Public Finance Analyst - Documents

Purpose:

Manage the execution of municipal debt issuance documents to ensure compliance with federal and state laws.

Essential Job Functions:

• Maintain all correspondence and documents related to debt issues pursuant to company and compliance filing procedures
• Fulfill the responsibilities and activities identified in the Ehlers’ Business Practice Repository
• Document Support:
  • Conduct research and analyze data for preparation of Official Statements and related supporting documents, including in-depth research of client’s outstanding debt
  • Prepare closing reports based on final sales data, including final debt service payment schedules
  • Serve as liaison between Municipal Advisors, clients, bond counsel and rating agencies, coordinating activities related to the debt issuance process
  • 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
• 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
• Responsible to attend on-going training as needed to keep current and knowledgeable on all aspects of the job
• Perform other duties as required to fulfill the mission of the company

Requirements:

Education:

• 2 or 4-year degree in Finance, Accounting, Economics, Math, English, or related, preferred
• Equivalent experience in place of a degree will be considered

Experience:

• 0-2 years’ experience or exposure to the municipal bond industry, preferred

Knowledge/Skills:

• Ability to fully understand the debt issuance financing processes
• Solid understanding of state, federal and jurisdictional requirements for all types of municipal financings for assigned issuers
• Aptitude and desire to learn state, federal and jurisdictional requirements along with municipal bond industry information, required
• Ability to analyze technical data and develop creative solutions
• Perform basic math functions accurately
• Excellent PC skills utilizing Microsoft Office and database programs
• Demonstrate exceptional attention to detail, care and accuracy in completing tasks
• Well-developed interpersonal skills that create and maintain positive relationships with clients and other professionals
• Clear and concise written and oral communication skills
• Prioritize tasks and organize work so that deadlines are met and essential work is completed
• Seek opportunities for continuous work improvements
• Recognize and pursue opportunities for professional development

Physical Demands:

• Perform stationary work 85% of the time using a computer and applicable office equipment
• Move about inside the office 10% of the time to access files, office equipment and communicate with colleagues
• 5% travel as needed to represent the company and department at seminars, client interviews, conferences, etc.