Arbitrage Rebate Analyst

Hawkins Delafield and Wood • New York, NY

5d • $58,000 - $60,000 • Hybrid

About The Position

The Arbitrage Rebate Analyst will work as part of the Financial Analysis & Services group (“FAS”), a team of non-attorney professionals operating under the firm’s tax department. The analyst will support and perform a wide range of financial analyses and calculations related to tax-exempt bond financings to ensure compliance with applicable federal tax laws and regulations.

Requirements

• Bachelor’s degree required
• Strong understanding of fixed-income securities and general market principles
• Proficiency with spreadsheet and database applications
• Knowledge of accounting principles
• Excellent analytical, quantitative, and problem-solving skills
• Strong written and verbal communication abilities

Nice To Haves

• advanced degree preferred, ideally in finance, economics, mathematics, statistics, or a related technical field

Responsibilities

• Conducting detailed “arbitrage” analyses, which involve gathering and evaluating historical investment data, applying complex spreadsheet models, and determining investment returns and federal tax compliance.
• Prepare arbitrage reports summarizing all relevant assumptions, methodologies, and calculations for governmental clients.
• Developing and enhancing financial models
• Preparing yield calculations and loan amortization schedules
• Performing complex allocation analyses
• Conducting swap/hedge analyses
• Assisting with presentations, marketing materials, and technical research

Benefits

• compensation, benefits, training and development, promotion, transfer, discipline, termination, and all other privileges, terms and conditions of employment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level