Public Finance Associate
PTMA Financial Solutions is seeking a Public Finance Associate responsible for preparing and analyzing financial documents related to municipal debt issues. The role involves collaborating with senior municipal advisors and ensuring compliance with regulatory rules while providing exceptional service to clients.
Responsibilities
- Consistently demonstrates exceptional internal and external service with clients, demonstrating core values of integrity, commitment and performance
- Observe regulatory rules and comply with department procedures
- Coordinates with company staff to gather, analyze, summarize, and prepare recommendations and reports
- Works directly with public finance advisors and other staff
- Input current debt repayment details and run financing options by entering financial data into MUNEX and Excel
- Prepare debt-related tables contained in official statements, term sheets and disclosure filings
- Populate and/or review data tables in official statements, term sheets and disclosure filings for accuracy
- Prepare financing calendars, distribution lists, official statements or term sheets and closing memos for debt issuance transactions
- Prepare RFPs, presentations, and other correspondence as necessary
- Attend presentations and governmental meetings, as required
- Other duties and responsibilities as assigned by management
Skills
- Ability to take initiative and willingness to go the extra mile for our clients
- Attention to detail
- Ability to prioritize work with many conflicting deadlines
- Ability to work well under pressure
- Ability to collaborate and problem solve with both technology and business team members
- Excellent English communication skills, both written and verbal
- Ability to use and understand financial terms, concepts, formulas, etc
- Bachelor's degree (B.A.) from four-year college or university in Finance, Accounting, Economics or related field
- Related experience preferred
- Series 50 or, if Series 50 is not yet obtained, successful completion of Securities Industry Essentials Exam (SIE) is preferred
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