• Public Finance Analyst

    Raymond James Financial, Inc. (Louisville, KY)


    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.