Meeder has been managing short and intermediate-term fixed income public sector portfolios for over 30 years, serving more than 400 public entities across the country. The short term and intermediate-term fixed income portfolios include money market funds, local government investment pools (LGIPS), and customized separately managed account solutions. Our team works with operating funds, bond proceeds, insurance and capital reserves, and other funds to structure portfolios to meet client objectives.
This position will be part of the Meeder Public Funds Credit team and work closely with others in a dynamic and collaborative work environment. This position requires understanding the fundamental credit analysis of fixed-income issuers as well as the analysis of the macroeconomic environment.
Primary Responsibilities:
- Fundamental credit analysis of approved and proposed corporate issuers through due diligence.
- Sector and issuer research, developing and conducting proprietary analysis, preparing written recommendations and presenting before credit committee.
- Prepare written reports for new initiations and ongoing credit assessments.
- Interaction with the portfolio managers and credit team to determine appropriate investment counterparties, concentration limits, and evaluate internal risk policies.
- Manage credit exposure reporting process, across corporate issuers and trading counterparts.
- Ad hoc projects may be required on occasion.
Critical Success Factors:
- Fiduciary and client-oriented mindset.
- Ability to analyze large amounts of data and distill findings.
- Strong intellectual curiosity, initiative, and time management skills.
- High level of integrity and strong ethical standards.
- Excellent communication skills and ability to work with other team members toward a common goal.
- Strong teamwork skills required.
- High-level of initiative.
- Accuracy and attention to detail.
- Bachelors degree in Finance, Economics, or a related field, required.
- 2-3 years of experience in investment analysis or completion of CFA level 1.
- Proficiency in, Bloomberg, Morning Star and other research/data compilation tools preferred.
- Advanced knowledge of Microsoft Office products.
- Strong presentation skills to a diversified audience.
Meeder's advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.
Visit www.meederinvestment.com for more. See Meeder's social media pages at
*Assets Under Advisement consist of $58.4 billion of regulatory assets under management by Meeder Investment Management's registered investment adviser affiliates and $100.6 billion of non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation as of December 31, 2023.
This position is currently accepting applications.
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