Municipal Finance Analyst: AI-Driven Research & Insights

Marcus Loew Booking Agency; New York (NY); On-site; USD 86,000 - 129,000; Full time

Benefits offered by this job

medical

dental

vision

life insurance

retirement savings

paid time off

inclusive family planning

fertility benefits

Job summary

Loews Corporation in New York seeks an investment research associate to support credit research by compiling financial information, sourcing news, and analyzing municipal finance across state and local governments, transportation, housing and healthcare.

You will prepare weekly performance and relative value analyses, work on independent projects, explore AI tool adoption, and represent the company to rating agencies and analysts as part of a collaborative, results-driven team with a strong

Qualifications

• Bachelor’s degree in economics, business/finance, government affairs or related fields.
• 2-4 years of experience at an investment bank, a buy-side or a sell-side firm, or a rating agency.
• Genuine interest in municipal finance, public policy and fixed income markets.
• Strong analytical and communication skills with sharp attention to detail.
• Comfort working with AI tools.
• Familiarity with the Microsoft power platform, including Power Automate, Power BI, and Power Apps.
• Ability to prioritize and execute under time-sensitive situations.
• A collaborative mindset and a commitment to the team’s shared goals for success.

Responsibilities

• Support credit research by compiling financial information and sourcing relevant news reports.
• The municipal portfolio includes investments in most areas of municipal finance including, but not limited to, state and local governments, transportation, housing, power, higher education and healthcare.
• Support the preparation of weekly presentations performance and relative value presentations analyses, ensuring consistency and accuracy of all materials.
• Carry out recurring projects independently and develop efficient analyses to inform and influence investment objectives with minimal assistance and oversight.
• Identify and evaluate opportunities to incorporate AI tools to streamline internal workflows and improve team efficiency.
• Represent Loews externally by cultivating relationships with rating agencies and sell-side analysts, and actively participating in industry organizations such as MAGNY and NFMA.

Skills

Analytical skills

Communication skills

AI tools

Prioritization

Team collaboration

Interest in munis

2-4 years experience

Education

Bachelor's degree in economics, business/finance, government affairs or related fields

Tools

Power Automate

Power BI

Power Apps

Job description

Loews Corporation in New York seeks an investment research associate to support credit research by compiling financial information, sourcing news, and analyzing municipal finance across state and local governments, transportation, housing and healthcare.

You will prepare weekly performance and relative value analyses, work on independent projects, explore AI tool adoption, and represent the company to rating agencies and analysts as part of a collaborative, results-driven team with a strong