly shapes smart growth. You’ll partner with Relationship Managers, Portfolio Managers, and Credit Officers to underwrite $1MM-$4MM commercial exposures and turn financials, cash...Temporary work- ...financial goals through a broad spectrum of advice and wealth management solutions—ranging from digital advice and financial planning to... ...wealth-building capabilities. The division oversees a complex portfolio that includes equity, options, and fixed income trading...Full timeWork at office
- Univest is seeking a Commercial Credit Analyst II to join a team that shapes smart growth. You will underwrite $1MM-$4MM commercial... ...In this hybrid role, you’ll collaborate with Relationship Managers, Portfolio Managers, and Credit Officers across multiple PA regional...
- ...Financial Corporation in Souderton, PA, is hiring a Commercial Credit Analyst II to join a team underwriting $1MM-$4MM commercial... ...into clear credit decisions and partner with Relationship Managers, Portfolio Managers, and Credit Officers. The role requires 3+ years...
- ...years of related experience and a preferred paralegal certification. The role supports attorneys in reviewing delinquent tax and municipal claim files, preparing motions, and handling public records. Candidates should be proficient in MS Office and capable of navigating...Municipal
Portnoff Law Associates
King of Prussia, PA2 days ago - ...operational risks, drive process improvements, and support the continued evolution of Vanguard's alternative investments operating model.Manage relationships with outsourced fund accounting providers, monitor service delivery, and collaborate on initiatives that enhance...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Municipal Bond Credit Analyst/Portfolio Manager. Be the first to apply!
