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