Financial Associate (Public) jobs in San Diego, CA

Financial Associate (Public) gathers and interprets financial data and coordinates the process for the origination of debt securities used to finance public projects for housing, utilities or other municipal initiatives. Develops estimates of services and completes a comprehensive analysis of project, including bond ratings and insurance. Being a Financial Associate (Public) collaborates with public officials in analyzing the necessary bond and cash flow reports that are associated with the projects. Starts the offering process and may make recommendations to interested investors. Additionally, Financial Associate (Public) coordinates preparation of all offering documents. Manages the bond issuance process and assists with the offering. Depending on the size and level of project, responsibility may vary. May manage the entire project or only a portion of the deal. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Public) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Public) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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Financial Analyst
  • Koppel & Gruber Public Finance
  • San Marcos, CA FULL_TIME
  • Overview:

    Koppel & Gruber Public Finance, a well-respected local government finance consulting firm, is looking for an Analyst to join their team. As a Public Finance Analyst, you will be working with clients and other employees on building long term relationships by primarily providing ongoing administration of taxes and assessments. You will be exposed to clients across the state of California and gain experience creating and implementing revenue enhancing products to fund essential local infrastructure and services.

    Responsibilities:

    Perform research and data collection, develop and maintain databases and reporting tools using SQL, Excel and other applications. Develop and execute detailed analyses for use by senior staff and client agencies, review, analyze and develop budgets for annual fixed special assessment levies and update client documents with relevant information. Prepare informational reports and technical studies for client agencies.

    Requirements:

    • Expertise in SQL, Microsoft applications such as Excel, Word, and PowerPoint (Python experience and GIS a plus)
    • Strong verbal and written communication skills with attention to detail
    • Demonstrated ability to organize and manage work in a fast-paced environment
    • B.A./B.S. from an accredited University; Successful candidates will have a degree in an analytical or finance-related field (ex: Business Administration, Mathematics, Economics, Public Policy, etc.), Other degrees will be considered based on experience
    • Previous experience in analytical role preferred

    This full time in office position is located in San Marcos, CA.

  • 14 Days Ago

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Financial Analyst
  • Koppel & Gruber Public Finance
  • San Marcos, CA FULL_TIME
  • Overview:Koppel & Gruber Public Finance, a well-respected local government finance consulting firm, is looking for an Analyst to join their team. As a Public Finance Analyst, you will be working with ...
  • 14 Days Ago

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Client Service Associate / Executive Assistant (RH01)
  • Ameriprise Financial
  • San Diego, CA FULL_TIME
  • Position title: Client Service Associate/Executive Assistant Position Summary: Ameriprise—San Diego, CA—As a Client Service Associate, you will directly support the daily business operations of a grow...
  • 1 Month Ago

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Associate Public Communications Officer
  • San Diego Association of Governments
  • San Diego, CA FULL_TIME
  • The Associate Public Communications Officer will lead and assist with public outreach strategies that promote SANDAG projects and initiatives throughout the San Diego region. This position will active...
  • 6 Days Ago

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Client Service Associate/Executive Assistant
  • Ameriprise Financial - California
  • San Diego, CA FULL_TIME
  • Position Overview:Ameriprise—San Diego, CA—As a Client Service Associate, you will directly support the daily business operations of a growing Private Wealth Advisory practice based in San Diego throu...
  • 1 Month Ago

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Account Associate - State Farm Agent Team Member
  • Trifunovic Insurance and Financial Services -...
  • San Marcos, CA FULL_TIME
  • Benefits: Bonus based on performance Competitive salary Free food & snacks Paid time off Training & development ROLE DESCRIPTION: Trifunovic Insurance and Financial Services - State Farm Agent is seek...
  • 14 Days Ago

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0 Financial Associate (Public) jobs found in San Diego, CA area

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Senior Financial Analyst- Healthcare
  • Sayva Solutions
  • San Diego, CA
  • About the Opportunity: Our client in the healthcare industry is looking for a Senior Financial Analyst to join their San...
  • 4/25/2024 12:00:00 AM

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Budget Analyst Associate - REMOTE
  • Planet Pharma
  • San Diego, CA
  • Job description / summary The Budget Analyst Associate will have overall responsibility for creation of study budgets ba...
  • 4/25/2024 12:00:00 AM

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Executive Assistant to the CFO
  • Solana Talent Group
  • Del Mar, CA
  • Job Description Job Description Executive Assistant – Finance and Operations Our client was founded in 2018 by veteran s...
  • 4/24/2024 12:00:00 AM

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Reservations Agent - Air By Pleasant
  • American Automobile Association
  • San Diego, CA
  • Reservations Agent - Air By Pleasant Pleasant Holidays, one of the largest travel wholesalers in the United States speci...
  • 4/24/2024 12:00:00 AM

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Senior Financial Analyst- Healthcare
  • Sayva Solutions
  • San Diego, CA
  • About the Opportunity: Our client in the healthcare industry is looking for a Senior Financial Analyst to join their San...
  • 4/23/2024 12:00:00 AM

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Assistant Finance Controller
  • Luxury Brand
  • San Diego, CA
  • Job Description Job Description Key Responsibilities (include but not limited to): · Handle day to day management of the...
  • 4/23/2024 12:00:00 AM

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Budget Analyst Associate - REMOTE
  • Planet Pharma
  • San Diego, CA
  • Job description / summary The Budget Analyst Associate will have overall responsibility for creation of study budgets ba...
  • 4/23/2024 12:00:00 AM

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Virtual Office Manager (Administrative Assistant)
  • Vets Hired
  • San Diego, CA
  • About the job Virtual Office Manager (Administrative Assistant) Job Title: Virtual Office Manager (Administrative Assist...
  • 4/21/2024 12:00:00 AM

According to SDSU professor emeritus Monte Marshall, San Diego Bay is "the surface expression of a north-south-trending, nested graben". The Rose Canyon and Point Loma fault zones are part of the San Andreas Fault system. About 40 miles (64 km) east of the bay are the Laguna Mountains in the Peninsular Ranges, which are part of the backbone of the American continents. The city lies on approximately 200 deep canyons and hills separating its mesas, creating small pockets of natural open space scattered throughout the city and giving it a hilly geography. Traditionally, San Diegans have built the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$90,513 to $118,393
San Diego, California area prices
were up 2.6% from a year ago

Financial Associate (Public) in Beaumont, TX
The Associate is expected to effectively handle a portfolio of clients within the financial institution and public finance sector, responding to their credit needs, while providing sound judgement and effective monitoring through collaboration across all Risk and Business levels.
December 06, 2019
Financial Associate (Public) in Mcallen, TX
Financial associates are capable of performing their functions.
February 11, 2020