Public Finance Analyst

2 weeks ago

San Francisco, United States Stifel, Nicolaus & Co., Inc. Full time

**Summary**
Analysts provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts serve as the second or third person on client relationships and begin to undertake extensive direct contact with clients and outside consultants. A strong desire and ability to learn technical and business development skills is important, as is a willingness to work outside normal business hours. Analysts participate in junior banker training with colleagues from offices located throughout the nation. Some travel expected.

**Essential Duties and Responsibilities**
- Develop and analyze financial and debt models to support the marketing and execution of new municipal bond issues.
- Research capital needs and financial structure of local government agency clients.
- Create marketing and sales materials, attend client meetings, and act as a point of contact for the finance team throughout the financing process.
- Perform debt profile analyses related to current and prospective public finance clients.
- Assist with the preparation and delivery of client pitch books and requests for Proposals/Qualifications.
- Research industry and financial market trends, running data queries and analyzing such data.
- Prepare memorandums describing financing ideas and opportunities, and case studies on completed transactions.

**Qualifications**
- Interest in public sector and municipal finance.
- Ability to multi-task, work independently and collaborate in teams.
- Knowledge of finance and accounting principles.
- Ability to prepare and deliver clear, effective and professional presentations.
- Competence in clearly and effectively communicating in both oral and written formats.

**Education and Experience**
- Minimum Required: Bachelor's Degree in Finance or a related field
- Minimum Required: 0 to 2 years’ related experience

**Licenses and Credentials**
- Minimum Required: Series 50, 52, 63, or ability to obtain within 12 months from date of hire.

**Systems and Technology**
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Disclaimer
NOTE: Job descriptions are intended to be accurate reflections of those principal job elements essential for making fair pay decisions about jobs. Nothing in this job description restricts management right to assign or reassign duties and responsibilities to this job at any time.

**Salary**: $80,000 - $90,000 per year

**About Stifel**

Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

  • Research Finance Analyst

    2 months ago

    San Francisco, United States UCSF Benioff Children's Hospital Full time

    Reporting ot the School of Nursings Grants Manager, the Research Finance Analyst is a member of a team of research analysts supporting the research portfolio of the School of Nursing faculty in four academic departments and an Organized Research Uni Finance Analyst, Research, Finance, Research Analyst, Analyst, Financial, Technology, Healthcare

  • Operations and Finance Analyst

    2 weeks ago

    San Francisco, United States UCSF Benioff Children's Hospital Full time

    Dermatology is seeking a seasoned and experienced Operations and Finance Analyst. This incumbent will be handling Administrative services, including activities in finance and human resources, and may also include IT, facilities, or student services. Finance Analyst, Operations, Finance, Analyst, Operation, Management, Healthcare, Manufacturing

  • Public Utilities Regulatory Analyst Iii

    3 days ago

    San Francisco County, CA, United States Public Utilities Commission Full time

    Virtual interviews via web portals or phone may be offered as deemed appropriate and feasible by the hiring manager - standard in-person interviews will still be offered if conditions permit. - Under the general direction of a Program and Project Supervisor of the Communications Division in the Broadband, Video, and Market Branch, this position will be...

  • Lead Research Finance Analyst

    1 week ago

    San Francisco, United States UCSF Benioff Children's Hospital Full time

    The Lead Research Finance Analyst (RFA) is independently responsible for post award administration for active Principal Investigators as well as supervision of all other RFAs in the Department of Biochemistry & Biophysics. The Analyst will play a key Finance Analyst, Research, Analyst, Finance, Lead, Technology, Healthcare, Financial

  • IBD, Financing Group, Public Sector

    2 months ago

    San Francisco, United States Goldman Sachs Full time

    INVESTMENT BANKINGOur division works on some of the most complex financial challenges and transactions in the market today. Whether advising on a merger, providing financial solutions for an acquisition, or structuring an initial public offering, we handle projects that help clients at major milestones. We work with corporations, pension funds, financial...

  • IBD, Financing Group, Public Sector

    2 weeks ago

    San Francisco, United States Goldman Sachs Full time

    INVESTMENT BANKINGOur division works on some of the most complex financial challenges and transactions in the market today. Whether advising on a merger, providing financial solutions for an acquisition, or structuring an initial public offering, we handle projects that help clients at major milestones. We work with corporations, pension funds, financial...

  • Finance Manager, Public Sector

    4 weeks ago

    San Francisco, United States Scale AI Full time

    Scale is building out our Public Sector (Federal, State, Local) Finance team. This role will be instrumental in setting strategy, financial plans, and operating rigor as we accelerate the adoption of AI across the Public Sector. The Finance team is responsible for owning the company's budget, helping to drive quarterly and annual planning processes,...

  • Finance Analyst

    4 weeks ago

    San Francisco, United States JLL Full time

    We are currently seeking a Financial Analyst to join our West Regional Finance Team in San Francisco. This is an exciting opportunity for anyone interested in a career in Accounting and Finance who has a hunger for learning and wants to join an organization that will provide opportunities for growth. Responsibilities: Participate in month end close,...

  • Finance Analyst

    1 week ago

    San Francisco, United States JLL Full time

    We are currently seeking a Financial Analyst to join our West Regional Finance Team in San Francisco. This is an exciting opportunity for anyone interested in a career in Accounting and Finance who has a hunger for learning and wants to join an organization that will provide opportunities for growth. Responsibilities: Participate in month end close,...

  • Sr. Finance Analyst

    2 weeks ago

    San Francisco, United States Ursus Inc Full time

    JOB TITLE: Sr. Finance Analyst LOCATION: San Francisco, CA DURATION: 9 month contract PAY RANGE: $45- $50 TOP 3 SKILLS: Minimum of 3 years of experience, including experience in an operating role in corporate finance, FP&A, investment banking or financial service Strong financial modelling skills A Bachelor's Degree in Finance, Business, Economics, or other...

  • Finance Analyst

    1 month ago

    San Francisco, United States Accu Books Full time

    Finance Analyst - Company X - Webflow Ecommerce template Get started Back to jobs San Francisco Full Time Finance Analyst Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur sint occaecat cupidatat non proident sunt in culpa qui officio dolor sit amet consectur. Apply now Job Description Duis aute irure dolor...

  • Finance Analyst

    3 weeks ago

    San Francisco, United States Accu Books Full time

    Finance Analyst - Company X - Webflow Ecommerce template Get started Back to jobs San Francisco Full Time Finance Analyst Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur sint occaecat cupidatat non proident sunt in culpa qui officio dolor sit amet consectur. Apply now Job Description Duis aute irure dolor...

  • Senior Finance Analyst

    3 weeks ago

    San Francisco, United States Russell Tobin Full time

    What are we looking for in our Senior Finance Analyst (Remote)? Our client, a large autonomous vehicle company, is seeking a Senior Finance Analyst on a remote basis. Contract – W2 Non-Exempt Pay Range: $55.00 - $68.00 per hour DOE Job Description: The Senior Analyst, Finance Insights will be the focal point for collecting, analyzing, and managing data...

  • Senior Finance Analyst

    2 months ago

    San Francisco, United States Russell Tobin & Associates Full time

    What are we looking for in our Senior Finance Analyst (Remote)? Our client, a large autonomous vehicle company, is seeking a Senior Finance Analyst on a remote basis. Contract – W2 Non-Exempt Pay Range: $55.00 - $68.00 per hour DOE Job Description: The Senior Analyst, Finance Insights will be the focal point for collecting, analyzing,...

  • Senior Finance Analyst

    4 weeks ago

    San Francisco, United States Russell Tobin Full time

    Job Description Job Description Our client, a large autonomous vehicle company, is seeking a Senior Finance Analyst on a remote basis. Contract – W2 Non-Exempt Pay Range: $55.00 - $68.00 per hour DOE Job Description: The Senior Analyst, Finance Insights will be the focal point for collecting, analyzing, and managing data from multiple sources within the...

  • Senior Finance Analyst

    3 weeks ago

    San Francisco, United States Russell Tobin Full time

    Job Description Job Description Our client, a large autonomous vehicle company, is seeking a Senior Finance Analyst on a remote basis. Contract – W2 Non-Exempt Pay Range: $55.00 - $68.00 per hour DOE Job Description: The Senior Analyst, Finance Insights will be the focal point for collecting, analyzing, and managing data from multiple sources within the...

  • Finance Analyst Iii

    2 weeks ago

    San Bernardino, United States San Bernardino County Full time

    **The Job**: **Finance and Administration,** **within the County’s Administrative Office, centralizes countywide financial management and oversight to ensure alignment with the priorities of the Board of Supervisors’ and the County Executive Officer’s priorities in providing accurate and timely financial information and advising County departments on...

  • Sr. Finance Analyst

    2 weeks ago

    San Francisco, United States TalentBurst Full time

    Job Title :-Sr. Finance Analyst Location:- Open For 100% Remote Duration:- 12+ Months Contract (With Possibility of extension) Minimum of 3 years of experience, including experience in an operating role in corporate finance, FP&A, investment banking or financial service Gain an understanding of both Afterpay and Cash app has businesses and integration...

  • Senior Finance Analyst

    4 weeks ago

    San Francisco, United States Russell Tobin Full time

    Job DescriptionJob DescriptionOur client, a large autonomous vehicle company, is seeking a Senior Finance Analyst on a remote basis.Contract – W2 Non-ExemptPay Range: $55.00 - $68.00 per hour DOEJob Description:The Senior Analyst, Finance Insights will be the focal point for collecting, analyzing, and managing data from multiple sources within the...

  • Senior Finance Analyst

    3 weeks ago

    San Francisco, United States Russell Tobin Full time

    Job DescriptionJob DescriptionOur client, a large autonomous vehicle company, is seeking a Senior Finance Analyst on a remote basis.Contract – W2 Non-ExemptPay Range: $55.00 - $68.00 per hour DOEJob Description:The Senior Analyst, Finance Insights will be the focal point for collecting, analyzing, and managing data from multiple sources within the...