Public Finance Analyst

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

 

Let’s talk about how you can find your place here at Stifel, where success meets success.

Stifel’s  industry leading Public Finance professionals perform investment banking services for city, state, and local government agencies, helping them raise capital to build and maintain essential infrastructure in the communities they serve.  From some of the nation’s largest states, cities, convention centers and economic development projects to rural school districts and small towns and nearly everything in between, our municipal banking and underwriting groups work with public and not-for-profit entities to develop and implement financing strategies that allow them to operate and optimize the important work they do.
 
Stifel’s Public Finance team is seeking an Analyst to join our Chicago practice.   Analysts provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts serve as the second or third person on client relationships and begin to undertake extensive direct contact with clients and outside consultants. A strong desire and ability to learn technical and business development skills is important, as is a willingness to work outside normal business hours.  Analysts participate in junior banker training with colleagues from offices located throughout the nation. 
 

To learn more about our Public Finance Department - click here

• Developing and analyzing financial and debt models to support the marketing and execution of new municipal bond issues.
• Researching  capital needs and financial structure of local government agency clients.
• Creating marketing and sales materials, attending client meetings, and acting as a point of contact for the finance team throughout the financing process.
• Performing debt profile analyses related to current and prospective public finance clients.
• Assisting with the preparation and delivery of client pitch books and requests for Proposals/Qualifications.
• Researching industry and financial market trends, running data queries and analyzing such data.
• Preparing memorandums describing financing ideas and opportunities, and case studies on completed transactions.
• Lead the internal processing of new issue financings
• Some travel expected

• 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, TM3, 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.

• Bachelor’s degree in Finance or related field
• 0-2 years of related experience

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

•  Proficient in Microsoft Excel, Word, PowerPoint, Outlook

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Salary: USD $80,000.00/Yr. - USD $95,000.00/Yr.

Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

 

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let’s talk about how you can find your place here at Stifel, where success meets success.

 

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

 

Stifel is an Equal Opportunity Employer.