Analyst – Investment Banking - Public Finance

Loop Capital - Chicago, IL4.7

30+ days agoFull-time
Location: Chicago, IL
Full/Part-Time: Full-Time
FLSA Status: Exempt
Equal Employment Opportunity Employer

Position Summary:
The objective of this position is to provide support to senior bankers and associates on all aspects of business development and deal acquisition. This includes, but is not limited to, ongoing client coverage, relationship management, deal management and execution and revenue generation. As public finance professionals, we assist state and local governments access the capital markets through the sale of tax-exempt and taxable securities.

Essential Duties and Responsibilities:
Update, create and review debt profiles for target clients
Prepare client memos and presentation materials
Run new money and refunding numbers, as needed

Act as project manager for request for proposals by:
Prepare non‐finance plan responses
Coordinate with other departments to get necessary information
Draft finance plan for RFPs
Provide analytical support on all senior managed and co‐managed financings, including:
Read and provide comments to documents
Draft rating agency/investor presentations, as required,
Coordinate and interact with the underwriting desk
Communicate with other members of the financing team
Assist with due diligence and compliance
Facilitate, attend, and participate in meetings and conference calls
Complete and distribute internal deal related forms (i.e. sales memo, profit & loss statements)
Maintain client files
Alert team to financing opportunities and take action as appropriate
Keep banking team aware of relevant news regarding ongoing client coverage and relationship management
Additional duties may be assigned

Qualifications:
Bachelor's degree from a four-year college/university; or one to two years related experience and/or training; or equivalent combination of education and experience.
Bachelor’s degree and/or coursework in Economics, Finance, Business, Mathematics, Engineering or any science is preferred
Previous work experience within the investment banking industry in Capital Markets or Public Finance is desired but not required
FINRA Series 52 and 63 licenses are required within 90 days employment; and 79 within 9 months of employment
Effective project management skills
Proficient experience with Microsoft Office (Excel, PowerPoint, Word, etc.), research databases and financial modeling software.
Previous experience working in a team-based environment
Strong communication skills (verbal, written and active listening)
Detail-oriented and results driven
Ability and willingness to think through problems / critical thinking skills
Excellent quantitative, qualitative and research skills
Strong work ethic
Self-motivated and confident; ability to work with minimal supervision
Strong customer service and relationship building skills
Ability to exercise discretion in handling confidential information
Ability to work with all levels of employees and clients
Willingness to work outside of a 9:00 am to 5:00 pm schedule and on weekends