Public Finance Associate

About the role

Are you a finance professional who enjoys solving complex problems, analyzing data, and helping public agencies achieve their goals? Do you want your work to have a direct impact on infrastructure, schools, utilities, public services, and community development projects? We are seeking a Public Finance Associate to join our Advisory Services team.

What You'll Do

• Support Public Financing Projects
• Assist with the planning, structuring, and execution of municipal debt financings.
• Support financing projects from initial data gathering through closing.
• Help develop financing schedules, term sheets, closing documents, and project timelines.
• Cookordination project activities and communications among clients, advisors, legal counsel, and financing partners.
• Perform Financial Analysis
• Analyze financial data, budgets, debt structures, and repayment scenarios.
• Prepare reports, spreadsheets, and financing models using Excel and specialized public finance software.
• Aid with bond rating reviews, insurance evaluations, and financing option analyses.
• Verify financial information and ensure the accuracy of reports and supporting documentation.
• Ensure Regulatory Compliance
• Prepare and maintain financing records and disclosure documents.
• Aid with annual continuing disclosure filings and regulatory reporting requirements.
• Assist with compliance with municipal advisory regulations, federal securities laws, and industry standards.
• Monitor documentation to ensure adherence to internal procedures and legal requirements.
• Build Strong Client Relationships
• Work directly with local governments, school districts, special districts, and public agencies.
• Participate in client meetings, presentations, and public meetings.
• Prepare professional correspondence, requests for proposals (RFPs), and presentation materials.
• Collaborate with senior municipal advisors to develop recommendations and solutions for clients.

What Makes This Role Exciting?

This is more than a finance job. It's an opportunity to:

• Help communities fund critical infrastructure and essential public services.
• Gain hands-on experience in municipal finance and debt issuance.
• Work with a variety of public-sector organizations across the state.
• Develop expertise in bond financing, financial analysis, regulatory compliance, and public-sector budgeting.
• Enjoy a collaborative environment while maintaining significant autonomy and responsibility.

Education, Experience, and Certification/Licensure

• Required:
• Bachelor’s degree in business administration, accounting, finance, public administration, or closely related field.
• Minimum of two years in public finance, municipal finance, accounting or related financial services; familiarity with bond markets and public sector funding.
• Municipal Securities Rulemaking Board (“MSRB”) - Passing the Series 50 Examination will be required as well has registration with the Securities and Exchange Commission and the MSRB.
• Desired:
• Master’s degree in business administration, accounting, finance, public administration, or closely related field.
• Experience working within the public sector in a position related to financial and debt management.
• Experience with budgeting and accounting of governmental entities.