Financial Analyst

Firm Description: Bernardi Securities, Inc.

(BSI) is a broker-dealer, specializing in active municipal bond portfolio management for private clients, public finance services, and fixed income capital market services.

Bernardi Asset Management, LLC (BAM) is a fee only, SEC registered, investment advisory arm of Bernardi Securities, Inc.

It is a wholly owned subsidiary of BSI.

The Firm’s expertise is within the municipal bond market.

BSI is headquartered in Northfield, IL.

The Firm’s client base includes banks, corporations, insurance companies, charitable organizations, endowments, advisors, and high net worth individuals.

Position Summary: BSI/BAM is seeking an analyst who will work directly with both the municipal credit and portfolio management department managers.

The analysts track will be focused on municipal credit while working directly and being assigned additional responsibilities by the portfolio management department.

Duties and Responsibilities: Municipal Credit Department Update and maintain municipal credit database.

Support department manager on surveillance and preparation of credit committee presentations & written analyses Analyze credit quality of individual municipal issuers (primary and secondary market) Link between Credit and Portfolio Management to review potential investments and existing client holdings (once familiar process) Additional projects and assignments as needed.

Portfolio Management Department Review portfolio credits Gather and organize material for Credit/PM Market Reviews Link between Credit and Portfolio Management to review potential investments and existing client holdings (once familiar with process) Additional projects and assignments as needed.

Education and Skills: Candidate should possess bachelor’s degree, preferably with a concentration in finance, accounting, mathematics, economics, or related field Solid analytical skills and superior attention to detail Strong communication skills – adept at converting complicated concepts into straightforward analysis Calm demeanor under pressure and balanced time management skills Relevant work experience in fixed income or municipal sector: investment banking, financial advisory or asset management experience is preferred but not required Experience & Knowledge: Proficiency in Microsoft Excel and Word Proficiency in Microsoft Access is preferred but not required Familiarity with InvestorTools software applications is preferred but not required Bloomberg workstation experience, is preferred but not required Employment details: Full time Reports to Managers of Municipal Credit and Portfolio Management Departments Competitive compensation package No work from home option available at the onset of employment