Analyst – Investment Banking, Public Finance
Location: Chicago, Illinois
Full/Part-Time: Full-Time
FLSA Status: Exempt
Equal Employment Opportunity Employer
Position Summary:
The objective of this position is to provide support to senior bankers and associates on all aspects of business development and deal acquisition. This includes, but is not limited to, ongoing client coverage, relationship management, deal management and execution and revenue generation. Under the supervision of Senior Bankers, Analysts assist state and local governments access the capital markets through the sale of tax-exempt and taxable securities.
Essential Duties and Responsibilities:
- Update, create and review debt profiles for target clients
- Prepare client memos and presentation materials
- Run new money and refunding numbers, as needed
- Act as project manager for request for proposals by:
o Prepare non‐finance plan responses
o Coordinate with other departments to get necessary information
o Draft finance plan for RFPs
- Provide analytical support on all senior managed and co‐managed financings, including:
o Read and provide comments to documents
o Draft rating agency/investor presentations, as required,
o Coordinate and interact with the underwriting desk
o Communicate with other members of the financing team
o Assist with due diligence and compliance
- Facilitate, attend, and participate in meetings and conference calls
- Complete and distribute internal deal related forms (i.e. sales memo, profit & loss statements)
- Alert team to financing opportunities and take action as appropriate
- Keep banking team aware of relevant news regarding ongoing client coverage and relationship
management
- Additional duties may be assigned
experience.