Summer Associate - Fixed Income Municipal Trading; St. Petersburg, FL

Position: 2027 Summer Associate - Fixed Income Municipal Trading (St. Petersburg, FL)
** Duties and Responsibilities*
* + Completes spreadsheet financial models for assigned industry.

+ Formulates new transaction proposals.

+ May assist in development of financial analyses including revenue models, running the numbers, debt profiles and refinancing and cash flow analysis.

+ Helps in preparation of client pitch books.

+ Maintains records of market conditions and issuance, prepares regular updates, and reports for internal and external constituencies.

+ Creates and presents marketing and sales materials.

+

May have limited interaction with clients.

+ Performs other duties and responsibilities as assigned.

+ Works independently on assigned projects and tasks, meeting all delivery deadlines.

+ Operates standard office equipment and uses required software applications.

+ Answer incoming phones

** Knowledge, Skills, and Abilities*
* ** Knowledge of*
* + Fundamental investment concepts, practices and procedures used in the securities industry.

+ Basic knowledge of Fixed Income procedures, regulatory requirements, transactions and client relationships.

+ Financial markets and products.

+ Basic business case analysis.

+ Financial analysis and data modeling.

+ Fundamental concepts, practices, and procedures of a professional office environment.

** Skill in*
* + Excellent analytical, critical thinking and problem solving skills sufficient to recognize and detect errors and offer resolution.

+ Basic skills in coding, SQL, HTML 5, Python. "Scripting Languages"

+ Communicate effectively, both orally and in writing to all level of associates and clients.

+ Operating standard office equipment and using required software applications to produce documents such as reports, graphics, electronic communication, spreadsheets, and databases.

+ Ability to work effectively as part of a virtual/hybrid team.

+ Comfortable establishing positive/productive rapport with co-workers, financial advisors and external parties (vendors/traders - etc)

** Ability to*
* + Multi-task and work on a fast-paced, team-oriented environment.

+ Efficiently manage time and resources in order to overcome quantitative and analytical challenges.

+ Establish and maintain effective working relationships at all levels of the organization.

+ Work under stress restricted by time deadlines and work volume fluctuations.

+ Prepare and deliver clear, effective and professional presentations.

+ Communicate both orally and in writing, with all levels of the organization and external clients.

+ Work independently as well as collaboratively within a team environment.

+ Organize and prioritize multiple tasks and meet deadlines.

+ Provide a high level of customer service.

** Educational/*
* ** Previous*
* ** Experience Requirements*
* + College student with a graduation date of December 2028 or laterstanding student pursuing a Bachelor's Degree (B.A.) or Master's Degree in Finance, Economics, MIS, ISM or related field at an accredited university.

+ Any equivalent combination of experience, education, and/or training approved by Human Resources.

+ Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD).

** Licenses/Certifications*
* + None required.

** Location*
* ** St. Petersburg, FL Home*
* ** Office*
* + No travel required.