Public Finance Specialist

12 hours ago


Dallas, Texas, United States Stephens Full time
Job Summary

We are seeking a highly skilled Public Finance Analyst to join our team at Stephens. As a key member of our Public Finance group, you will play a critical role in the planning, strategy, design, and structure of client proposals, providing technical and analytical support.

Key Responsibilities
  • Collaborate with underwriters and financial advisors to determine program requirements and critical analytical factors for inclusion in program models and systems.
  • Design, develop, and program computer systems and models to analyze and interpret financial data for underwriters in the Public Finance area.
  • Maintain the validity and adequacy of programs and models through regular analysis and testing procedures.
  • Resolve problems or questions related to created programs and models, analyzing and correcting as required.
  • Train other personnel in system design and analysis as needed or required.
  • Generate written documents for utilization by program/model users and technicians.
  • Maintain expertise in systems analysis through participation in workshops, seminars, schools, and conferences, and through regular review of appropriate texts and publications.
Requirements
  • Bachelor's degree
  • 1+ years related experience and/or training preferred
  • Equivalent combination of education, training, or experience
  • Experience with Microsoft Excel and PowerPoint preferred
Certifications, Licenses, Registrations

The following registrations will be required within 3 months of employment:

  • SIE - Securities Industry Essentials
  • Series 52 - Municipal Securities Representative
  • Series 63 - Uniform State Law Exam


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