First Eagle Investments · 4 months ago
Municipal Investment Specialist
Chicago
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $150K/yr
5+ years expFirst Eagle Investments is seeking a Municipal Investment Specialist to join their growing team. The role involves supporting and scaling a high-growth municipal bond platform, with responsibilities including client interaction, performance monitoring, and collaboration with various teams. This position offers a unique opportunity to evolve into a client-facing investment specialist role within a dynamic environment.
FinanceFinancial ServicesVenture Capital
Responsibilities
Serve as a day-to-day resource supporting the First Eagle Municipal Credit team, working closely with portfolio managers, trading desks, operations, and the sales organization
Collaborate with the Senior Investment Specialist to develop reporting for monitoring existing strategy performance and the competitive landscape
Field and respond to incoming client and advisor inquiries—including trade activity, account-level details, and performance—by sourcing information from internal investment and trading teams
Partner with the sales team to help close new business by communicating investment insights and product positioning to Financial Advisors across RIA, wirehouse, and IBD channels
Develop into a client-facing specialist, representing the firm on calls and presentations with financial advisors and clients
Analyze account-level fixed income metrics and collaborate with operations teams to resolve any data issues
Contribute to product education and outreach by building presentations, preparing portfolio commentary, and supporting marketing initiatives
Work with internal stakeholders to enhance SMA service capabilities, systems, and processes to support a rapidly expanding book of business
Qualification
Required
5+ years of experience in the financial services industry, preferably within fixed income, investment product management, or municipal bond products
Dedicated interest or working knowledge of municipal bonds; direct experience with municipal investments is highly desirable
Demonstrated ability to communicate investment concepts clearly and effectively with Financial Advisors and internal stakeholders
Proven analytical and problem-solving skills, with a keen comprehension of fixed income concepts such as yield, duration, amortization, and net investment income
High attention to detail and comfort navigating investment systems to source account-level data
Exceptional presentation, writing, and interpersonal skills
Ability to thrive in a fast-paced, entrepreneurial environment and grow with the business
Bachelor's degree required
Preferred
Progress toward CFA or similar designation
Benefits
Generous paid time-off
Medical/dental/vision healthcare plans
401(k) retirement and profit-sharing plans
Flexible/hybrid work environment
Dress for the day flexible work attire
Company
First Eagle Investments
First Eagle is an independent investment management firm that manages approximately $161* billion in assets (as of 06/30/25) on behalf of institutional and individual clients.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$16.97M2017-07-14Series Unknown· $16.97M
2015-07-20Acquired
2007-09-06Private Equity
Leadership Team
M
Mehdi Asif Mahmud
President & Chief Executive Officer
Recent News
2025-04-11
2025-03-14
2025-03-11
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