Public Finance Associate

PTMA Financial Solutions, provides treasury management, liquidity management, and other financial products and services to the public sector. In addition to more than 12,000 local governments, school districts and other public entities, we also partner with over 1,000 financial institutions to help strengthen communities from coast to coast. Our family of financial services companies offers local government investment pool administration, investment advisory services, term investments, cashflow analysis, bond proceeds management, and public finance services for public entitiesplusstable deposit funding solutions for financial institutions.

Our financial expertise, comprehensive products, and advanced technology help clients achieve more today for a better tomorrow. The firm’s primary operational hubs are in Denver, Colorado, and Naperville, Illinois, with other offices throughout the United States.

The Public Finance Associate is responsible for preparing, organizing and creating detailed financial documents and financial analysis for municipal debt issues, including annual continuing disclosure assistance. This position may also interpret financial data to assist in funding public projects and collaborates with senior municipal advisors in the gathering and creation of information to present to public officials. The position will follow all steps of the municipal bond financing from preliminary information gathering through date of closing.

• Consistently demonstrates exceptional internal and external service with clients, demonstrating core values of integrity, commitment and performance.
• Observe regulatory rules and comply with department procedures.
• Coordinate with company staff to gather, analyze, summarize, and prepare recommendations and reports.
• Works directly with public finance advisors and other staff.
• Input current debt repayment details and run financing options by entering financial data into MUNEX and Excel.
• Prepare debt‑related tables contained in official statements, term sheets and disclosure filings.
• Populate and/or review data tables in official statements, term sheets and disclosure filings for accuracy.
• Prepare financing calendars, distribution lists, official statements or term sheets and closing memos for debt issuance transactions.
• Prepare RFPs, presentations, and other correspondence as necessary.
• Attend presentations and governmental meetings, as required.
• Other duties and responsibilities as assigned by management.

• Ability to take initiative and willingness to go the extra mile for our clients.
• Ability to prioritize work with many conflicting deadlines.
• Ability to work well under pressure.
• Ability to collaborate and problem solve with both technology and business team members.
• Excellent English communication skills, both written and verbal.
• Ability to use and understand financial terms, concepts, formulas, etc.

• Education:
  
  Bachelor’s degree (B.A.) from four‑year college or university in Finance, Accounting, Economics or related field.
• Experience:
  
  Related experience preferred.
• Regulatory Licensures:
  Series 50 or, if Series 50 is not yet obtained, successful completion of Securities Industry Essentials Exam (SIE) is preferred.