Municipal Advisory Consultant
Core
Serve as a municipal advisor to government clients for the issuance of short- and long-term debt, analyzing data and developing financial models and reports.
Role type
Junior municipal advisory consultant
Builds
Offering documents, consultant reports, rate studies, and presentations for government clients
Domain
Public finance / Municipal debt issuance
Required skills
Financial modeling, Data analysis, Excel proficiency, Report writing, Client interaction, Regulatory compliance knowledge
Preferred skills
Series 50 License, CPA certification, Accounting/Finance degree
Technologies
Excel
Responsibilities
Develop detailed financial models and reports, Prepare amortization schedules, Analyze revenue and expenditures streams, Prepare offering documents and consultant reports, Attend client and public meetings, Support the engagement team on municipal and financial matters
Seniority
Entry-level / Associate