Job Description

Job Title

Under immediate supervision, performs routine work of the department using specialized knowledge and skills obtained through education, experience and/or specialized training to perform analytical and related assignments in support of Senior Investment Bankers and clients in Affordable Housing. Responsible for thorough analysis of projects, preparing cash flow analyses, obtaining bond ratings and/or bond insurance, assisting in the preparation of the Official Statement and other documents related to the offering, preparing Request For Proposals (RFP's) and client presentations, as well as research related to existing and prospective clients. Orchestrates the bond issuance process and provides advice and assistance in offering the bonds to investors. May be responsible for complete project or specific aspects of it, depending on the complexity and the level of involvement. As associates (analysts) gain experience, they are expected to increase their capacity to process a larger portion to a given transaction. Guidance is provided to perform varied work that is difficult in nature requiring evaluation, originality and ingenuity to make moderately complex decisions.

Essential Duties and Responsibilities

• Analyzes the overall debt profile of the assigned clients, on a continued basis.
• Provides Senior Investment Bankers with new financing ideas and analysis for specific municipal issuers across the United States.
• Completes complex spreadsheet financial models.
• Analyzes printed and electronic financial information about assigned clients to keep Senior Investment Bankers informed about significant developments.
• Formulates new transaction proposals.
• Develops financial analysis during the issuance of municipal bonds including revenue models, running the numbers, debt profiles and the analysis of refinancing and cash flow.
• Prepares client pitch books and responds to RFPs.
• Creates and presents marketing and sales materials.
• Opportunity for interaction with clients.
• Assists in the reviewing of bond documents and other documents related to the closing bond transaction.
• Coordinates the printing and delivery of bond documents.
• Performs other duties and responsibilities as assigned.

Knowledge of

• Fundamental fixed-income bond math / investment concepts, practices and procedures used in the securities industry.
• Fixed Income procedures, regulatory requirements, transactions and client relationships.
• Financial Markets and Products.
• Basic business case analysis.
• Quantitative financial analysis and data modeling.

Skill in

• Excellent analytical, critical thinking and problem solving skills sufficient to recognize and detect errors and offer resolution.
• Communicate effectively, both orally and in writing to all level of associates and clients.
• Operating standard office equipment and using required software applications to produce documents such as reports, graphics, electronic communication, spreadsheets, and databases.

Ability to

• Formulate new transaction proposals and respond to issuers' requests for financing ideas.
• Analyze municipal issuer financial statements and outstanding debt.
• Develop the financial structure and document preparation related to the public issuance of municipal bonds.
• Multi-task and work on a fast-paced, team-oriented environment.
• Efficiently manage time and resources in order to overcome quantitative and analytical challenges as they arise.
• Establish and maintain effective working relationships at all levels of the organization.
• Work under stress created by time deadlines and work volume fluctuations.
• Prepare and deliver clear, effective and professional presentations.
• Communicate both orally and in writing, with all levels of the organization and external clients.
• Work independently as well as collaboratively within a team environment.

Education/Previous Experience

• Bachelor's Degree (B.S. or B.A).
• A minimum of one (1) year of experience in the financial services industry is preferred.
• OR ~
• Any equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications

• SIE required provided that an exemption or grandfathering cannot be applied.
• FINRA Series 7 and Series 63 or the ability to obtain within six (6) months of hire.
• Series 53 after twelve (12) months of hire.

Travel Required:

Yes, 15 % of the Time

Education

Bachelor's: Accounting (Required), Bachelor's: Business Administration (Required), Bachelor's: Finance (Required)

Work Experience

General Experience - 13 months to 3 years

Certifications

Salary Range $70,000.00-$105,000.00

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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