Public Finance Analyst

Stifel•Los Angeles, CA

About The Position

Stifel’s Public Finance Department is the investment banking division within its Municipal Securities Group. The department originates financings in public and private markets for public- and private-sector entities. The role offers exposure to infrastructure financing strategies, sectors, and investors in public and private credit markets. From the Los Angeles office, the primary markets covered include general state and local government, real estate development, transportation, utilities, and project finance. Under the direction of senior bankers and with increasing autonomy, Analysts provide general investment banking support and assist with pitchbooks, financing proposals, and transaction execution. Analysts typically work in teams alongside experienced junior bankers and senior team members. The position involves participation in junior banker training sessions with colleagues across the country, and some travel is expected. The role requires multitasking, clear communication, a desire to learn, and willingness to work outside normal business hours.

Requirements

Bachelor’s degree in Finance, Math, Economics, Public Policy, or a related field.
At least some coursework and/or internship experience supportive of proficiency with analytical skills.
Series 50, 52, or 63 license, or ability to obtain one within 12 months of hire.
High proficiency with Microsoft Office Suite, including Excel and PowerPoint.
Ability to multitask, work independently, and collaborate in teams.
Working knowledge of, or ability to quickly gain proficiency in, web-based applications and specialized information systems, including Bloomberg, Capital IQ, Securities Data Corp, EMMA, and DBC.
Knowledge of finance and accounting principles and the primary differences between governmental and corporate financial statements.
Ability to prepare and deliver clear, effective, professional presentations.
Clear and effective oral and written communication, including technical writing.
Extremely strong organizational skills.
Willingness to work outside normal business hours.
Desire to learn.

Nice To Haves

Some work experience in a related public finance or fixed-income field.
Interest in infrastructure financing, including some knowledge of the public sector and fixed income.
Ability to quickly learn third-party applications.

Responsibilities

Assist in developing financing proposals and pitch materials.
Develop and refine financial models to support marketing efforts and transaction execution.
Research capital needs and financial structures using a range of data and analytical tools.
Research industry trends and collaborate with colleagues to develop actionable strategies for bankers across the country.
Create client marketing and sales offering materials, attend client meetings, and act as a point of contact for the finance team throughout the financing process.
Analyze capital structures of existing and prospective clients to identify opportunities.
Develop an understanding of markets and market participants, including public and private credit markets.
Provide general investment banking support and assist with pitchbooks and transaction execution.