Public Finance Associate

Public Finance AssociateThe Public Finance Associate supports senior investment bankers in the execution of municipal financing transactions for a diverse set of public sector clients, including state and local governments, education institutions, healthcare systems, and economic development agencies. This role is responsible for managing transaction logistics, conducting financial analysis, and preparing client-facing materials from deal origination through closing. The Associate plays a key role in client engagement, cross-functional collaboration, and the development of high-quality financial and marketing deliverables.This role will be located in our Chicago, Houston, or New York offices.Duties and ResponsibilitiesTransaction Management: Support the structuring, analysis, and execution of bond and note transactions, including new issuances, refinancings, and restructurings; coordinate timelines, deliverables, and closing logisticsClient Engagement: Serve as a point of contact across internal teams and external clients; partner with Public Finance, Relationship Management, and Capital Markets teams to deliver solutionsFinancial Modeling & Analysis: Develop and maintain financial models, debt profiles, and analytical reports; analyze transaction structures and provide insights to inform client decisionsPresentation & Marketing Materials: Prepare pitch books, offering memoranda, and client presentations tailored to financing opportunities and market conditionsCross-Functional Collaboration: Partner with Compliance, Knowledge Center, and Proposal teams to ensure accuracy and consistency across materials and processesIndustry Research & Insights: Conduct market, sector, and client research; monitor trends and support business development effortsExecution Support: Assist with documentation, scheduling, and coordination throughout the transaction lifecycle; support senior bankers on multiple concurrent dealsCompliance & Risk Management: Ensure all materials and processes adhere to regulatory standards and internal policiesStrategic & Team Support: Contribute to planning discussions, process improvements, and broader team initiatives; perform other duties as assignedBasic QualificationsBachelor's degree in Finance, Economics, Business, or related field3+ years of experience in public finance, investment banking, capital markets, or corporate financeFINRA SIE, Series 52 and 63Preferred QualificationsStrong financial modeling and analytical skillsProficiency in Microsoft Excel and PowerPointPrior experience supporting municipal financing transactions or public sector clientsExposure to debt capital markets, fixed income products, or structured financeStrong knowledge of financial statement analysis and credit fundamentalsExcellent written and verbal communication skillsAbility to manage multiple priorities in a fast-paced, deadline-driven environmentHigh attention to detail and strong organizational skills