Public Finance Analyst

Stifel Financial Corp.; St. Louis (MO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health, dental and vision care

401k

Wellness initiatives

Life insurance

Paid time off

Job summary

Stifel Financial Corp. is seeking an Analyst to support municipal financings, proposals, and presentations. The role involves learning technical and business development skills, assisting senior bankers, and coordinating with offices nationwide. Some travel is expected.

The ideal candidate will have a finance-focused degree, up to 2 years of related experience, and a strong interest in public sector finance, with proficiency in Excel and related tools.

Qualifications

• Interest in public sector and municipal finance.
• Ability to multi-task and work both independently and in teams.
• Familiarity with or willingness to learn web-based applications and financial systems such as EMMA, Bloomberg, TM3, Munex and DBC.
• Solid foundation in finance and accounting principles.
• Ability to prepare and deliver clear, professional presentations.

Responsibilities

• Develop and analyze financial and debt models to support marketing and execution of municipal bond issues.
• Research capital needs and financial structures of local government clients.
• Create marketing materials, attend client meetings, and serve as a contact for the finance team during financing.
• Perform debt profile analyses for current and prospective clients.
• Assist with client pitches and RFPs/RFQs.

Skills

Public sector interest

Multi-tasking

Communication skills

Presentations

Team collaboration

Client/finance industry awareness

Education

Bachelor's Degree in Finance or related field

Tools

EMMA

Bloomberg

TM3

Munex

DBC

Job description

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel, where success meets success.

What You’ll Be Doing

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.

What We’re Looking For

• 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.

What You’ll Bring

• 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 & Experience

• Minimum Required: Bachelor's Degree in Finance or a related field
• Minimum Required: 0 to 2 years' related experience

Licenses & Credentials

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

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook

About Stifel

Stifel is 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 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.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include

• health, dental and vision care
• 401k
• wellness initiatives
• life insurance
• paid time off

Stifel is an Equal Opportunity Employer.