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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.