Public Finance Analyst – Documents
Job Details
- Level: Entry
- Job Location: Minneapolis, MN
- Position Type: Full-time
- Education Level: Post-secondary degree or relevant experience, preferred
- Salary Range: 24.00-31.25 per hour
- Travel Percentage: Less than 5%
- Job Shift: Monday - Friday
- Job Category: Operations
Essential Job Functions
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Document Support
• Conduct research and analyze data for the preparation of Official Statements and related supporting documents, including in-depth research of the client’s outstanding debt
• Prepare closing reports based on final sales data, including final debt service payment schedules
• Serve as liaison between Municipal Advisors, clients, bond counsel, and rating agencies, coordinating activities related to the debt issuance process
• Prepare requests for direct placements with local banks; leases, and state or federal loan programs, as applicable, and facilitate the completion of required closing documents -
Tax Increment Support
• Collaborate with internal and external constituents to prepare tax increment financing plans and related supporting documents, including annual reports, timelines, and required legal documents, as needed
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General Duties
• Fulfill the responsibilities and activities identified in the Ehlers’ Business Practice Repository
• Responsible to attend on-going training as needed to keep current and knowledgeable on all aspects of the job
• Perform other duties as required to fulfill the mission of the company
Requirements
Education:
- 2 or 4-year degree in Finance, Accounting, Economics, Math, English, or related, preferred
- Equivalent experience in place of a degree will be considered
Experience:
- Some experience or exposure to the municipal bond industry, preferred
Knowledge/Skills:
- Ability to fully understand the debt issuance financing processes
- Solid understanding of state, federal and jurisdictional requirements for all types of municipal financings for assigned issuers
- Aptitude and desire to learn state, federal and jurisdictional requirements along with municipal bond industry information, required
- Ability to analyze technical data and develop creative solutions
- Perform basic math functions accurately
- Excellent PC skills utilizing Microsoft Office and database programs
- Demonstrate exceptional attention to detail, care and accuracy in completing tasks
- Well-developed interpersonal skills that create and maintain positive relationships with clients and other professionals
- Clear and concise written and oral communication skills
- Prioritize tasks and organize work so that deadlines are met and essential work is completed
- Seek opportunities for continuous work improvements
- Recognize and pursue opportunities for professional development
Physical Demands:
- Perform stationary work 90% of the time using a computer and applicable office equipment
- Move about inside the office 10% of the time to access files, office equipment and communicate with colleagues
- 5% travel as needed to represent the company and department at seminars, client interviews, conferences, etc.