INSTITUTIONAL FIXED INCOME SALES GENERALIST or CREDIT SPECIALIST (Investment Grade & High Yield) Open to any of our existing office locations: New York, NY | Atlanta, GA | Chicago, IL | Los Angeles ...
INSTITUTIONAL FIXED INCOME SALES GENERALIST or CREDIT SPECIALIST (Investment Grade & High Yield) Open to any of our existing office locations: New York, NY | Atlanta, GA | Chicago, IL | Los Angeles ...
Senior Credit Analyst
Portland, OR · On-site
Prepare and maintain detailed credit analyses on existing and prospective counterparties, customers ... For nonunion, PacifiCorp makes a fixed contribution equal to 4% of your eligible pay each year for ...
Senior Credit Analyst
Portland, OR · On-site
Prepare and maintain detailed credit analyses on existing and prospective counterparties, customers ... For nonunion, PacifiCorp makes a fixed contribution equal to 4% of your eligible pay each year for ...
Prepare and maintain detailed credit analyses on existing and prospective counterparties, customers ... For nonunion, PacifiCorp makes a fixed contribution equal to 4% of your eligible pay each year for ...
Prepare and maintain detailed credit analyses on existing and prospective counterparties, customers ... For nonunion, PacifiCorp makes a fixed contribution equal to 4% of your eligible pay each year for ...
Senior Credit Analyst
Portland, OR · On-site
Prepare and maintain detailed credit analyses on existing and prospective counterparties, customers ... For nonunion, PacifiCorp makes a fixed contribution equal to 4% of your eligible pay each year for ...
Senior Credit Analyst
Portland, OR · On-site
Prepare and maintain detailed credit analyses on existing and prospective counterparties, customers ... For nonunion, PacifiCorp makes a fixed contribution equal to 4% of your eligible pay each year for ...
Senior Credit Analyst
Lake Oswego, OR · On-site
$110K - $130K/yr
Independently analyze and underwrite complex, large-ticket credit transactions, including detailed review of income statements, balance sheets, cash flow statements, and risk factors. * Develop ...
Senior Credit Analyst
Lake Oswego, OR · On-site
$110K - $130K/yr
Independently analyze and underwrite complex, large-ticket credit transactions, including detailed review of income statements, balance sheets, cash flow statements, and risk factors. * Develop ...
Investment Portfolio Analyst
$68K - $110K/yr
Working knowledge of fixed income instruments commonly held by banks, including U.S. Treasuries ... municipal securities, investment-grade corporates, and money market instruments. * Strong ...
Investment Portfolio Analyst
$68K - $110K/yr
Working knowledge of fixed income instruments commonly held by banks, including U.S. Treasuries ... municipal securities, investment-grade corporates, and money market instruments. * Strong ...
Investment Portfolio Analyst
$68K - $110K/yr
Working knowledge of fixed income instruments commonly held by banks, including U.S. Treasuries ... municipal securities, investment-grade corporates, and money market instruments. * Strong ...
Investment Portfolio Analyst
$68K - $110K/yr
Working knowledge of fixed income instruments commonly held by banks, including U.S. Treasuries ... municipal securities, investment-grade corporates, and money market instruments. * Strong ...
Staff Credit Analyst (Temporary)
OR · On-site +1
$61K - $81K/yr
The Team: Upstart's Credit Analytics team is responsible for understanding, monitoring, and ... Partner with Engineering, Product, and Analytics teams to troubleshoot issues, validate fixes, and ...
Staff Credit Analyst (Temporary)
OR · On-site +1
$61K - $81K/yr
The Team: Upstart's Credit Analytics team is responsible for understanding, monitoring, and ... Partner with Engineering, Product, and Analytics teams to troubleshoot issues, validate fixes, and ...
Senior Portfolio Engineer
Gresham, OR · Hybrid
Further, you will lead efforts to scale fixed income strategies across our global client base and develop new strategies to address client objectives. You will work closely with our Research Analysts ...
Senior Portfolio Engineer
Gresham, OR · Hybrid
Further, you will lead efforts to scale fixed income strategies across our global client base and develop new strategies to address client objectives. You will work closely with our Research Analysts ...
Senior Portfolio Engineer
Portland, OR · Hybrid
Further, you will lead efforts to scale fixed income strategies across our global client base and develop new strategies to address client objectives. You will work closely with our Research Analysts ...
Senior Portfolio Engineer
Portland, OR · Hybrid
Further, you will lead efforts to scale fixed income strategies across our global client base and develop new strategies to address client objectives. You will work closely with our Research Analysts ...
Fixed Income Division - Associate/Vice President, Commodities Document Negotiator (New York)
OR · On-site +1
Liaise with Credit, Risk, Legal, Sales, Operations, Tax and other internal groups to ensure that ... Strong analytical and organizational skills * Excellent interpersonal and communication skills; the ...
Fixed Income Division - Associate/Vice President, Commodities Document Negotiator (New York)
OR · On-site +1
Liaise with Credit, Risk, Legal, Sales, Operations, Tax and other internal groups to ensure that ... Strong analytical and organizational skills * Excellent interpersonal and communication skills; the ...
Fixed Income Division - Associate/Vice President, Commodities Document Negotiator (New York)
Portland, OR · On-site
Liaise with Credit, Risk, Legal, Sales, Operations, Tax and other internal groups to ensure that ... written skills Strong analytical and organizational skills Excellent interpersonal and ...
New
Fixed Income Division - Associate/Vice President, Commodities Document Negotiator (New York)
Portland, OR · On-site
Liaise with Credit, Risk, Legal, Sales, Operations, Tax and other internal groups to ensure that ... written skills Strong analytical and organizational skills Excellent interpersonal and ...
New
CFA - Level 1 Tutor
Portland, OR · Remote
$18 - $40/hr
Guides students through computing financial ratios, applying quantitative methods, analyzing fixed income and equity valuation, understanding derivative pricing, and applying the Standards of ...
CFA - Level 1 Tutor
Portland, OR · Remote
$18 - $40/hr
Guides students through computing financial ratios, applying quantitative methods, analyzing fixed income and equity valuation, understanding derivative pricing, and applying the Standards of ...
CFA - Level 1 Tutor
OR · Remote
$18 - $40/hr
Guides students through computing financial ratios, applying quantitative methods, analyzing fixed income and equity valuation, understanding derivative pricing, and applying the Standards of ...
CFA - Level 1 Tutor
OR · Remote
$18 - $40/hr
Guides students through computing financial ratios, applying quantitative methods, analyzing fixed income and equity valuation, understanding derivative pricing, and applying the Standards of ...
CFA - Level 1 Tutor
Eugene, OR · Remote
$18 - $40/hr
Guides students through computing financial ratios, applying quantitative methods, analyzing fixed income and equity valuation, understanding derivative pricing, and applying the Standards of ...
CFA - Level 1 Tutor
Eugene, OR · Remote
$18 - $40/hr
Guides students through computing financial ratios, applying quantitative methods, analyzing fixed income and equity valuation, understanding derivative pricing, and applying the Standards of ...
Associate Director, Research Analyst
OR · On-site +1
$129K - $150K/yr
The Associate Director, Research Analyst will lead, supervise, and release the programming and research of fund tax loss harvesting process for fixed income, pure equity, and mixed funds. What ideal ...
Associate Director, Research Analyst
OR · On-site +1
$129K - $150K/yr
The Associate Director, Research Analyst will lead, supervise, and release the programming and research of fund tax loss harvesting process for fixed income, pure equity, and mixed funds. What ideal ...
Com'l Underwriter
Salem, OR · On-site
$62K - $110K/yr
Basic experience analyzing and monitoring commercial lines of credit and term loans (both secured and unsecured), as well as income property real estate, non-profit lending or other specialty lending ...
Com'l Underwriter
Salem, OR · On-site
$62K - $110K/yr
Basic experience analyzing and monitoring commercial lines of credit and term loans (both secured and unsecured), as well as income property real estate, non-profit lending or other specialty lending ...
Com'l Underwriter
Salem, OR · On-site
$62K - $110K/yr
Basic experience analyzing and monitoring commercial lines of credit and term loans (both secured and unsecured), as well as income property real estate, non-profit lending or other specialty lending ...
Com'l Underwriter
Salem, OR · On-site
$62K - $110K/yr
Basic experience analyzing and monitoring commercial lines of credit and term loans (both secured and unsecured), as well as income property real estate, non-profit lending or other specialty lending ...
Trust Portfolio Manager
$102K - $190K/yr
Identify, assess, and mitigate risks associated with market dynamics, credit and liquidity ... Skills and knowledge to manage individual equity or fixed income strategies. Travel Type:
Trust Portfolio Manager
$102K - $190K/yr
Identify, assess, and mitigate risks associated with market dynamics, credit and liquidity ... Skills and knowledge to manage individual equity or fixed income strategies. Travel Type:
Trust Portfolio Manager
Portland, OR · On-site
$102K - $190K/yr
Identify, assess, and mitigate risks associated with market dynamics, credit and liquidity ... Skills and knowledge to manage individual equity or fixed income strategies. Travel Type:
Trust Portfolio Manager
Portland, OR · On-site
$102K - $190K/yr
Identify, assess, and mitigate risks associated with market dynamics, credit and liquidity ... Skills and knowledge to manage individual equity or fixed income strategies. Travel Type:
Fixed Income Municipal Credit Analyst information
What is a fixed income municipal credit analyst?
What are the key skills and qualifications needed to thrive as a fixed income municipal credit analyst?
What are some common challenges faced by fixed income municipal credit analysts when assessing municipal bond issuers?
What is the difference between Fixed Income Municipal Credit Analyst vs Fixed Income Analyst?
| Aspect | Fixed Income Municipal Credit Analyst | Fixed Income Analyst |
|---|---|---|
| Credentials | Typically requires a CFA, Series 7/63, and relevant finance degrees | Often requires a finance or economics degree; CFA is a plus |
| Work Environment | Primarily in financial institutions, focusing on municipal bonds | Broader, including corporate, government, and municipal bonds |
| Industry Usage | Specialized in municipal markets and credit analysis | Used across various fixed income sectors |
The main difference is that a Fixed Income Municipal Credit Analyst specializes in municipal bonds and credit analysis within the municipal market, requiring specific knowledge of local governments and tax-exempt securities. In contrast, a Fixed Income Analyst covers a broader range of fixed income securities, including corporate and government bonds, with a wider scope of market knowledge.
What are popular job titles related to Fixed Income Municipal Credit Analyst jobs in Oregon?
For Fixed Income Municipal Credit Analyst jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Fixed Income Municipal Credit Analyst jobs in Oregon look for?
The top searched job categories for Fixed Income Municipal Credit Analyst jobs in Oregon are:
What cities in Oregon are hiring for Fixed Income Municipal Credit Analyst jobs?
Cities in Oregon with the most Fixed Income Municipal Credit Analyst job openings:

Institutional Fixed Income Sales Professional (Generalist & Credit Specialists)
Portland, OR
$100K - $150K/yr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 20 days ago
Job description
CastleOak Securities, L.P. ("CastleOak") is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements). Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations.
We offer a competitive total rewards package including:
- Health insurance: competitive medical, dental, and vision programs
- Commuter benefits
- 401(k) with a company match
- Charitable contribution match program for employees
- Hybrid Workplace
- Company-paid life insurance, short-term and long-term disability insurance
- Paid time off: vacation, personal days, sick leave, etc.
INSTITUTIONAL FIXED INCOME SALES GENERALIST or CREDIT SPECIALIST (Investment Grade & High Yield)
Open to any of our existing office locations: New York, NY | Atlanta, GA | Chicago, IL | Los Angeles, CA | San Francisco, CA | Portland, OR | Cleveland, OH
Joining a veteran team operating in a dynamic sales and trading environment, the right candidate will thrive in our flat organizational structure that allows for direct interaction with our elite Wall Street executive leadership. The fixed income team executes billions in fixed income securities through our proprietary electronic platform and traditional voice business on a daily basis.
We are hiring multiple individuals across our regional offices and are specifically seeking sales professionals with experience in Rates, Corporates, and Structured Products who can leverage client relationships across our robust capital markets platform.
NOTE: Only experienced candidates with relationships and a book of business will be considered.
Essential Responsibilities
- Demonstrate a proven track record of success in cultivating institutional asset management and/or public pension fund relationships.
- Maintain an in-depth understanding of your client's workflow for direct execution across Credit and Rates markets, helping further our proprietary electronic trading franchise.
- Build and preserve valuable, trusted relationships with institutional clients.
- Take full ownership of growing your client base through prospecting, relationship management, referrals, cross-selling, and attending industry events or conferences.
- Respond effectively and rapidly to client inquiries pertaining to trading and pricing.
- Institutionalize your client relationships by coordinating seamlessly across our internal fixed income sales, trading, and syndicate teams.
- Interpret and communicate macro market forces impacting bond performance and portfolio benchmarks directly to portfolio managers and traders.
- Provide detailed feedback to our internal sales and product management teams to continuously anticipate and meet your client's evolving needs.
- Operate as a self-motivated professional who excels both independently and within a collaborative team structure.
- Bring a strong willingness to solve problems, exceptional time management, sharp organization skills, and a baseline desire to outperform goals.
- Report directly to the Head of Fixed Income Sales.
Required Qualifications
- 3+ years of direct experience in Institutional Fixed Income Sales.
- Must have an established, active set of institutional client references (only experienced candidates with active relationships will be considered).
- Active FINRA Series 7 and 63 licenses are required.
- Bachelor's degree.
- Deep understanding of taxable fixed income markets, corporate credit or rates structures, the sales and trading life cycle, and institutional OMS/EMS connectivity.
- Excellent written/verbal communication skills paired with a "roll up your sleeves," team-first approach to doing business.
Base Salary Range: $100,000-$150,000
Incentive: Draw + Commissions
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law.
Please do not solicit employees of the firm directly regarding open positions.
About CastleOak Securities
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
New York, NY, US
Year founded
2006