Job Description

**Essential Duties and Responsibilities** + Analyzes the overall debt profile of the assigned municipal finance sectors, on a continued basis. + Provides Senior Bankers with new financing ideas and analysis for specific municipal issuers across the United States. + Completes complex spreadsheet financial models for assigned industry. + Analyzes printed and electronic financial information about assigned industry to keep Senior Bankers informed about significant developments. + Develops financial analysis during the issuance of municipal bonds including revenue models, running the numbers, debt profiles and the analysis of refinancing and cash flow. + Prepares client pitch books and responds to RFP's. + Creates and presents marketing and sales materials. + Attend client meetings with Senior Bankers, when applicable. + Assists in the reviewing of bond documents and other documents related to the closing bond transaction. + Coordinates the printing and delivery of bond documents. + Performs other duties and responsibilities as assigned. **Qualifications - External** **Knowledge, Skills, and Abilities** + Fundamental investment concepts, practices and procedures used in the securities industry. + Financial markets and products. + Quantitative financial analysis and data modeling. **Skill in** + Excellent analytical, critical thinking and problem-solving skills sufficient to recognize and detect errors and offer resolution. + Communicate effectively, both orally and in writing to all levels of associates and clients. + Intermediate to advanced proficiency with Microsoft Word, Excel and PowerPoint. **Ability to** + Analyze municipal issuer financial statements and outstanding debt. + Develop the financial structure and prepare documents related to the public issuance of municipal bonds. + Multi-task and work in a fast-paced, team-oriented environment. + Efficiently manage time and resources in order to solve quantitative and analytical challenges as they arise. + Work under pressure created by time deadlines and work volume fluctuations. + Communicate both orally and in writing, within all levels of the organization as well as external clients and other industry professionals. + Work independently as well as collaboratively within a team environment. + Work outside normal 8:00 am - 5:00 pm business hours. **Educational/Previous Experience Requirements** + Bachelor's degree in business, finance, math or a related field. + 2-5 years of related experience. **Licenses/Certifications** + FINRA Securities Industry Exam (SIE), Series 52 License, Series 63 License, and Series 50 License within (12) months of hire.

Job Tags

Similar Jobs