Public Finance Analyst: Municipal Bonds & Strategy

SouthState Bank; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

SouthState Securities’ Public Finance team in Houston is seeking a Public Finance Analyst to help provide investment banking solutions for municipal clients nationwide.

You will develop customized Excel models, utilize Munex/Adaje, support pricing, debt-service analyses and market reviews, and help prepare proposals and client presentations. You will participate in meetings with municipal issuers and assist through all phases of bond transactions, with attention to regulatory requirements.

Qualifications

• 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.
• 0-2 years related experience and/or training.
• SIE and FINRA Series 50, 52 and 63 licenses required or the successful completion of exams within 90 days of hire.

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.

Skills

Analytical skills

Quantitative skills

Communication skills

Detail-oriented

MS Office

Education

Bachelor's in Finance

Tools

Excel

Word

PowerPoint

Munex

Adaje

Job description

SouthState Securities’ Public Finance team in Houston is seeking a Public Finance Analyst to help provide investment banking solutions for municipal clients nationwide.

You will develop customized Excel models, utilize Munex/Adaje, support pricing, debt-service analyses and market reviews, and help prepare proposals and client presentations. You will participate in meetings with municipal issuers and assist through all phases of bond transactions, with attention to regulatory requirements.