Senior Public Finance Associate
Summary
The Senior Public Finance Associate is responsible for preparing, organizing, creating accurate, detailed financial documentation for municipal debt issues. This position may also interpret financial data in order to assist in funding public projects. Collaborates with public officials in analyzing the necessary financial reports that are associated with the projects. The position will follow all steps of the municipal bond financing from preliminary information gathering through date of closing.
Essential Functions
Consistently demonstrates exceptional internal and external service with clients, along with the core values: Integrity, Performance and Commitment.
Models, mentors, and leads colleagues\teams to develop innovative methods and approaches for efficacy.
Steward of compliance, coordinates with company staff to gather, analyze, summarize, and prepare recommendations and reports.
Works directly with public finance advisors and other staff.
Research and write all technical information contained in official statements.
Proofread and edit official statements for accuracy.
Prepare and/or update distribution lists and financing timelines.
Prepare closing letters and other correspondence as necessary.
Execute pre and post-closing paperwork with clients.
Assist clients in publication of legal ads.
Administrative duties such as expense reports, mailing, etc.
Prepare responses to request for proposals and presentations.
Attend presentations and governmental meetings, as required.
Other duties and responsibilities as assigned by management.
Education and/or Experience
Associates degree or two years of education from a four-year college or university; or three years of related job experience or training.
Bachelor’s degree (B.A.) from four-year college or university; or one to three years related experience helpful.
PMA Financial Network, LLC is a highly collaborative environment with cross-functional relationships. The Senior Public Finance Associate will be engaged across all working groups and levels; working closely with the company’s Senior Vice-President Managing Director Public Finance.