Public Finance IB Analyst (or Associate)

raymondjames; Scottsdale (AZ); On-site; USD 70,000 - 120,000; Full time

Job summary

Raymond James in Scottsdale, AZ is seeking an Analyst or Associate in Municipal Public Finance to help state and local governments finance major infrastructure projects and bring them to life, from transportation to energy and housing.

You will build financial models, prepare credit materials, create investor presentations, and assist in proposals and securities documentation while expanding your sector knowledge and client relationships in a fast-paced, mission-driven team.

Qualifications

• Bachelor's degree in business, finance, math or a related field required.
• Strong analytical and written communication skills.
• Proficiency with MS Word, Excel, PowerPoint; familiarity with financial modeling.

Responsibilities

• Understand Government Finance: analyze how cities, states, and public institutions finance initiatives.
• Pitch creative financing ideas to fund large projects for governments and sponsors.
• Build financial models in Excel to forecast costs, savings, and repayment strategies.

Skills

Analytical thinking

Communication

Excel proficiency

Multi-tasking

Education

Bachelor's degree in business/finance/math

Tools

Excel

PowerPoint

Financial modeling software

Job description

Launch or continue to grow your career at the intersection of finance and infrastructure. As an Analyst or Associate in Municipal Public Finance, you'll collaborate with experienced bankers to help state and local governments build our nation's infrastructure and bring transformational projects to life - from transportation to energy and utilities to education to housing and real estate. Your work will span client engagement, financial modeling, credit rating preparation, investor presentations, proposals, and the drafting of securities offering documents. Expect to grow your analytical skills while contributing to high‑stakes transactions that directly shape communities. You'll gain exposure across diverse sectors such as Education, Higher Education, Real Estate, Transportation, Utilities, Public Private Partnerships, and more. As your experience builds, so does your influence. You'll take on more strategic responsibilities, help structure deals, and deepen client relationships. The environment is fast-moving, intellectually challenging, and mission-driven - perfect for curious self-starters who want to see their efforts make a tangible difference.

Job Description

Essential Duties and Responsibilities of an Analyst:

• Understand Government Finance: You'll get to know how cities, states, and public institutions finance new initiatives and projects, analyzing their finances and figuring out ways they can improve.
• Pitch Creative Financing Ideas: You'll help senior bankers brainstorm new ways local governments and private sector project sponsors can fund big projects, like buildings, utilities, airports, schools, hospitals, new community infrastructure, or transit systems.
• Build Financial Models : You'll dive into Excel to create financial simulations, helping forecast costs, savings, and repayment strategies for public projects and leverage artificial intelligence tools in your work.
• Research Your Sector: Stay updated on news, reports, and trends in your assigned industries and geographies, and keep the team informed about anything that might affect clients.
• Execute Deals: During financings, you'll help analyze project revenues, create debt profiles, review legal documents, work on offering statements and assess refinancing and cash flow, all to make sure the financing makes sense.
• Prepare Client Presentations : Develop marketing skills by assisting in preparation of pitch books and proposals (RFPs) that help win business and communicate key information to clients.
• Develop Marketing Materials : Help design content that explains the deal or investment opportunity to prospective buyers and investors.
• Join Client Meetings: When possible, you'll participate in both virtual and in-person meetings with municipal clients, developers and project sponsors to learn firsthand how deals come together and how relationships are built.

Knowledge of/Interests In:

• Fundamental investment concepts, practices and procedures used in the securities industry.
• Financial markets and products.
• Quantitative financial analysis and data modeling.
• Public policy

Skills :

• Excellent analytical, critical thinking and problem solving skills sufficient to recognize and detect errors and offer resolution.
• Communicate effectively, both orally and in writing to all level of associates and clients.
• Intermediate to advanced proficiency with Microsoft Word, Excel, PowerPoint and DBC (preferably).

Ability to:

• Analyze financial statements and outstanding debt.
• Develop the financial structure and prepare documents related to the public issuance or private placement of securities .
• Multi‐task and work in a fast‐paced, team‐oriented environment.
• Efficiently manage time and resources to solve quantitative and analytical challenges as they arise.
• Work under pressure created by time deadlines and work volume fluctuations.
• Communicate both orally and in writing, within all levels of the organization as well as external clients and other industry professionals.
• Work independently as well as collaboratively within a team environment.
• Work outside normal 8:00 am - 6:00 pm business hours.

Educational Requirements:

• Bachelor's degree in business, finance, math or a related field.
• 1‐4 years of related experience.

Licenses/Certifications:

• FINRA Securities Industry Exam (SIE), Series 52 License, Series 63 License, and Series 50 License within (12) months of hire.

Education

Bachelor's (Required)

Work Experience

General Experience - 13 months to 3 years

Salary Range

$70,000.00-$120,000.00

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retiremen