JOB SUMMARY

Public Finance Program Analyst assists registered personnel in data entry, document administration and other administrative tasks as well as limited quantitative tasks. The role supports registered personnel in administering programs including housing finance agency mortgage programs and/or tender option bond programs. The role supports registered personnel in client facing responsibilities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Creating and maintaining electronic files for documents.

• Document review and quality control, including identifying discrepancies between documents and excel reports.

• Data entry and tracking using Excel spreadsheets.

• Document preparation, as needed and requested.

• Invoice preparation based on inputs from Excel spreadsheets.

• If applicable, Tender Option Bond set-up with DTC and TOB closing monitoring.

• Phone coverage

QUALIFICATIONS

• Strong computer and communication skills.

• Proficient in internet navigation, typing, and use of modern business communications.

• Client service skills including a sense of urgency meeting client requests.

• Ability to work as a team and as an individual.

• Sense of responsibility for dealing with confidential and sensitive information.

• Ability to follow oral and written instructions.

• Strong attention to detail.

• Good writing, analytical and problem-solving skills.

• High standard of professionalism in all dealings with internal staff and external clients.

EDUCATION AND EXPERIENCE

• Minimum Required: B.S. or B.A., or equivalent work experience

• Minimum Required: 1 plus years related experience

SYSTEMS AND TECHNOLOGY

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Base salary annualized range: $55,300 - $67,600 Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit our Stifel Benefits website!

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.