Public Trust Advisors, LLC

Financial Planning and Analysis

• Identify and develop new business opportunities while maintaining and expanding relationships with existing investment management clients.
• Provide comprehensive service including public funds investment, client education, presentations, reporting, and regular meetings.
• Deliver knowledgeable presentations to Councils, Boards, and investment committees about NYCLASS and related offerings.
• Work closely with senior team members on sales and marketing initiatives, ensuring seamless follow-up with clients and internal stakeholders.
• Represent the firm at local industry conferences and associations to enhance visibility and engagement.
• Evaluate and advise on client investment policies.
• Develop innovative methods for educating clients and prospects on current market trends and investment opportunities.
• Maintain accurate call reports, prospect lists, and opportunities within the CRM system (Salesforce or similar preferred).
• Perform additional responsibilities as assigned.

Director, Investment Services

Research Analyst

• Fundamental credit analysis of approved and proposed corporate/government issuers through due diligence, sector and issuer research, developing and conducting proprietary analysis, preparing compelling written recommendations and presenting before Credit Committee.
• Prepare written reports for new initiations, annual credit reviews, and quarterly sector overviews.
• Will eventually act as lead on assigned sectors and issuers, including performing issuer analyses and educating team members.
• Continual cycle surveillance using pre-established markers and recommendation of new markers and analytical tools.
• Ongoing surveillance of financial metrics, market signals and other factors using Excel and other internally developed risk management models.
• Assist the Credit Team in writing several macro focused pieces.
• Interaction with the portfolio managers and Credit Team to determine appropriate investment counterparties, set hold codes and concentration limits, and evaluate investment policies.
• Attend industry conferences as directed.
• Manage exposure reporting process.
• Ad hoc projects may be required on occasion.

Director, Investment Services

Junior Credit Research Analyst