Municipal Bond Arbitrage Analyst

Baker Tilly Advisory Group, LP; Indianapolis (IN); On-site; USD 55,000 - 91,000; Full time

Job summary

Baker Tilly Advisory Group, LP seeks an Arbitrage Rebate Analyst to support municipal clients with detailed analysis and reporting on arbitrage calculations related to tax-exempt bonds.

The analyst conducts financial analysis, prepares reports, and offers insights to help clients understand their obligations under IRS arbitrage rules, with occasional travel and an office-based setting.

Qualifications

• Bachelor's degree in accounting, finance, mathematics, statistics or related field.
• CPA preferred but not mandatory; 1 year of related consulting or accounting experience.
• Strong analytical skills and ability to manage large datasets.
• Familiarity with municipal bonds, arbitrage rules, and IRS rebate requirements.
• Proficiency in Excel and Word; financial modeling software experience.
• Strong written and verbal communication skills; detail-oriented and organized; good time management.

Responsibilities

• Data Analysis: Gather, review, and analyze financial data from bond issuance and expenditures.
• Arbitrage Calculations: Perform complex calculations for rebate and yield restrictions.
• Report Preparation: Prepare detailed client reports summarizing findings.
• Research and Compliance: Stay current with IRS and municipal bond rules.
• Client Communication: Explain requirements and discuss strategies with clients.

Skills

Data analysis

Financial modeling

Client communication

Attention to detail

Time management

Education

Bachelor's degree in accounting, finance, mathematics, statistics or related field

Tools

Excel

Word

Job description

Baker Tilly Advisory Group, LP seeks an Arbitrage Rebate Analyst to support municipal clients with detailed analysis and reporting on arbitrage calculations related to tax-exempt bonds.

The analyst conducts financial analysis, prepares reports, and offers insights to help clients understand their obligations under IRS arbitrage rules, with occasional travel and an office-based setting.