Arbitrage Rebate Analyst
On-site
Core
Supports municipal clients by providing detailed analysis and reporting on arbitrage calculations related to tax-exempt bonds.
Role type
Analyst
Builds
Client reports on arbitrage findings and potential liabilities
Domain
Municipal finance and taxation
Deliverable
dashboards & analysis
Required skills
Financial analysis, Arbitrage calculations, Data analysis, Tax law research, Client communication, Excel proficiency, Financial modeling
Responsibilities
Gather and analyze financial data from bond issuance and expenditures, Perform complex arbitrage rebate and yield restriction calculations, Prepare detailed reports for clients, Research IRS regulations related to municipal bonds, Communicate with clients to explain requirements and discuss strategies