Public Finance Analyst Jobs

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.

Our Modern, Flexible Workplace

We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to work from anywhere at any time, allowing for more flexibility in where and how you work. We know that choice and flexibility are important to you. We also recognize that flexible and remote positions can become opportunities for military partners, caregivers, and individuals with disabilities to thrive at our company. We invite you to consider what a Modern, Flexible Workplace can mean for you!

It is anticipated that an incumbent in this role will work onsite for three (3) or more days a week and will have a dedicated workspace when working onsite. Work location is subject to change based on business needs.

Summary Of The Job

Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Develop a solid understanding of the Public Finance investment banking business including the local market, issues / sectors, structures, and process. Coordinate and drive FNCM’s SID product and process. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.

About This Role

Develop a thorough understanding of Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process

• Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan
• Assist with entering new markets, products, etc.
• Develop understanding of FNCM strategic vision
• Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets
• Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps
• Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures

Provide ongoing support to the Public Finance team including providing analytic support, offering documents, and serving as an internal and external liaison

• Research outstanding debt for targeted issuers to identify and run potential refunding scenarios
• Identify, register for, and attend applicable trade shows
• Develop appropriate reporting tools to communicate with FNCM management regarding general Public Finance activities, including business development activities
• Run various financing structure alternatives for prospects and clients as requested
• Manage operations and administration required in deal execution including cusip, DTC, MSRB, and State Street submissions
• Assist with business development activities
• Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation
• Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective FNCM Public Finance liaison
• Assist in the transaction management process for general market and SID offerings
• Coordinate file documentation
• Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings
• Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects
• Learn the applicable data systems and how the support the structuring of debt

Manage the SID origination process and activity, including regular district and managerial reporting

• Product Management: Maintain communications and process oversight for FNCM sales and operations to ensure smooth and timely implementation of accumulator account bond purchases / sales and pool closings
• Serve as liaison between FNCM, other market participants and legal counsel to coordinate preparation and distribution of PPM materials

Understand and adhere to all FNCM policies, laws, and FINRA / SEC regulations application to role (Ongoing)

• Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing)
• Complete compliance continuing education
• Report all issues, violations of law or regulations in accordance with the steps defined in the FNCM compliance standards
• Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act
• Ensure adherence to FNCM compliance requirements in business development materials and process documents

Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development

• Practice FNCM values and support the goals and strategic plan
• Conduct all work activities ethically
• Be accountable for continuous best efforts to complete the job assigned
• Complete special projects as assigned within allotted time frame
• Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues
• Identify and recommend seminars, conferences, and external training solutions; develop and drive action plan in regard to business and professional development after attending
• Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan

Requirements

The Ideal Candidate for This Role:

• Must be detailed oriented
• General understanding of credit/finance related concepts
• Bachelor’s degree in Accounting and/or Finance preferred
• Must have strong communications/presentation skills
• 3 plus years in an Accounting, Finance or Investments role
• Proficient in MS office suite
• Must be willing to get FINRA licenses within a year of employment

Registration Requirement

This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.

Equity, Diversity, & Inclusion

FNBO is committed to belonging, inclusion, diversity and equity. We are committed to intentionally and proactively creating pathways to success for historically underrepresented populations. To accomplish this, we foster a culture of belonging and inclusion so that every employee is valued, and has opportunity and the ability to make an impact. FNBO strives to reflect the diversity of the communities we serve in the makeup of our workforce.

See the full FNBO Equity, Diversity, & Inclusion Statement here

All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.

Click here to download 'EEO is The Law' Self-Print Poster

Click here to download 'EEO is The Law' Supplement for Federal Contractors

Click here to download 'EEO is The Law' GINA Supplement