Associate, US Municipal Finance

San Francisco

Thursday, 04 June 2026

Perform research, analytics, and financial modeling required to complete a transaction. Produce extensive financial analyses to structure both straight forward and complex bond offerings. Take increasing role on client coverage teams and in formal and informal presentations. Prepare projections, bond / loan portfolio analysis and modeling & related financial analyses for potential & actual capital markets transactions, including data conversion, synthesis & analysis. Gather, organize, and analyze information necessary to prepare proposals, client presentations, offering statements and marketing materials. Prepare proposals and participate in presentations for prospective clients, describing in detail financing alternatives in originating, structuring and marketing an issue and the Firm's ability to perform the underwriting functions in a capable manner. What do you need to succeed? BA/ BS degree in Business Administration, Finance, or Economics with demonstrated record of high achievement 3 to 5 years of related professional Municipal Finance experience. Proficiency with personal computers and standard productivity applications. Possess Securities Industry Essentials Exam (SIE), Series 52 and 63 licenses and obtain the Series 50 license. Proficient with DBC Software or similar bond structuring software. Quantitative and qualitative analytical skills; strong knowledge of finance and accounting - able to analyze numbers proficiently. Highly motivated, committed, and responsible, with a demonstrated ability to manage conflicting priorities and requests. Excellent interpersonal skills with the ability to establish and maintain relationships at all organizational levels. Strong oral and written communication skills. Ability to take initiative and function independently balance with strong teaming skills. Maintain high standards of professional and ethical conduct. What’s in it for you?

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