Public Finance Job Description
Public Finance Duties & Responsibilities
To write an effective public finance job description, begin by listing detailed duties, responsibilities and expectations. We have included public finance job description templates that you can modify and use.
Sample responsibilities for this position include:
Public Finance Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Public Finance
List any licenses or certifications required by the position: CJIS
Education for Public Finance
Typically a job would require a certain level of education.
Employers hiring for the public finance job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Economics, Accounting, Business/Administration, Business, Education, Public Administration, Graduate, Mathematics, Public Policy
Skills for Public Finance
Desired skills for public finance include:
Desired experience for public finance includes:
Public Finance Examples
Public Finance Job Description
- Assist department with filing, copying, scanning, data entry and working with dead storage
- Research sale and disclosure information on Bloomberg
- Update Excel spreadsheets and department database
- Compile demographic and debt information for municipal bond disclosure documents
- Provide support on various projects
- Review NAV package including all supporting schedules of administrator for hybrid funds
- Assist the administrator with resolving any differences
- Maintain detailed capital account balances for partners for private equity funds
- Review subscriptions and redemptions
- Assist in maintaining Investment Track Record including tracking of cash receipts for portfolio company interest payments, investment cost and monitoring the fair value of the investments
- Assist with issuer disclosure ensuring accurate and relevant information for clients
- Accountable for the maintenance of comprehensive debt records for municipal and school district clients
- Preparation of spreadsheets as directed
- Assists in handling client inquiries, and when required, provides information to callers, takes messages, and transfers/directs them to the appropriate persons according to their needs
- Set up, organizes, and maintains electronic filing systems for records, correspondence, and other material
- Prepare reports, memos, letters, financial statements and other documents as directed, using word processing, spreadsheet, database, or presentation software
Public Finance Job Description
- Receive training and understanding of the public finance industry
- Organize and manage program applications and financial information for accuracy and completeness
- Track applicants and their borrowing eligibility, including performing follow up as necessary
- Analyze historical financial performance trends of the applicants
- Participate in working group calls and in-person meetings
- Assist department with data management and regulatory compliance
- Assists with transaction execution by researching and preparing official statements and credit reviews, preparing schedules of events and distribution lists, commitment committee memos and other items required for completion of bond transactions
- Prepares debt maps and number sets
- Assist with the preparation of proposals, presentations and rating agency presentations
- Performs issuer research to assist in the identification of refunding and restructuring opportunities
- Experience in Microsoft Word and Excel required
- Must be extremely detail oriented, creative and able to adapt to change
- Ability to multi-task and proofread documents
- 2 – 3 years of relevant work experience in hedge funds preferably from a public accounting firm
- Basic knowledge of public finance, accounting, an understanding of local government operations and issues and structuring of taxable and tax-exempt debt issues
- Ability to contribute to the successful completion of a transaction
Public Finance Job Description
- Works with bankers to develop a method of more consistent communication with clients and potential clients (newsletters, articles of interest, etc)
- Performs other duties as assigned by Senior Bankers
- Update our deal tracking file on a daily basis
- Update our client’s existing debt files
- Assist in the creation of financing plans
- Run refunding scenarios on our client’s outstanding debt
- Run various queries on Bloomberg
- Primary support role for senior salesperson in Boston
- Analytical work - Be involved in any analytical work prepared for clients or internal partners including different trading desks
- Trade execution and booking - demonstrate product knowledge and proficiency with JPMC pricing tools
- Pursuing a Bachelor’s degree in Finance, Mathematics or Economics and prior office experience preferred
- Must be a Prep for Prep Intern
- MBA, CFA and/or 3+ years related industry experience preferred, preferred
- Pursuing a Bachelor’s degree in Finance, Mathematics, Economics, or Public Policy and prior office experience preferred
- Basic understanding of debt instruments preferred
- Confident to take ownership of a project
Public Finance Job Description
- Review and challenge control ratings and commentary
- Present residual findings of RCSAs to business heads
- Identify, structure and execute strategic advisory/ M&A transactions for clients in the United States
- Assist in updating and maintaining the office’s refinancing database
- Assist in preparing preliminary financing plans for clients using proprietary software
- Coordinate all steps of the financing process from gathering preliminary information, through rating and insurance application, bond pricing, sale and settlement
- Assists with the review of legal and offering documents for bond offerings
- Utilizes strong communication abilities with working group professionals, both internal (underwriters, investment bankers and/or financial advisors) and external (issuers, bond counsel, bidders) to facilitate bond transactions
- Assists clients with the interpretation of financing options
- Drafts official statements
- Bachelors degree in Finance, related area or equivalent experience
- Pursuing a Bachelor’s degree in Finance, Accounting, Economics or Business
- You should be adaptable, able to manage projects independently and ready to assume a high level of responsibility as a member of a team
- You should also be able to work well under pressure in a demanding environment, producing accurate, detailed materials while meeting tight deadlines
- We are seeking candidates who demonstrate academic strength (minimum GPA of 3.2), strong teamwork, communication skills, and a high energy level
- 1 to 3 years understanding of financial products, particularly equity-related
Public Finance Job Description
- Ensures completion of deal files and necessary check lists
- Perform Continuing Disclosure due diligence and assist client in complying
- May analyze credit of potential issuers
- Performs “G-32 (ARD)” filing with the MSRB
- Assist with facilitating bond calls and payoffs
- Prepare financial models by researching, analyzing, and incorporating updated information in regards to specific rated government institutions
- Monitor news information for rated government institutions for the sector and market
- Collect and manage large amounts of data for trend analysis
- Assist analysts in financial data input, adjustment and data analysis
- Ensure data integrity, data input completeness and accuracy
- Accounting and finance background in revenue
- MBA required, CPA highly desired
- We are seeking juniors who demonstrate academic strength (minimum GPA of 3.2), strong teamwork, communication skills, and a high energy level
- Pursuing a Bachelor’s degree in Finance, Accounting, Economics or Math
- Experience in Excel required
- 5+ years relevant exp