Qureos Mentor

Ehlers

<div>Purpose:
Manage the execution of municipal debt issuance documents to ensure compliance with federal and state laws.
Essential Job Functions:<ul><li>
Maintain all correspondence and documents related to debt issues pursuant to company and compliance filing procedures
</li><li>Fulfill the responsibilities and activities identified in the Ehlers&rsquo; Business Practice Repository</li><li>
Document Support:<ul><li>
Conduct research and analyze data for preparation of Official Statements and related supporting documents, including in-depth research of client&rsquo;s outstanding debt</li><li>
Prepare closing reports based on final sales data, including final debt service payment schedules</li><li>
Serve as liaison between Municipal Advisors, clients, bond counsel and rating agencies, coordinating activities related to the debt issuance process</li><li>
Prepare requests for direct placements with local banks; leases; and state or federal loan programs, as applicable, and facilitate the completion of required closing documents</li></ul></li><li>
Tax Increment Support: Collaborate with internal and external constituents to prepare tax increment financing plans and related supporting documents, including annual reports, timelines, and required legal documents, as needed</li><li>
Responsible to attend on-going training as needed to keep current and knowledgeable on all aspects of the job</li><li>
Perform other duties as required to fulfill the mission of the company</li></ul>
Requirements:
Education:<ul><li>
2 or 4-year degree in Finance, Accounting, Economics, Math, English, or related, preferred</li><li>
Equivalent experience in place of a degree will be considered</li></ul>
Experience:<ul><li>
0-2 years&rsquo; experience or exposure to the municipal bond industry, preferred</li></ul>
Knowledge/Skills:<ul><li>
Ability to fully understand the debt issuance financing processes</li><li>
Solid understanding of state, federal and jurisdictional requirements for all types of municipal financings for assigned issuers</li><li>
Aptitude and desire to learn state, federal and jurisdictional requirements along with municipal bond industry information, required</li><li>
Ability to analyze technical data and develop creative solutions</li><li>
Perform basic math functions accurately</li><li>
Excellent PC skills utilizing Microsoft Office and database programs</li><li>
Demonstrate exceptional attention to detail, care and accuracy in completing tasks</li><li>
Well-developed interpersonal skills that create and maintain positive relationships with clients and other professionals</li><li>
Clear and concise written and oral communication skills</li><li>
Prioritize tasks and organize work so that deadlines are met and essential work is completed</li><li>
Seek opportunities for continuous work improvements</li><li>
Recognize and pursue opportunities for professional development</li></ul>
Physical Demands:<ul><li>
Perform stationary work 85% of the time using a computer and applicable office equipment</li><li>
Move about inside the office 10% of the time to access files, office equipment and communicate with colleagues</li><li>
5% travel as needed to represent the company and department at seminars, client interviews, conferences, etc.</li></ul></div>

Public Finance Analyst - Documents

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Ehlers

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Public Finance Analyst - Documents