Public Finance Analyst

SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION; Houston (TX); Hybrid; USD 65,000 - 90,000; Full time

Job summary

SouthState Securities, based in Houston, seeks a Public Finance Analyst to support municipal bond transactions nationwide. You will build financial models, analyze financing structures, and assist bankers, underwriters, and clients through the deal lifecycle.

Ideal candidates have a finance/economics background with 0–2 years of experience and SIE plus FINRA licenses (or completion within 90 days). Strong Excel, analytical, and communication skills are essential in a fast-paced team environment.

Qualifications

• Bachelor’s degree in finance or economics (or equivalent work experience).
• 0-2 years related experience and/or training.
• SIE and FINRA Series 50, 52 and 63 licenses required or completion within 90 days of hire.
• Must be well-organized, accurate and detail-oriented in a fast-paced environment.
• Strong analytical, quantitative, and problem-solving skills; excellent written and verbal communication; proficiency in MS Office (Excel, Word, PowerPoint).

Responsibilities

• Develop customized financial models using Excel to structure municipal bond financing.
• Utilize industry programs to prepare bond structures, support pricing, analyses, and yield calculations.
• Analyze financing alternatives and assist bankers in developing tailored issuer solutions.
• Prepare responses to RFPs and create client presentation materials for meetings.
• Assist in all phases of municipal bond transactions from analysis through closing.
• Contribute to enhancements of internal financial models and documentation.

Education

Bachelor’s degree in finance or economics

SIE and FINRA Series 50, 52 and 63 licenses

Tools

Excel

Word

PowerPoint

Job description

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!

Summary

It is the responsibility of the Public Finance Analyst on SouthState Securities’ Public Finance team to help provide investment banking solutions for the complex financing needs of the firm’s public sector clients throughout the country. This position will provide an opportunity to build technical public finance expertise and allow for collaboration with bankers, underwriters, sales/trading, marketing, and clients.

Duties & Responsibilities

• Develop customized financial models using Excel to develop bond financing structures.
• Utilize industry-approved third-party programs (Munex/Adaje) to prepare bond structures Support bond pricing, refunding, analyses, debt service modeling, yield calculations, and evaluation of market conditions for municipal financing opportunities.
• Analyze and compare alternative financing structures and assist bankers in developing customized solutions for issuer needs.
• Prepare responses to requests for proposals required as part of the solicitation process.
• Prepare presentation materials, including regular market updates, used by bankers and senior management for client meetings and participate in client presentations, as required.
• Participate in client meetings, financing discussions, and presentations with municipal issuers and other transaction stakeholders.
• Assist in all phases of municipal bond transactions from initial financing analysis through pricing and closing.
• Support enhancements to internal financial models, templates, and analytical processes to improve efficiency and consistency.
• Maintain familiarity with municipal finance regulations, disclosure requirements, and industry best practices.
• It is the responsibility of this role to take ownership of all tasks and challenges that they encounter in the operation of their assigned position.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Qualifications

Education Requirements

Bachelor’s degree with coursework in finance or economics, or equivalent work experience in investment banking, municipal finance, accounting, credit, financial analyst or capital markets.

Minimum Experience

0-2 years related experience and/or training.

Licenses & Certifications

SIE and FINRA Series 50, 52 and 63 licenses required or the successful completion of exams within 90 days of hire.

Knowledge, Skills, & Abilities

Must be well-organized, accurate and attentive to detail and committed to producing high-quality work in a fast-paced environment. Must be able to prioritize competing assignments and function well under pressure. Strong analytical, quantitative, and problem-solving skills. Excellent written and verbal communication skills with the ability to present complex financial concepts clearly. Advance proficiency in Microsoft Office Suite, including Excel, Word and PowerPoint. Must have the ability to develop strong professional relationships with clients, colleagues and transaction participants.

Physical Demands and Work Environment

Physical Demands Ability to communicate in person, on the phone, and through electronic channels Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor Ability to sit, walk, and/or stand for extended periods of time Ability to bend and reach

Work Environment

Office: If the position reports to a physical Company location, the setting will be a typical office environment. Remote or hybrid: For remote or hybrid positions, a secure and distraction-free setting is required, with a reliable internet connection (cable or fiber preferred, mobile hotspots not acceptable). Hybrid positions will report to a physical Company location, as directed by the manager, and that setting will be a typical office environment.

Work Location

9 Greenway PLZ Houston, Texas 77046-0905

Equal Opportunity Employer

Equal Opportunity Employer, including disabled/veterans. Our business model supports the unique character of the communities we serve and encourages decision making by the banker that is closest to the customer. We think and act like owners and measure success over entire economic cycles. We prioritize soundness before short-term profitability and growth.