Sorry, this listing is no longer accepting applications. Don’t worry, we have more awesome opportunities and internships for you.

Public Finance Analyst

Stifel Financial Corp.

Stifel Financial Corp.

Public Finance Analyst

San Francisco, CA
Full Time
Paid
  • Responsibilities

    Analysts provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts serve as the second or third person on client relationships and begin to undertake extensive direct contact with clients and outside consultants. A strong desire and ability to learn technical and business development skills is important, as is a willingness to work outside normal business hours. Analysts participate in junior banker training with colleagues from offices located throughout the nation. Some travel expected.

    Essential Duties and Responsibilities

    • Develop and analyze financial and debt models to support the marketing and execution of new municipal bond issues.

    • Research capital needs and financial structure of local government agency clients.

    • Create marketing and sales materials, attend client meetings, and act as a point of contact for the finance team throughout the financing process.

    • Perform debt profile analyses related to current and prospective public finance clients.

    • Assist with the preparation and delivery of client pitch books and requests for Proposals/Qualifications.

    • Research industry and financial market trends, running data queries and analyzing such data.

    • Prepare memorandums describing financing ideas and opportunities, and case studies on completed transactions

    Qualifications

    • Interest in public sector and municipal finance.

    • Ability to multi-task, work independently and collaborate in teams.

    • Knowledge, or ability to learn, web-based applications, and specialized information systems, including EMMA, Bloomberg, TM3, Munex, and DBC.

    • Knowledge of finance and accounting principles.

    • Ability to prepare and deliver clear, effective and professional presentations.

    • Competence in clearly and effectively communicating in both oral and written formats.

    Education and Experience

    • Minimum Required: Bachelor's Degree in Finance, Business, Math, Economics or a related field

    • Minimum Required: 0 to 3 years’ related experience

    Licenses and Credentials

    • Minimum Required: Series 50, 52, 63, or ability to obtain within 12 months from date of hire.

    Systems and Technology

    • Proficient in Microsoft Excel, Word, PowerPoint, Outlook
  • Industry
    Financial Services
  • About Us

    Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success – and 26 years of continual growth – is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

    While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.