Associate, US Municipal Finance

Royal Bank of Canada•San Francisco, CA

23h•Onsite

About The Position

This role involves performing research, analytics, and financial modeling to complete transactions. The Associate will produce extensive financial analyses to structure bond offerings, take an increasing role on client coverage teams, and participate in presentations. Key activities include preparing projections, bond/loan portfolio analysis, and gathering/analyzing information for proposals, client presentations, and offering statements. The role also involves preparing proposals and presenting financing alternatives to prospective clients, detailing the Firm's capabilities in underwriting functions.

Requirements

BA/BS degree in Business Administration, Finance, or Economics with demonstrated record of high achievement
3 to 5 years of related professional Municipal Finance experience
Proficiency with personal computers and standard productivity applications
Possess Securities Industry Essentials Exam (SIE), Series 52 and 63 licenses and obtain the Series 50 license
Proficient with DBC Software or similar bond structuring software
Quantitative and qualitative analytical skills; strong knowledge of finance and accounting - able to analyze numbers proficiently
Highly motivated, committed, and responsible, with a demonstrated ability to manage conflicting priorities and requests
Excellent interpersonal skills with the ability to establish and maintain relationships at all organizational levels
Strong oral and written communication skills
Ability to take initiative and function independently balance with strong teaming skills
Maintain high standards of professional and ethical conduct

Responsibilities

Perform research, analytics, and financial modeling required to complete a transaction
Produce extensive financial analyses to structure both straight forward and complex bond offerings
Take increasing role on client coverage teams and in formal and informal presentations
Prepare projections, bond / loan portfolio analysis and modeling & related financial analyses for potential & actual capital markets transactions, including data conversion, synthesis & analysis
Gather, organize, and analyze information necessary to prepare proposals, client presentations, offering statements and marketing materials
Prepare proposals and participate in presentations for prospective clients, describing in detail financing alternatives in originating, structuring and marketing an issue and the Firm's ability to perform the underwriting functions in a capable manner