Investment Banking Analyst, Public Finance
Siebert Williams Shank & Co., LLC (“SWS” or the “Firm”) is conducting a search for an Investment Banking Analyst to join its Infrastructure and Public team and work in-office from its Los Angeles office or Oakland (CA) headquarters. Investment Banking Analysts provide analytical and quantitative support and generally assist more experienced junior bankers, as well as senior bankers, to provide investment banking services to clients in the public sector. At SWS, all bankers are an integral part of the financing team, assume a high level of responsibility, and actively participate in all aspects of transactions.
We are a top-ranked financial firm that provides investment banking, sales and trading, and underwriting services to municipal and corporate clients across the nation. With headquarters in New York City and Oakland and over 25 offices throughout the country, SWS has managed over $1.6 trillion of municipal bonds in more than 6,000 transactions for the funding of education, housing, health services, transportation, utilities, capital facilities, economic development, and general infrastructure projects. Additionally, we are a perennial leader as a co-manager of investment-grade corporate debt, a named dealer on more than 40 commercial paper programs, and a seasoned and successful share repurchase agent. Our diverse professionals are not only committed to providing the highest level of value-added services to our clients but also committed to improving the communities in which we work and live. We have a 25+ year track record built on integrity, experience and results.
Primary Responsibilities:
- Work alongside senior staff in preparing proposals and/or coordinating responses; draft client presentation materials and memos discussing financing strategies, market trends, firm qualifications, etc.
- Prepare graphical representations or various debt statistics
- Compiling municipal issuers’ historical financial information from public documents
- Preparing and maintaining databases on client debt
- Analyze historical debt issuance and debt affordability
- Performing financial modeling and cash flow analyses to evaluate debt financing alternatives
- Participate in active transactions
- Participate in presentations to clients, as needed
- Formatting, printing and binding of professional-looking documents for meetings
- Ensure that all activities and duties are carried out in full compliance with regulatory requirements and internal policies and procedures
Qualifications:
- B.S. or B.A. in finance, economics, public administration or related fields is preferred
- Excellent analytical and quantitative skills are a must and good understanding of financial markets is expected
- Familiarity with municipal debt instruments are extremely strong positives
- Advanced user of Microsoft Excel, PowerPoint, and Word
- Ability to use Bloomberg and other finance industry statistical and structuring tools is desirable
- Highly self-motivated, well-organized, and willing to work long hours when needed
- Ability to prioritize tasks, react to changes, solve critical issues, and work independently while being team-oriented
- Strong written and verbal communication skills and professional presence with clients is required
- Must pass FINRA Series 52, 63 and SIE licensed within 6 months from date of hire
We are Committed to Fair Pay. At SWS, we are committed to fair, transparent pay and strive to provide competitive, market-informed compensation. The target total fixed compensation range for this position is $95,000 - $120,000. Compensation for the successful candidate will be determined by the candidate’s particular combination of knowledge, skills, competencies and experience. This position is also eligible for a discretionary bonus.
SWS empowers talented and highly motivated individuals to thrive independently and collectively. We offer a competitive compensation package, an inclusive working environment and exceptional employee benefits. Our benefit program is designed to provide employees and their dependents with support in maintaining health and financial protection.
Please, use the link to submit your resume; NO calls or individual e-mails to any SWS team member.
Siebert Williams Shank & Co., LLC is an Equal Opportunity Employer: EOE/M/F/V/D committed to a diverse workforce. We welcome and value the people and concepts that move our firm, our industry, and our communities forward. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age or any other characteristic protected by law.