JOB LISTINGS - job listings will remain posted for 3 months
HERBST WEALTH MANAGEMENT
(posted 5/4/2026)
Client Services Representative
INVESCO
(posted 6/30/2026)
Associate Product Manager
LOEWS CORPORATION
(posted 7/12/2026)
Analyst, Municipals
MESIROW
(posted 8/6/2026)
Institutional Municipal Salesperson
MORGAN STANLEY
(posted 5/22/2026)
Portfolio Management Analyst - Parametric
Contact Nisha Patel, CFA
MORGAN STANLEY INVESTMENT MANAGEMENT
(posted 7/31/2026)
Municipal Research - Analyst
PIPER SANDLER
(posted 7/20/2026)
Fixed Income Junior Underwriter
RAYMOND JAMES
(posted 7/22/2026)
Fixed Income Private Wealth Portfolio Strategist
RAYMOND JAMES
(posted 7/27/2026)
Senior Municipal Credit Analyst
SOUTHSTATE SECURITIES
(posted 8/12/2026)
Public Finance Analyst
_________________________________
SEEKING OPPORTUNITIES - contact MBWF for resumes
Opportunity Wanted in Chicago. A Client Associate is looking for the following: I am seeking a relationship-driven, client-facing role where I can leverage my background in finance, institutional asset management, and private wealth to build trust with stakeholders, solve complex business challenges, and drive strategic outcomes. I thrive at the intersection of finance, communication, and collaboration, and am most energized by opportunities in investor relations, institutional fundraising, consulting, client strategy, or business development where I can combine analytical thinking with meaningful relationship building.
Experienced Municipal Bond Trader actively seeking a similar role in the San Francisco/Bay Area or remotely. Her expertise covers trading across all municipal products, with a primary focus on systematic trading for retail muni SMAs. This includes developing new SMA strategies, constructing model portfolios, and optimizing existing portfolios through strategic rebalancing and tax-loss harvesting. She is highly proficient with all major trading platforms and bring deep, hands-on mastery of Investortools products (Perform and IDN).
A former Municipal Bond Portfolio Manager at UBS Asset Management is actively pursuing new opportunities in NYC or possibly Florida.
Senior Portfolio Manager in Southern California is an accomplished fixed-income portfolio manager with exceptional communication and presentation skills, and in-depth experience developing and implementing tax-advantaged strategies. In addition to her expertise constructing portfolios using tools such as duration management, sector research and relative value analysis to maximize return and mitigate risk, she has particular expertise communicating to all audiences and simplifying complex investment strategies. As result, she has a long history of fostering strong client relationships by building trust and confidence.