Public Finance Analyst

About the Role

The Public Finance Analyst on SouthState Securities’ Public Finance team will provide investment banking solutions for the complex financing needs of the firm’s public sector clients. This role offers an opportunity to build technical public finance expertise and collaborate with bankers, underwriters, sales/trading, marketing, and clients.

Key Responsibilities

• Develop customized financial models using Excel for bond financing structures.
• Utilize industry-approved third-party programs (Munex/Adaje) to prepare bond structures.
• Support bond pricing, refunding, analyses, debt service modeling, yield calculations, and evaluation of market conditions for municipal financing opportunities.
• Analyze and compare alternative financing structures and assist bankers in developing customized solutions for issuer needs.
• Prepare responses to requests for proposals (RFPs) during the solicitation process.
• Prepare presentation materials, including regular market updates, for client meetings and senior management.
• Participate in client meetings, financing discussions, and presentations with municipal issuers and other transaction stakeholders.
• Assist in all phases of municipal bond transactions, from initial financing analysis through pricing and closing.
• Support enhancements to internal financial models, templates, and analytical processes to improve efficiency and consistency.
• Maintain familiarity with municipal finance regulations, disclosure requirements, and industry best practices.
• Take ownership of all tasks and challenges encountered in the operation of the assigned position.

Requirements & Tech Stack

• Excel
• Munex/Adaje
• Microsoft Office Suite (including Excel, Word, and PowerPoint)

Qualifications

• Bachelor’s degree with coursework in finance or economics, or equivalent work experience in investment banking, municipal finance, accounting, credit, financial analyst, or capital markets.
• 0-2 years related experience and/or training.
• SIE and FINRA Series 50, 52, and 63 licenses required, or successful completion within 90 days of hire.

Skills & Abilities

• Well-organized, accurate, and attentive to detail; committed to producing high-quality work in a fast-paced environment.
• Ability to prioritize competing assignments and function well under pressure.
• Strong analytical, quantitative, and problem-solving skills.
• Excellent written and verbal communication skills, with the ability to present complex financial concepts clearly.
• Advance proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint.
• Ability to develop strong professional relationships with clients, colleagues, and transaction participants.