Public Finance Resume Samples

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RB
R Bradtke
Ralph
Bradtke
171 Pierre Point
New York
NY
+1 (555) 545 7741
171 Pierre Point
New York
NY
Phone
p +1 (555) 545 7741
Experience Experience
New York, NY
Public Finance Analyst
New York, NY
Tillman-Altenwerth
New York, NY
Public Finance Analyst
  • Provides assistance to team for all deal/client management, including preparation and presentation of analytics to staff and board members
  • Provide analytic support to ensure that existing products are robust and effective, and work jointly to selectively establish new product/solution offerings
  • Assists in developing proposals and the analysis associated with proposals to governmental entities
  • Assist public finance bankers in the management of negotiated underwritings and private placements
  • Work with senior team members to create marketing and sales materials
  • Assists with some aspects of deal/client management, including preparation of analytics for staff and board members
  • Participate as a team member in the planning, strategy, design and structure of client proposals by providing technical and analytical support
Phoenix, AZ
CIB Public Finance Banking Analyst
Phoenix, AZ
Harris and Sons
Phoenix, AZ
CIB Public Finance Banking Analyst
  • Build and create financial models using Excel to facilitate alternate structures in bond financings
  • Utilize industry-approved third-party programs (DBC, cfX and others) to prepare bond structures
  • Perform credit and debt capacity analysis for specific credits based on industry/sector
  • Create and manage debt profiles for issuers/credits
  • Evaluate existing debt portfolios for refunding/restructuring opportunities
  • Execute bond financings for all issues in which J.P. Morgan participates
  • Work closely with all areas of Public Finance, including DCM, various syndicate desks, credit origination and derivatives marketing to pitch municipal clients and execute transactions
present
Boston, MA
Public Finance VP
Boston, MA
Streich-Mitchell
present
Boston, MA
Public Finance VP
present
  • Begins to develop client relationships, including revenue generation (new deal flow) and business development
  • Develop financial analyses for bond issuance including revenue models, amortizations, debt profiles and the analysis of refinancing and borrowing
  • Attend client meetings and conferences to help develop and maintain client relationships
  • Design, prepare or oversee preparation of client pitchbooks and RFP responses
  • Review and comments on bond documents
  • Complete or oversees all tasks related to completion of bond transactions
  • Coordinate with financial advisors, attorneys and other professionals to complete bond transactions
Education Education
Bachelor’s Degree in December 2015
Bachelor’s Degree in December 2015
Colorado State University
Bachelor’s Degree in December 2015
Skills Skills
  • Good interpersonal interaction and able to work well with others. Able to establish and maintain effective working relationships
  • Strong professional communication and inter-personal skills, and the ability to succinctly express complex ideas both orally and in writing
  • Good interpersonal interaction and able to work well with others
  • Ability to quickly learn specialized databases, including EMMA, Bloomberg, TM3, Securities Data
  • Able to prepare and deliver clear, effective and professional presentations
  • Proficiency in managing multiple project-oriented tasks effectively and in a timely manner with exceptional attention to detail
  • Demonstrated strong analytical and detail skills
  • Ability to quickly learn specialized databases, including EMMA, Bloomberg, TM3, Securities Data Corp., Texas MAC database
  • Able to prepare clear, effective and professional presentations
  • General understanding of profitability components
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15 Public Finance resume templates

1

Public Finance Analyst Resume Examples & Samples

  • Requires a BS or BA degree
  • 1-3 years related experience
  • Series 52 within first 3-6 months of job
  • Some understanding of the fundamental finance concepts, practices and procedures used in the securities industry
  • Basic understanding of Fixed Income procedures, regulatory requirements, transactions and client relationships
  • Some understanding and skill in quantitative financial analysis and data modeling (Excel, Munex, DBC)
  • Able to prepare clear, effective and professional presentations
  • Solid mathematical skills and use logic and reasoning to identify complex problems
2

Public Finance Analyst Resume Examples & Samples

  • Provides assistance to senior associates and investment bankers for public finance transactions related to financing needs of local and regional governmental and not-for-profit entities
  • Provides assistance to senior investment bankers for public finance transactions related to financing needs of state governmental agencies and authorities
  • May have interaction with credit rating and enhancement community
  • Assists with the coordination with bond counsel and other members of client's legal team
  • Assists in completing financing tasks related to executing transactions
  • Assists in developing proposals and the analysis associated with proposals to governmental entities
  • Fixed income procedures and regulatory requirements, transactions and client relationships
  • Financial concepts, practices, and procedures used within the securities industry
  • Financial Markets and Products
  • Quantitative financial analysis and data modeling
  • Organization sufficient to handle multiple tasks simultaneously in a fast-paced environment
  • Formulate new transaction proposals and respond to issuers' requests for financing ideas
  • Multi-task and work on a fast-paced, team-oriented environment
3

Public Finance Resume Examples & Samples

  • Knowledge of MSRB rules and regulations
  • B.S. or B.A. in Business or related field required
  • 5 years compliance related experience required
  • Series 7 license desired
4

CIB Public Finance Syndicate Resume Examples & Samples

  • Deal set up – Determine competitive bidding calendar, review Notice of Sales, communicate with Financial Advisors as necessary, send electronic notifications to Syndicate, consolidate relevant data from diverse sources into a coherent discussion with key individuals
  • Deal logistics – Effectively interact with Sales during new issue process. Tasks include entering orders, distributing allotments, collecting sealed bids, sending pricing wires and communicating with Sales through Bloomberg
  • Deal execution and booking - Demonstrate product knowledge and proficiency with JPMC pricing tools. Understand the transaction cycle. Process trades and calculate P&L on both competitive and negotiated deals. Establish a high degree of competence with deal execution
  • Analytical work - Be involved in analytical work prepared for clients or internal partners including different trading desks. Work with existing technology and find ways to provide additional process efficiencies. Clearly present the results in written and oral form
  • Issuer and Financial Advisor contact and relationship building – Field incoming calls, back-up colleagues, keep the desk running smoothly. Closely listen to clients and compile information into concise points. Quickly learn market terminology
  • Team work - Know players in immediate work group within front office and support areas and what they can provide for clients. Be effective at getting people to do their part to take key steps in a transaction. Quickly absorb delegated tasks, and proactively look to add value by taking on more responsibilities
  • Risk Taking and Controls - Develop the skills and qualities to profitably bid on competitive transactions, manage positions and hedge for JPM. Strictly adhere to regulatory requirements
  • 3-5 years of Sales, Trading or Underwriting experience with a preference on municipal credit
  • General understanding of syndicate process
  • Working knowledge of Credit, Underwriting, and relationships within the market
  • Strong communication skills (verbal, written)
  • Takes Initiative - Asks questions and demonstrates interest in clients and markets; generates creative ideas
  • Ability to learn J.P. Morgan products and systems as well as utilize pricing tools
  • Controls discipline - Escalate issues appropriately; minimize risk to the firm
  • Microsoft Office - Excel, PowerPoint, Word; Bloomberg
  • Entrepreneurial mindset with strong analytical, quantitative and communication skills. You should be someone who thrives on the challenge of competitive pressures. You should also be able to remain focused and work well with colleagues in a fast-paced environment, while maintaining strict attention to detail
5

Market Risk Coverage Public Finance VP Resume Examples & Samples

  • Acting as a key point person for the analysis and integrity of the risk sensitivities that measure the risks being taken by the trading desks, liaising with the groups that produce the sensitivities including Risk Reporting, Product Control, and Operations, as necessary. Liaising with other groups involved with risk taking and measurement including Research, Finance, and the Trading Desk heads
  • Acting as a point person for the communication of risk appetite and utilizations to the Trading Desk Heads
  • Assessing the appropriateness of the risk reward profile and working with the desk on new large or complex transactions
  • Strong knowledge of various Municipal Credit products traded in the markets a must and a critical understanding of counterparty credit and liquidity risks on various Municipal sectors and names
  • Understanding and leading improvements in our methodologies for computing VAR and Stress Testing on the positions taken by the Municipal Trading desks
  • Assisting in the development of new tools or projects to enhance our risk management capabilities
  • Coordinating and prioritizing deliverables relating to VaR & Stress enhancements with colleagues in VaR methodology, quantitative research, model review, Risk and technology
  • Market Risk or other risk management experience preferred
  • Knowledge of Municipal products and interest rate markets required. Experience with Credit products a plus
  • Understand regulatory rules as they are released and ability to synthesize key takeaways for Market Risk
  • Strong project management skills, ability to gain consensus among staff and drive initiatives to completion effectively absolutely critical
  • Ability to work independently, as well as coordinate across a global team
  • Clear oral and written communication in English is required
6

CIB Public Finance Analyst San Francisco Resume Examples & Samples

  • This position is for a first or second year Analyst located in J.P. Morgan’s San Francisco office to work with a banking team. Issuers include various governmental entities and non-for-profit organizations
  • Coursework in economics, public policy and/or finance is preferred. Work experience in investment banking, financial services and/or public policy is desirable
  • Candidates must demonstrate academic strength, teamwork, written and oral communication skills, and a high energy level
  • You must work well under pressure and tight deadlines, and be able to synthesize large amounts of information to develop creative solutions
7

Global Markets Public Finance Summer Associate Program Resume Examples & Samples

  • Strong communication skills; excellent written and verbal skills
  • Effective organizational skills; time management and good prioritization skills
  • Client service oriented; drive to over-deliver to internal client
8

Global Markets Public Finance Summer Associate Program Resume Examples & Samples

  • Develop and maintain financial cash flow models, using proprietary and industry standard software
  • Support various financial analyses, including bond structuring
  • Prepare presentation and other materials for clients
  • Communicate and interact with deal team members
9

CIB F&bm-public Finance Resume Examples & Samples

  • The region/product cut of the books and records and control environment
  • Provide financial oversight over month-end close working closely with the Financial Control hub in Delaware
  • Prepare required data submissions used for Corporate and Regulatory reporting (e.g. FVM (SFAS 157), FVO (SFAS 159), Specific Risk used in risk-weighted assets and Long Term Debt)
  • Ability to multitask and prioritize effectively
10

CIB Public Finance Resume Examples & Samples

  • Performing credit and debt capacity analysis
  • Preparing presentation materials
  • Responding to requests for proposals
  • Transaction execution
  • This position is for a first or second year Analyst located in J.P. Morgan’s New York office to work with a banking team. Issuers include various governmental entities and non-for-profit organizations
11

VP, Public Finance Resume Examples & Samples

  • Provides assistance to senior investment bankers for public finance transactions primarily related to financing needs of local government, authorities, airport authorities and other not-for-profit transportation related entities
  • Provides deal/client management, including preparation and presentation of analytics to staff and board members
  • Interacts with credit rating and enhancement community
  • Provides comprehensive solutions to client’s complex problems or needs
  • Coordinates with bond counsel and other members of client’s legal team
  • Develops new business through planning and implementation of a calling plan as part of public finance team
  • Completes financing tasks related to executing transactions
  • May be assigned new business specific targets/transactions or revenue generation goals
  • Demonstrates sufficient expertise in transactions to lead (or play a significant role) in transaction working sessions or conference calls
  • Fixed income procedures and regulatory requirements
  • Advanced financial concepts, practices, and procedures used within the securities industry
  • Local governmental and not-for-profit issuers of debt
  • Basic business case analysis
  • Quantitative financial analysis and data modeling utilizing DBC or Munex
  • Strong writing proficiency, particularly as it applies to correspondence with municipalities in responding to requests for proposals
  • Operating standard office equipment and using required software applications to produce documents such as reports, graphics, electronic communication, spreadsheets, and databases
  • Qualitative and Quantitative analysis sufficient to make recommendations and reach conclusions
  • Advanced math and analytical calculations and formulas
  • Formulate and supervise new transaction proposals and respond to issuers’ requests for financing ideas
  • Develop the financial structure, document preparation and transaction execution related to the public issuance of municipal bonds
  • Work under stress created by time deadlines and work volume fluctuations
  • Communicate both orally and in writing, with all levels of the organization and external clients
  • Develop business plans and client coverage/business development strategies
  • Supervise and ensure quality control of Analyst, Associate and AVP, analytic projects and transaction execution
  • Bachelor’s Degree (B.A.) in Finance or related field and a minimum of five (5) to seven (7) years of experience in the financial services industry
  • Masters in Business Administration (MBA) or equivalent
12

Public Finance Analyst Resume Examples & Samples

  • Analyze and evaluate investment alternatives for client funds
  • Develop term sheets associated with competitive procurement for client investment vehicles
  • Co-ordination of closing activities associated with client investments
  • Analyzes the overall debt profile of the assigned municipal finance sectors, on a continued basis
  • Provides Senior Investment 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 Investment Bankers informed about significant developments
  • Formulates new transaction proposals
  • 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
  • May have limited interaction with clients
  • Assists in the reviewing of bond documents and other documents related to the closing bond transaction
  • Coordinates the printing and delivery of bond documents
  • 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
  • Formulate new transaction proposals and respond to issuers’ requests for financing ideas
  • Bachelor’s Degree (B.A.) or a Bachelor’s degree (B.A.) and a minimum of one (1) year of experience in the financial services industry preferred
13

Analyst, Public Finance Resume Examples & Samples

  • Create and maintain a complex system of records, files and other materials, including,
  • Create and distribute Schedule and Distribution lists; Request Approval forms,
  • Request OMAC reports and CUSIPS prior to pricing and distribute to appropriate parties. Order
  • Basic knowledge of Public Finance principles and practices preferred
  • Good clerical and accounting skills, including filing, typing, computer and basic office
14

Data Analyst Public Finance Resume Examples & Samples

  • Proficient in Microsoft Outlook and Microsoft Office Suite especially Word, Excel and PowerPoint
  • Ability to prioritize and multi-task, and work under strict deadlines
  • Ability to effectively communicate information and ideas in spoken or written form
  • The ability to tell when something is wrong or is likely to go wrong. It may or may not involve actually solving the problem
  • AA degree required
  • 1 - 2 years related experience required
15

Public Finance, Analyst Resume Examples & Samples

  • Begin building basic skills in analyzing, structuring and executing transactions with an understood initial learning curve for business expertise and technical analysis
  • General understanding of profitability components
  • Actively participate in client planning sessions. Research and analyze data, preparing and presenting analytical information
  • Focused on product transactions/executions as opposed to sales originations. Majority of time is spent on the basic work related to a financing
  • Responsible for general departmental office functions, administrative support for bankers, production of sales/marketing materials and other office management tasks
  • BA/BS or equivalent, or 1-2 years of work experience
16

Cib Risk Credit Risk Management Public Finance Analyst Ny Resume Examples & Samples

  • Candidates should have a Bachelor’s Degree in Business, Finance, Economics or Accounting
  • Candidates should also have a strong interest in client interaction and possess outstanding verbal and written communication skills
  • Candidates must have strong organizational and time management skills
  • Candidates must be able to work well under pressure on teams in a demanding environment
  • Candidates should be proficient in Excel, PowerPoint and Word software
17

Public Finance Banker Resume Examples & Samples

  • Ten (10) + years of experience in working with municipalities and other tax-exempt issuers as an underwriter of municipal debt or as a financial advisor to municipal and other tax-exempt issuers
  • Strong written and oral communications skills
  • Minimum BA/BS required. MBA preferred
  • Able to successfully manage many ongoing client needs and execute sound judgment in a highly-compliant and transparent banking environment
  • Series 7 and Series 63. Additional registration may be required upon hire
18

CIB Public Finance Banking Resume Examples & Samples

  • Bachelor's Degree required; Advanced degree is preferred
  • A minimum of 10 years of related professional experience in public finance banking industry
  • Series 7, 52, 63 or ability to obtain within a short period of time is required
  • Demonstrated technical expertise including tax, legal, legislative and financial aspects of bond structures
  • Knowledge of DBC, SDC, Bloomberg, MS Office
  • Superior analytical skills with demonstrated understanding of finance and interest rate derivatives
  • Strong organization, time-management skills, attention to detail skills
19

Managing Director, Public Finance Resume Examples & Samples

  • Determine account and geographic/industry coverage
  • Develop working relationship with key Fifth Third affiliate personnel to achieve mutual goals
  • Encourage working relationship between investment bankers and trading desk and institutional
  • MBA, MPA or equivalent advanced degree required
  • Five years experience in banking, accounting or finance
  • NASD Series 7, 63 required
  • Thorough knowledge of and ability to use software programs such as Word, Excel, Lotus
  • 1-2-3, PowerPoint and MUNEX 2000rience
20

CIB F&bm-public Finance Product Controller Analyst Resume Examples & Samples

  • Analysis of estimate to actual breaks
  • Ensuring accuracy in reporting of risk positions
  • Ensure appropriate legal entity reporting of products
21

CIB F&BM Public Finance Product Controller Resume Examples & Samples

  • Primary face to the business
  • Production and consolidation of actual and estimate P&L
  • Produce and review daily P&L commentary
  • Control oversight and integrity of the financial statements and transaction end-to-end control
  • Conduct investigations of breaks between P&L reporting system and the general ledger, cash wash breaks, and nostros
  • Understand accounting treatment and ensure compliance with appropriate corporate and regulatory requirements
  • Ensure a sound control environment
  • Solid understanding of financial products such as loans and derivatives would be advantageous
  • Strong analytical, problem-solving abilities and detail oriented
  • Ability to multitask and prio
22

Public Finance Analyst Resume Examples & Samples

  • Requires a BS or BA degree with a srong academic record
  • 0-2 years related experience
  • Knowledge of finance and accounting principles and practices a plus
  • Ability to quickly learn specialized databases, including EMMA, Bloomberg, TM3, Securities Data
23

CIB Public Finance Banking Analyst Resume Examples & Samples

  • Building and using financial models
  • Performing credit and debt capacity analysis -preparing presentation materials -responding to requests for proposals -transaction execution
  • This position is for a 1st year Analyst located in J.P. Morgan’s New York office to work with a national banking team. Issuers include various governmental entities and non-for-profit organizations with a focus on public infrastructure
24

Public Finance Analyst Resume Examples & Samples

  • Bachelor's degree with a strong academic record
  • Up to 2 years related experience
  • Good interpersonal interaction and able to work well with others
  • Able to establish and maintain effective working relationships
  • Uses logic and reasoning to identify complex problems; review related information and develop options and implement solutions.Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions
25

Analyst, Public Finance, Columbus Resume Examples & Samples

  • Have a working knowledge of municipal bond markets, particularly the primary market and issuing various types of debt (new money & refunding transactions, long term and short term, fixed and floating rate issuance); quantitatively and financially-oriented, possessing the ability to succinctly express ideas
  • Be able to read, interpret and translate financial information, CAFRS, budgets, rating information (e.g. MFRA) .High competency in DBC and Excel, including the ability to utilize and/or create customized financial models
  • Ability to work independently of the senior banker with little direction and is highly resourceful; capable of leading an RFP process (with direction from Senior Bankers), and capable of developing and writing plans of finance and effectively prepare responses (beyond boilerplate) to RFPs and/or prepare pitches/sales materials
  • Be able to develop financial strategies and can identify opportunities and begin to implement/explore concepts beyond basics (e.g. on-going monitoring of potential refunding opportunities, evaluating use of public markets vs. direct placements, understanding municipal hedging/derivative strategies, development finance, and TIF structures)
  • Capable of producing initial solid working drafts of rating agency presentations and investor roadshows with the appropriate direction of senior bankers
  • Makes a solid contribution on deal team working groups and is assuming day-to-day banking responsibilities for underwriting engagements; effectively manage a deal process (including deal check lists)
  • Plays an identifiable role in the procurement of senior managed business (i.e. providing timely and accurate refunding updates, advanced financial modeling, identifying a financial solution)
  • Working relationships with issuers, clients and COIs; becoming known within the industry through marketing efforts, deal execution process and participation in/attendance at relevant conferences and networking events
  • Highly capable and confident during appropriate interaction with issuers, COIs and other market participants; understands and respects his/her role on the firm’s deal team relative to senior bankers
  • Effectively and consistently communicates with senior bankers and team members and exhibits a positive attitude
  • Demonstrates a strong work ethic; willingness to work overtime and weekends; understands the importance of timeliness; efficiently multi-tasks; commitment of availability to senior bankers and overall team
  • Undergraduate Degree in a financially oriented discipline (Economics, Mathematics, Finance, Accounting, etc.)
  • Has or will acquire (within six months of employment) the necessary licensing (i.e. Series 7/52/79 and Series 63)
  • Strong quantitative skills, including financial modeling and financial statement analysis
  • Strong team player that is a motivated self-starter with the desire to be part of a close-knit group operating in an intensive and challenging work environment
  • Excellent organization, communication and research skills
  • Exceptional critical thinking and problem solving ability
  • Strong Knowledge of Microsoft Office Suite (Excel, PowerPoint and Word), DBC, Tm3, Bloomberg, Moody’s/S&P/Fitch websites, the Bond Buyer and other municipal industry resources
  • 1+ years of prior municipal bond industry experience
  • 1+ years related industry experience preferred, preferred
  • CFA Holder
  • Previous investment banking experience
26

Public Finance Analyst Resume Examples & Samples

  • Demonstrated ability to work on a team
  • Demonstrated expertise in Microsoft Products (Excel, Word & Access)
  • Demonstrated advanced communication skills
  • Bloomberg expertise; MunexPlus bond sizing expertise
  • Experience/Familiarity with Municipal Bond market and products
  • Ability to lead and mentor other associates
27

Public Finance Analyst Resume Examples & Samples

  • Provides assistance to team for all deal/client management, including preparation and presentation of analytics to staff and board members
  • Develops financial models to assess debt or debt financing alternatives for transactions
  • Performs quantitative analyses, cash flow analysis, and investment portfolio analytics
  • Researches, analyzes, presents and documents drafting elements of a developing transaction
  • Develops client presentations, memorandums, and white papers
  • Follows general current events in insurance and reinsurance industry groups and keep team informed about critical issues in the news relevant to current and potential clients
  • Interacts with credit rating, investor, and investment community
  • Provides comprehensive solutions to client’s problems or needs
  • Fundamental concepts, practices and procedures of Investment Banking and / or insurance industry
  • Analytical skills sufficient to assess and explain events in the U.S and Global markets
  • Assume full responsibility and accountability for own actions
  • Demonstrate uncompromising adherence to ethical principles
  • Bachelor’s Degree (B.A. / B.S.) in Finance, Mathematics, Statistics, Economics or in related field and one (1) year experience
  • Preferable Master’s Degree (M.A. / M.S.) in Finance, Mathematics, Statistics,
28

CIB Public Finance Analyst Resume Examples & Samples

  • Work closely with senior professionals to support their day-to-day activities on assignments that may include presentations, RFPs and memos
  • Be exposed to the various sectors of Public Finance and the integral roles that each area plays in the origination process
  • Use third-party software and websites (i.e., TM3, SDC) to support presentation process
  • Bachelor's degree in finance, economics, or related field
  • We look for candidates with excellent quantitative, analytical and communication skills
  • We are seeking junior level candidates who have demonstrated academic strength (minimum GPA of 3.2), strong teamwork, communication skills, and a high energy level
29

Public Finance Analyst Resume Examples & Samples

  • Participate as a team member in the planning, strategy, design and structure of client proposals by providing technical and analytical support
  • Confer with underwriters and financial advisors in determining program requirements and critical analytical factors to be included in the program models and systems
  • Resolve problems or questions related to the created programs and models analyzing and correcting as required
  • Assist in training other personnel in system design and analysis as needed or required
  • Maintain personnel expertise in systems analysis through participation in workshops, seminars, and conferences and through regular review of appropriate texts and publications
  • Routinely review and analyze targeting sectors and issuer’s debt and cash flow data to determine financing ideas and strategies
  • Attention to detail and oral communication skills are essential
  • Must obtain the FINRA Series 52 and 63 licenses within three months from initial date of employment
30

Public Finance Analyst Resume Examples & Samples

  • A bachelor's degree with a strong academic record. Business Administrations desired
  • Completion of Series 52 and 63 licenses will likely be required
  • Uses logic and reasoning to identify complex problems; review related information and develop options and implement solutions
  • Strong understanding of MS Office (Word, Excel, PowerPoint) and web-based applications
  • Ability to quickly learn specialized databases, including EMMA, Bloomberg, TM3, Securities Data Corp., Texas MAC database
31

Analyst / Associate Director, Public Finance Resume Examples & Samples

  • Graduate degree and/or 2-5 years of experience in Public Finance and credit analysis background preferred
  • Self-motivated, inquisitive professional with strong credit analysis skills
  • Strong attention to detail and knowledge of standard business software
  • Proficiency with Excel
  • Strong numbers and data background and thorough familiarity with spreadsheet analysis
32

Banker, Public Finance Resume Examples & Samples

  • 10+ years related experience focused on implementation of Public Private Partnerships and within Municipal Finance
  • Demonstrated leadership experience working across levels of management
  • Candidate must possess management experience, including hiring and training of both analysts and associates as well as mid-level investment banking staff
  • Graduate degree in Public Policy, Finance or Economics is strongly preferred
33

Public Finance Analyst Resume Examples & Samples

  • Team member in support of business unit goals and objectives
  • Partnering with sales/product team members, responsible for performing industry research, preparing pitch, management presentations and other written materials using analytical skills
  • Analysts are not assigned new business responsibilities and have limited/no client contact
  • Proficiency with Excel, PowerPoint and Word
  • Familiarity with DBC or other bond structuring programs is a plus
  • Series 79, 63 and 52 (or ability to obtain within 18 months)
34

Capital Markets Public Finance Banker Resume Examples & Samples

  • Bachelor's degree in Economics, Business Management, or Finance
  • 5+ years experience in municipal finance
  • Knowledge of the applicable laws, rulings, and regulations pertaining to municipal finance
35

CIB F&BM Public Finance Product Controller Analyst Resume Examples & Samples

  • Daily preparation, analysis, and verification of the daily trading estimate and reported P&L for Front Office sign-off. Requires daily interaction with Front Office traders, trading assistants and Middle Office trade support
  • Understand balance sheet usage and reporting
  • Consolidation accounting
  • Bachelors degree in Accounting, Finance or related area preferred
36

Director, Public Finance Housing Resume Examples & Samples

  • Rate complex deals, and proficiently write complex analytical reports
  • Act as a senior member of rating committees and be responsible for convening and conducting of rating committee deliberations in area of expertise, including acting as the rating committee chair and assuring the integrity of the rating process. Act as an active, vocal voting member of the committee
  • Mentor junior analysts on all aspects of credit analysis in the Housing sector
37

Rating Analyst, Public Finance Resume Examples & Samples

  • BS/BA or similar degree with quantitative experience and/or studies in finance government/public policy, economics, or similar fields
  • Two years work experience
  • Advanced knowledge of and proficiency in Excel, and ability to manipulate extremely large data sets
  • Strong computer skills, including Word and PowerPoint
  • Ability to be highly organized, detail-oriented and to multitask
  • A demonstrated interest in local governments and how they work
  • Strong ability to work with financial models and data, including cash flow and credit models
  • Knowledge of the education and non-profit sector a plus
38

Associate Director, Public Finance Resume Examples & Samples

  • Develop and recommend criteria for new issues consistent with existing S&P criteria; learn and apply S&P internal systems and effectively communicate S&P’s methodology and procedures to clients
  • Aid in identifying market trends, client developments, and client’s financial projections in several industries
  • Writes deal summaries and analytical reports, contribute to thought leadership pieces and synthesize analysis into well-reasoned and well-supported rating recommendations that demonstrate a strong understanding of financial markets and business environment and the relationship to S&P products
  • Work effectively with markets and jurisdictions outside of primary focus in a team-oriented, multi-cultural and global environment; and
  • Act as the primary analyst for a complex entity or complicated transaction and be an active, vocal voting member of the committee who makes recommendations to the rating committee and prepares material for ratings publication
  • The candidate should possess critical thinking skills, along with proficiency with major off-the-shelf software
  • A bachelor’s and advanced degree is required, plus 3-5 years in financial services
  • In addition, the candidate must have: strong verbal communication and writing skills; analytical and problem-solving skills; excellent time management and ability to stay organized, meet deadlines, and multitask; the ability to think independently and critically; and the ability to mentor others
39

Public Finance Resume Examples & Samples

  • Responsible for maintaining and growing client relationships
  • Master’s Degree or Bachelor’s Degree
  • 8+ years of experience with finance and bond math
  • 8+ years of experience using Microsoft Office Suite
  • Strong quantitative abilities
  • Excellent written communication skills
  • Familiarity with and understanding of financial markets
  • High level of energy, positive attitude, and intellectual curiosity
  • Solid verbal communication and interpersonal skills
  • Ability to multitask while exhibiting a high level of attention to detail
40

Managing Director Public Finance Resume Examples & Samples

  • Three or more years of successful investment sales experience and the desire to work in a fast-paced, goal and commission based environment required
  • Series 7 before hire (S63 also if state requirement)
  • State Life and Health before hire
  • Series 65/66 within 120 days of hire
  • Ability to make professional sales presentations and be able to build credibility with Huntington's client base
  • Proven organizational skills and ability to work successfully, independently, and proactively in a team environment required
  • Must have excellent written and verbal (face-to-face and phone) communication skills including interpersonal and influencing skills needed to interact with individuals at all economic levels
  • PC and internet proficiency
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Public Finance Applications Developer Resume Examples & Samples

  • High energy / self-motivated with pride in their work
  • 5+ years of Application Development work experience
  • 5+ Years of Server-side Java Flex experience (e.g. J2EE, XML, Struts, JSP, HTML, Spring, etc.)
  • 2+ years of real-time UI Development experience. (Flex real-time UI development, HTML5 etc.)
  • 3+ years of experience with Servlet/JSP, JDBC (e.g. Tomcat web server)
  • 2 years of experience working with Databases (Oracle 11x)
  • 2+ years of messaging experience. (MQ, Nirvana messaging)
  • Prior experience in OOA/OOD, Design Patters
  • Prior experience with team-based development following a structured lifecycle
  • Understanding of data structures
  • Strong analytical skills/ problem solving skills
  • Fixed Income product knowledge
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Associate Sovereign & International Public Finance Ratings Resume Examples & Samples

  • The successful candidate will assume direct analytical responsibility for a portfolio of credits in the region
  • Conducting site visits, preparing the analysis, and presenting a rating recommendation to committee
  • Contribute to the group’s outreach, research, and publishing efforts, including interaction with the media, investors, and cooperation with other groups within S&P ratings
  • The position offers a diverse mix of analytical challenges, interaction with policy makers and analysts across Europe, the option to assume and drive internal projects, and opportunities to acquire and develop new skills
  • Strong skills in comparative economic and financial analysis of sovereigns and local/regional governments. Additionally, understanding of Financial Institutions or Multilaterals analysis would be a plus
  • Strong analytical mindset with proven ability to carry out economic and financial analysis in a cross-disciplinary context, and knowledge of public sector accounting principles
  • An ability to drive projects in a diverse and international environment
  • Strong written and oral English skills are required. Additional languages are desirable
  • At least three years of work experience in economic or public finance analysis, or a related field of analysis
  • Strong writing, communication, and representation skills
  • M.A. or equivalent in a relevant subject such as economics, finance, politics, or equivalent experience
  • Willingness to travel, mostly across Europe
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Public Finance VP Resume Examples & Samples

  • Strong knowledge and understanding of the municipal bond market, how bonds are underwritten and distributed
  • Strong understanding of the fundamental finance concepts, practices and procedures used in the municipal securities industry
  • Strong understanding and skill in quantitative financial analysis and data modeling with advanced Excel skills desirable
  • Good interpersonal interaction and able to work well with others. Able to establish and maintain effective working relationships
  • Able to prepare and deliver clear, effective and professional presentations
  • Works independently as well as collaboratively within a team environment; manages priorities, deadlines and tasks in order to meet deadlines and accomplish goals
  • Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions
  • Must be a self-starter, independent worker and able to multi-task
  • MS Office (Word, Excel, PowerPoint)
  • Understand and be able to apply use of financial databases including EMMA, Bloomberg, TM3 and Securities Data Corp
  • Understand and be able to direct and interpret DBC and other bond sizing software
  • 5+ years investment banking experience
  • Municipal finance, corporate finance, public sector management
  • MBA or other advanced degree
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Director, Public Finance, Charter Schools Resume Examples & Samples

  • Manage, support and guide junior analysts and develop their analytical and personal skills. Review, critique, and provide analytic feedback on analysis and publishing performed
  • Bachelor’s degree is required, Master’s degree a plus
  • 7+ years of experience related to Public Finance or the Charter Schools sector is highly preferred
  • Be equipped to ensure that analytical guidelines, quality standards, procedures and policies established are adhered to for all credits
  • Strong communication, interpersonal and organizational management skills
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CIB Public Finance Banking DCM Analyst Resume Examples & Samples

  • Interpersonal: Ability to multi-task, flexibility, assertiveness, positive attitude, strong team player
  • Communication: Strong verbal and written skills; excellent project manager
  • Technical: Experience with Excel, Powerpoint and Bloomberg; experience or knowledge in fixed income products is required, and experience in municipal bonds is preferred
  • Learning Curve: Ability to process new information quickly and effectively; interest in Public Finance clients & industry
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Rating Analyst International Public Finance Resume Examples & Samples

  • Develop and maintain an understanding of industry trends and issues across French, Belgian, or Swiss local and regional governments
  • Perform credit analysis by demonstrating the ability to understand and identify key factors that affect an issuer's credit rating
  • Flexibility and adaptability to rapidly pick up credit surveillance on a rating portfolio
  • Attend meetings and interact with senior management of local and regional government and to obtain information upon which to base credit rating decisions
  • Present findings and opinions to a credit rating committee. Prepare commentaries / papers on areas of expertise for publication
  • Be prepared to work in a supporting role to more senior analysts, particularly in the early stages
  • Have strong analytical skills with an understanding of French local and regional governments institutional framework and basic accounting concepts
  • Be numerate and accurate with figures and detail-orientated, with the ability to maintain accuracy whilst complying with demanding deadlines
  • Strong written and oral communication skills in English are essential. Fluency in French is also a requirement. An additional European language, especially Spanish is an advantage
  • The ability to work both independently and proactively within a team environment is critical
  • Educated to degree level, and able to demonstrate how that education is relevant to credit analysis
  • Be willing to travel in France (and occasionally Switzerland and Belgium)
  • Possess solid communication skills, verbal and written, as well as the capacity to expand learning and to make a contribution
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Public Finance Portfolio Analyst Resume Examples & Samples

  • Produce risk assessments, spreads, and other related information used to decide whether or not the Bank will loan funds to governmental entities as well as track metrics, documents, and other information required by Public Lending's policies
  • Review and assess financial information, audits, and public information to create Risk Profiles to be reviewed by the Relationship Manager
  • Keep up with changing tax law changes from year to year. Become familiar with and able to understand and interpret GAAP and International Financial Reporting Standards (IFRS) as well as the rules pertaining to Governmental Accounting
  • Monitor the Current Public Portfolio for deterioration in credit and notify the Public Finance Lenders in identifying issues and trends within the portfolio
  • Write Credit Proposal Narratives and additional items for Loan Credit Packages to be reviewed in concurrence with Public Finance Lenders
  • Manage/Update a Database of Demographic trends to be utilized in the Underwriting process for Public Finance Loans
  • Perform Annual Reviews on all Public Finance Credits and recommend ratings to Public Finance Lenders
  • Bachelor’s Degree from a four-year college or university
  • 2 – 4 years’ applicable experience
  • Ability to work under stress and meet deadlines
  • Ability to operate related equipment to perform the essential job functions
  • Ability to read and interpret a document if required to perform the essential job functions
  • Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement
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Public Finance Analyst Resume Examples & Samples

  • You have a Bachelor’s degree in any major from a distinguished academic institution, with a solid academic performance
  • You have strong quantitative and analytics skills; quantitative majors a plus
  • Your writing skills are superior
  • We’re looking for motivated individuals, who are eager to continue their careers, naturally curious, and interested in business. We value diversity and so do you. We’ll also be looking for the following
  • Ability to tackle problems with creative solutions
  • Ability to juggle multiple tasks simultaneously
  • Confidence and comfort with clients and senior executives
  • Success working on a team
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Munis Public Finance Banker Resume Examples & Samples

  • Provide general support on strategic M&A engagements, including
  • Bachelor’s degree required; all major considered with preference given to those with strong quantitative and analytic skills
  • A minimum of 4+ years relevant investment banking experience
  • Confident and comfortable with clients
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Cib-public Finance Resume Examples & Samples

  • Utilize department-wide deal-tracking software (i.e., Bridge) for live deals
  • Utilize the basics of bond math and develop Excel skills for day-to-day assignments
  • Utilize Pitchpro and Docpro and work with junior bankers to prepare both pitchbook and RFP responses
  • Interact with both DCM and syndicate desk as part of a transaction pricing
  • A well-rounded academic background with coursework in finance or economics is recommended, although successful Analysts come from all different backgrounds
  • Candidates should be highly proficient in Excel and Word
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Public Finance Analyst Intern Resume Examples & Samples

  • Proven ability to prioritize competing priorities; work under stress created by time deadlines and work volume fluctuations
  • A bachelor's degree with a strong academic record
  • 0 to 2 years related experience
  • Completion of Series 52 and 63 licenses if hired as permanent Analyst
  • Finance or other quantitative degree
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Municipals Public Finance Banker Resume Examples & Samples

  • Developing and evaluating debt profiles of various clients
  • Performing financial modeling and cash flow analyses to evaluate debt financing alternatives for municipal entities
  • Drafting internal and external correspondence and client presentation materials discussing financing strategies, market trends, Barclays’ qualifications, etc
  • Minimum 6+ months experience prior experience in financial services, government, or related field
  • Strategic thinker, solutions-oriented, adaptable
  • Demonstrated proficiency with Microsoft Office Suite – Word, Excel, PowerPoint
  • Understanding of finance and bond math
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Public Finance Resume Examples & Samples

  • Gathering, analyzing, and presenting financial data (e.g., government budgets and financial reports, economic/market data, financial forecasts, pricing results, etc.)
  • Researching legislative, market, or other developments relevant to our municipal clients
  • Participating in transaction execution, including managing deal logistics, running cash flows, preparing investor and rating agency presentations, and reviewing financing documents
  • Ensuring that all activities and duties are carried out in full compliance with regulatory requirements, Barclays’ Operational Risk Framework, and internal Barclays Policies and Standards
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Public Finance Banker Resume Examples & Samples

  • Tax Increment / Development Districts
  • K-12 Education
  • State and Local Government
  • Transportation
  • Single and Multifamily Housing
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CIB Public Finance Infrastructure Associate Resume Examples & Samples

  • Expected to develop expertise in the quantitative and analytical practices used to develop strategic and capital structure presentation to our clients and will work along-side senior bankers in providing relationship support and executing transactions
  • Play a key role in implementing the execution function including working with analysts, as well as, assisting more senior bankers
  • Transaction execution: support due diligence, document preparation, negotiation etc. and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc.)
  • Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
  • Training, coaching and mentoring of junior colleagues
  • Outstanding financial analysis and modelling skills
  • Bachelor’s Degree or equivalent required
  • Strong Investment banking experience, 3 years minimum
  • Experience in Public Finance and/or P3, while not required, is desirable
  • Solid communication and project management skills
  • In-depth understanding of investment banking products
  • Experience in dealing with clients and other transactional advisers
  • Perfectly fluent in English
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Associate, Public Finance Resume Examples & Samples

  • MBA, MPA, MPP or similar advanced degree preferred
  • BS, BA in finance, accounting, economics, government/public policy, or similar field required
  • Minimum 2+ years of relevant work experience required
  • A demonstrated interest in municipal enterprises and how they work
  • Strong communication skills and ability to interact confidently with clients
  • Ability to learn in both formal training and on-the-job settings
  • Ability to thrive in a deadline-driven environment
  • Ability to be highly organized, detail-oriented, and juggle multiple priorities at once
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Senior Assistant, Public Finance, Munis Resume Examples & Samples

  • Provide administrative support to approximately 8+ bankers
  • Answer incoming calls, respond to inquiries, clarify company policies and procedures
  • Maintain frequently changing calendars through Microsoft Outlook
  • Coordinate all aspects of appointments, meetings, receptions and conference calls
  • Prepare and review materials and correspondence for meetings
  • Assist with creation/modification of presentations, spreadsheets, and various other documents
  • Coordinate frequent travel arrangements via firm’s travel agent
  • Assist in ad-hoc reports special projects as needed
  • Highly proficient in MS Office (Word, Excel, Outlook, and PowerPoint)
  • Prior experience preferred
  • Expert in multi-tasking, organizing, and prioritizing a must
  • Detail oriented with ability to work independently and prioritize workload
  • High level of integrity and professionalism required
  • Energetic, responsive team player with the interest to take initiative and work in a fast-paced environment
  • Ability to work 8:30am-5:30pm and be flexible for overtime as needed
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CIB F&BM Securitized Products & Public Finance Capital Controller Associate Resume Examples & Samples

  • Complete ownership of Basel III Regulatory Capital / RWA including, but not limited to, securitization exposures (SFA, SSFA), Traditional Credit Products (TCP) exposures, Available-for-Sale (AFS) exposures, market risk exposures
  • Primary face to the business for Capital, providing transaction support / guidance and acting as liaison with Regulatory Policy, etc
  • Control, oversight and integrity of the financial statements and end-to-end control around external reporting
  • Own production and analysis of Basel III RWA (Standardized & Advanced)
  • Provide high quality transaction support to the front-offices to help them execute capital efficient transactions
  • Implementation of Fundamental Review of the Trading Book (FRTB)
  • Understand results, and proactively work with the desk to understand their capital
  • Work very closely with Product Control team to ensure completeness of processing, etc
  • Reconcile balance sheet to RWA and verify proper treatments based on activity and structures, etc
  • Bachelor’s Degree in Accounting, Finance, Economics, Mathematics, etc
  • Strong technical skills and experience working with large amounts of data (i.e. Excel, PowerPoint)
  • Results orientated without compromising control
  • Strong organizational and time management skills; able to work on multiple initiatives with competing deadlines
  • Self-motivated and willing to take initiative
  • Knowledge / experience with fixed income products
  • Familiarity with Basel 2.5 and Basel 3 Capital regimes preferred
  • Understanding Balance Sheet and Capital preferred
  • Experience in controller organization
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Associate, Public Finance Resume Examples & Samples

  • Act as the primary analyst for higher education and non-traditional not-for-profit bond transactions for some very well-known institutions
  • Lead and mentor more junior analyst and provide analytic support to them
  • Participate as an active, vocal voting member of the committee who makes recommendations to the rating committee and prepares material for ratings publication
  • Synthesize analysis into well-reasoned and well-supported rating recommendations that demonstrate a strong understanding of financial markets and business environment and the relationship to S&P products
  • Write deal summaries and analytical reports, contribute to thought leadership pieces
  • MBA, MPA, MPP, JD, CFA or advanced degree in a related field
  • 2+ years of relevant experience in financial services or the public sector
  • Alternately, 4+ years of direct experience in the asset area can replace the degree requirement
  • Strong understanding of financial markets and business environment including implications for S&P’s analytical products and services
  • Strong interpersonal, communication skills and a customer-service orientation
  • Ability to work effectively both independently and in a team-oriented, global, and multi-cultural environment
  • Strong verbal communication and writing skills; analytical and problem-solving skills; excellent time management and ability to stay organized, meet deadlines, and multitask
  • Ability to think independently and critically; and the ability to mentor others
  • Understanding of FASB and GASB accounting and financial statement analysis
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CIB Public Finance Syndicate Analyst Resume Examples & Samples

  • Deal set up –Manage competitive bidding calendar, review Notice of Sales, communicate with Financial Advisors, Legal and Compliance as necessary, send electronic notifications to Syndicate
  • Deal logistics – Effectively interact with Sales, Banking, and affiliated firms during the new issue process. Tasks include entering orders, monitoring order books, distributing allotments, collecting sealed bids, and providing designations on co-managed transactions
  • Deal execution and booking - Demonstrate product knowledge and proficiency with JPMC pricing tools. Understand the transaction cycle. Process trades and calculate P&L on both competitive and negotiated deals. Establish a high degree of competence with the deal execution process
  • Analytical work – Provide support for Senior Underwriters by gathering and delivering market data including both general market information as well as data related to specific clients and sectors. Be involved in analytical work prepared for internal partners including different trading desks. Work with existing technology and find ways to provide additional process efficiencies. Clearly present the results in written and oral form
  • Market knowledge - Write daily commentary on both broader markets and the municipal market for internal distribution to bankers, traders and sales (and senior management)
  • Risk Taking and Controls - Strictly adhere to firm controls and regulatory requirements. Learn the nuances of competitive documentation and report any inconsistencies to compliance/legal
  • A higher education degree in preferably finance, economics, or equivalent
  • Teamwork - Strong work ethic, professionalism, willingness to back up others in the group and ability to manage multiple priorities under time pressure
  • Microsoft Office - Excel, PowerPoint, Word; and Bloomberg
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Public Finance Analyst Resume Examples & Samples

  • Develop financial models based on client s financing needs using available financial products. Defines the issuers financials objectives consistent with any know goals or revenue coverage objectives. Analyzes sector trends and legislative changes to take advantage of financing strategies available to the issuer
  • Prepare correspondence, marketing information, and presentations for senior bankers. Develop relevant refunding memos with supporting analytical analysis, monthly newsletters by sector and various presentations for marketing and procurement purposes
  • Draft, edit, and organize responses to formal solicitations (for RFPs) by state and local governments. Research and analyze the requesting issuers financial information, goals, constraints and prepare response for submittal. Coordinate with internal and external partners for information and ideas
  • Ensure data is updated and inputted into DBC Finance software and other relevant tools. Routinely review and analyze targeting sectors and issuers debt and cash flow data to determine financing ideas and strategies
  • Critically read and analyze legal documents. Maintain files of clients and prospects. Review the various legal documents including the Preliminary Official Statements, Final Official Statements, Bond Purchase Agreements, Trust Indentures and suggest changes and improvements as necessary
  • Perform other duties and special projects as assigned. From time to time, special projects will be assigned related to sector, client, or legislative needs
  • Research and compile market data relating to prior or future transactions. Develop a database, both electronic and hardcopy, of market data and transaction information and history for both compliance and future deal needs
  • Schedule calls and meetings among the team and interact with lawyers, accountants, verification agents, rating agencies, and insurers to coordinate the deal process
  • Proficient in Microsoft Excel, Powerpoint and other Microsoft applications
  • Strong professional communication and inter-personal skills, and the ability to succinctly express complex ideas both orally and in writing
  • Proficiency in managing multiple project-oriented tasks effectively and in a timely manner with exceptional attention to detail
  • Ability to work independently while being team-oriented, prioritize tasks, react to changes, and solve critical issues
  • Qualified candidates must possess a high level of motivation, initiative, and leadership potential
  • Must be willing to obtain the FINRA Series 7 and 63, within 6 months from the date of employment
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Manager, Public Finance Resume Examples & Samples

  • Manage a Public Finance function to include
  • Evaluating and/or revising all policies and procedures related to Public Finance
  • Evaluation and/or development of all external marketing, discussion, proposal and legal documents
  • Conduit between the referral sources, the borrowers and the credit function of the bank
  • Responsible for the development and attainment of financial goals for the group and ensure plans are uniformly understood
  • Implement, direct and evaluate the performance of the group, includes development of short- and long-range objectives, and lead the development of the group’s strategic and tactical plans and programs
  • Gather Data Metrics: Macro market, group activity, transaction metrics and profitability metrics
  • Ultimately build and manage a team for this group