PTMA Financial Solutions ยท 1 month ago
Public Finance Associate
Naperville, IL
Full-time
Onsite
New Grad, Entry LevelPTMA Financial Solutions provides treasury and liquidity management services to the public sector. The Public Finance Associate is responsible for preparing financial documents and analyses for municipal debt issues, collaborating with municipal advisors, and ensuring compliance with regulatory rules.
Responsibilities
Consistently demonstrates exceptional internal and external service with clients, demonstrating core values of integrity, commitment and performance
Observe regulatory rules and comply with department procedures
Coordinates with company staff to gather, analyze, summarize, and prepare recommendations and reports
Works directly with public finance advisors and other staff
Input current debt repayment details and run financing options by entering financial data into MUNEX and Excel
Prepare debt-related tables contained in official statements, term sheets and disclosure filings
Populate and/or review data tables in official statements, term sheets and disclosure filings for accuracy
Prepare financing calendars, distribution lists, official statements or term sheets and closing memos for debt issuance transactions
Prepare RFPs, presentations, and other correspondence as necessary
Attend presentations and governmental meetings, as required
Other duties and responsibilities as assigned by management
Qualification
Required
Ability to take initiative and willingness to go the extra mile for our clients
Attention to detail
Ability to prioritize work with many conflicting deadlines
Ability to work well under pressure
Ability to collaborate and problem solve with both technology and business team members
Excellent English communication skills, both written and verbal
Ability to use and understand financial terms, concepts, formulas, etc
Education: Bachelor's degree (B.A.) from four-year college or university in Finance, Accounting, Economics or related field
Preferred
Related experience preferred
Series 50 or, if Series 50 is not yet obtained, successful completion of Securities Industry Essentials Exam (SIE) is preferred
Company
PTMA Financial Solutions
PTMA Financial Solutions provides treasury management, liquidity management, and other financial products and services to the public sector.
Denver, Colorado, US
201-500 employeesFunding
Current Stage
Growth StageCompany data provided by crunchbase