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Raymond James · 1 day ago

Public Finance Operations Analyst

Lancaster, PA

Full-time

Onsite

Entry, Mid Level

1+ years exp

Raymond James is a financial services firm seeking a Public Finance Operations Analyst to support Senior Investment Bankers and clients in municipal finance sectors. The role involves performing advanced administrative duties, preparing transaction documents, and facilitating bond issuance processes.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Schedules, reports, and tracks information for assigned regional area

Collects data for preparation of various reports, budgets, and variance analysis

Utilizes firm software to assist with expense reporting and travel booking

Monitors and reorders office supplies as needed

Maintains daily office operations and performs general administrative duties

Works with deal team members to produce documentation for transactions

Coordinates with internal compliance and legal departments to process transactions and obtain necessary approvals

Facilitates bond closing calls with DTC and prepares closed deal files

Limited interaction with clients

Assists in the reviewing of bond documents and other documents related to the closing bond transaction

Coordinates the printing and delivery of bond documents

Performs other duties and responsibilities as assigned

Qualification

Municipal finance knowledgeFinancial analysisMicrosoft OfficeSecurities industry knowledgeAnalytical skillsOffice equipment operationCommunication skillsOrganizational skillsTime managementTeam collaborationProblem solving

Required

Bachelor's degree (B.A.) in related field and minimum of one to three (1-3) years' work experience in an office environment, preferably in the financial services industry

SIE required provided that an exemption or grandfathering cannot be applied

FINRA Series 7 and Series 63 or the ability to obtain within six (6) months of hire

Series 52 after twelve (12) months of hire

Knowledge of basic office practices, procedures, and methods

Knowledge of fundamental investment concepts, practices and procedures used in the securities industry

Knowledge of fixed Income procedures, regulatory requirements, transactions and client relationships

Knowledge of financial markets and products

Knowledge of Microsoft office applications (Word, Excel, PowerPoint)

Excellent analytical, critical thinking and problem solving skills sufficient to recognize and detect errors and offer resolution

Ability to communicate effectively, both orally and in writing to all level of associates and clients

Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines

Ability to analyze municipal issuer financial statements and outstanding debt

Ability to develop the document preparation related to the public issuance of municipal bonds

Ability to multi-task and work in a fast-paced, team-oriented environment

Ability to efficiently manage time and resources in order to overcome quantitative and analytical challenges as they arise

Ability to establish and maintain effective working relationships at all levels of the organization

Ability to work under stress created by time deadlines and work volume fluctuations

Ability to communicate both orally and in writing, with all levels of the organization and external clients

Ability to work independently as well as collaboratively within a team environment

Preferred

Bachelor's: Accounting (Required)

Bachelor's: Economics (Required)

Bachelor's: Finance (Required)

General Experience - 3 to 6 years

Company

Raymond James

Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.

Founded in 1962

Atlanta, Georgia, USA

10001+ employees

http://www.raymondjames.com

H1B Sponsorship

Raymond James has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (1)