Investment Banking Analyst - Municipals
Core
Investment Banking Analyst providing strategic advisory and capital markets solutions to municipal issuers, governmental entities, and public sector clients.
Role type
Investment Banking Analyst (Municipal Finance)
Builds
Tax-exempt and taxable bond offerings, refundings, and public finance transactions
Domain
Public Finance / Municipal Capital Markets
Required skills
Financial modeling, quantitative analysis, debt structuring, pitch book development, financial statement analysis, due diligence coordination, market monitoring, industry research
Preferred skills
Public finance knowledge, fixed income markets, governmental accounting, Bloomberg/Capital IQ/DBC Finance/MuniOS proficiency, securities licenses (CFA, Series 52/63)
Technologies
Microsoft Excel, PowerPoint, Bloomberg, Capital IQ, DBC Finance, MuniOS
Responsibilities
Conduct financial analysis and quantitative modeling for municipal bond financings; Assist in executing tax-exempt and taxable bond offerings and refundings; Prepare financing scenarios, debt affordability analyses, and capital planning models; Develop pitch books, client presentations, and RFP responses; Analyze municipal issuer financial statements, budgets, and credit profiles; Support due diligence and coordinate transaction processes; Monitor market conditions and regulatory developments; Conduct industry research on education, healthcare, and transportation sectors; Maintain transaction databases and support business development.
Seniority
Analyst, entry-level to junior IC