Municipal Investment Specialist

Who we are looking for:

First Eagle Investments is seeking a Municipal Investment Specialist to join our growing team. This individual will support and help scale a high-growth municipal bond platform, with the opportunity to evolve into a client-facing investment specialist role over time. The role will be based in New York or Chicago and offers a unique blend of product, investment, and client service exposure within a dynamic and entrepreneurial environment.

  
What you will do:

• 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.

The qualities you should have:

• 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; progress toward CFA or similar designation a plus.

Base Salary range: $100,000 to $150,000. In addition, this role is eligible for an annual incentive bonus and sales commissions. Compensation may vary based upon, but not limited to – the individual's skills, experience, qualifications, and internal equity. 

We sincerely appreciate your interest in this opportunity. Please note that while all applications will be reviewed, only those selected for an interview will be contacted.

We value our people and offer a broad range of benefits. We provide generous paid time-off, medical/dental/vision healthcare plans, 401(k) retirement and profit-sharing plans, a flexible/hybrid work environment, “dress for the day” flexible work attire, and many more great benefits. For more information, please refer to our First Eagle Benefits website.

First Eagle Investments and their affiliates and subsidiaries, including First Eagle Alternative Credit and Napier Park Global Capital, is an Equal Opportunity Employer.  Equal Employment Opportunity has been, and will continue to be, a fundamental principle at First Eagle, where employment is based upon personal capabilities and qualifications without regard to race, color, religious belief, including dress and grooming practices, sex, sexual orientation, gender identity, gender expression, age, national origin, marital status, citizenship, disability, veteran status, pregnancy, breastfeeding or medical conditions related to breastfeeding, status as a victim of domestic violence, sexual assault, or stalking, or any other basis protected by applicable federal, state or local law, genetic information or characteristics (or those of a family member), or any other protected characteristic as established by law.