The Public Finance Analyst II plays a key role in supporting and executing municipal and corporate underwriting transactions with increased independence and complexity
Job Summary
The Public Finance Analyst II plays a key role in supporting and executing municipal and corporate underwriting transactions with increased independence and complexity.
Responsibilities include leading transaction coordination, managing deal documentation, preparing regulatory submissions, reconciling costs, and creating client deliverables.
The role involves identifying process enhancements, mentoring junior team members, and coordinating event logistics and advertising for bond sales.
Matching Summary
The Public Finance Analyst II plays a key role in supporting and executing municipal and corporate underwriting transactions with increased independence and complexity.
Skills & Requirements
Must-have
Municipal and corporate underwriting
Deal documentation and compliance
Financial reconciliation and reporting
Client deliverables and presentations
Regulatory submissions and filings
Nice-to-have
Process improvement and mentorship
Event and marketing coordination
High attention to detail
Independent work and collaboration
Key Requirements
Bachelor’s degree in Finance, Accounting, Economics, or related
2–4 years of relevant experience
Securities Industry Essentials (SIE), Series 52, and Series 63 licenses