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Public Finance Analyst

Stifel Financial Corp.
Phoenix, Arizona, United States
Closing date
Dec 4, 2023

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Job Role
Finance Data Analyst
Contract Type
Full Time
Job Summary

Analysts provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general technical support to the initiatives of the senior bankers and their clients. A strong desire and ability to learn a wide variety of technical skills is important, as is a willingness to work outside normal business hours. An Analyst will be able to work independently, prioritize multiple tasks, stay organized and improve upon the quality of their work by learning from and utilizing direct feedback from supervisors. Analysts participate in junior banker training with colleagues from offices located throughout the nation. Some travel expected.

Essential Duties and Responsibilities

• 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.
• Assist in the preparation of offering documents and managing transaction timelines and deadlines on behalf of the financing team.


• 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, SDC, Tableau, 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.
• Maintain a very high level of accuracy, attention to detail, and exercise good judgement

Education and Experience

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

Licenses and Credentials

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

Systems and Technology

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook

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