Municipal Investment Specialist

First Eagle Investment Management • Chicago, NY

6d • $100,000 - $150,000 • Hybrid

About The Position

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.

Requirements

• 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.

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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees