Public Finance IB Analyst (or Associate)

Raymond James Financial, Inc. • Dana Point, CA • 3h ago

Essential Duties and Responsibilities of an Analyst:

Understand Government Finance: You'll get to know how cities, states, and public institutions finance new initiatives and projects, analyzing their finances and figuring out ways they can improve.

Pitch Creative Financing Ideas: You'll help senior bankers brainstorm new ways local governments and private sector project sponsors can fund big projects, like buildings, utilities, airports, schools, hospitals, new community infrastructure, or transit systems.

Build Financial Models : You'll dive into Excel to create financial simulations, helping forecast costs, savings, and repayment strategies for public projects and leverage artificial intelligence tools in your work.

Research Your Sector: Stay updated on news, reports, and trends in your assigned industries and geographies, and keep the team informed about anything that might affect clients.

Execute Deals: During financings, you'll help analyze project revenues, create debt profiles, review legal documents, work on offering statements and assess refinancing and cash flow, all to make sure the financing makes sense.

Prepare Client Presentations : Develop marketing skills by assisting in preparation of pitch books and proposals (RFPs) that help win business and communicate key information to clients.

Develop Marketing Materials : Help design content that explains the deal or investment opportunity to prospective buyers and investors.

Join Client Meetings: When possible, you'll participate in both virtual and in-person meetings with municipal clients, developers and project sponsors to learn firsthand how deals come together and how relationships are built.

Knowledge of/Interests In:

Fundamental investment concepts, practices and procedures used in the securities industry.

Financial markets and products.

Quantitative financial analysis and data modeling.

Public policy

Skills **:

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 level of associates and** clients.

Intermediate to advanced proficiency with Microsoft Word, Excel, PowerPoint and DBC (preferably).

Ability to:

Analyze financial statements and outstanding debt.

Develop the financial structure and prepare documents related to the public issuance or private placement of securities **.

Multi-task and work in a fast-paced, team-oriented** environment.

Efficiently manage time and resources 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 - 6:00 pm business hours.

Educational Requirements:

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