Municipal Finance Sector Analyst
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.
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.
Finance Analyst • Louisville, KY, US